Overview

• Coles reported supermarket sales up 4.3% to nearly $40 billion and normalised profit around $1.08–$1.1 billion for FY25, with online grocery revenue rising 24.4% to $4.5 billion.
• Chief executive Leah Weckert credited fewer, deeper promotions and a focus on value, quality and availability for driving more visits and larger baskets, with the new year starting at 4.9% supermarket sales growth over eight weeks.
• Coles said stock loss has been reduced to 2015 levels through camera monitoring, smart gates and trolley detection, while threatening incidents toward staff are increasing, particularly in Victoria.
• Supermarket tobacco sales have slumped by about 30% as illicit trade expands, with a study estimating illegal products made up roughly 39% of the market in 2024.
• Woolworths posted a 17% fall in normalised profit to $1.39 billion as Australian food underperformed and Big W lost $35 million, and its shares dropped 13% as it vowed to rebuild customer trust and simplify operations.