Duyuru • 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. Duyuru • 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. Declared Dividend • Aug 29
Final dividend of AU$0.45 announced Shareholders will receive a dividend of AU$0.45. Ex-date: 2nd September 2025 Payment date: 26th September 2025 Dividend yield will be 2.9%, which is lower than the industry average of 3.5%. Sustainability & Growth Dividend is not covered by earnings (106% earnings payout ratio). However, it is covered by cash flows (51% 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 18% to bring the payout ratio under control. EPS is expected to grow by 54% over the next 3 years, which is sufficient to bring the dividend into a sustainable range. Reported Earnings • Aug 27
Full year 2025 earnings released: EPS: AU$0.79 (vs AU$0.089 in FY 2024) Full year 2025 results: EPS: AU$0.79 (up from AU$0.089 in FY 2024). Revenue: AU$69.1b (up 1.7% from FY 2024). Net income: AU$963.0m (up AU$855.0m from FY 2024). Profit margin: 1.4% (up from 0.2% in FY 2024). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Consumer Retailing industry in Australia. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings. New Risk • Aug 27
New major risk - Financial position The company's interest payments are not well covered by earnings. Net interest cover: 2.7x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.7x net interest cover). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Duyuru • 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. Duyuru • 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. Duyuru • 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 New Risk • Sep 10
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 63% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks High level of debt (59% net debt to equity). Dividend is not well covered by earnings (dividend per share is over 11x earnings per share). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.2% net profit margin). 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 4.0%, which is higher than the industry average of 3.5%. 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. Declared Dividend • Feb 23
First half dividend increased to AU$0.47 Dividend of AU$0.47 is 2.2% higher than last year. Ex-date: 28th February 2024 Payment date: 11th April 2024 Dividend yield will be 3.2%, which is lower than the industry average of 3.5%. 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 3.5% growth forecast for the Consumer Retailing industry in Australia. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings. Duyuru • 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%. Duyuru • 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 3.2% growth forecast for the Consumer Retailing industry in Australia. 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 2% per year, which means it is significantly lagging earnings. Duyuru • 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 3.2% growth forecast for the Consumer Retailing industry in Australia. 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 3% per year, which means it is significantly lagging earnings. Duyuru • 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. Buying Opportunity • Oct 01
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 5.2%. The fair value is estimated to be AU$42.81, 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 grown by 4.6%. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings is also forecast to grow by 7.3% per annum over the same time period. Recent Insider Transactions • Sep 02
MD, CEO & Executive Director recently sold AU$8.5m worth of stock On the 1st of September, Bradford Banducci sold around 230k shares on-market at roughly AU$36.84 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 3.4%, compared to a 5.0% growth forecast for the Consumer Retailing industry in Australia. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Reported Earnings • Feb 25
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 5.8%, compared to a 4.0% growth forecast for the industry in Australia. 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 7% per year, which means it is well ahead of earnings. 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 14% per year, which means it is well ahead of earnings. 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 5.1% growth forecast for the Consumer Retailing industry in Australia. Is New 90 Day High Low • Jan 22
New 90-day high: AU$40.68 The company is up 5.0% from its price of AU$38.92 on 23 October 2020. The Australian market is up 12% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Consumer Retailing industry, which is also up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$37.18 per share. Is New 90 Day High Low • Jan 04
New 90-day high: AU$40.01 The company is up 6.0% from its price of AU$37.80 on 07 October 2020. The Australian market is up 12% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Consumer Retailing industry, which is also up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$37.18 per share. Recent Insider Transactions • Dec 23
MD, CEO & Executive Director recently sold AU$2.0m worth of stock On the 18th of December, Bradford Banducci sold around 50k shares on-market at roughly AU$39.99 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 09
New 90-day high: AU$39.79 The company is up 9.0% from its price of AU$36.66 on 11 September 2020. The Australian market is up 14% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Retailing industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$31.81 per share. Duyuru • Dec 01
Woolworths Group Limited Appointment of Maxine Brenner as Non-Executive Director Woolworths Group Limited announced the appointment of Maxine Brenner as a non-executive director, effective 1 December 2020. Duyuru • Nov 25
Woolworths Group Limited Announces Changes of Company Secretary Woolworths Group Limited announce the appointment of Kate Eastoe and Michelle Hall each as Company Secretary, effective 25 November 2020. Kate and Michelle will each be responsible for communications with the ASX under Listi Rule 12.6. They replace Marcin Firek as Company Secretary, who resigns effective 25 November 2020, following his appointment to the position of Director People Reward, Risk and Compliance. The Board thanks Marcin for his support as Company Secretary. Duyuru • Nov 13
Woolworths Group Limited Announces Cessation of Jillian Broadbent Ac as Director Woolworths Group Limited announced that Jillian Broadbent AC ceased to be as director. Date that director ceased to be director is on November 12, 2020. Duyuru • Oct 27
Woolworths Group Limited Announces Executive Changes Woolworths Group Limited announced that to reflect the increasing importance of risk governance and management across Woolworths Group, a Chief Risk Officer role has been created reporting to the Group CEO. David Walker,
currently Managing Director, BIG W has been appointed to this role. David will have leadership of Woolworths Group's critical Line Two risk and compliance functions within its Three Lines of accountability framework. This includes primary responsibility for the Group's risk and compliance strategy, the evolution of risk management frameworks and oversight of risk across the Group. To replace David, Pejman Okhovat will join Woolworths Group as Managing Director, BIG W to continue the BIG W transformation journey together with the BIG W leadership team. Pejman joins from New Zealand where he was Chief Operating Officer, The Warehouse Group with an extensive background in non-food retail both in New Zealand and the UK. Pejman will join BIG W in Fourth Quarter F21 and report to Claire Peters in her new Group role as Managing Director, B2B and Everyday Needs. In the interim, Teresa Rendo, who is currently General Manager of Commercial at BIG W and has played a fundamental role in BIG W's turnaround journey, will step in as Acting Managing Director of BIG W. Duyuru • Aug 19
Woolworths Group Limited (ASX:WOW) agreed to acquire 65% stake in PFD Food Services Pty Ltd. from Smith family for approximately AUD 300 million. Woolworths Group Limited (ASX:WOW) agreed to acquire 65% stake in PFD Food Services Pty Ltd. from Smith family for approximately AUD 300 million on August 19, 2020. As part of the transaction, Woolworths Group Limited will also acquire 26 freehold distribution centers properties of PFD Food Services Pty Ltd for AUD 249 million. transaction is subject to customary working capital completion adjustments. Put and call options have also been granted to the Smith family and Woolworths Group respectively over the Smith family's remaining 35% shareholding, exercisable from the third anniversary of completion. Smith family will retain 35% stake of PFD Food Services Pty Ltd. The transaction will be funded from existing cash reserves and available debt facilities and is not expected to affect the Woolworths Group’s existing credit metrics. PFD Food Services Pty Ltd. will operate independently under Chief Executive Officer Kerry Smith. A separate board and governance structure will be implemented, with Rick Smith, the founder of PFD Food Services Pty Ltd, continuing to be involved. PFD Food Services Pty Ltd will run by the existing team.
The transaction is subject to an earn-out at the end of financial year 2022 and 2023, if earnings growth materially exceeds the business plan. The transaction is also subject to ACCC approval and the satisfaction of customary closing conditions with completion expected by the end of calendar year 2020. The transaction is expected to be earnings per share accretive in the first full year of ownership and deliver a strong return on investment to Woolworths Group. Duyuru • Aug 12
Home Consortium Limited (ASX:HMC) completed the acquisition of 100% freehold interest in Prestons Place and Rosenthal Shopping Centre and 87.4% freehold interest in Vincentia Marketplace from Woolworths Group Limited (ASX:WOW). Home Consortium Limited (ASX:HMC) agreed to acquire 100% freehold interest in Prestons Place and Rosenthal Shopping Centre and 87.4% freehold interest in Vincentia Marketplace from Woolworths Group Limited (ASX:WOW) for approximately AUD 130 million on July 1, 2020. Each centre is being acquired on a going concern basis. In connection with Vincentia Marketplace, Home Consortium will enter into a co-owner's agreement with Woolworths to govern the relationship and other dealings between Woolworths and Home Consortium. In related deals, Home Consortium Limited agreed to acquire Aurrum Erina residential aged care property and Parafield retail complex. The transactions are financed through fully underwritten institutional placement of AUD 140 million at an issue price of AUD 2.9 per ordinary stapled security, non-underwritten security purchase plan of AUD 30 million and any shortfall expected to be funded through debt of AUD 8.4 million. The transaction is expected to close in July, 2020. Acquisitions are immediately FFO accretive.
Home Consortium Limited (ASX:HMC) completed the acquisition of 100% freehold interest in Prestons Place and Rosenthal Shopping Centre and 87.4% freehold interest in Vincentia Marketplace from Woolworths Group Limited (ASX:WOW) on August 11, 2020.