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The stocks Yarra Capital will target if investors ‘freak out’ Save Share Dion Hershan’s Yarra Capital Management plans to dive into retail and consumer stocks during the coming reporting season, taking advantage of any weakness that emerges as big retailers cycle the spending boom from a year ago. Mr Hershan believes investors could “freak out” when they see COVID-19 winners such as food, outdoor leisure, electronics and homewares retailers report negative same-store sales growth or weaker than expected results. Yarra Capital’s Dion Hershan has a contrarian view about the outlook for consumers.   Josh Robenstone “We stand ready to be a buyer of consumer stocks,” said Mr Hershan, who has a contrarian view about the outlook for consumers and believes spending is likely to remain strong for at least 12 months.

New south walesDion hershanNick scaliSuper retail groupAccent groupAccess economicsBeacon lightingReject shopYarra capitalNikko asset managementAristocrat leisureபுதியது தெற்கு வேல்ஸ்நிக் ஸ்காலிஅருமை சில்லறை குழுஅசை அழுத்தம் குழுநுழைவு பொருளாதாரம்