Consumer spending may be weak but consumer-focused ASX small caps have had a good year in 2019.

Overall the sector is up by 5 per cent and nine stocks have more than doubled.

The pack of consumer focused stocks is led by bookmaker Betmakers Technology Group (ASX:BET) which is up 195 per cent.

Research as a Service analyst Finola Burke covers the stock and credited its success to strong revenues, partnerships and reputation.

“The company is unique in that all main racing authorities in Australia use its official price solutions, race day management and data distribution,” she said when initiating coverage on the stock.

Also more than doubling in 2019 is plus size retailer City Chic Collective (ASX:CCX), online marketplace Redbubble (ASX:RBL) and electric scooter manufacturer VMoto (ASX:VMT).

Here are all the ASX small cap consumer staples & consumer discretionary stocks (by their official ASX GICS code) and their performance in 2019:

Swipe or scroll to reveal the full table. Click headings to sort

Code Name Price (1pm 12 Nov) % Return YTD Market Cap
BET BETMAKERS TECHNOLOGY GROUP LTD 0.14 195.36 68.66M
VMT VMOTO LTD 0.17 185.71 35.96M
DDT DATADOT TECHNOLOGY LTD 0.01 180 5.74M
CCX CITY CHIC COLLECTIVE LTD 2.6 176.58 499.81M
SIT SITE GROUP INTERNATIONAL LTD 0.08 155.17 58.02M
MCP MCPHERSON'S LTD 2.74 140.35 298.09M
TPW TEMPLE & WEBSTER GROUP LTD 2.4 140 272.21M
ICQ ICAR ASIA LTD 0.29 123.08 123.08M
RBL REDBUBBLE LTD 1.88 111.11 491.64M
AMS ATOMOS LTD 1.57 98.14 278.73M
SSG SHAVER SHOP GROUP LTD 0.67 96.64 81.33M
ASG AUTOSPORTS GROUP LTD 1.79 85.99 360.80M
BBN BABY BUNTING GROUP LTD 3.73 76.33 473.26M
WHK WHITEHAWK LTD 0.1 55 14.69M
MGC MG UNIT TRUST 0.43 53.57 243.32M
ERG ENECO REFRESH LTD 0.07 51.11 18.52M
ABV ADVANCED BRAKING TECHNOLOGY 0.03 50 10.04M
AKG ACADEMIES AUSTRALASIA GROUP 0.63 46.89 81.04M
PWH PWR HOLDINGS LTD 4.67 45.76 470.41M
KME KIP MCGRATH EDUCATION CENTRE 1.04 44.85 46.59M
SHM SHRIRO HOLDINGS LTD 0.73 43.33 67.51M
MYR MYER HOLDINGS LTD 0.56 33.73 455.81M
HCT HOLISTA COLLTECH LTD 0.08 32.76 18.02M
SHJ SHINE CORPORATE LTD 0.88 29.33 151.52M
MFD MAYFIELD CHILDCARE LTD 1.02 28.43 32.47M
AS1 ANGEL SEAFOOD HOLDINGS LTD 0.19 27.59 24.39M
SIO SIMONDS GROUP LTD 0.41 26.47 61.85M
PFP PROPEL FUNERAL PARTNERS LTD 3.07 25.92 300.16M
PTL PENTAL LTD 0.32 25.57 43.60M
WOA WIDE OPEN AGRICULTURE LTD 0.15 25 10.59M
CL8 COLLABORATE CORP LTD 0.01 25 14.81M
AHL AHALIFE HOLDINGS LTD 0.01 25 10.10M
MTO MOTORCYCLE HOLDINGS LTD 2.33 23.16 144.39M
FFI F.F.I. HOLDINGS LTD 4.69 23.03 50.47M
VTG VITA GROUP LTD 1.21 22.1 197.33M
TCO TRANSMETRO CORPORATION LTD 1.21 21.72 16.13M
HT8 HARRIS TECHNOLOGY GROUP LTD 0.02 21.43 3.15M
BLX BEACON LIGHTING GROUP LTD 1.29 20.86 284.06M
KTD KEYTONE DAIRY CORP LTD 0.41 20 90.35M
UCW UCW LTD 0.22 19.44 25.27M
MHJ MICHAEL HILL INTERNATIONAL L 0.69 19.26 269.50M
OGA OCEAN GROWN ABALONE LTD 0.17 17.86 28.78M
WNR WINGARA AG LTD 0.28 16.33 29.96M
SNL SUPPLY NETWORK LTD 4.12 13.35 167.94M
SFC SCHAFFER CORP LTD 14.2 9.86 195.11M
FWD FLEETWOOD CORP LTD 2.17 9.6 205.31M
TTA TTA HOLDINGS LTD 0.02 9.52 3.16M
AVG AUSTRALIAN VINTAGE LTD 0.51 8.99 144.56M
JYC JOYCE CORP LTD 1.5 8.44 41.81M
TFL TASFOODS LTD 0.14 7.13 36.89M
TNK THINK CHILDCARE LTD 1.41 6.89 85.82M
EBG EUMUNDI GROUP LTD 0.95 5.45 38.75M
ADH ADAIRS LTD 1.8 3.61 296.92M
GAP GALE PACIFIC LTD 0.31 0.22 86.62M
AAP AUSTRALIAN AGRICULTURAL PROJ 0.02 0 3.05M
DLC DELECTA LTD 0.01 0 5.57M
DW8 DIGITAL WINE VENTURES LTD 0.01 0 7.15M
TWD TAMAWOOD LTD 3.58 -0.34 98.58M
NBL NONI B LTD 2.58 -0.6 250.05M
TRS REJECT SHOP LTD/THE 2.69 -1.66 75.16M
CCV CASH CONVERTERS INTL LTD 0.22 -2.13 141.78M
GRB GAGE ROADS BREWING CO 0.09 -2.15 103.34M
AGI AINSWORTH GAME TECHNOLOGY LT 0.77 -2.52 261.02M
HUO HUON AQUACULTURE GROUP LTD 4.52 -2.56 394.76M
NTD NATIONAL TYRE & WHEEL LTD 0.43 -2.64 43.73M
1AL ONEALL INTERNATIONAL LTD 0.86 -2.79 111.81M
AHF AUSTRALIAN DAIRY NUTRITIONAL 0.12 -4.17 42.26M
DNA DONACO INTL LTD 0.09 -4.4 71.65M
WLD WELLARD LTD 0.05 -5.45 27.63M
RTE RETECH TECHNOLOGY CO LTD 0.4 -6.98 93.17M
RIC RIDLEY CORP LTD 1.16 -7.1 361.06M
MRG MURRAY RIVER ORGANICS GROUP 0.07 -8.75 31.66M
WAT WATERCO LTD 2.16 -8.93 79.00M
S66 STAR COMBO PHARMA LTD 0.51 -9.73 44.13M
BUG BUDERIM GROUP LTD 0.21 -12.5 18.06M
AKP AUDIO PIXELS HOLDINGS LTD 17.62 -12.86 498.68M
YOW YOWIE GROUP LTD 0.06 -13.19 12.88M
MMM MARLEY SPOON AG-CDI 0.37 -13.33 57.98M
AQS AQUIS ENTERTAINMENT LTD 0.02 -17.24 4.44M
JAY JAYRIDE GROUP LTD 0.37 -17.78 31.20M
BDA BOD AUSTRALIA LTD 0.32 -17.95 28.50M
DBF DUXTON BROADACRE FARMS LTD 1.2 -20 51.47M
ICT ICOLLEGE LTD 0.05 -20.63 26.28M
JAT JATENERGY LTD 0.05 -20.97 41.30M
AWY AUSTRALIAN WHISKY HOLDINGS L 0.04 -22.22 57.07M
RDH REDHILL EDUCATION LTD 2 -22.26 62.25M
RCT REEF CASINO TRUST 2.32 -23 113.82M
3PL 3P LEARNING LTD 0.9 -25 125.49M
MCA MURRAY COD AUSTRALIA LTD 0.14 -25.64 66.17M
ISU ISELECT LTD 0.59 -25.66 124.98M
EXP EXPERIENCE CO LTD 0.22 -26.23 125.06M
CSS CLEAN SEAS SEAFOOD LTD 0.79 -26.64 72.55M
SFG SEAFARMS GROUP LTD 0.08 -29.09 156.44M
BFC BESTON GLOBAL FOOD CO LTD 0.09 -36.67 42.12M
FOD FOOD REVOLUTION GROUP LTD/TH 0.09 -37.24 65.95M
EHH EAGLE HEALTH HOLDINGS LTD 0.09 -38.85 31.07M
WHA WATTLE HEALTH AUSTRALIA LTD 0.53 -40.78 103.09M
GLB GLOBE INTERNATIONAL LTD 1.25 -42.13 51.00M
SKN SKIN ELEMENTS LTD 0.01 -45 1.79M
EXL ELIXINOL GLOBAL LTD 1.35 -45.2 188.91M
BXN BIOXYNE LTD 0.02 -45.45 11.52M
PGR THE PAS GROUP LTD 0.13 -45.83 17.77M
SRY STORY-I LTD 0.01 -46.15 4.16M
ATP ATLAS PEARLS LTD 0.01 -46.67 3.42M
NNW 99 WUXIAN LTD-CDI 0.07 -47.41 82.34M
SGH SLATER & GORDON LTD 0.9 -50.79 123.20M
AU8 AUMAKE INTERNATIONAL LTD 0.12 -51.02 39.89M
MHI MERCHANT HOUSE INTL LTD 0.06 -52 5.66M
RPM RPM AUTOMOTIVE GROUP LTD 0.13 -52.7 12.52M
FUN FUNTASTIC LTD 0.03 -52.83 5.83M
BEE BROO LTD 0.02 -53.06 14.74M
RFG RETAIL FOOD GROUP LTD 0.14 -55 24.67M
OLI OLIVER'S REAL FOOD LTD 0.04 -55.17 9.78M
ATL APOLLO TOURISM & LEISURE LTD 0.47 -56.5 88.42M
TGA THORN GROUP LTD 0.23 -57.28 74.14M
LON LONGTABLE GROUP LTD 0.15 -58.79 31.07M
FRM FARM PRIDE FOODS LTD 0.3 -61.04 16.55M
SCT SCOUT SECURITY LTD 0.05 -66.45 6.20M
INP INCENTIAPAY LTD 0.02 -67.8 4.66M
ABT ABUNDANT PRODUCE LTD 0.06 -69 5.17M
CYQ CYCLIQ GROUP LTD 0 -70 1.71M
8VI 8VIC HOLDINGS LTD 0.15 -72.73 6.08M
WNB WELLNESS AND BEAUTY SOLUTION 0.01 -74.47 5.16M
IDZ INDOOR SKYDIVING AUSTRALIA G 0.01 -77.72 3.37M
NZS NEW ZEALAND COASTAL SEAFOODS 0.02 -96.81 9.01M

 

What will Christmas bring?

Yesterday unofficially kicked off the busiest period of the year for consumer spending with Singles’ Day in China. More than $80 billion in sales were made by Alibaba and JD alone in the 24-hour period.

November 29 and December 2 will be Black Friday and Cyber Monday, traditions among American retailers of offering large discounts on the Friday and Monday after thanksgiving.

Both of these events have become increasingly popular in Australia in recent years.

But consumer confidence and spending continues to be weak despite record low interest rates, tax cuts and relatively low unemployment.

CommSec chief economist Craig James suggested that consumers were reluctant to spend. He said they were still adjusting to wage growth, and record low interest rates actually spooked consumers.

 

‘Unprecedented split’

There is some good news though in that there is likely to be an uptick in consumer spending.

ANZ head of Australian economics David Plank said consumer-focused firms may see a small improvement but a boom large enough to declare consumer spending and confidence had recovered from current levels was unlikely.

“I think we’ll have to wait and see. We think it’ll be OK, that it’ll get a bit better but still soft relatively subdued,” he said.

“We were surprised by the weakness in retail spending in the third quarter.”

Plank did note that a distinction had to be made between consumer sentiment on their own finances and the outlook.

“One is positive and the other is negative, what that tells you is they are kind of uncertain,” he said.

“It’s an unprecedented split – so it makes it difficult to predict”.

He cited food prices as one of the reasons why spending was weak in the last quarter.

Retail sales in the September quarter were low enough to lead to the first drop in annual retail volumes since the early 1990s recession.

Read More:

Is retail really struggling? Small cap retail stocks up 6 per cent in 6 months