Electronics and Household Appliances: approx. 70%
Entertainment Electronics: approx. 20%
Software and Games: approx. 10%

Australia: approx. 80%
New Zealand: approx. 15%
Online Sales: approx. 5%

JB Hi-Fi Limited generates the majority of its revenue from the sale of electronics and household appliances. This category includes products such as televisions, computers, and household appliances. Entertainment electronics such as audio and video devices also contribute significantly to revenue, while software and games account for a smaller share.

Geographically, Australia is the main market for JB Hi-Fi, followed by New Zealand. Online sales is a growing area, but still represents a smaller share of total revenue compared to physical locations. This distribution reflects the strong presence and brand awareness of JB Hi-Fi in the region.

Production Sites: No proprietary production facilities

JB Hi-Fi Limited is an Australian retailer that mainly sells entertainment electronics, household appliances, and software. The company does not produce its own products, but sources them from various manufacturers and suppliers worldwide. The products typically come from well-known brands and manufacturers that have their production facilities in different countries, including China, South Korea, Japan, and the USA.

JB Hi-Fi focuses on distributing and selling these products through its stores and online platforms in Australia and New Zealand.

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024)

JB Hi-Fi Limited is pursuing a multi-pronged growth strategy to further strengthen its market position. A key component of this strategy is the continuous expansion of its online business to meet the increasing demands of digital consumers. This includes investments in improving the e-commerce platform and logistics to ensure a seamless customer experience.

Furthermore, the company is focusing on expanding its product offerings, especially in the entertainment electronics and household appliances sectors. Through strategic partnerships with leading brands and the introduction of exclusive products, JB Hi-Fi aims to increase its market share.

Another focus is on optimizing its existing stores to enhance the customer experience. This includes both modernizing store layouts and training employees to provide excellent customer service. These measures are intended to strengthen customer loyalty and maximize sales per square meter.

Main Imported Raw Materials/Components: Electronics components, consumer electronics, household appliances

Main Supply Countries: China, South Korea, Japan, Vietnam

JB Hi-Fi Limited mainly imports electronics components and finished consumer electronics products. These include products such as televisions, computers, smartphones, and household appliances. The majority of these goods are imported from Asian countries, with China serving as the main supplier. South Korea and Japan are also significant suppliers, especially for high-quality electronics and specialized components. Vietnam is increasingly becoming an important production location for electronics, which is also reflected in JB Hi-Fi's imports.

This import structure enables JB Hi-Fi to offer a wide range of products at competitive prices, which is crucial for the company to remain competitive in the electronics and household appliances industry.

Market share in Australia: approximately 25% (2024)
Revenue growth: 8.5% (2024)
Profit margin: 6.2% (2024)

JB Hi-Fi Limited has a significant competitive advantage in Australia, mainly due to its large market share of around 25% in the electronics and home appliances sector. The company benefits from strong brand recognition and a wide range of products that appeal to both price-conscious and quality-oriented customers.

The revenue growth of 8.5% in 2024 indicates that JB Hi-Fi continues to operate successfully in a competitive market. The profit margin of 6.2% is also an indicator of efficient operations and cost control.

Additionally, the company has further strengthened its market position through its omnichannel strategy, which includes both online and brick-and-mortar retail. This strategy enables JB Hi-Fi to adapt flexibly to market changes and provide customers with a seamless shopping experience.

Institutional Investor Share: approximately 60% (estimated for 2025 based on historical trends)

Insider Buys/Sells: No significant changes known (as of 2025)

The institutional investor share in JB Hi-Fi Limited traditionally stands at around 60%, indicating the trust of large investment funds and financial institutions in the company. These investors value the company's stable market position and continuous growth strategy.

Regarding insider buys or sells, there are no significant transactions indicating a change in management or directors' confidence in the company's future development. This could suggest that the management is satisfied with the current company strategy and performance.

Market share of JB Hi-Fi Limited: 23% (2025, estimated)

Main competitors and their market shares:

1. Harvey Norman Holdings Limited: 18%
2. The Good Guys (part of JB Hi-Fi): 15%
3. Kogan.com Limited: 10%
4. Amazon Australia: 9%
5. Bing Lee: 6%
6. Officeworks (part of Wesfarmers): 5%
7. Costco Australia: 4%
8. Aldi Australia (Electronics): 3%
9. Target Australia: 2%
10. Big W (part of Woolworths): 2%

Moat of JB Hi-Fi Limited:

JB Hi-Fi has a significant moat due to its strong brand recognition, wide product range, and well-established physical presence in Australia. The integration of The Good Guys further strengthens its market position and enables synergies in purchasing and distribution.

Compared to competitors, JB Hi-Fi has the advantage of high customer loyalty and an effective pricing strategy supported by streamlined operations. Harvey Norman, as the largest direct competitor, also has a strong market presence but lacks the same efficiency in cost structure.

Amazon Australia poses a threat with its global logistics and price aggressiveness, but local customer service and immediate product availability are advantages for JB Hi-Fi.

Overall, JB Hi-Fi has a solid moat that can be strengthened through continuous innovation and adaptation to market trends. The competition is fierce, but JB Hi-Fi remains competitive due to its established strengths.

Revenue Growth: 8.5% (2024) Profit Growth: 7.2% (2024) Market Share in the Electronics Sector Australia: 23% (2024)

JB Hi-Fi Limited recorded solid revenue growth of 8.5% in 2024, driven by strong demand for consumer electronics and household appliances. The company was able to expand its market share in the Australian electronics sector to 23%, highlighting its leading position in the industry.

The 7.2% profit growth demonstrates that JB Hi-Fi is not only able to increase its revenue but also operate efficiently and control costs. This is a positive sign for investors focusing on sustainable profitability.

Additionally, in recent years, JB Hi-Fi has invested in digitization and expanding its online distribution, helping the company to compete against the growing competition in e-commerce. These strategic initiatives could lead to further growth and a stronger market position in the long term.

Overall, JB Hi-Fi demonstrates strong operational performance and strategic foresight, making the stock a potentially good investment, provided that macroeconomic conditions remain stable and demand for electronic products continues to be robust.

Dividend Yield: 5.1% (2025, estimated)
Payout Ratio: 65% (2025, estimated)

JB Hi-Fi Limited is known for its regular dividend payments, which have been reliable in the past. The dividend yield of 5.1% in 2025 indicates an attractive payout compared to many other companies in the retail sector.

The payout ratio of 65% suggests that the company is returning a significant portion of its profits to shareholders while still retaining enough capital to invest in future growth. This balance speaks to the sustainability of JB Hi-Fi's dividend policy.