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GROCERIES News & Analysis

The supermarket wars: Aldi gaining on Woolworths and Coles
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The supermarket wars: Aldi gaining on Woolworths and Coles
Rising consumer prices are pushing more shoppers towards Aldi, a new report shows. Here's what it means for the two major supermarkets.
Nicki Bourlioufas | 16 February 2023
Coles forced to boost spending amid shift to online groceries
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Coles forced to boost spending amid shift to online groceries
It’s got the balance sheet to do it, but it lags behind larger rival Woolworths.  
Lex Hall | 22 June 2021
Browsing the opportunities aisle in retailing
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Browsing the opportunities aisle in retailing
Morningstar equity analyst Johannes Faul explores the flipside to the surge in growth in online sales.
Johannes Faul, CFA | 28 October 2020
Amazon Fresh finally ready for Prime Time
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Amazon Fresh finally ready for Prime Time
The market is underestimating the potential impact of Amazon Fresh, which Morningstar expects to be e-commerce's breakthrough story for 2020.
R.J. Hottovy, CFA | 16 January 2020
Retailers and recessions: opportunities in the aisles if the market loses its cool
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Retailers and recessions: opportunities in the aisles if the market loses its cool
Morningstar equity analyst Johannes Faul analyses how Australia's largest listed retailers would hold up if a 1990s-style recession hit.
Emma Rapaport | 22 May 2019
Behind Wesfarmers' surprise bid for Lynas
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Behind Wesfarmers' surprise bid for Lynas
Morningstar equity analyst Johannes Faul explains the motives behind Wesfarmers' $1.5bn surprise bid for rare earths miner Lynas Corporation. 
Johannes Faul, CFA | 04 April 2019
Ask the Expert: Woolies' $1.7bn share buyback
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Ask the Expert: Woolies' $1.7bn share buyback
Morningstar analyst Johannes Faul explains the motives behind Woolworths' sale of its petrol business and its $1.7bn share buyback.
Lex Hall | 02 April 2019
Coles' $150m deal to double deliveries
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Coles' $150m deal to double deliveries
Coles will spend up to $150 million over the next four years to double its home delivery capacity after signing a deal to use tech from British...
Emma Rapaport with AAP | 26 March 2019
Woolworths profits flat as food margins decline
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Woolworths profits flat as food margins decline
The share sell-off following Woolworth's disappointing half-year result today is a realisation that lower food retail margins are here to stay, says...
Glenn Freeman | 20 February 2019
Coles ‘laying foundations’ despite 5.8pc slide in earnings
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Coles ‘laying foundations’ despite 5.8pc slide in earnings
Ageing supermarkets and a sluggish response to modern shopping habits have led to slow sales growth at Australia's second-largest food retailer.
Glenn Freeman | 19 February 2019