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Kogan.com (ASX:KGN), the online retailer known for price leadership, has drawn interest from Wilson Asset Management as trading improves. In May 2026, Wilson Asset Management noted Kogan released a business update for the ten months to April 2026 demonstrating continued improvement, highlighting the strength of its consumer brand and portfolio of online retail businesses. Kogan.com operates in the Consumer Discretionary sector within the Multiline Retail industry, and Thesis Tracker has captured 3 comments from 2 fund managers, including Wilson Asset Management. Founded in 2006 and headquartered in South Melbourne, Kogan.com operates an online marketplace selling electronics, appliances, homewares and other goods under its own and third-party brands, together with New Zealand online retailer Mighty Ape and services including Kogan Mobile, Kogan Insurance and Kogan Energy, supported by its Kogan First membership program that rewards loyal customers with free delivery and exclusive pricing.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Endeavor Asset Management and Wilson Asset Management have invested in Kogan.com Ltd (ASX:KGN).
Wilson Asset Management highlights continued improvement in trading over the ten months to April 2026 and the strength of Kogan's price-leadership brand across its portfolio of online retail and services businesses.
The available commentary does not set out specific risks, though as an online retailer Kogan remains exposed to discretionary consumer spending, competition from larger marketplaces and inventory management.
Kogan.com Ltd. is an Australian retail and services company headquartered in South Melbourne. Founded in 2006, it operates through two core segments: Kogan.com and Mighty Ape. The Kogan.com segment focuses on online retailing of in-house and third-party products, marketplace services, subscriptions, and commission-based offerings, including telecommunications, insurance, utilities, and travel. It also generates revenue via an advertising platform. The Mighty Ape segment specializes in online retail for gaming and entertainment products, providing subscription services and telecommunications. The company manages a diverse portfolio of e-commerce operations, marketplace transactions, and consumer service commissions.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.