Although your post includes the word retail it is mainly a Covid vaccinated versus unvaccinated opinion and should be on the Coronavirus thread not here.
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bnz have these thoughts in there latest newsletter
In the latest BNZ Markets Outlook, BNZ head of research Stephen Toplis says the single biggest uncertainty facing the economy over the next twelve months is how business and consumer sentiment responds to endemic Covid.
Toplis believes There are "many ways this can go". At the extremes we could:
- collectively accept the risks of operating in such an environment, relish our freedoms and push ahead with economic expansion; or
- fear could rise aggressively, domestic spending on services could collapse, labour supply could drop and the economy could retrench.
"For most of the world endemic Covid is now situation normal. New Zealand is yet to experience this phenomenon.
"We will soon be thrust headlong into a very different world."
https://www.interest.co.nz/business/...er-next-twelve
BNZ... talk about sitting on the fence lol. "many way this can go". thanks for that
The weather next year. Could be rain, sun, windy etc. There's many ways it could go. Heard it here first
Well they basically answered their own question there didn’t they: “For most of the world endemic Covid is now situation normal”
All regions globally have seen strong retail performance following reopening. We can even look to the very recent reopening of our closet culture match in Australia and see they are already confirming a strong retail bounceback in NSW & VIC after retail reopened.
From today:
Quote:
Australia’s small to medium-sized businesses are already starting to reap the benefits of eased coronavirus restrictions, according to new consumer data from MYOB indicating retail trade has returned to pre-Delta levels.
MYOB chief executive Greg Ellis told The Sydney Morning Herald and The Age he was positively surprised by how quickly small to medium enterprises had recovered from the pandemic, and the extensive lockdowns in Victoria, New South Wales, and the ACT.
I agree - I don’t think retail will be the place in the economy that suffers from the unvaccinated morons spreading the virus to the vaccinated, so WHS along with Briscoes, Michael Hill, Kathmandu, hallensteins etc should all be fine in the new environment, although will have to adjust to the regular disruption to staffing etc upon exposure events (not sure exactly how that will work, but probably less of an issue for the bigger format retailers where I think double vaccinated mask wearing staff would be considered casual contacts at worst, and probably wont need to isolate, but may need tests).
But something like Early childhood education providers probably isn’t a good place to have money invested in at the moment for instance.
Stop insulting people, many unvaccinated people i know are highly intelligent/well researched individuals who aren't sheep and make their own decisions, fight the real enemy which is the divide and rule vaccine mandate instigated by the Govt, as I've said before you are not a well researched individual on these matters, take your insults to the Coronavirus thread and see how you get on.
:laugh::laugh::laugh::laugh::laugh::laugh::laugh:: laugh::laugh::laugh::laugh::laugh:
https://www.sharetrader.co.nz/blob:h...a-7d3fe3b05227https://www.sharetrader.co.nz/blob:h...8-1502052c0036Attachment 13197
Look, this is what you believe and your faith has absolutely nothing to do with facts no matter how many creationists you cite and how many you-tube videos you distribute.
No need to try to stuff your anti whatever vaxxer religion down everybody's throat.
LEK was absolutely right.
Good info there, thanks for sharing. I still believe its the young people that will lead the charge and we both know I think there's another listed retailer that better targets that demographic, one that's already benefitting from the rebound in NSW and Victoria :cool:Quote:
Australia’s small to medium-sized businesses are already starting to reap the benefits of eased coronavirus restrictions, according to new consumer data from MYOB indicating retail trade has returned to pre-Delta levels.
MYOB chief executive Greg Ellis told The Sydney Morning Herald and The Age he was positively surprised by how quickly small to medium enterprises had recovered from the pandemic, and the extensive lockdowns in Victoria, New South Wales, and the ACT.
I got to think last evening...as you do...some of the retailers have been very clear beneficiaries of this lockdown, Noel Leeming selling goods at full price and MHJ selling sparkly things people don't need to make them feel better sprang readily to mind. These tailwinds can't last forever but people always need clothes....just a thought.
Anyway I see MHJ share price bounding away again so what would I know about what people really want lol
Why do we need clothes thou? :p