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Earnings Data
Report Date
Aug 25, 2026TBA (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.42Last Year’s EPS
0.38Same Quarter Last Year
Strong Buy
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a broadly positive operating and financial picture: strong group revenue and margin expansion, notable e‑commerce acceleration, meaningful cost savings from the SSI program, improved customer satisfaction and retention, and continued investment in automation and sustainability. Key challenges include a weak liquor segment (notably large warehouse formats), tobacco volume decline, near‑term cash timing noise, CODB growth from channel investment, and inflationary pressures in red meat and some dairy categories. Management communicated confidence the timing impacts will normalize in H2 and emphasized plans to optimize liquor warehouses and continue reinvesting efficiencies into customer value.Company Guidance
Strong Group Financial Performance
Group sales revenue of $23.6 billion, up 2.5%; group EBITDA $2.2 billion, up 7.8%; group EBIT $1.2 billion, up 10.2% (excluding significant items); NPAT up 12.5% (excluding significant items). Board declared fully franked interim dividend of $0.41 per share, up 10.8%.
Supermarkets Growth and Margin Expansion
Supermarkets sales +3.6% (adjusted +6.1% excluding competitive industrial action and tobacco). Supermarkets EBIT increased 14.6%; EBIT margin expanded by 55 basis points to 5.8%. Gross profit margin improved by 65 basis points, driven by ADC benefits, strategic sourcing, SSI and mix.
E‑commerce Acceleration
Supermarkets e‑commerce revenue grew 27%; online penetration now over 13%. App monthly active visitors grew 32%; app accounts for 54% of e‑commerce revenue. Same‑day rolled out in Melbourne and Sydney; Click & Collect Rapid expanded to 255 stores; Uber Eats partnership now offers up to 17,000 products. Online NPS saw a meaningful uplift.
Substantial Cost Savings & Automation Progress
Simplify & Save to Invest (SSI) delivered $133 million of cost savings in the half (≈$700 million since FY24) and remains on track to exceed $1 billion over the 4‑year program. Automation investments (CFC robotics, auto frame loading) and AI are delivering tangible efficiency and availability improvements.
Customer Satisfaction and Operational Improvements
Customer satisfaction scores improved across quality, availability, store look & feel, and price. Operationally delivered highest monthly DIFOT since December 2020, reflecting improved availability and execution.
Loyalty & Subscription Momentum
Flybuys exceeded 10 million active members, up 6.2%. Coles Plus subscriptions recorded double‑digit growth, supporting engagement and value propositions (free delivery, rapid Click & Collect, double points).
Sustainability and Community Outcomes
87.7% of eligible packaging recyclable or reusable; maintained 100% renewable electricity across operations; diverted more than 85% of solid waste from landfill. Fundraising: raised >$1.6m and $1.8m in two appeals, supporting more than 9 million meals.
Strong Balance Sheet and Cashflow Outlook (Timing Adjusted)
Operating cash flow (ex interest & tax) of $1.5 billion. Reported cash realization ratio 69% was affected by an additional ~$560 million payment run timing impact (adjusted ratio 94%); company expects full‑year cash realization ~100% after reversal. Weighted average drawn debt maturity 4.4 years; undrawn facilities $1.9 billion.
Network Investment and Store Program Progress
Gross operating capex $476 million (down $66m vs PCP); guidance for FY remains ~ $1.2 billion. Completed 160 store renewals (35 supermarkets, 127 liquor including 122 Simply Liquorland conversions) and opened 6 new supermarkets and 11 liquor stores. Victorian ADC remains on time and on budget.
AU:COL Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
AU:COL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | AU$21.76 | AU$20.16 | -7.34% |
Aug 25, 2025 | AU$20.06 | AU$21.77 | +8.54% |
Feb 26, 2025 | AU$18.69 | AU$19.35 | +3.50% |
Aug 26, 2024 | AU$17.23 | AU$17.52 | +1.68% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Coles Group Ltd. (AU:COL) report earnings?
Coles Group Ltd. (AU:COL) is schdueled to report earning on Aug 25, 2026, TBA (Confirmed).
What is Coles Group Ltd. (AU:COL) earnings time?
Coles Group Ltd. (AU:COL) earnings time is at Aug 25, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Coles Group Ltd. stock?
The P/E ratio of Coles Group is N/A.
What is AU:COL EPS forecast?
AU:COL EPS forecast for the fiscal quarter 2026 (Q4) is 0.42.