Full Year 2023 Myer Holdings Ltd Earnings Call Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: Shaun Robert Cousins - UBS Investment Bank, Research Division - Analyst : John, Nigel. Maybe just a question just further into -- you highlighted, you've got a good, better, best sort of offering there. Maybe where are you seeing the greater growth? Are you seeing it more skewing into that good sort of category? And maybe sort of how you're seeing that consumer facing the cost of living pressures? How are they sort of trading across your -- the breadth of range that you have?

Question: Shaun Robert Cousins - UBS Investment Bank, Research Division - Analyst : Got you. And [shift], it's up at 1.8% of sales versus 1.3% in the PCP. And you called out, Nigel, it's 0.9% a few years back. This has been a big theme globally and then also in this most recent reporting season, and some questions I've got, and answer to the extent you feel appropriate without giving too much information away. But where maybe -- where is that relative to pre-COVID? And where are you seeing this focus? Is it sort of specific stores, specific SKUs or sort of categories? And what's driving that less negative trend that you've started to see some of your initiatives come to play or come into place?

Question: Shaun Robert Cousins - UBS Investment Bank, Research Division - Analyst : Conscious of how sensitive that is. And then just maybe just finally, online has been a big story. Maybe just how are you sort of seeing the split of your online sales between those products that are available in stores and then your broader third-party or sort of marketplace sort of top offering? I'm just curious around that circa 20-ish percent of sales that online is. How much of that is true omnichannel as in product that's available in stores as well? And how much of it is just sort of online exclusive, please?