Rebel will get smashed IMO. Community sport is cancelled across the country just as people would have been starting to buy their winter gear, and NRL/AFL/rugby all but cancelled, so there goes a lot of the branded merchandise sales. Macpac and BCF aren't in a much better situation due to social isolation and cancelled holidays. Super Cheap probably the least affected but will suffer from the now-inevitable recession.
Overall the company is in a much better position than some others, with a diversified target market and fairly low debt, and I don't think they're in any imminent trouble. For companies like this though, the risk is in how long it takes the economy to recover. We know short-term earnings are going to be smashed due to the lockdowns, but even after the lockdowns end the resulting recession could stick around for years.
SUL Price at posting:
$4.01 Sentiment: None Disclosure: Held
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