Retail & eCommerce Trends: Dec 7 - Australia (5 stories)

Sunday, 7 Dec 2025 Weekly Retail & eCommerce Australia

Here is your Weekly summary for Retail & eCommerce across Australia for Mon 1st December - Sun 7th December 2025

Dollar General and Ross Stores have seen their stock price targets raised by analysts, reflecting positive market sentiment and growth potential. Raymond James increased Dollar General's target to $135, while TD Cowen raised Ross Stores' target to $203, indicating confidence in their performance amid a competitive retail landscape.

In contrast, Step One Clothing faced a significant setback, with shares plummeting 40% after announcing a projected $20 million loss due to inventory issues. This stark decline highlights the challenges online retailers face in managing stock and meeting market expectations.

Meanwhile, American Eagle Outfitters reported better-than-expected earnings for Q3 2025, positively impacting its stock. Shopify also maintained a Market Outperform rating, driven by strong European growth that is enhancing its margins, showcasing resilience in the eCommerce sector.

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