One thing missing in these threads is the analysis with the AUD rising.
Kogan's (and most other retailers) margin's will be higher with the rising AUD - an extra percent or two makes a huge difference for a business that is running lean such as Kogan.
So some extra tailwind for the current half year on top of all the extra industries they are entering into.
One thing missing in these threads is the analysis with the AUD...
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