KMD 5.41% 39.0¢ kmd brands limited

Ann: KMD FY18 Final Results Presentation, page-3

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  1. 424 Posts.
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    A stellar result for KMD. It seems like NZ sales will remain around where they've been, with Australia being the true growth engine. The question is, how long can Australia continue to grow? Judging by the population of AUS being ~5.3x more than NZ, but Australia generating 2.2x revenue of NZ, I suspect there is still plenty of room to grow here.

    It'll be interesting to see how their wholesale to GO Outdoors and through OBOZ pans out, as they won't be able to charge the premiums they do for retail, but also won't incur the standard brick + mortar costs of onsite operations globally.
 
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