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SUPERMARKETS News & Analysis

What do we think of the shares after a difficult period for Coles and Woolies
Stocks
What do we think of the shares after a difficult period for Coles and Woolies
Bad press and political pressure on the two ASX listed supermarkets with a 65% share of the local market.
Johannes Faul | 28 February 2024
Aldi to benefit as shoppers shift to cheaper private label groceries
Stocks
Aldi to benefit as shoppers shift to cheaper private label groceries
Australia's largest supermarket chains say people are changing the way they shop - a shift that may benefit discount supermarket chain Aldi.
Megan Neil | 03 May 2023
Analyst insights: A check-in on the retail sector
Video
Analyst insights: A check-in on the retail sector
Morningstar's Johannes Faul says this food retailer continues to be a growth story despite disappointing first-half earnings. 
Johannes Faul | 02 April 2023
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
Supermarkets have a complicated relationship status: Reporting season
Video
Supermarkets have a complicated relationship status: Reporting season
Director of equity research Johannes Faul discusses highlights from Woolworths and Coles this reporting season.
Johannes Faul | 26 August 2022
Jump in grocery prices supports supermarket profits, for now
Stocks
Jump in grocery prices supports supermarket profits, for now
Morningstar's Faul warns the boost to earnings is “temporary” as inflation tapers off, leaving Coles and Woolworths overvalued.
Nicki Bourlioufas | 17 May 2022
Woolworths profits dip as covid costs jump
Stocks
Woolworths profits dip as covid costs jump
Dividends fall following the spinoff of liquor and gaming into the separately listed Endeavour Group.
Lewis Jackson | 23 February 2022
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
Morningstar urges votes in favour of Woolies Endeavour demerger
Stocks
Morningstar urges votes in favour of Woolies Endeavour demerger
Separating from the liquor and gaming business will boost Woolworths’ ESG credentials, says Johannes Faul.
Emma Rapaport | 11 May 2021
Keep your distance from Coles: Morningstar
Stocks
Keep your distance from Coles: Morningstar
The supermarket giant is trading on overly ambitious PE ratio, says Johannes Faul.
Emma Rapaport | 20 August 2020