Coles Group (COL) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Aug 24, 2026

TBA (Confirmed)

Period Ending

2026 (Q4)

Consensus EPS Forecast

0.45

Last Year’s EPS

0.38

Same Quarter Last Year

Analyst Consensus

Strong Buy

Based on 11 Analysts Ratings

Earnings Call Summary

Q2 2026

Earnings Call Date:Feb 26, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call presents a broadly positive operating and financial picture: strong group revenue and margin expansion, notable e‑commerce acceleration, meaningful cost savings from the SSI program, improved customer satisfaction and retention, and continued investment in automation and sustainability. Key challenges include a weak liquor segment (notably large warehouse formats), tobacco volume decline, near‑term cash timing noise, CODB growth from channel investment, and inflationary pressures in red meat and some dairy categories. Management communicated confidence the timing impacts will normalize in H2 and emphasized plans to optimize liquor warehouses and continue reinvesting efficiencies into customer value.

Company Guidance

Coles reiterated a fiscally disciplined outlook, keeping full‑year operating capital expenditure at about A$1.2bn (H1 accrued CapEx A$476m), expecting full‑year cash realization of 100% (H1 cash realization 69% or 94% adjusted for an extra ~A$560m payment run), and confirming SSI savings of A$133m in H1 (≈A$700m since FY24) with the program on track to deliver >A$1bn over four years; trading to date showed supermarket revenue up 3.7% in the first seven weeks of Q3 (5.3% ex‑tobacco), e‑commerce penetration is now >13% with e‑commerce sales +27% in H1, the app’s monthly active visitors +32% and the app now drives 54% of e‑commerce revenue, depreciation is expected to rise roughly A$100m for the year, funding headroom includes A$1.9bn undrawn facilities and a 4.4‑year weighted average drawn debt maturity, and the Board declared a fully franked interim dividend of A$0.41 per share (+10.8%) with ~A$600m of franking credits remaining.

Strong Group Financial Performance

Group sales revenue of $23.6 billion, up 2.5%; group EBITDA $2.2 billion, up 7.8%; group EBIT $1.2 billion, up 10.2% (excluding significant items); NPAT up 12.5% (excluding significant items). Board declared fully franked interim dividend of $0.41 per share, up 10.8%.

Supermarkets Growth and Margin Expansion

Supermarkets sales +3.6% (adjusted +6.1% excluding competitive industrial action and tobacco). Supermarkets EBIT increased 14.6%; EBIT margin expanded by 55 basis points to 5.8%. Gross profit margin improved by 65 basis points, driven by ADC benefits, strategic sourcing, SSI and mix.

E‑commerce Acceleration

Supermarkets e‑commerce revenue grew 27%; online penetration now over 13%. App monthly active visitors grew 32%; app accounts for 54% of e‑commerce revenue. Same‑day rolled out in Melbourne and Sydney; Click & Collect Rapid expanded to 255 stores; Uber Eats partnership now offers up to 17,000 products. Online NPS saw a meaningful uplift.

Substantial Cost Savings & Automation Progress

Simplify & Save to Invest (SSI) delivered $133 million of cost savings in the half (≈$700 million since FY24) and remains on track to exceed $1 billion over the 4‑year program. Automation investments (CFC robotics, auto frame loading) and AI are delivering tangible efficiency and availability improvements.

Customer Satisfaction and Operational Improvements

Customer satisfaction scores improved across quality, availability, store look & feel, and price. Operationally delivered highest monthly DIFOT since December 2020, reflecting improved availability and execution.

Loyalty & Subscription Momentum

Flybuys exceeded 10 million active members, up 6.2%. Coles Plus subscriptions recorded double‑digit growth, supporting engagement and value propositions (free delivery, rapid Click & Collect, double points).

Sustainability and Community Outcomes

87.7% of eligible packaging recyclable or reusable; maintained 100% renewable electricity across operations; diverted more than 85% of solid waste from landfill. Fundraising: raised >$1.6m and $1.8m in two appeals, supporting more than 9 million meals.

Strong Balance Sheet and Cashflow Outlook (Timing Adjusted)

Operating cash flow (ex interest & tax) of $1.5 billion. Reported cash realization ratio 69% was affected by an additional ~$560 million payment run timing impact (adjusted ratio 94%); company expects full‑year cash realization ~100% after reversal. Weighted average drawn debt maturity 4.4 years; undrawn facilities $1.9 billion.

Network Investment and Store Program Progress

Gross operating capex $476 million (down $66m vs PCP); guidance for FY remains ~ $1.2 billion. Completed 160 store renewals (35 supermarkets, 127 liquor including 122 Simply Liquorland conversions) and opened 6 new supermarkets and 11 liquor stores. Victorian ADC remains on time and on budget.

Coles Group (AU:COL) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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AU:COL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 24, 2026	2026 (Q4)	0.45 / -	0.376	―	―	―
Feb 26, 2026	2026 (Q2)	0.51 / 0.38	0.43	-11.40% (-0.05)
Aug 25, 2025	2025 (Q4)	0.37 / 0.38	0.399	-5.76% (-0.02)
Feb 26, 2025	2025 (Q2)	0.42 / 0.43	0.445	-3.37% (-0.02)
Aug 26, 2024	2024 (Q4)	0.41 / 0.40	0.345	15.65% (+0.05)
Feb 26, 2024	2024 (Q2)	0.45 / 0.45	0.461	-3.47% (-0.02)
Aug 21, 2023	2023 (Q4)	0.34 / 0.34	0.376	-8.24% (-0.03)
Feb 20, 2023	2023 (Q2)	0.44 / 0.46	0.412	11.89% (+0.05)
Aug 23, 2022	2022 (Q4)	0.35 / 0.38	0.334	12.57% (+0.04)	―	―
Feb 21, 2022	2022 (Q2)	0.53 / 0.41	0.42	-1.90% (>-0.01)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

AU:COL Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 26, 2026	AU$22.19	AU$20.56	-7.35%
Aug 25, 2025	AU$20.45	AU$22.20	+8.54%
Feb 26, 2025	AU$19.06	AU$19.73	+3.50%
Aug 26, 2024	AU$17.57	AU$17.87	+1.68%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Coles Group Ltd. (AU:COL) report earnings?

Coles Group Ltd. (AU:COL) is schdueled to report earning on Aug 24, 2026, TBA (Confirmed).

What is Coles Group Ltd. (AU:COL) earnings time?

Coles Group Ltd. (AU:COL) earnings time is at Aug 24, 2026, TBA (Confirmed).

Where can I see when companies are reporting earnings?

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What companies are reporting earnings today?

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What is the P/E ratio of Coles Group Ltd. stock?

The P/E ratio of Coles Group is N/A.

What is AU:COL EPS forecast?

AU:COL EPS forecast for the fiscal quarter 2026 (Q4) is 0.45.