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The Risk Off environment has once again shifted the limelight onto the two major supermarket operators on the ASX

Pubs remain resilient, but retail liquor faces cost of living challenges while industrial action did not help Endeavour Group’s first half

Analysts agree Woolworths had lost its way, thus welcoming cost-out plans and a portfolio rethink following a weaker than expected first half

Under a new CEO, Domino’s Pizza is moving swiftly to right-size its business through store closures while addressing further cost savings initiatives

Collins Foods’ navigation of a challenged consumer positions the company for an earnings rebound with cost deflation offering 2025 tailwinds

Having set the stage with downgraded earnings expectations, Metcash’s first half earnings results delivered some welcome surprises

Coles has managed cost-of-living pressures better than its key rival and investment in efficiency adds up to more positive views. But margin pressure prevails

Woolworths saw sales improvement but an earnings miss in the September quarter due to margin pressure from strapped consumers. Brokers also remain concerned about the company’s costly investments

Mexican food chain Guzman y Gomez initially confounded the critics when it took off to an astronomical valuation, but brokers have since come to appreciate what’s on offer

New research highlights dividend growth potential for Coles Group as management targets growth initiatives and implements cost-out, but has the ACCC temporarily spoiled this party?