Also maybe acquisition of Reddot or Cheapaschips would be a good...

First 9 Last

Share
Profile

Follow
Didak

1,006 Posts.

63

12/12/17

18:33

Post #: 29577857
Share

Originally posted by pCap ↑

Great article in today's AFR (see link below) which reiterates a lot of what has been said on this forum about how discount variety is well positioned in a post Amazon world. Nothing particularly new, but all the discount operators agree that the small basket size ($20-$23) and geography of Australia means online is low down on their priority list. As one operator said, its very hard to deliver 6 cups to Echuca cost effectively! I also note that the share prices of the US and Canadian discount operators continue to climb, despite being on trading multiples 3-4x that of TRS (and more in the case of Dollarama in Canada).

http://www.copyright link/business/retail/the-retailers-that-yawn-about-amazon-20171211-h02vn5

Expand

Also maybe acquisition of Reddot or Cheapaschips would be a good move for trs? 50 stores each would boost revenue and strenghten the moat.... trs seem to have decent cash flow to make a move.

TRS Price at posting: $5.42 Sentiment: Buy Disclosure: Held
1 Upvote

0 Great analysis

Reply

Top Stories

Listen: HotCopper Wire Podcast 019 – Dreaming of the 9,000s

BOE

Boss tanks -42% after quietly flagging 'potential challenges' for Honeymoon

Monday's HotCopper trends: Boss guidance, Botanix quarterly | July 28

Clarity confidence – and share price – up on bumper $203M institutional placement

ASX Market Close: New week sees local bourse snaps 2-day losing streak | July 28

First 9 Last

Add to My Watchlist

What is My Watchlist?

A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

Also maybe acquisition of Reddot or Cheapaschips would be a good...

Top Stories

Listen: HotCopper Wire Podcast 019 – Dreaming of the 9,000s

Boss tanks -42% after quietly flagging 'potential challenges' for Honeymoon

Monday's HotCopper trends: Boss guidance, Botanix quarterly | July 28

Clarity confidence – and share price – up on bumper $203M institutional placement

ASX Market Close: New week sees local bourse snaps 2-day losing streak | July 28

Featured News