Coles Group Gestione
Criteri Gestione verificati 4/4
Coles Group Il CEO è Leah Weckert, nominato in May2023, e ha un mandato di 3.25 anni. la retribuzione annua totale è A$ 5.42M, composta da 36.4% di stipendio e 63.6% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.044% delle azioni della società, per un valore di A$ 14.34M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.6 anni e 5.8 anni.
Informazioni chiave
Leah Weckert
Amministratore delegato
AU$5.4m
Compenso totale
| Percentuale dello stipendio del CEO | 36.38% |
| Mandato del CEO | 3.3yrs |
| Proprietà del CEO | 0.04% |
| Durata media del management | 3.6yrs |
| Durata media del Consiglio di amministrazione | 5.8yrs |
Aggiornamenti recenti sulla gestione
Recent updates
COL: Digital Expansion And Automation Are Expected To Sustain Fair Value
Analysts have nudged their fair value estimate for Coles Group higher, with the price target moving from A$22.94 to about A$23.40. This reflects updated assumptions around revenue growth, discount rate and future P/E, alongside a slightly lower profit margin outlook.COL: Firm Margins And Leakage Controls Are Expected To Sustain Fair Value
Analysts have nudged their fair value estimate for Coles Group slightly higher from A$22.75 to A$22.94, citing healthy growth, solid margins and progress in limiting non food channel leakage as key factors supporting the higher price target. Analyst Commentary Recent research points to a slightly more constructive view on Coles Group, with bullish analysts highlighting resilient fundamentals while also flagging areas that still warrant caution for valuation and execution risk.COL: Firm Margins And Leakage Improvements Are Expected To Support Fair Value
Analysts have raised their price target on Coles Group to A$23, a modest uplift that is supported by views that growth remains relatively healthy, margins are solid and recent progress on non food channel leakage is encouraging. Analyst Commentary Recent research around the A$23 price target highlights a mix of confidence in Coles Group’s current setup and caution around execution risks and competition.COL: Firm Margins And Lower Leakage Are Expected To Sustain Fair Value
Analysts have lifted their price target for Coles Group to A$23, reflecting updated views that relatively healthy growth, firm margins and progress in reducing non food channel leakage support a somewhat higher valuation multiple and a slightly lower discount rate in current models. Analyst Commentary Bullish Takeaways Bullish analysts see the A$23 price target as supported by relatively healthy growth, which they view as sufficient to underpin the revised valuation rather than stretching it.COL: Margin Strength And Non Food Leakage Progress Will Support Future Upside
Analysts have trimmed their fair value estimate for Coles Group slightly, to about A$22.75 from A$22.85. This reflects updated assumptions for discount rates, revenue growth, profit margins and future P/E, while citing relatively healthy growth, solid margins and progress in non food channel leakage as key drivers for their latest price targets.COL: Margin Strength And Reduced Channel Leakage Will Support Future Upside
Analysts have trimmed their fair value estimate for Coles Group to A$22.85 from A$23.41. They link the change to a slightly higher discount rate, marginally softer revenue growth and profit margin assumptions, and only a small adjustment to future P/E expectations, even as recent research highlights relatively healthy growth, strong margins and progress in reducing non food channel leakage.
A high-quality defensive business with limited growth but strong cash generation.
Coles Group (ASX: COL): A high-quality defensive business with limited growth but strong cash generation Coles is one of Australia’s dominant supermarket operators, generating most of its revenue from food and everyday essentials, a segment where demand remains relatively stable regardless of economic conditions. This makes the company a classic defensive business, supported by scale, a nationwide store network and strong private-label penetration.Investor Optimism Abounds Coles Group Limited (ASX:COL) But Growth Is Lacking
Coles Group Limited's ( ASX:COL ) price-to-earnings (or "P/E") ratio of 26.1x might make it look like a sell right now...Returns On Capital At Coles Group (ASX:COL) Have Hit The Brakes
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...Coles Group Limited's (ASX:COL) Intrinsic Value Is Potentially 54% Above Its Share Price
Key Insights The projected fair value for Coles Group is AU$34.47 based on 2 Stage Free Cash Flow to Equity Coles...Does Coles Group (ASX:COL) Have A Healthy Balance Sheet?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Coles Group Limited (ASX:COL) Investors Are Less Pessimistic Than Expected
When close to half the companies in Australia have price-to-earnings ratios (or "P/E's") below 20x, you may consider...Coles Group (ASX:COL) Is Due To Pay A Dividend Of A$0.32
Coles Group Limited ( ASX:COL ) has announced that it will pay a dividend of A$0.32 per share on the 22nd of September...Digital Expansion And Cost Optimization Will Strengthen Future Operations
The upward revision in Coles Group’s fair value reflects improved consensus expectations for both revenue growth and net profit margin, resulting in the analyst price target rising from A$21.49 to A$23.32. Valuation Changes Summary of Valuation Changes for Coles Group The Consensus Analyst Price Target has risen from A$21.49 to A$23.32.A Look At The Fair Value Of Coles Group Limited (ASX:COL)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Coles Group fair value estimate is AU$23.82 Current share...
Coles (ASX: COL): Safe, Steady, and Surprisingly Cheap
The supermarket chain Coles is the kind of “boring” business that may have been overlooked as an investment opportunity. Although it was divested from Wesfarmers in 2018, Coles’ heritage traces back tColes Group (ASX:COL) Shareholders Will Want The ROCE Trajectory To Continue
ASX:COL 1 Year Share Price vs Fair Value Explore Coles Group's Fair Values from the Community and select yours To find...
Future Supply Chain Efficiency Will Improve Due To ADCs And CFCs Investments
Investments in digital assets and initiatives in distribution centers are expected to enhance e-commerce and supply chain efficiency, boosting revenue and reducing costs.Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Jan 04 2026 | n/a | n/a | AU$1b |
| Oct 04 2025 | n/a | n/a | AU$1b |
| Jun 29 2025 | AU$5m | AU$2m | AU$1b |
| Mar 29 2025 | n/a | n/a | AU$1b |
| Jan 05 2025 | n/a | n/a | AU$1b |
| Oct 05 2024 | n/a | n/a | AU$1b |
| Jun 30 2024 | AU$5m | AU$2m | AU$1b |
| Dec 31 2023 | n/a | n/a | AU$1b |
| Sep 30 2023 | n/a | n/a | AU$1b |
| Jun 25 2023 | AU$3m | AU$1m | AU$1b |
| Jan 01 2023 | n/a | n/a | AU$1b |
| Oct 01 2022 | n/a | n/a | AU$1b |
| Jun 26 2022 | AU$3m | AU$960k | AU$1b |
| Mar 26 2022 | n/a | n/a | AU$1b |
| Jan 02 2022 | n/a | n/a | AU$998m |
| Oct 02 2021 | n/a | n/a | AU$1b |
| Jun 27 2021 | AU$3m | AU$928k | AU$1b |
| Mar 27 2021 | n/a | n/a | AU$1b |
| Jan 03 2021 | n/a | n/a | AU$1b |
| Oct 03 2020 | n/a | n/a | AU$1b |
| Jun 28 2020 | AU$3m | AU$900k | AU$978m |
Compensazione vs Mercato: La retribuzione totale di Leah ($USD 3.81M ) è circa la media per le aziende di dimensioni simili nel mercato Australian ($USD 3.79M ).
Compensazione vs guadagni: La retribuzione di Leah è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Leah Weckert (47 yo)
Ms. Leah Weckert, BEng (Hons), BSc, MBA, GAICD, serves as CEO, MD and Director at Coles Group Limited since May 01, 2023. She served as Chief Executive of Commercial & Express at Coles Group Limited since...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, MD & Director | 3.3yrs | AU$5.42m | 0.044% A$ 14.3m | |
| Chief Financial Officer | 4.5yrs | AU$3.12m | 0.0077% A$ 2.5m | |
| Chief Operations & Supply Chain Officer | 7.6yrs | AU$3.03m | 0.016% A$ 5.2m | |
| Chief Commercial & Sustainability Officer | 2.6yrs | AU$3.55m | Nessun dato | |
| General Manager of Investor Relations | no data | Nessun dato | Nessun dato | |
| Chief Legal & Safety Officer | no data | Nessun dato | Nessun dato | |
| Chief People Officer | 1.6yrs | Nessun dato | Nessun dato | |
| Chief Customer Experience Officer | 3.6yrs | Nessun dato | Nessun dato | |
| Chief Executive of Liquor | 1.2yrs | Nessun dato | Nessun dato | |
| Group Company Secretary | 7.8yrs | Nessun dato | Nessun dato | |
| Advisor to the Board | no data | Nessun dato | Nessun dato |
Gestione esperta: Il team dirigenziale di COL è considerato esperto (durata media dell'incarico 3.6 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, MD & Director | 3.3yrs | AU$5.42m | 0.044% A$ 14.3m | |
| Independent Non-Executive Director | 7.8yrs | AU$288.00k | 0.0019% A$ 609.0k | |
| Non-Executive Director | 2.7yrs | AU$288.03k | 0.0019% A$ 609.0k | |
| Non-Executive Chairman | 1.9yrs | AU$288.74k | 0.0015% A$ 485.2k | |
| Independent Non-Executive Director | 3.8yrs | AU$259.00k | 0.0016% A$ 511.3k | |
| Independent Non-Executive Director | 7.8yrs | AU$259.69k | 0.0015% A$ 482.0k | |
| Independent Non Executive Director | 7.8yrs | AU$259.77k | 0.0013% A$ 413.6k | |
| Non-Executive Independent Director | 7.8yrs | AU$260.13k | 0.0026% A$ 849.9k |
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di COL sono considerati esperti (durata media dell'incarico 5.8 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/04 20:11 |
| Prezzo dell'azione a fine giornata | 2026/08/04 00:00 |
| Utili | 2026/01/04 |
| Utili annuali | 2025/06/29 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Coles Group Limited è coperta da 20 analisti. 14 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Thomas Kierath | Barrenjoey Markets Pty Limited |
| Jonathan Snape | Bell Potter |
| David Errington | BofA Global Research |