Consumer Staples

Poultry producer Ingham’s posted a robust maiden first half and brokers suspect prospectus forecasts may be beaten.

Feb 16 2017

Better Outlook For Woolworths Supermarkets

Industry feedback suggests Woolworths supermarkets had a better time than Coles over Christmas. Woolworths has also announced it will divest its petrol stations business to BP.

Jan 23 2017


Can Ingham’s Deliver?

Brokers are crowing about newly listed poultry producer, Ingham’s Group, but concede there are risks investors should be wary of.

Dec 21 2016

Broker Views Diverge On Metcash

Grocery, hardware and liquor wholesaler/retailer Metcash provided plenty for brokers to chew over in its first half results on a wide-ranging outlook for the stock.

Nov 29 2016


Previous Stories

Weekly Broker Wrap: Myer/DJs, Oz Confidence & Consumption and EUR/USD

Apr 04 2014

Myer/DJs merger numbers not shaping up, Oz business confidence and credit, Oz household consumption, Oil Search and Taza, and the euro’s robust rally.


Metcash Outlines A Costly Path To Growth

Mar 24 2014

Metcash has revealed its eagerly-awaited strategy to put the business on a better footing and return to growth.


Urgent Need For Metcash To Arrest Decline

Mar 18 2014

Metcash continues to face tough conditions and brokers believe some hard decisions must be made.


Weekly Broker Wrap: How Goes The Consumer-Led Recovery?

Mar 14 2014

Travel stocks, discretionary retailers and housing-related retailing are all looking much more positive but brokers are still being selective.


Freedom Foods Packing A Punch

Mar 10 2014

Freedom Foods is a minnow that is growing rapidly. Morgans looks at the potential for the stock.


Woolworths At Critical Level

Feb 24 2014

Nick Linton-Ffrost of Fifth Wave suggests a short-term trading idea in Woolworths.


Coles, Woolworths: Truce On Fuel Helps Competition

Dec 09 2013

The major supermarkets have called a truce on expanding fuel discounting and brokers take a look at what it may mean for the competition.


Metcash Stuck On Struggle Street

Dec 03 2013

Brokers welcomed a new strategic plan for grocery distributor Metcash but await the detail, with varying degrees of confidence.


Will Goodman Fielder’s Indigestion Continue?

Nov 25 2013

Brokers are somewhat divided over whether the pricing pressures Goodman Fielder is sustaining will hang around for the medium term.


Is Wesfarmers Priced Beyond Performance?

Oct 28 2013

A weak quarter for Coles and a high PE ratio afforded by the market have many analysts steering clear of an investment in Wesfarmers.



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