CLEGF(CLEGF)

$16.60—Stale · unknown old

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CLEGF(CLEGF)

OTC • Last print unknown ago

$16.60—Stale · unknown old

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CLEGF(CLEGF)

CLEGF

9/15/26

Coles (CLEGF)

Tuesday

5:40 PM

ThesisColes is experiencing positive momentum driven by strong private-label growth and operational efficiencies, positioning it well in a competitive market.

Revenue Outlook

Metric	FY2026	FY2027E	FY2028E
Revenue	$45.7B	$48.8B	$50.9B
Rev. Growth	+2.9%	+6.8%	+4.4%
EPS	$0.81	$1.04	$1.12
EPS Growth	+0.0%	+27.9%	+7.6%
P/E (fwd)	20.5×	16.0×	14.9×

★ Analysts see FY2027 revenue reaching $48.8B — +6.8% growth in a single year.

What’s Driving the Stock

01Coles has increased its private-label product offerings by 20% YoY, enhancing margins and customer loyalty.
02Operational efficiencies from supply chain optimization are projected to reduce costs by 5% over the next year.
03Expansion into online grocery delivery is expected to capture an additional 10% market share in urban areas.
04Recent partnerships with local farmers are projected to improve product freshness and reduce supply chain disruptions.
05Sustainability in food sourcing and packaging
06Digital transformation in retail operations
07Changes in consumer spending patterns, particularly in grocery and household goods
08Fluctuations in commodity prices, especially food and fuel costs

FY2026 Snapshot

Revenue: $45.7B
Rev. Growth: +2.9%
Gross Margin: 23.5%
Op. Margin: 4.3%
Net Margin: 2.4%
Net Income: $1.1B
NI Growth: +0.9%
EPS: $0.81
1Y Return: +12.6%

CLEGF Chart

My Notes

"Our commitment to enhancing customer value through private-label products is yielding significant results."
Moat: Coles' strong brand loyalty and extensive distribution network provide a durable competitive advantage.
value - Coles offers stable cash flows and dividends, appealing to value-focused investors.
Higher interest rates could increase financing costs for expansion and capital expenditures…
Watch on earnings: Consumer Sentiment (UMCSENT), Retail Sales (ex Auto) (RSXFS), Core CPI (ex Food & Energy) (CPILFESL).

One Sentence Summary:

The bull case is simple: analysts see revenue climbing from $48.8B to $50.9B as coles has increased its private-label product offerings by 20% yoy, enhancing margins and customer loyalty.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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Metric

FY2026

FY2027E

FY2028E

P/E (fwd)

20.5×

16.0×

14.9×

What’s Driving the Stock

01Coles has increased its private-label product offerings by 20% YoY, enhancing margins and customer loyalty.

02Operational efficiencies from supply chain optimization are projected to reduce costs by 5% over the next year.

03Expansion into online grocery delivery is expected to capture an additional 10% market share in urban areas.

04Recent partnerships with local farmers are projected to improve product freshness and reduce supply chain disruptions.

05Sustainability in food sourcing and packaging

06Digital transformation in retail operations

07Changes in consumer spending patterns, particularly in grocery and household goods

08Fluctuations in commodity prices, especially food and fuel costs

My Notes

"Our commitment to enhancing customer value through private-label products is yielding significant results."

Moat: Coles' strong brand loyalty and extensive distribution network provide a durable competitive advantage.

value - Coles offers stable cash flows and dividends, appealing to value-focused investors.

Higher interest rates could increase financing costs for expansion and capital expenditures…

Watch on earnings: Consumer Sentiment (UMCSENT), Retail Sales (ex Auto) (RSXFS), Core CPI (ex Food & Energy) (CPILFESL).