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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24/10/2024 09:45

Woolworths Group Ltd (WOW) $33.05

In August WOW reported earnings that were slightly ahead of expectations, a special dividend, higher than expected margins, and good sales momentum to start FY25 – a great combination.

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28/08/2024 17:12

Woolworths Group (WOW) $36.62

WOW +3.27% Reported earnings that were ~1% ahead of expectations, a special dividend, good sales momentum to start FY25 and higher than expected margins….the Government/Media will have a field day!

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25/06/2024 09:20

Woolworths Group Ltd (WOW) $33.43

WOW made fresh 4-year lows in May following a soft 3Q sales update but its subsequently bounced over 10% as the bargain hunters entered the fray helped by the ASX edging towards fresh highs. Woolies doesn’t feel cheap trading at current levels considering the ACCC risks into 2025 and we see no reason to chase the current rebound in the stock.

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31/05/2024 09:18

Woolworths Group Ltd (WOW) $30.98

2023/4 has been a disappointing time for Australia’s largest grocery chain, WOW, which is down over 16% so far this year, underperforming its peers and the overall market. Woolworths historically trades as a higher multiple to the others., predicated on its stronger operational execution, particularly through its supply chain, while it’s invested more aggressively in its business over the long term, particularly compared to Coles, which suffered under Wesfarmers ownership.

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