The fight for supremacy in Australia's supermarkets is a battle that's raged for many years and market cycles, since long before Coles was part of Wesfarmers. Matthew Haupt from Wilson Asset Management and Vince Pezzullo from Perpetual share their view on these two ASX giants. After five years with Coles as... Show More
I recently visited the UK to learn more about the UK economy, in particular UK retailers, and to see if the UK market held any lessons for Australian businesses. Show More
Woolworths and Wesfarmers both highlighted at their annual results that the competitive landscape in food and grocery remains robust. Competition has increased from new store expansion from Aldi, and the industry-wide focus to pass on efficiency gains to customers, and invest in lower prices. However, sales growth is likely to... Show More
In this session from Livewire Live we delve into the strategies of three active managers to understand how they generate market beating returns. Topics discussed include the starting point for selecting stocks, how to generate new investment ideas and knowing when to sell in winning and losing positions. Matthew Kidman... Show More
There are always downgrades occurring for a range of structural or cyclical reasons. Woolworths is an example of a shift in industry structure with the entry of a new competitor in Aldi with a strong business model. Looking for shifts in industry structure, regulation or the cyclical operating environment helps... Show More
About 18 months ago, I found myself having problems with the auto-checkout machine at my local Woolies which failed to recognise the weight of one small chilli I placed on the scales. Show More
