Food, Beverages & Tobacco

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?

Australian’s once cozy duopoly for poultry products is breaking down, adding one extra challenge for market leader Inghams Group

Endeavour Group posted a resilient FY24 result, but faces ongoing challenges in FY25

Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead

FY24 results showed relative resilience, but also slowing sales momentum. With margin improvement unlikely in the short term, management at Collins Foods is focusing on M&A opportunities

While Metcash has enjoyed resilient food & liquor sales, hardware has been hit by the building downturn. Analysts nevertheless see brighter times ahead