Australian Supermarkets Outlook Appears Challenging -- Market Talk

Dow Jones

2025/08/04

2215 GMT - The outlook for Australian supermarkets appears challenging. That's according to Jefferies, which cites price cutting and acute declines in tobacco sales as headwinds to their sales growth. It also sees shoppers buying more at stores such as Bunnings, Amazon, and Chemist Warehouse. "The market is becoming more competitive as major chains invest in price to restore perception and attempt to close the price gap to non-traditional competitors who generally operate Everyday Low Price models," says analyst Michael Simotas. Cost inflation remains elevated, while bricks-and-mortar stores are also being challenged by online sales. Jefferies has hold calls on both Woolworths and Coles.(david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

August 03, 2025 18:15 ET (22:15 GMT)

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That's according to Jefferies, which cites price cutting and acute declines in tobacco sales as headwinds to their sales growth. It also sees shoppers buying more at stores such as Bunnings, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, and Chemist Warehouse. \"The market is becoming more competitive as major chains invest in price to restore perception and attempt to close the price gap to non-traditional competitors who generally operate Everyday Low Price models,\" says analyst Michael Simotas. Cost inflation remains elevated, while bricks-and-mortar stores are also being challenged by online sales. Jefferies has hold calls on both Woolworths and Coles.(david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  August 03, 2025 18:15 ET (22:15 GMT)\n</p>\n<p>\n  Copyright (c) 2025 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>Australian Supermarkets Outlook Appears Challenging -- 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: 12.5px; color: #7E829C; margin: 0;}\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\">\nAustralian Supermarkets Outlook Appears Challenging -- Market Talk\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\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 smaller\">2025-08-04 06:15</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     2215 GMT - The outlook for Australian supermarkets appears challenging. That's according to Jefferies, which cites price cutting and acute declines in tobacco sales as headwinds to their sales growth. It also sees shoppers buying more at stores such as Bunnings, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, and Chemist Warehouse. \"The market is becoming more competitive as major chains invest in price to restore perception and attempt to close the price gap to non-traditional competitors who generally operate Everyday Low Price models,\" says analyst Michael Simotas. Cost inflation remains elevated, while bricks-and-mortar stores are also being challenged by online sales. Jefferies has hold calls on both Woolworths and Coles.(david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  August 03, 2025 18:15 ET (22:15 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"WOW.AU","symbol_name":"WOOLWORTHS GROUP LTD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2556731088","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2556731088","pubTimestamp":1754259300,"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":"2215 GMT - The outlook for Australian supermarkets appears challenging. That's according to Jefferies, which cites price cutting and acute declines in tobacco sales as headwinds to their sales growth. It also sees shoppers buying more at stores such as Bunnings, Amazon, and Chemist Warehouse. \"The market is becoming more competitive as major chains invest in price to restore perception and attempt to close the price gap to non-traditional competitors who generally operate Everyday Low Price models,\" says analyst Michael Simotas. Cost inflation remains elevated, while bricks-and-mortar stores are also being challenged by online sales. Jefferies has hold calls on both Woolworths and Coles.","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"WOW.AU":"WOOLWORTHS GROUP LTD","BK7511":"ESG概念","COL.AU":"COLES GROUP LTD","BK7040":"食品零售","BK7501":"新冠治疗股","BK7082":"大卖场与超市"},"translate_title":"澳大利亚超市前景似乎充满挑战——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"COL.AU":0.9,"WOW.AU":0.9},"content_text":"2215 GMT - The outlook for Australian supermarkets appears challenging. That's according to Jefferies, which cites price cutting and acute declines in tobacco sales as headwinds to their sales growth. It also sees shoppers buying more at stores such as Bunnings, Amazon, and Chemist Warehouse. \"The market is becoming more competitive as major chains invest in price to restore perception and attempt to close the price gap to non-traditional competitors who generally operate Everyday Low Price models,\" says analyst Michael Simotas. Cost inflation remains elevated, while bricks-and-mortar stores are also being challenged by online sales. Jefferies has hold calls on both Woolworths and Coles.(david.winning@wsj.com; @dwinningWSJ) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  August 03, 2025 18:15 ET (22:15 GMT)\n\n\n  Copyright (c) 2025 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":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}