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GROCERIES News & Analysis

The supermarket wars: Aldi gaining on Woolworths and Coles
Stocks
The supermarket wars: Aldi gaining on Woolworths and Coles
Rising consumer prices are pushing more shoppers towards Aldi, a new report shows. Here's what it means for the two major supermarkets.
Nicki Bourlioufas | 16 February 2023
Coles forced to boost spending amid shift to online groceries
Stocks
Coles forced to boost spending amid shift to online groceries
It’s got the balance sheet to do it, but it lags behind larger rival Woolworths.  
Lex Hall | 22 June 2021
Browsing the opportunities aisle in retailing
Video
Browsing the opportunities aisle in retailing
Morningstar equity analyst Johannes Faul explores the flipside to the surge in growth in online sales.
Johannes Faul, CFA | 28 October 2020
Amazon Fresh finally ready for Prime Time
Stocks
Amazon Fresh finally ready for Prime Time
The market is underestimating the potential impact of Amazon Fresh, which Morningstar expects to be e-commerce's breakthrough story for 2020.
R.J. Hottovy, CFA | 16 January 2020
Retailers and recessions: opportunities in the aisles if the market loses its cool
Stocks
Retailers and recessions: opportunities in the aisles if the market loses its cool
Morningstar equity analyst Johannes Faul analyses how Australia's largest listed retailers would hold up if a 1990s-style recession hit.
Emma Rapaport | 22 May 2019
Behind Wesfarmers' surprise bid for Lynas
Video
Behind Wesfarmers' surprise bid for Lynas
Morningstar equity analyst Johannes Faul explains the motives behind Wesfarmers' $1.5bn surprise bid for rare earths miner Lynas Corporation. 
Johannes Faul, CFA | 04 April 2019
Ask the Expert: Woolies' $1.7bn share buyback
Video
Ask the Expert: Woolies' $1.7bn share buyback
Morningstar analyst Johannes Faul explains the motives behind Woolworths' sale of its petrol business and its $1.7bn share buyback.
Lex Hall | 02 April 2019
Coles' $150m deal to double deliveries
Stocks
Coles' $150m deal to double deliveries
Coles will spend up to $150 million over the next four years to double its home delivery capacity after signing a deal to use tech from British...
Emma Rapaport with AAP | 26 March 2019
Woolworths profits flat as food margins decline
Stocks
Woolworths profits flat as food margins decline
The share sell-off following Woolworth's disappointing half-year result today is a realisation that lower food retail margins are here to stay, says...
Glenn Freeman | 20 February 2019
Coles ‘laying foundations’ despite 5.8pc slide in earnings
Stocks
Coles ‘laying foundations’ despite 5.8pc slide in earnings
Ageing supermarkets and a sluggish response to modern shopping habits have led to slow sales growth at Australia's second-largest food retailer.
Glenn Freeman | 19 February 2019