Coles' shares fell 8% after it reported core supermarket sales growth of 4% in the September 2026 quarter, similar to the growth achieved in the June 2026 quarter. Liquor sales declined 1% in the quarter, but sales momentum is improving.
Coles' market-leading position and difficult-to-replicate store network are competitive advantages over smaller existing competitors and any new entrants.
Coles could face significant loss of market share to Woolworths, new entrants like Amazon Fresh, or to existing competitors with higher sales growth rates like Aldi and Costco.
Metric | COL | WOW | KR |
|---|---|---|---|
Price/Earnings (Normalized) | 23.03 | 21.53 | 14.16 |
Price/Book Value | 7.57 | 10.68 | 7.43 |
Price/Sales | 0.65 | 0.72 | 0.30 |
Price/Cash Flow | 8.93 | 10.43 | 5.76 |
Metric | COL | WOW | KR |
|---|---|---|---|
Quick Ratio | 0.15 | 0.19 | 0.27 |
Current Ratio | 0.54 | 0.56 | 0.70 |
Interest Coverage | 3.88 | 1.80 | 3.03 |
Metric | COL | WOW | KR |
|---|---|---|---|
Return on Assets (Normalized) | 6.16% | 4.69% | 6.19% |
Return on Equity (Normalized) | 32.36% | 33.57% | 45.66% |
Return on Invested Capital (Normalized) | 11.55% | 7.20% | 11.69% |
1-Day Chart | Name | Price | Morningstar Rating for Stocks | Capital Allocation | Economic Moat | Market Cap |
|---|---|---|---|---|---|---|
| Loblaw Companies Ltd ADR LOBLY | — | LOCK|Jmg | $57B | |||
| Loblaw Companies Ltd LBLCF | — | LOCK|m& | $57B | |||
| Tesco PLC ADR TSCDY | LOCK|?GXWw# | LOCK|<V# | $46B | |||
| Tesco PLC TSCDF | — | LOCK|^j | $46B | |||
| The Kroger Co KR | LOCK|@#K>^% | LOCK|k! | $42B | |||
| Woolworths Group Ltd WOLWF | — | LOCK|T%^ | $35B | |||
| Koninklijke Ahold Delhaize NV AHODF | — | LOCK|jK | $35B | |||
| Koninklijke Ahold Delhaize NV ADR ADRNY | LOCK|HZC^#K | LOCK|M%l | $35B | |||
| Seven & i Holdings Co Ltd SVNDF | — | LOCK|Y!^ | $31B | |||
| Seven & i Holdings Co Ltd ADR SVNDY | — | LOCK|gPf | $31B |
United States