Coles Group

COL.ASX

Consumer Staples

Australian retailer of products such as fresh food, groceries, household goods, liquor, fuel and financial services via stores and online

Market Data

Price

$21.725

+0.0%
Market Cap

$28.9B

P/E Ratio

28.5x

EPS

$0.756

Div. Yield

3.39%

52-Week Change

-0.0%

Latest Earnings

2026 Half Year Results Release

27 February 2026

Revenue
$23,618
+2.5% YoY
NPAT
$676.00
+12.5% YoY
EPS
$0.41
Dividend
$0.41

Coles delivered strong H1 2026 earnings growth with reported NPAT of $511m (-11.3% yoy) impacted by a $165m after-tax Fair Work Ombudsman provision, but underlying NPAT of $676m grew 12.5%. Supermarkets drove momentum with 3.6% sales growth (6.1% adjusted) and EBIT up 14.6%, supported by eCommerce growth of 27%, automation benefits, and improved customer satisfaction; Liquor faced headwinds with sales down 3.2% amid market softness and competitive intensity, though convenience format showed promise. Management expects continued competitive market but maintains confidence in value positioning and omnichannel capabilities. Key points: Supermarkets EBIT grew 14.6% to $1,234m, with strong sales momentum of 3.6% (6.1% adjusted) underpinned by focus on value and execution; eCommerce sales accelerated 27.0% to $2.8b with penetration of 13.1%; CFC volumes outpacing total eCommerce growth with same-day delivery expanded to Melbourne and Sydney; Underlying NPAT grew 12.5% to $676m, reflecting strong earnings growth and absence of major project costs incurred in prior period ($92m)

Recent Announcements

27 Feb 2026 Supplementary Neutral

2026 Half Year Results Presentation

Coles Group Limited released its 2026 Half Year Results Presentation on 27 February 2026, reporting strong Supermarkets EBIT growth of 14.6%, group sales revenue of $23.6 billion, and a fully-franked interim dividend of 41 cents per share. The results highlight eCommerce sales growth of 27%, customer satisfaction improvements, and delivery of $133 million in operational efficiency benefits.

27 Feb 2026 Actual Results Positive

2026 Half Year Results Release

Coles delivered strong H1 2026 earnings growth with reported NPAT of $511m (-11.3% yoy) impacted by a $165m after-tax Fair Work Ombudsman provision, but underlying NPAT of $676m grew 12.5%. Supermarkets drove momentum with 3.6% sales growth (6.1% adjusted) and EBIT up 14.6%, supported by eCommerce growth of 27%, automation benefits, and improved customer satisfaction; Liquor faced headwinds with sales down 3.2% amid market softness and competitive intensity, though convenience format showed promise. Management expects continued competitive market but maintains confidence in value positioning and omnichannel capabilities. Key points: Supermarkets EBIT grew 14.6% to $1,234m, with strong sales momentum of 3.6% (6.1% adjusted) underpinned by focus on value and execution; eCommerce sales accelerated 27.0% to $2.8b with penetration of 13.1%; CFC volumes outpacing total eCommerce growth with same-day delivery expanded to Melbourne and Sydney; Underlying NPAT grew 12.5% to $676m, reflecting strong earnings growth and absence of major project costs incurred in prior period ($92m)

30 Jan 2026 Date Announcement Neutral

Advance Notice - 2026 Half Year Results

This is an advance notice announcement from Coles Group stating their 2026 half year results will be released on February 27, 2026, with an analyst briefing to follow. No financial results or guidance are provided in this preliminary notice. Key points: Results announcement scheduled for February 27, 2026; Analyst briefing will be webcast for accessibility; Standard reporting timeline maintained

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