James Thompson
speaker
987 appearances
3 recordings
1 series
first heard Jul 2026
last heard 18 Aug
James Thompson’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Aug 2026 with 2.
Appearances
We're we're likely to see that in September.
matched
Um, but I think everybody's thinking about that.
matched
JB Hi Fi had their results um on Monday and the the July sales were much weaker than the market expected.
matched
I mean the stock dived as much as fourteen percent on at one stage on Monday.
matched
Um and you know, JB Hi Fi is one of the best retailers in the country.
matched
You can imagine how how others might be struggling.
matched
There there's two things in JB Hy Fi.
matched
Yes.
matched
Yeah.
matched
Yeah, wait and see.
matched
I mean th the the I think the danger though is that the moment the sales momentum if you look back over like a two year period is is slowing and it's slowing fairly quickly.
matched
You know, it's really halved since
matched
Um on a two year view from say June to July.
matched
Um, so that that's that that's what analysts are worried about now.
matched
Margins, you know, everyone's only buying when there's big promotions on.
matched
Th the other interesting thing, you know, so that we've got the housing wealth effect in J B's result.
matched
The other in interesting thing is the AI boom, because these data centers are sucking up all the computer memory.
matched
Uh, that is make that is pushing up the price of laptops because the the you know, they need to buy memory chips.
matched
And J B was saying yesterday, it's actually hard to buy an entry level laptop at the moment because memory is so expensive.
matched
Um so it's really interesting sort of snapshot into the two big forces in the economy, AI and housing.
matched
Showing 101–120 of 987 · page 6 of 50
← Previous
Next →