Coles Group Limited

Coles Group Limited Earnings Recaps

COL.AX Consumer Staples 1 recap
Next earnings: March 3, 2027 (estimated) · full calendar
Q4 2026 Aug 26, 2026

Coles Group’s shares rose 4.1% following fiscal '26 results driven by better-than-expected margin expansion and strong eCommerce sales growth that lifted investor sentiment despite moderate top-line revenue gains.

Key takeaways
  • Group EBIT increased 9.9% and NPAT rose 13.7% excluding significant items, reflecting operational leverage.
  • Supermarkets sales (ex-tobacco) grew 5.1% with EBIT expanding 12.2%, supported by a 43 basis point margin improvement.
  • Supermarkets eCommerce sales surged 26.4%, reaching $5.6 billion and profitability was achieved at customer fulfillment centers in just their second year.
  • The company delivered $311 million from Simplify and Save programs, funding investments in value and customer experience.
  • Improvements in customer satisfaction and team engagement accompanied financial progress, reinforcing strategic execution.