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GROCERY News & Analysis

Jump in grocery prices supports supermarket profits, for now
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Jump in grocery prices supports supermarket profits, for now
Morningstar's Faul warns the boost to earnings is “temporary” as inflation tapers off, leaving Coles and Woolworths overvalued.
Nicki Bourlioufas | 17 May 2022
Morningstar urges votes in favour of Woolies Endeavour demerger
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Morningstar urges votes in favour of Woolies Endeavour demerger
Separating from the liquor and gaming business will boost Woolworths’ ESG credentials, says Johannes Faul.
Emma Rapaport | 11 May 2021
Woolworths headwinds persist despite pandemic bounce
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Woolworths headwinds persist despite pandemic bounce
Lockdowns and social distancing saw customers emptying shelves, but earnings growth still eludes the supermarket giant.
Emma Rapaport | 24 June 2020
Sales boost only temporary for Woolies, Coles
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Sales boost only temporary for Woolies, Coles
Shoppers have been packing their baskets with more food but shopping less.
Glenn Freeman | 01 May 2020
Investors ignore Wesfarmers, Coles risk at their peril
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Investors ignore Wesfarmers, Coles risk at their peril
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
German discounter’s shock exit boosts Woolies, Coles’ fortunes
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German discounter’s shock exit boosts Woolies, Coles’ fortunes
The decision by Kaufland to axe plans to open in Australia removes a competitive threat.
Emma Rapaport | 23 January 2020
Supermarkets' best days are behind them
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Supermarkets' best days are behind them
The golden days for Australia's supermarket duopoly are coming to an end, says Morningstar's Johannes Faul.
Emma Rapaport | 06 December 2019
Investors too bullish on Coles and Woolies, says Morningstar
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Investors too bullish on Coles and Woolies, says Morningstar
Australia’s biggest supermarkets are successfully defending their turf but high profit margins are ancient history, says Morningstar’s...
Glenn Freeman | 04 December 2019
Woolies maintains edge on Coles as foreign raiders loom
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Woolies maintains edge on Coles as foreign raiders loom
Aussie supermarket giants face a changing market and cut-price rivals from the US and Germany.
Emma Rapaport | 03 September 2019
Why you’re paying too much for Woolworths
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Why you’re paying too much for Woolworths
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