Coles Group Limited Q4 2026 Earnings Recap

COL.AX Q4 2026 August 26, 2026

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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.

Earnings Per Share Beat

$0.42 vs $0.41 est.

+2.1% surprise

Revenue Miss

21962000000 vs 22005760000 est.

-0.2% surprise

Market Reaction

Post-Earnings +4.08%

Aug 26 to Sep 1 -1.46%

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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.

This summary was generated by AI from the official earnings call transcript and is provided for informational purposes only. It does not constitute financial advice. For the complete transcript and financial data, visit COL.AX on AllInvestView.