Announcement • Feb 25
Woolworths Group Limited Announces Fully Franked Dividend for the Six Months Ending January 4, 2026, Payable on 2 April, 2026 Woolworths Group Limited announced a fully franked dividend of AUD 0.45000000 for the six months ending January 4, 2026. Ex Date: 4 March, 2026. Record Date: 5 March, 2026. Payment Date: 2 April, 2026. Announcement • Jan 29
Woolworths Group Limited Announces Board Changes, Effective March 1, 2026 Woolworths Group Limited announced that Jon Alferness will join the Woolworths Group Board as a non-executive director effective March 1, 2026 subject to the relevant licensing approvals), and Tracey Fellows intends to retire from the Board effective March 1, 2026. Jon Alferness is a highly experienced technology and product leader with more than 20 years experience in Silicon Valley and the global retail sector, including recent focus on the food and grocery sector. His career has been defined by senior executive roles delivering digital transformation and innovation at Walmart, Google and Lyft. Jon was most recently Executive Vice President and Chief Product Officer for Walmart US, a role encompassing eCommerce, Financial Services, Health & Wellness, Merchant Tools, and Last Mile Delivery. During his tenure he led the digital and physical customer experience and team member tools, overseeing the integration of advanced digital capabilities into daily operations. Prior to Walmart, Jon spent 13 years at Google, where as Vice President of Product Management, he played a pivotal role in developing Google Ads across Search, Mobile, Shopping, and Travel, driving innovations that shaped the digital advertising landscape. His other senior leadership positions bring experience in digital transport platforms, payments and digital finance. Jon will stand for election at the 2026 Annual General Meeting. Announcement • Feb 26
Woolworths Group Limited Declares Fully Franked Interim Dividend in Respect of Financial Period 2025, Payable on or around 23 April 2025 On 26 February 2025, the Board of Directors declared an interim dividend of 39 cents per share in respect of the 2025 financial period, fully franked at a 30% tax rate (compared to the 47 cents per share interim dividend declared in February 2024). The amount will be paid on or around 23 April 2025 and is expected to be $476 million. Announcement • Feb 04
Woolworths Group Limited Announces Management Changes Woolworths Group announced changes to its Food leadership and organisational structure to allow a greater focus on the areas that have the most impact for customers. Annette Karantoni has been appointed to the role of Managing Director, Woolworths Retail, reporting to Amanda Bardwell, Woolworths Group CEO and Managing Director, Australian Food. Woolworths Retail brings together key components of the Australian retail business including Woolworths Supermarkets, Metro, Greenstock (red meat supply business) and Woolworths Food Company Retail (Own Brand). Jeanette Fenske, Director of Stores and Paul Harker, Chief Commercial Officer, who have been leading Woolworths Supermarkets on an interim basis will continue in their existing roles as part of Woolworths Retail's leadership team, reporting to Annette Karantoni. In New Zealand, Sally Copland has been appointed Managing Director, Woolworths New Zealand following Spencer Sonn's decision to return to South Africa. Sally has been with Woolworths Group for over 18 years and will return to Woolworths New Zealand having previously held a number of senior positions including interim Managing Director, as well as leading eCommerce, Brand and CountdownX teams. Announcement • Sep 30
Woolworths Group Limited, Annual General Meeting, Oct 31, 2024 Woolworths Group Limited, Annual General Meeting, Oct 31, 2024. Location: in the auditorium on the ground level, of woolworths group support office, at 1 woolworths way, bella vista, new south wales., Australia Declared Dividend • Aug 30
Final dividend of AU$0.97 announced Shareholders will receive a dividend of AU$0.97. Ex-date: 3rd September 2024 Payment date: 30th September 2024 Dividend yield will be 5.8%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 11x earnings). However, it is covered by cash flows (70% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 1,205% to bring the payout ratio under control. EPS is expected to grow by 120% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio. Reported Earnings • Aug 28
Full year 2024 earnings released: EPS: AU$0.089 (vs AU$1.33 in FY 2023) Full year 2024 results: EPS: AU$0.089 (down from AU$1.33 in FY 2023). Revenue: AU$67.9b (up 5.6% from FY 2023). Net income: AU$108.0m (down 93% from FY 2023). Profit margin: 0.2% (down from 2.5% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings. Declared Dividend • Feb 23
First half dividend of AU$0.47 announced Shareholders will receive a dividend of AU$0.47. Ex-date: 28th February 2024 Payment date: 11th April 2024 Dividend yield will be 4.1%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (48% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Reported Earnings • Feb 22
First half 2024 earnings released: AU$0.64 loss per share (vs AU$0.70 profit in 1H 2023) First half 2024 results: AU$0.64 loss per share (down from AU$0.70 profit in 1H 2023). Revenue: AU$34.6b (up 4.4% from 1H 2023). Net loss: AU$781.0m (down 192% from profit in 1H 2023). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 8% per year. Announcement • Jan 29
Woolworths Group Limited Provides Earnings Guidance for the Full Year Ended December 31, 2023 and for the First Half of Fiscal Year 2024 Woolworths Group Limited provided earnings guidance for the full year ended December 31, 2023 and for the first half of fiscal year 2024. For the year, the company expects loss of $209 million which will be recognized as a significant item in the Croup's profit or loss based on an Endeavour Croup closing share price of $5.21 on 31 December 2023.For the first half, the company's unaudited EBIT before significant items for HI F24 is expected to be $1,682 million - $1,699 million (HI F23: $1,637 million), which represents EBIT growth before significant items in the range of 2.8% - 3.8%. Announcement • Aug 23
Woolworths Group Limited Declares Fully Franked Final Dividend for the Six Months Ended June 25, 2023, Payable on September 27, 2023 Woolworths Group Limited announced ordinary fully franked final dividend of AUD 0.58000000 per share for the six months ended June 25, 2023. Ex-date is August 31, 2023. Record date is September 1, 2023. Payment date is September 27, 2023. Reported Earnings • Aug 23
Full year 2023 earnings released: EPS: AU$1.33 (vs AU$1.27 in FY 2022) Full year 2023 results: EPS: AU$1.33 (up from AU$1.27 in FY 2022). Revenue: AU$64.3b (up 5.7% from FY 2022). Net income: AU$1.62b (up 4.6% from FY 2022). Profit margin: 2.5% (in line with FY 2022). Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. Announcement • Jul 12
Woolworths Group Limited, Annual General Meeting, Oct 26, 2023 Woolworths Group Limited, Annual General Meeting, Oct 26, 2023. Reported Earnings • Feb 22
First half 2023 earnings released: EPS: AU$0.67 (vs AU$0.55 in 1H 2022) First half 2023 results: EPS: AU$0.67 (up from AU$0.55 in 1H 2022). Revenue: AU$33.2b (up 4.0% from 1H 2022). Net income: AU$845.0m (up 25% from 1H 2022). Profit margin: 2.5% (up from 2.1% in 1H 2022). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Announcement • Feb 15
Woolworths Group Limited Announces Board Appointments, Effective 1 March 2023 Woolworths Group Limited announced that Tracey Fellows and Warwick Bray will join the Board as non-executive directors effective 1 March 2023, subject to completion of relevant licensing approvals. Tracey Fellows is an experienced global technology and digital media executive. She was previously President of Global Digital Real Estate for News Corp, responsible for driving the strategy and growth of News Corp.'s global digital real estate interests, and Chief Executive Officer of REA Group overseeing the diversification of its global presence and expansion into Southeast Asia and India. Prior to this, Tracey was a senior executive with Australia Post, leading transformation and integration for delivery of physical and digital mail for customers. Prior to Australia Post Tracey was President of Microsoft Asia Pacific and CEO of Microsoft Australia. Tracey is a non-executive director of REA Group Ltd. and Hemnet Group AB. She holds a Bachelor of Economics from Monash University. Warwick Bray has extensive finance and strategy expertise, and brings decades of experience in the international telecommunications, technology and media sectors. He was formerly the Chief Financial Officer of Telstra, and held various senior roles in corporate strategy and mobile products, including leading the company-wide customer service and productivity transformation. Earlier in his career he was a partner with McKinsey in Europe, and Head of Telecommunications Equity Researchwith JP Morgan and Dresdner Kleinwort Wasserstein. Warwick is a non-executive director of Spark New Zealand Limited. He previouslyserved on the strategy committee of Groupe Speciale Mobile Association, and on the boards of Foxtel and CSL (Hong Kong). He holds a Bachelor of Science (Hons) and a Master of Business Administration from the University of Melbourne. Recent Insider Transactions • Sep 02
MD, CEO & Executive Director recently sold €5.8m worth of stock On the 1st of September, Bradford Banducci sold around 230k shares on-market at roughly €25.12 per share. This transaction amounted to 48% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Bradford's only on-market trade for the last 12 months. Reported Earnings • Aug 26
Full year 2022 earnings released: EPS: AU$1.27 (vs AU$1.23 in FY 2021) Full year 2022 results: EPS: AU$1.27 (up from AU$1.23 in FY 2021). Revenue: AU$60.8b (up 9.2% from FY 2021). Net income: AU$1.55b (flat on FY 2021). Profit margin: 2.5% (down from 2.8% in FY 2021). Over the next year, revenue is forecast to grow 3.1%, compared to a 7.5% growth forecast for the Consumer Retailing industry in Germany. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 3% per year. Reported Earnings • Feb 24
First half 2022 earnings: Revenues and EPS in line with analyst expectations First half 2022 results: EPS: AU$0.55 (down from AU$0.65 in 1H 2021). Revenue: AU$31.9b (up 8.0% from 1H 2021). Net income: AU$676.0m (down 17% from 1H 2021). Profit margin: 2.1% (down from 2.7% in 1H 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 5.3%, compared to a 8.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings. Buying Opportunity • Feb 12
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 16%. The fair value is estimated to be AU$26.29, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 5.6% per annum over the last 3 years. Analyst Estimate Surprise Post Earnings • Feb 25
Revenue misses expectations Revenue missed analyst estimates by 0.5%. Over the next year, revenue is forecast to grow 1.2%, compared to a 1.5% growth forecast for the Consumer Retailing industry in Germany. Reported Earnings • Feb 25
First half 2021 earnings released: EPS AU$0.91 (vs AU$0.71 in 1H 2020) The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: AU$35.8b (up 11% from 1H 2020). Net income: AU$1.14b (up 28% from 1H 2020). Profit margin: 3.2% (up from 2.7% in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings. Is New 90 Day High Low • Jan 22
New 90-day high: €25.60 The company is up 9.0% from its price of €23.40 on 23 October 2020. The German market is up 12% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Retailing industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €26.17 per share. Is New 90 Day High Low • Dec 29
New 90-day high: €24.60 The company is up 10.0% from its price of €22.40 on 30 September 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €25.38 per share. Recent Insider Transactions • Dec 23
MD, CEO & Executive Director recently sold €1.2m worth of stock On the 18th of December, Bradford Banducci sold around 50k shares on-market at roughly €24.88 per share. This was the largest sale by an insider in the last 3 months. This was Bradford's only on-market trade for the last 12 months. Is New 90 Day High Low • Dec 10
New 90-day high: €24.20 The company is up 8.0% from its price of €22.40 on 11 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €21.48 per share.