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尼克·斯卡利有限公司:Nick Scali Limited (NCK.AX): Domestic rollout to get harder over the medium term?-20260610
Citi· 2026-06-10 15:11
Flash | 10 Jun 2026 01:51:31 ET │ 12 pages Nick Scali Limited (NCK.AX) Domestic rollout to get harder over the medium term? CITI'S TAKE After attending this morning's Wesfarmers investor day, we think the potential rollout of K Home by Kmart might lead to increased competition for Nick Scali for sites across Australia and New Zealand impacting the pace of Nick Scali's ANZ rollout from FY28 onwards given Nick Scali sites for the next 12 months would largely have already been locked in. Further, while K Home ...