Updated
Updated · Finimize · Jul 30
Woolworths Sees HEPS Rising 2.5%-7.5% as 3.3% Second-Half Sales Growth Squeezes Margins
Updated
Updated · Finimize · Jul 30

Woolworths Sees HEPS Rising 2.5%-7.5% as 3.3% Second-Half Sales Growth Squeezes Margins

3 articles · Updated · Finimize · Jul 30

Summary

  • 274.8-288.2 cents in headline EPS is Woolworths Holdings’ forecast for the year ended June 28, up from 268.1 cents despite weaker momentum late in the year.
  • 3.3% second-half growth in group turnover and concession sales trailed the full-year 4.3% pace, while discounting to clear excess fashion inventory pressured margins in its fashion-led businesses.
  • 5.7% growth in Woolworths’ food unit outpaced the 4.4% rise in fashion, beauty and home, helping offset softer consumer demand.
  • Country Road Group lifted full-year sales just 1% and saw second-half sales slip 0.5%, but returned to profitability after cost cuts and tighter control of markdowns.
  • The earnings outlook points more to margin management and operating leverage than to a broad rebound in spending across South Africa, Australia and New Zealand.

Insights

Will booming on-demand food deliveries be enough to save Woolworths from the rising tide of consumer debt and fashion markdowns?
How are distant geopolitical conflicts secretly driving up credit defaults and threatening Woolworths' modest profit growth?