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Solid Christmas trading period for retailers

The Australian Financial Review commented on the Christmas trading period, which was quite solid for Australian retailers.  The AFR expressed surprise that Amazon’s Australian operations didn’t make any noticeable impact, which actually didn’t surprise us.  Every country has its specific environment, which leads to its own mix of over the counter vs. delivered retail sales.  The entry of another online player may alter the mix within the segment that sells via deliveries, but it was unlikely to move more sales away from brick and mortar stores.  We think that most of the shift from over the counter sales to delivered sales has already occurred.  Regrettably (for retailers) there is much less profit in a sale if delivery is required…