TPW
Temple & Webster Group Ltd
Specialty Retail
·
Consumer Discretionary
32
comments
17
fund managers
8
past 90 days
About Temple & Webster Group Ltd
Temple & Webster Group Ltd. is an Australian online retailer specializing in furniture, homewares, and home improvement products. Established in July 2011 by founders Mark Coulter, Brian Shanahan, Conrad Yiu, and Adam McWhinney, the company is headquartered in St. Peters, Australia. Its retail operations are conducted through two primary brands: Temple & Webster and Milan Direct. As an e-commerce platform, the group focuses on providing a wide range of home-related goods directly to consumers.
Commentary Volume
32
Comments
17
Fund managers
8
Past 90 days
SOURCE
ACTION
COMMENT PREVIEW
FUND MANAGER
DATE
The fund manager sold their investment in Temple and Webster (TPW), describing the process as illustrating how to handle a stock with good structural growth facing cyclical headwinds. The manager notes TPW has strong structural characteristics with continued double-digit online furniture sales growth taking share from bricks-and-mortar retailers, but notes concerns about the worsening cost-of-living crisis from May to July prompted the exit at a 13% decline rather than the 28% further decline that followed.
Source: Monash Investors Monthly Report · Published: 30 Aug 2023 · Price: ~$6.84
30 Aug 2023
MI
Monash Investors
Exit
Monthly Report
The fund manager continues to hold Temple and Webster (TPW), noting shares returned 39.1% over February as margins came in at the top end of guidance, benefiting from reduced freight costs and supplier-funded discounting. The manager highlights the flywheel effects of TPW's scale becoming increasingly evident as it increases marketing spend to build brand salience and solidify its market-leading position in online furniture and homewares.
Source: Ausbil Investment Management Monthly Report · Published: 28 Feb 2024 · Price: ~$12.53
28 Feb 2024
AM
Ausbil Investment Management
The fund manager continues to hold Templ…
No Change
Monthly Report
§ Important Notice
The entries below are records originating from third-party statements. Thesis Tracker does not rank, recommend or endorse any fund manager, fund or security. Investment decisions should be made on the basis of the relevant Product Disclosure Statement and, where appropriate, advice from a licensed adviser.
Commentary
Sector
Consumer Discretionary
Market cap
$571M
Fund managers
17 managers
First covered
30 Aug 2023
Last updated
30 Apr 2026
Company Details
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§ Reminder
The entries above are records originating from third-party statements. Thesis Tracker does not rank, recommend or endorse any fund manager, fund or security. Investment decisions should be made on the basis of the relevant Product Disclosure Statement and, where appropriate, advice from a licensed adviser.
Frequently asked questions about Temple & Webster Group Ltd (ASX:TPW)
Frequently asked questions
Who is investing in Temple & Webster Group Ltd (ASX:TPW)?
Fund managers including Ten Cap, Blackwattle Investment Partners, Monash Investors, Ausbil Investment Management, Elston Asset Management, Bennelong Australian Equity Partners, Hyperion Asset Management, Wilson Asset Management, Flagship Investments, Eley Griffiths Group, Smallco Investment Manager, Ellerston Capital, Selector Funds Management, Solaris Investment Management, Katana Asset Management, ECP Asset Management and Eiger Capital have invested in Temple & Webster Group Ltd (ASX:TPW).
What is the short interest in Temple & Webster Group Ltd (ASX:TPW)?
The short interest in Temple & Webster Group Ltd (ASX:TPW) is 0.69% which makes it the 242nd most shorted stock on the ASX. Of the 120.3M shares that Temple & Webster Group Ltd has on issue, 826.7K have been sold short.
What does Temple & Webster Group Ltd (ASX:TPW) do?
Temple & Webster Group Ltd. is an Australian online retailer specializing in furniture, homewares, and home improvement products. Established in July 2011 by founders Mark Coulter, Brian Shanahan, Conrad Yiu, and Adam McWhinney, the company is headquartered in St. Peters, Australia. Its retail operations are conducted through two primary brands: Temple & Webster and Milan Direct. As an e-commerce platform, the group focuses on providing a wide range of home-related goods directly to consumers.
The fund manager sold their investment i…