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Consumer Retailing Australian Investing Ideas
Metcash
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Acquisitions And Synergies Will Transform Diverse Sectors
Key Takeaways Strategic acquisitions and diversified segments enhance resilience, growth opportunities, and potential margin improvements, even amid economic challenges. Logistics and partnerships strengthen market position, enabling sustained revenue expansion and competitive advantage across divisions.
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AU$4.24
FV
9.7% undervalued
intrinsic discount
2.61%
Revenue growth p.a.
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0
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39
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4 days ago
author updated this narrative
GrainCorp
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
I Expect Expansion Into Agri-Energy And Animal Nutrition Sectors Will Enhance Operational Efficiency And Open New Markets
Key Takeaways Record oilseed crush volumes and Animal Nutrition expansion enhance efficiency, potentially boosting future revenue. Strategic partnerships and diversification efforts in energy and port operations could significantly improve revenue streams and utilization rates.
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AU$8.77
FV
13.4% undervalued
intrinsic discount
-1.44%
Revenue growth p.a.
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0
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0
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16
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4 days ago
author updated this narrative
Endeavour Group
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
On-Schedule One Tech Transition Program Will Streamline Operations And Improve Efficiencies
Key Takeaways Endeavour Group's renewal strategy and cost optimization programs are set to drive revenue growth, enhance margins, and improve customer loyalty. Strategic capital recycling and tech transitions aim to streamline operations, boost efficiencies, and support future earnings.
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AU$4.56
FV
9.4% undervalued
intrinsic discount
2.16%
Revenue growth p.a.
Set Fair Value
0
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0
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47
users have followed this narrative
4 days ago
author updated this narrative
Coles Group
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Digital Expansion And Cost Optimization Will Strengthen Future Operations
Key Takeaways Expansion of e-commerce and digital enhancements is expected to boost customer experience, online sales growth, and revenue. Strategic cost-saving initiatives and infrastructure investments aim to enhance efficiency, reduce expenses, and improve net margins and earnings.
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AU$21.49
FV
5.9% undervalued
intrinsic discount
2.52%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
34
users have followed this narrative
4 days ago
author updated this narrative
Woolworths Group
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Retailer Aims For $400 Million Savings Through Business Simplification By 2025
Key Takeaways Operational streamlining and supply chain optimization are set to enhance cost efficiency and service levels, potentially boosting net margins and earnings. Enhanced digital initiatives and expanding the Own Brand portfolio are poised to drive revenue and market share growth through improved customer engagement.
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AU$32.72
FV
6.3% undervalued
intrinsic discount
3.26%
Revenue growth p.a.
Set Fair Value
0
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0
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51
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4 days ago
author updated this narrative
Endeavour Group
AN
AnalystHighTarget
Consensus Narrative from 14 Analysts
Digital Shift And Premium Trends Will Transform Venue Experiences
Key Takeaways Transformative venue upgrades, cost-saving programs, and digitization are driving profitability and potential margin expansion beyond market expectations. Strong loyalty programs, digital innovations, and market consolidation position the company for significant long-term earnings growth and market share gains.
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AU$5.72
FV
27.8% undervalued
intrinsic discount
3.67%
Revenue growth p.a.
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0
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0
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Endeavour Group
AN
AnalystLowTarget
Consensus Narrative from 14 Analysts
Mounting Regulatory Risks And Retail Challenges Will Persist
Key Takeaways Shifting consumer preferences, regulatory headwinds, and competitive pressures threaten core alcohol retail and hospitality segments, challenging sustainable revenue and margin growth. Rising labour costs, operational complexity, and overreliance on domestic markets elevate execution risks and long-term risk to earnings and cash flow stability.
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AU$3.80
FV
8.7% overvalued
intrinsic discount
1.91%
Revenue growth p.a.
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0
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