TPW 1.68% $9.70 temple & webster group ltd

the bunnings of furniture - online version

  1. 4,567 Posts.
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    This is what it looks like to me. Although bunnings is in a bigger addressable market(directly associated with renovation and the repair market for homes- tens of billions), our TAM in furniture is the next best after bunnings. Bunnings is not strong in furniture.

    Also from studying the websites , there is clear dead space after TPW in this space. TPW is dominant. This is future blue chip material.
 
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