• JB Hi-Fi vs Lovisa: Which beaten-down ASX retailer could rebound strongly?

    A man in a business suit rides a graphic image of an arrow that is rebounding on a graph.

    JB Hi-Fi Ltd vs Lovisa shares: Which retailer might bounce back harder?

    If you’re eyeing the next potential bargain in Australian retail, you might be weighing up JB Hi-Fi Ltd (ASX: JBH) and Lovisa Holdings Ltd (ASX: LOV). Both are iconic ASX retailers that have seen their share prices drop this year, leaving many investors asking: Which is more likely to double from here? Let’s dig into the fundamentals, value, and momentum for both JB Hi-Fi and Lovisa.

    The case for JB Hi-Fi

    JB Hi-Fi is one of Australia and New Zealand’s best-known specialty retailers, focusing on consumer electronics, white goods, and home entertainment through brands including JB Hi-Fi itself, The Good Guys, and e&s. The company operates large-format stores and a growing online presence, appealing to value-focused shoppers chasing tech and appliances.

    Looking at JB Hi-Fi’s key fundamentals:

    • Market cap: $7.81 billion
    • P/E ratio: 16.12
    • Dividend yield: 4.68% (fully franked)
    • Earnings per share: $4.467
    • Year to date return: -21.66%

    That juicy fully franked dividend (100% franked) appeals to income investors, while the P/E ratio suggests a more moderate valuation than Lovisa. The company’s long track record, defensive category mix, and brand recognition might appeal if you think beaten-down retailers are primed for a comeback.

    JB Hi-Fi operates a substantial retail network across Australia and New Zealand, supported by a steadily growing online channel – though the actual store count isn’t specified in the current data.

    The case for Lovisa

    Lovisa is a global fast-fashion jewellery and accessories retailer. Launched in 2010, Lovisa has scaled up rapidly, with stores now spanning over 50 countries. The chain sells trendy and affordable jewellery, targeting style-conscious customers wanting the latest looks, both in brick-and-mortar stores and online.

    Lovisa’s standout metrics include:

    • Market cap: $2.68 billion
    • P/E ratio: 28.32
    • Dividend yield: 3.52% (partly franked)
    • Earnings per share: $0.792
    • Year to date return: -13.68%

    Lovisa’s growth story is evident in its rapid expansion and international reach. However, its current dividend is only 50% franked and the yield is lower than JB Hi-Fi’s. The company’s higher P/E ratio may suggest the market expects stronger growth ahead—or is simply pricing in its excellent global execution.

    Lovisa has built a global store footprint and vertically integrated supply chain, but the specific number of stores should be treated as an approximate figure.

    Valuation comparison

    Here’s how the key numbers stack up:

    JB Hi-Fi Lovisa
    Market cap $7.81 billion $2.68 billion
    P/E ratio 16.12 28.32
    Dividend yield 4.68% (fully franked) 3.52% (50% franked)
    Earnings per share $4.467 $0.792
    Dividend per share $3.37 $0.86

    JB Hi-Fi stands out for its bigger dividend and full franking, while Lovisa’s P/E is considerably higher. This suggests the market is expecting faster earnings growth from Lovisa, or pricing in its status as a high-growth global retailer.

    Recent share price momentum

    Comparing recent share price momentum up to 15 October 2026:

    • JB Hi-Fi closed at $71.41, down -21.66% year to date.
    • Lovisa Holdings closed at $24.16, down -13.68% year to date.
    • In the last trading session, JB Hi-Fi fell 0.83%, while Lovisa dipped 1.15%.

    Both have lagged the broader market lately, but JB Hi-Fi has fallen further YTD than Lovisa. That may put JB Hi-Fi in the more “beaten down” category—possibly creating greater rebound potential if sentiment turns around.

    Which is the better buy?

    If I had to pick which retailer is more likely to double from here, my money would be on JB Hi-Fi. Here’s why: JB Hi-Fi’s share price has fallen further, its P/E ratio is much lower, and the dividend yield is nearly a full percentage point higher—plus it’s fully franked. While Lovisa is a cracking global growth story, the market’s already paying up for that growth, as seen in its P/E. JB Hi-Fi, on the other hand, looks oversold relative to its steady earnings and income stream. If retail sentiment rebounds, I reckon JB Hi-Fi has more room to snap back hard.

    That said, both are quality operators, and Lovisa’s growth could surprise to the upside if global expansion continues apace. But on the numbers given—and if you’re looking for the one retailer with the more compelling chance of doubling after a bruising year—my pick would be JB Hi-Fi.

    The post JB Hi-Fi vs Lovisa: Which beaten-down ASX retailer could rebound strongly? appeared first on The Motley Fool Australia.

    Wondering where to invest $1,000 right now?

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    Scott just revealed what he believes could be the ‘five best ASX stocks’ for investors to buy right now. We believe these stocks are trading at attractive prices and Scott thinks they could be great buys right now…

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    Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Lovisa. The Motley Fool Australia has recommended Lovisa. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial draft. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

  • 3 ASX shares I’d buy and hold for the next 10 years

    A young man punches the air in delight as he reacts to great news on his mobile phone.

    If I were building an ASX share portfolio for the next 10 years, I would focus on companies with strong competitive advantages and plenty of opportunities to grow.

    After all, I believe some of the best investment returns come from owning quality businesses and giving them time to compound their earnings.

    With that in mind, here are three ASX shares I would happily buy and hold until 2036.

    ResMed Inc. (ASX: RMD)

    The first ASX share I would consider is ResMed.

    ResMed has spent decades improving the treatment of sleep apnoea, building a business that extends well beyond simply selling medical devices.

    Its ongoing investment in product development has made treatment more comfortable and convenient for patients, while its software helps healthcare providers monitor how effectively that treatment is working.

    I believe this focus on innovation has been instrumental in establishing ResMed’s market-leading position, and there is still considerable room for growth.

    After all, an estimated 1 billion people around the world suffer from sleep apnoea, with the vast majority undiagnosed.

    With its financial strength, established market position, and commitment to innovation, I think ResMed has an excellent chance of becoming a significantly larger business over the next decade.

    TechnologyOne Ltd (ASX: TNE)

    Another ASX share I would buy and hold for a decade is TechnologyOne.

    The enterprise software provider supplies essential systems to universities, councils, government organisations, and businesses.

    Once customers adopt its software, switching to a competitor can be expensive and disruptive, helping TechnologyOne retain customers and generate recurring revenue.

    And with organisations continuing to move their operations to the cloud, I believe there is plenty more growth to come.

    At the end of March, TechnologyOne reported annual recurring revenue of $598 million. Management is now targeting more than $1 billion by FY 2030.

    In light of this, I think TechnologyOne has the potential to continue growing strongly well beyond that target.

    Wesfarmers Ltd (ASX: WES)

    A final ASX share I would be happy to own for the next decade is Wesfarmers.

    One of the reasons I have so much confidence in this company is its ability to adapt to changing consumer habits while continuing to grow its businesses.

    Kmart is a good example. It has established itself as a destination for affordable everyday products, which has helped it win customers and grow its market share.

    Meanwhile, Bunnings continues to strengthen its position in the home improvement market, with opportunities to grow sales among both DIY customers and professional tradespeople.

    And with its healthcare division expanding, Wesfarmers is developing another business that could make a meaningful contribution to earnings in the years ahead.

    Overall, I believe Wesfarmers has the financial strength, experience, and growth opportunities to keep delivering for shareholders well beyond 2036.

    The post 3 ASX shares I'd buy and hold for the next 10 years appeared first on The Motley Fool Australia.

    Wondering where to invest $1,000 right now?

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    Scott just revealed what he believes could be the ‘five best ASX stocks’ for investors to buy right now. We believe these stocks are trading at attractive prices and Scott thinks they could be great buys right now…

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    Motley Fool contributor James Mickleboro has positions in ResMed and Technology One. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended ResMed and Wesfarmers. The Motley Fool Australia has positions in and has recommended ResMed. The Motley Fool Australia has recommended Wesfarmers. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

  • BHP Q1 update: steady guidance, stronger prices, focus on safety

    Two miners laughing and having fun while using smart phone during their coffee break.

    The BHP Group Ltd (ASX: BHP) share price is in focus today after the mining giant released its operational review for the September 2026 quarter, highlighting steady iron ore production and stronger realised prices, despite a drop in copper output.

    What did BHP report?

    • Copper production fell 19% to 401 kt, while guidance for FY27 remains unchanged at 1,650–1,800 kt.
    • Iron ore production increased by 4% to 66.5 Mt, with FY27 guidance at 260–272 Mt unchanged.
    • WA Iron Ore (WAIO) set new mine and port records, achieving a 4% lift during significant planned maintenance.
    • Steelmaking coal output edged up 1% to 4.9 Mt, and energy coal from NSW Energy Coal rose 26% to 4.4 Mt.
    • Average realised prices were up for copper (US$7.01/lb, +53% YoY) and steelmaking coal (US$242.82/t, +34% YoY).
    • No change to FY27 production or unit cost guidance across core divisions.

    What else do investors need to know?

    Two tragic fatalities were recorded at Escondida and Peak Downs during the quarter, prompting company-wide safety reviews and temporary operational pauses at affected sites. These events underscore BHP’s ongoing focus on safety, with senior management reaffirming the company’s goal of a fatality-free workplace.

    BHP continues to advance its copper growth strategy, including progress at its South Australian Copper assets and pre-commitment funding for the Escondida New Concentrator in Chile. The company also updated Olympic Dam’s mineral resource base and announced its Oak Dam project will now be known as ‘Ankata’ following community consultation.

    On the sustainability front, BHP’s BMA mines achieved 100% renewable electricity supply and the company completed a pilot with Amazon Web Services to sell credits for lower-emission copper.

    What did BHP management say?

    BHP Chief Executive Officer Brandon Craig said:

    Our bulk commodities delivered a strong start to FY27 through a maintenance-intensive quarter. WAIO set records at both the mine and port, while BMA and NSW Energy Coal both delivered higher production than the same period last year. Stronger commodity prices provided a tailwind for earnings, particularly in copper where prices were around 50% higher than a year ago. We are building the next phase of growth in copper and potash. We continued to strengthen one of the world’s largest copper portfolios, from funding the Escondida New Concentrator in Chile to growing our resource base and long-term production potential at Copper South Australia, while also expanding our copper growth pipeline across the Americas. Jansen is rapidly taking shape, with Stage 1 now 87 per cent complete and on track for first production in mid-2027, adding a new and important commodity to our portfolio.

    What’s next for BHP?

    Looking ahead, BHP is maintaining guidance across all major commodities for FY27 with copper production expected to ramp up in the second half. Major growth projects, including the Jansen potash development in Canada, are progressing, with Stage 1 forecast for first production in mid-2027.

    The group remains committed to advancing its decarbonisation agenda, deepening strategic partnerships, and supporting long-term demand trends, especially as demand for copper is buoyed by global electrification, Chinese and Indian infrastructure spending, and the burgeoning data centre market.

    BHP share price snapshot

    Over the past 12 months, BHP shares have risen 60%, outperforming the S&P/ASX 200 Index (ASX: XJO), which has fallen 2% over the same period.

    View Original Announcement

    The post BHP Q1 update: steady guidance, stronger prices, focus on safety appeared first on The Motley Fool Australia.

    Wondering where to invest $1,000 right now?

    When investing expert Scott Phillips has a stock tip, it can pay to listen. After all, the flagship Motley Fool Share Advisor newsletter he has run for over ten years has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    Scott just revealed what he believes could be the ‘five best ASX stocks’ for investors to buy right now. We believe these stocks are trading at attractive prices and Scott thinks they could be great buys right now…

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    * Returns as of 6 March 2025

    More reading

    Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has recommended BHP Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.