Anthony Macdonald

speaker

4,537 appearances 16 recordings 1 series first heard Apr 2026 last heard 4d ago

Anthony Macdonald’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 16 in all, peaking in Sep 2026 with 4.

newest first · ▶ plays the moment

It's in the data.

And for years, JB Hi-Fi has been operating like it's an essential services provider.

Provided

Like the tech that it sells a consumer staple is almost supermarkets-like.

And it's mopped up a big part of Australians' spending.

But has it hit a peak?

You know, like where's that spending showing up in JB HiFi's numbers?

You know, just for July, the spending you're talking about, right?

That seven percent growth or whatever.

Like they're just not there at JB HiFi.

So is this a little bit of a speed bump?

Are we at peak sort of tech spending?

For me, like there's just lots of questions around it.

And analysts have been chopping away those FY27 sales forecasts.

In the background, James, the shares down about 20% since the result.

Wow.

Right.

Now we're we're not talking about it.

Like this is, you know, like the way that CSL and Cochlear, you know, have have their moments.

There's a little bit of a wobble going on at JB Hi Fi too.

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