The retail stocks set to benefit from Christmas spending boom
Retailers who can pass on higher input costs to consumers and have greater control over their supply chain are best placed to benefit.
Fund managers are positioning for another strong period of consumer spending heading into Christmas, but only certain retail stocks are set to benefit as inflationary pressures wreak havoc on global supply chains.
Australia’s pre-Christmas retail sales are forecast to reach $58.8 billion this year, up 11.3 per cent on pre-pandemic conditions in 2019, according to the Australian Retail Association and Roy Morgan.
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