Woolworths's Profit Margin Likely Faces 2Q Squeeze -- Market Talk

Dow Jones

02/06

2237 GMT - Supermarket chain Woolworths's profit margin has likely come under pressure, setting it up to miss consensus expectations in 1H, contends Morgan Stanley. Woolworths's food business in Australia likely experienced a contraction of 30 basis points in its 1H gross profit margin. That reflects a significant step up in promotional activity in 2Q, analyst Melinda K. Baxter says. Woolworths doesn't have many levers to offset that impact in the near term. MS suggests Woolworths's share price could fall by mid-single-digit percent if it's right. It retains an equal-weight call and A$31.30/share price target on Woolworths, which ended Thursday at A$31.61. (david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

February 05, 2026 17:37 ET (22:37 GMT)

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Woolworths's food business in Australia likely experienced a contraction of 30 basis points in its 1H gross profit margin. That reflects a significant step up in promotional activity in 2Q, analyst Melinda <a href=\"https://laohu8.com/S/TKKD.SI\">K</a>. Baxter says. Woolworths doesn't have many levers to offset that impact in the near term. MS suggests Woolworths's share price could fall by mid-single-digit percent if it's right. It retains an equal-weight call and A$31.30/share price target on Woolworths, which ended Thursday at A$31.61. (david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 05, 2026 17:37 ET (22:37 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Woolworths's Profit Margin Likely Faces 2Q Squeeze -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWoolworths's Profit Margin Likely Faces 2Q Squeeze -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-02-06 06:37</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     2237 GMT - Supermarket chain Woolworths's profit margin has likely come under pressure, setting it up to miss consensus expectations in 1H, contends Morgan Stanley. Woolworths's food business in Australia likely experienced a contraction of 30 basis points in its 1H gross profit margin. That reflects a significant step up in promotional activity in 2Q, analyst Melinda <a href=\"https://laohu8.com/S/TKKD.SI\">K</a>. Baxter says. Woolworths doesn't have many levers to offset that impact in the near term. MS suggests Woolworths's share price could fall by mid-single-digit percent if it's right. It retains an equal-weight call and A$31.30/share price target on Woolworths, which ended Thursday at A$31.61. (david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 05, 2026 17:37 ET (22:37 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2271345857.HKD","symbol_name":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2609538890","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2609538890","pubTimestamp":1770331020,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"2237 GMT - Supermarket chain Woolworths's profit margin has likely come under pressure, setting it up to miss consensus expectations in 1H, contends Morgan Stanley. Woolworths's food business in Australia likely experienced a contraction of 30 basis points in its 1H gross profit margin. That reflects a significant step up in promotional activity in 2Q, analyst Melinda K. Baxter says. Woolworths doesn't have many levers to offset that impact in the near term. MS suggests Woolworths's share price could fall by mid-single-digit percent if it's right. It retains an equal-weight call and A$31.30/share price target on Woolworths, which ended Thursday at A$31.61. 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Woolworths's food business in Australia likely experienced a contraction of 30 basis points in its 1H gross profit margin. That reflects a significant step up in promotional activity in 2Q, analyst Melinda K. Baxter says. Woolworths doesn't have many levers to offset that impact in the near term. MS suggests Woolworths's share price could fall by mid-single-digit percent if it's right. It retains an equal-weight call and A$31.30/share price target on Woolworths, which ended Thursday at A$31.61. (david.winning@wsj.com; @dwinningWSJ) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 05, 2026 17:37 ET (22:37 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}