28/08/2025 09:20

Coles Group (COL) into Woolworths (WOW)

This week, the financial press has been inundated with stories about Coles' and Woolworths' differing fortunes; after all, their business models are the same

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26/08/2025 17:32

Coles (COL) $22.50

COL +8.54%: Shares in the supermarket giant jumped today on a solid FY25 result but more importantly better than expected like-for-like sales growth in FY26 so far. 

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05/08/2025 09:23

Coles Group Ltd (COL) $20.89

COL is trading in line with its historical average valuation, but like most “defensive” stocks, it’s not significantly rich compared to many on the ASX. We prefer COL over Woolworths (WOW), with it having executed far better from an operational perspective in the last few years.

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12/06/2025 09:45

Coles Group Ltd (COL) $21.77

COL has well and truly trumped WOW over the last few years, with its stock up almost 50% from its late 2023 low while WOW has slid ~20%.

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27/02/2025 17:18

Coles (COL) $20.38

COL +3.5%: Released solid 1H25 results as the grocer posted a strong 1H and a decent run-rate moving into 2H in its Supermarkets division. 

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31/10/2024 09:12

Coles Group Ltd (COL) $17.70

COL was dragged down 2.4% following Woolies' (WOW) disappointing downgrade and subsequent 6.1% drop. In simple extrapolation, if WOW has margin issues due to discounting, COL will alos likely be impacted to a lesser or greater degree.

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24/10/2024 09:46

Coles Group (COL) $18.16

Much of what we wrote around WOW clearly applies to COL. Last month we described COL as a “high-risk” defensive play, with the courts set to determine the short-term pain from its price manipulation, the final report for the inquiry is due to be provided to the Government by the 28th of February 2025

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25/09/2024 09:24

Coles Group Ltd (COL) $18.03

MM would become more interested in COL in the $17 region

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25/06/2024 09:19

Coles Group Ltd (COL) $17.10

COL delivered a better 3Q trading update than WOW, but it was not enticing enough to take the supermarket giant onto our Hitlist. Its hard to envisage COL pushing much further above $17 as population growth and supermarket pricing become major political footballs into 2025’s election, i.e.  a classic case of “if in doubt stay out”, especially after the stocks bounced ~15%.

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31/05/2024 09:19

Coles Group Ltd (COL) $16.14

Of the two major names, COL’s has outperformed, however it was coming from a lower base and has more room for improvement, although its share price is unchanged for 2024 – hardly exciting. Their 3Q trading update in late April was better than WOW, although it still only received a mixed reception.

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