Australian Supermarkets 'Are Good Place to Hide' Right Now -- Market Talk

Dow Jones

05/04

2211 GMT - Supermarkets are a good place for investors in Australia to hide in the current environment. That is Jefferies's view in the aftermath of sales updates from Coles and Woolworths. Coles's supermarket sales were as expected in 3Q. Its growth still lags Woolworths, but the gap is closing, analyst Michael Simotas says. He also notes a very different message to Woolworths on margins. "Definitive margin commentary is rarely provided in sales updates, but rhetoric suggests Coles will remain rational on price as inflation builds and the impact of direct cost impost (including fuel) to date is modest," Jefferies says. It favors Coles over Woolworths on valuation grounds. (david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

May 03, 2026 18:11 ET (22:11 GMT)

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That is Jefferies's view in the aftermath of sales updates from Coles and Woolworths. Coles's supermarket sales were as expected in 3Q. Its growth still lags Woolworths, but the gap is closing, analyst Michael Simotas says. He also notes a very different message to Woolworths on margins. \"Definitive margin commentary is rarely provided in sales updates, but rhetoric suggests Coles will remain rational on price as inflation builds and the impact of direct cost impost (including fuel) to date is modest,\" Jefferies says. It favors Coles over Woolworths on valuation grounds. 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That is Jefferies's view in the aftermath of sales updates from Coles and Woolworths. Coles's supermarket sales were as expected in 3Q. Its growth still lags Woolworths, but the gap is closing, analyst Michael Simotas says. He also notes a very different message to Woolworths on margins. \"Definitive margin commentary is rarely provided in sales updates, but rhetoric suggests Coles will remain rational on price as inflation builds and the impact of direct cost impost (including fuel) to date is modest,\" Jefferies says. It favors Coles over Woolworths on valuation grounds. 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That is Jefferies's view in the aftermath of sales updates from Coles and Woolworths. Coles's supermarket sales were as expected in 3Q. Its growth still lags Woolworths, but the gap is closing, analyst Michael Simotas says. He also notes a very different message to Woolworths on margins. \"Definitive margin commentary is rarely provided in sales updates, but rhetoric suggests Coles will remain rational on price as inflation builds and the impact of direct cost impost  to date is modest,\" Jefferies says. It favors Coles over Woolworths on valuation grounds. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7082":"大卖场与超市","BK7511":"ESG概念","WOW.AU":"WOOLWORTHS GROUP LTD","BK7501":"新冠治疗股","BK7040":"食品零售","COL.AU":"COLES GROUP LTD"},"translate_title":"澳大利亚超市现在“是藏身的好地方”——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"COL.AU":0.9,"WOW.AU":0.9},"content_text":"2211 GMT - Supermarkets are a good place for investors in Australia to hide in the current environment. That is Jefferies's view in the aftermath of sales updates from Coles and Woolworths. Coles's supermarket sales were as expected in 3Q. Its growth still lags Woolworths, but the gap is closing, analyst Michael Simotas says. He also notes a very different message to Woolworths on margins. \"Definitive margin commentary is rarely provided in sales updates, but rhetoric suggests Coles will remain rational on price as inflation builds and the impact of direct cost impost (including fuel) to date is modest,\" Jefferies says. It favors Coles over Woolworths on valuation grounds. (david.winning@wsj.com; @dwinningWSJ) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  May 03, 2026 18:11 ET (22:11 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":true,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}