Endeavour Group profit drops: buy the dip or stay away?
Endeavour Group (ASX: EDV) fell 4% after releasing its first-half results, and on the surface, it is easy to see why investors sold off. Reported net profit dropped 17% to A$247 million even as group sales climbed to a record A$6.7 billion. That kind of…
Retail
The armwrestle between the two ASX Supermarket Stocks took a turn this most recent reporting season. For the past couple of years, Coles had the upper hand over Woolworths with higher margins and faster sales growth.
Compounding matters for Woolworths has been reputational damage from the dying days of Brad Banducci's tenure and the hangover during…
Bapcor plunges after a deep loss and emergency capital raise
Bapcor (ASX: BAP) lost nearly half its value on Friday after delivering a shocking A$104.8 million loss and announcing an emergency A$200 million capital raise at just 60 cents per share. That price represents a 65% discount, and the new shares will increase the total…
Coles shares fall despite strong supermarket earnings
Coles Group (ASX: COL) dropped more than 8% on Friday to around A$20.34, even after delivering double-digit profit growth in its supermarket business. Group EBIT rose 10.2% to A$1.23 billion, supermarkets' EBIT surged 14.6%, and underlying net profit climbed 12.5% to A$676 million. So why is the market…
Woolworths vs Coles: Margin pressure meets reporting season
Woolworths Group (ASX: WOW) and Coles Group (ASX: COL) are both reporting half-year results this week, and the timing could not be more telling. Woolworths goes first on Wednesday, February 25, followed by Coles on Friday, February 27, giving investors a rare Woolworths vs Coles side-by-side comparison…
JB Hi-Fi Earnings: The Market Reprices Quality And AI Exposure
JB Hi-Fi has seen a strong re rate over the past week, up around 12% following a solid 1H FY26 result which showed it could be an AI winner.
At a headline level, its 1H26 result was clean and showed good growth.
Group sales came in at…
Nick Scali profit jumps, but the stock slides
Nick Scali (ASX: NCK) fell 22% to A$18.48 on Friday, even after delivering one of its best half-year results in years. Group statutory net profit rose 36% to AUD 41 million, ANZ revenue increased 13% to AUD 251.7 million, and the interim dividend lifted 30% to a…
Temple & Webster (ASX:TPW) Crashes 33% Despite 20% Revenue Growth- Time to Buy the Dip or Stay Away?
Temple & Webster Slumps on Margin Concerns
Temple & Webster (ASX: TPW) was smashed 33% on Thursday, closing at A$7.64 after releasing half-year results that told two very different stories depending on how you read them. On one hand, revenue jumped 20% to AUD 376 million, and the company grabbed a record 2.9% share of…
A tie up between GYG and Uber Eats may not have been the most market-moving news this morning, but we think it was the most important news so far as giving broader lessons to investors is concerned. Yes, every now and again there is market news that has a lesson for all investors and this…
We often hear about Gen Z trends Reshaping Society. And this is not just speculation -there’s growing evidence Gen Z (short for Generation Z and compromising of people born roughly ~1996–2012) — are behaving in ways that are materially different from prior generations, and these shifts are beginning to challenge sectors built on habits and…
