02/12/2025 09:55

Woolworths Group Ltd (WOW) $29.26

Both Woollies and Coles are embroiled in a lengthy and major price fixing investigation by the ACCC, and at this point, both parties have agreed on key facts, the bulk of the legal dispute now centres on interpretation, implying this issue is now in the home stretch. Interestingly, the banks, ignoring COVID anomalies, formed decent lows after the 2017–2019 Banking Royal Commission, and the supermarkets could be the same, as they will eventually be able to focus on their knitting.

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30/10/2025 09:55

Woolworths Group Ltd (WOW) $27.61

Not a classic rate-sensitive stock per se but it caught our attention yesterday. WOW has been a major underperformer in recent years, especially compared to rival Coles. So far in 2025 WOW is down -9.5% while COL is up +20.2%.

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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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27/08/2025 18:14

Woolworths Group Ltd (WOW) $28.51

WOW -14.69%: was whacked on its FY26 result showing a steep profit decline and subsequent dividend cut. Its Australian food sales lag behind Coles—WOW was +2.1% versus Coles +4.9%.

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12/06/2025 09:44

Woolworths Group Ltd (WOW) $32.15

In today’s relatively rich market, WOW is still trading on the cheap side of the ledger, albeit just. We believe both WOW and COL have an exciting runway to cement themselves as e-commerce giants, but at this stage, WOW are leading the charge.

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11/03/2025 09:42

Woolworths Group Ltd (WOW) $28.54

The last few years have been awful for WOW. If they could get it wrong, they have—the stock is down over 30% from its 2021 high, whereas Coles has rallied steadily over the same period.

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26/02/2025 17:54

Woolworths Group (WOW) $30.60

WOW –3.04%: Announced 1st half results below expectations, with earnings in the Australian food segment particularly weak. 

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30/01/2025 10:06

Woolworths Group Ltd (WOW) $30.27

WOW has endured a shocking year; if they could get it wrong, they have, a fact which saw Amanda Bardwell become CEO in September. With a recent underwhelming trading update and ongoing uncertainty around the ACCC, investors remain comfortable avoiding the Australian household name.

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24/01/2025 09:26

Woolworths Group Ltd (WOW) $29.80

WOW has been in the naughty corner for the last few years. With a recent underwhelming trading update, ongoing uncertainty around the ACCC, and even a class action, investors look comfortable avoiding the Australian household name.

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30/10/2024 17:00

Woolworths (WOW) $30.81

WOW -6.1%: A win for consumers but not for shareholders today, with Woolies stepping up discounting which has forced them to downgrade earnings, WOW now guiding to Australian Food EBIT of $1.48-1.53bn, a ~7% miss to consensus at the mid-point.

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