To be fair, the DSK report put a rocket under ADH. One would think sales growth between the two product sets correlate highly.
The DSK update, plus Semrush stats (below) bode very well for ADH. (Take the traffic measurements with a grain of salt. I only use them as a rough guideline).
Notice current traffic is well above the previous COVID impacted pcp (Mar-Jun 2020) - especially for Adairs.
If what Mark and Ash said about retaining most of the margin increase holds true, we're in for a nice 2H (noting that 1H is always stronger).
Adairs.com.au
Mocka.com.au:
Mocka NZ: (Not as impressive)
ADH Price at posting:
$4.58 Sentiment: Buy Disclosure: Held
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