2258 GMT [Dow Jones]--The potential for Wesfarmers's Bunnings DIY chain to move up the gears in auto parts has Jefferies pondering what the impact on retail competitors could be. Wesfarmers wants to expand the products that it offers in Bunnings. Analyst Michael Simotas says it's likely to have a more limited range than Super Retail's Supercheap Auto business. "But our analysis suggests it can get critical mass in vehicle-specific categories like filters, with a narrow range of SKUs," Jefferies says. It thinks Super Retail could defend its market share through M&A. Another rival, Bapcor, could consider asset sales. Still, Jefferies says Bapcor is unlikely to sell its desirable Burson trade business and SCA & Autobarn have too much geographic overlap. (david.winning@wsj.com)

(END) Dow Jones Newswires

September 15, 2025 19:04 ET (23:04 GMT)

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