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Wesfarmers Community
ASX:WES Community
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Wesfarmers
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Bunnings, Kmart And Officeworks Digital Upgrades Will Spur Retail Revival
Key Takeaways Enhanced digital and omnichannel investments, combined with portfolio optimisation and cost control, are supporting steady growth and operational resilience across core retail segments. Strategic expansion into health and wellness and sustainability initiatives is generating new revenue streams, strengthening brand loyalty, and reducing long-term risk.
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AU$82.51
FV
12.8% overvalued
intrinsic discount
4.27%
Revenue growth p.a.
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Updated
narrative
Wesfarmers
AN
AnalystLowTarget
Consensus Narrative from 13 Analysts
Digital Disruption And Cost Hikes Will Choke Retail Margins
Key Takeaways Sustained digital disruption, sustainability demands, and rising labor costs challenge profitability and require major ongoing investment in technology and responsible practices. Heavy dependence on Bunnings and Kmart/Target, along with mounting global competition, threatens revenue stability and long-term growth resilience.
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AU$59.41
FV
56.7% overvalued
intrinsic discount
3.47%
Revenue growth p.a.
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2
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8 days ago
author updated this narrative
Wesfarmers
AN
AnalystHighTarget
Consensus Narrative from 13 Analysts
Australian Urbanization And Digital Supply Chains Will Boost Sustainable Retail
Key Takeaways Scaling AI and digital supply chain innovations could significantly boost operational efficiency and margins across divisions, well beyond current market expectations. Structural growth in key sectors and leadership in sustainability initiatives position Wesfarmers for compounding revenue and sustained competitive margin advantages.
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AU$100
FV
6.9% undervalued
intrinsic discount
5.59%
Revenue growth p.a.
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0
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5
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8 days ago
author updated this narrative