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GROCERY News & Analysis
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Morningstar's Faul warns the boost to earnings is “temporary” as inflation tapers off, leaving Coles and Woolworths overvalued.
Nicki Bourlioufas | 17 May 2022
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Separating from the liquor and gaming business will boost Woolworths’ ESG credentials, says Johannes Faul.
Emma Rapaport | 11 May 2021
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Lockdowns and social distancing saw customers emptying shelves, but earnings growth still eludes the supermarket giant.
Emma Rapaport | 24 June 2020
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Shoppers have been packing their baskets with more food but shopping less.
Glenn Freeman | 01 May 2020
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The disconnect between Wesfarmers' 3 per cent dip in operating profit for first-half 2020 and its "ritzy" share price is a prime example of investors...
Glenn Freeman | 20 February 2020
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The decision by Kaufland to axe plans to open in Australia removes a competitive threat.
Emma Rapaport | 23 January 2020
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The golden days for Australia's supermarket duopoly are coming to an end, says Morningstar's Johannes Faul.
Emma Rapaport | 06 December 2019
Video
Australia’s biggest supermarkets are successfully defending their turf but high profit margins are ancient history, says Morningstar’s...
Glenn Freeman | 04 December 2019
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Aussie supermarket giants face a changing market and cut-price rivals from the US and Germany.
Emma Rapaport | 03 September 2019
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The supermarket giant will have to cut its prices if it wants to get an edge on its rivals, says Johannes Faul.
Emma Rapaport | 20 August 2019
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