News & Media

Strong Position for Sell-Through Growth

The iPhone launch cycle remains one of the most significant seasonal demand events in consumer electronics. With pre-sales secured and inventory flowing, Stealth is well-positioned to capture continued sell-through momentum across Q2 FY26.

Distribution spans across our major national retail and telco channel customers, including JB Hi-Fi, Officeworks, Retravision, Vodafone, and leading online platforms. Post-launch sales are expected to accelerate across convenience retail and marketplaces.

Growth driven by Brand-Led Strategy

This pre-sales uplift reflects the success of Stealth’s strategic investment in its Force Technology consumer division and its expanded portfolio of high-demand brands:

• OtterBox – Global leader in rugged device protection.
• EFM – Force Technology’s owned brand, now extended with new product lines and categories across retail and telco.
• CASETiFY – Premium fashion and lifestyle-tech brand targeting Gen Z and gifting occasions.
• Case-mate – Mid-to-premium lifestyle brand with strong fashion and gifting appeal.

All inventory is manufactured back-to-back with committed orders, ensuring capital efficiency and margin protection.

Sustainable Sell-Through Momentum

Beyond the initial launch, Stealth anticipates strong accessory demand driven by:

• High attach rates for cases, screen protection, power, audio, and accessories.
• Growing brand loyalty and repeat cycles for OtterBox, EFM, CASETiFY, and Belkin –a premium global brand for charging, connectivity, and audio.
• Expansion into adjacent mobile accessory categories via Stealth’s wider brand portfolio.
• Continued growth of DULLCO, Stealth’s entry-level own-label launched late 2024, targeting high-traffic convenience stores and online marketplaces.

This multi-brand, multi-tier strategy positions Stealth to capture a wider share of the mobile accessory market—from premium to entry-level—extending revenue across both initial purchases and long-tail demand.

Building Shareholder Value

This result affirms the success of Stealth’s brand-led, channel-aligned strategy and contributes to the Group’s FY28 strategic goals, focused on margin expansion, exclusive brand growth, and scalable recurring revenue.

CEO Mike Arnold commented “The strength of our pre-sales heading into the iPhone 17 launch validates the strategic steps we’ve taken to secure high-demand and exclusive brands, and grow our own-label footprint. These early results signal a strong season ahead for our Consumer Division and are a clear indicator of how our partnership model with brands like OtterBox and CASETiFY is delivering results and building deeper relationships with Australia’s largest retailers and telco partners.”