Woolworths bottle shops prove most popular

Original article by Roy Morgan
Market Research Update – Page: Online : 3-Sep-19

New data from Roy Morgan shows that Woolworths Group maintains the highest market penetration among alcohol retailers, with 60.7% of Australian alcohol buyers purchasing from its stores in an average four-week period. Some 22.5% of alcohol buyers shop at Coles Group’s liquor stores, and 41.9% visit other stores (including supermarkets such as Aldi and IGA, hotel bottle shops and independent retailers). Analysis shows that 37% of alcohol buyers purchase solely from Woolworths Group’s stores, while 9% solely purchase from Coles Group stores and 22% only visit other stores and independent retailers. The ‘Alcohol Retail Currency Report’ is based on the Roy Morgan Single Source survey, derived from in-depth face-to-face interviews with 1,000 Australians each week in their homes and over 50,000 each year.

CORPORATES
ROY MORGAN LIMITED, WOOLWORTHS GROUP LIMITED – ASX WOW, COLES GROUP LIMITED – ASX COL, DAN MURPHY’S, BWS – BEER WINE SPIRITS, CELLARMASTER WINES PTY LTD, WOOLWORTHS LIQUOR, FIRST CHOICE LIQUOR SUPERSTORE, LIQUORLAND (AUSTRALIA) PTY LTD, VINTAGE CELLARS (AUSTRALIA) PTY LTD, ALDI STORES SUPERMARKETS PTY LTD, IGA

Woolies thrives but Banducci stays cautious

Original article by Eli Greenblat
The Australian – Page: 17 & 20 : 30-Aug-19

Groceries and liquor giant Woolworths Group has posted a 2018-19 net profit of $2.693bn, which is 56.1 per cent higher than previously. Its profit from continuing operations was down per cent at $1.49bn following the sale of its petrol division, but group sales rose 5.3 per cent to $59.98bn. Woolworths’ core Australian supermarkets division recorded earnings and sales growth of 5.7 per cent and 5.3 per cent respectively. Big W’s sales were 6.5 per cent higher, although the discount department store chain posted an EBIT loss of $85m.

CORPORATES
WOOLWORTHS GROUP LIMITED – ASX WOW, BIG W DISCOUNT STORES, ENDEAVOUR DRINKS, DAN MURPHY’S, COLES GROUP LIMITED – ASX COL

Coles boss bullish as online sales hit $1bn

Original article by Eli Greenblat
The Australian – Page: 19 : 23-Aug-19

Grocery and liquor retailer Coles Group has posted a 2018-19 net profit of $1.434bn, which is 9.1 per cent lower than previously. Earnings from continuing operations were down 8.1 per cent at $1.325bn, and sales fell 1.7 per cent to $38.46bn. Coles’ online sales increased by 30 per cent to $1.1bn, and the division was profitable for the first time in 2018-19. Shareholders will receive a final dividend of $0.24 per share, plus a special dividend of $0.115 a share.

CORPORATES
COLES GROUP LIMITED – ASX COL, COLES ONLINE PTY LTD, COLES SUPERMARKETS AUSTRALIA PTY LTD, VINTAGE CELLARS (AUSTRALIA) PTY LTD, LIQUORLAND (AUSTRALIA) PTY LTD, FIRST CHOICE LIQUOR SUPERSTORE, WESFARMERS LIMITED – ASX WES, WOOLWORTHS GROUP LIMITED – ASX WOW, JP MORGAN AUSTRALIA LIMITED, GOLDMAN SACHS AUSTRALIA PTY LTD, CITIGROUP PTY LTD, UBS HOLDINGS PTY LTD

Woolies gives up liquor and gambling

Original article by Sue Mitchell
The Australian Financial Review – Page: 1 & 18 : 4-Jul-19

Woolworths CEO Brad Banducci says the retail giant has been working on the proposed demerger of its liquor and hotels business for more than a year. Endeavour Group will be created via the merger of pubs and poker machines operator ALH Group and Endeavour Drinks, which owns the Dan Murphy’s and BSW liquor chains. Woolworths plans to divest Endeavour Group via a demerger, trade sale or IPO in 2020 and retain a minority stake. Woolworths has attracted criticism over its exposure to poker machines, but Banducci stresses that this was not a driver of the demerger proposal.

CORPORATES
WOOLWORTHS GROUP LIMITED – ASX WOW, ENDEAVOUR GROUP, ALH GROUP LIMITED, DAN MURPHY’S, BWS – BEER WINE SPIRITS, CITIGROUP PTY LTD, UBS HOLDINGS PTY LTD, ABERDEEN ASSET MANAGEMENT LIMITED, LANGTON’S, CELLARMASTER WINES PTY LTD, PINNACLE DRINKS, THE MATHIESON GROUP PTY LTD, BIG W DISCOUNT STORES, THE QUANTIUM GROUP PTY LTD

Woolies takes $2.5bn hit as profit stagnates

Original article by Eli Greenblat
The Australian – Page: 19 : 21-Feb-19

Grocery giant Woolworths Group has posted a 2018-19 interim net profit of $979m, which is one per cent higher than previously. Net profit from continuing operations, rose by 2.1 per cent to $920m and sales were up 2.2 per cent at $30.704bn. Analyst say the half-year results were disappointing, and Woolworths CEO Brad Banducci has warned that the retail trading environment is likely to remain challenging in the second half. Shareholders will receive an interim dividend of $0.45 per share.

CORPORATES
WOOLWORTHS GROUP LIMITED – ASX WOW, WOOLWORTHS SUPERMARKETS, BIG W DISCOUNT STORES, DAN MURPHY’S, ENDEAVOUR DRINKS, COLES SUPERMARKETS AUSTRALIA PTY LTD, COLES GROUP LIMITED – ASX COL, EG GROUP

It’s Official: More than half the dollars spent on packaged alcohol go through the Woolworths Group

Original article by Roy Morgan
Market Research Update – Page: Online : 25-Jun-18

A Roy Morgan Single Source survey shows that supermarket sales account for nearly 75% of the $15.5bn alcohol market in Australia. Woolworths Group holds 50.1% of the total amount spent on packaged alcoholic beverages in an average week, with its market share rising by 1.5% in the 12 months to March 2018. Dan Murphy’s had the biggest increase in share of market for Woolworths Group, up 1.2%. Coles Group saw a small decline in share of market for alcohol retail, with small gains for Liquorland and Vintage Cellars and a drop of 1.2% in share of market at First Choice. These are the latest figures from the Roy Morgan Alcohol Retail Currency Report, which is based on in-depth personal interviews with 3,650 Australians aged 18+ who have recently bought packaged alcohol.

CORPORATES
ROY MORGAN LIMITED, WOOLWORTHS GROUP LIMITED – ASX WOW, DAN MURPHY’S, COLES GROUP LIMITED, LIQUORLAND (AUSTRALIA) PTY LTD, VINTAGE CELLARS (AUSTRALIA) PTY LTD, FIRST CHOICE LIQUOR SUPERSTORE

Dan Murphy’s holds off surge in Cellarbrations satisfaction

Original article by Roy Morgan
Market Research Update – Page: Online : 1-Jun-18

Dan Murphy’s has won the Roy Morgan Liquor Store Monthly Customer Satisfaction Award for April, with a customer satisfaction rating of 94.5%. The win for Dan Murphy’s tops off a hat-trick of wins for the retailer over the last three months, just ahead of rival Cellarbrations on 93.8%. The current top five most satisfying liquor stores have improved their customer satisfaction ratings over the last 12 months. Dan Murphy’s is up 3.1ppts while second-placed Cellarbrations is up 12.4ppts – an average improvement of over 1ppt per month. Analysing the broader liquor store chains shows that Woolworths-owned Endeavour Drinks Group has a group customer satisfaction of 92.4%, just behind Metcash’s Australian Liquor Marketers (ALM) on 93%.

CORPORATES
ROY MORGAN LIMITED, DAN MURPHY’S, CELLARBRATIONS, ALDI LIQUOR, FIRST CHOICE LIQUOR SUPERSTORE, IGA LIQUOR, BWS – BEER WINE SPIRITS, CELLARMASTER WINES PTY LTD, ENDEAVOUR DRINKS GROUP, WOOLWORTHS LIQUOR, METCASH LIMITED – ASX MTS, AUSTRALIAN LIQUOR MARKETERS PTY LTD, THE BOTTLE-O, PORTER’S LIQUOR, COLES GROUP LIMITED, LIQUORLAND (AUSTRALIA) PTY LTD, COLES LIQUOR, VINTAGE CELLARS (AUSTRALIA) PTY LTD, LIQUOR MARKET

Wesfarmers’ Scott eyes the long game

Original article by Sue Mitchell
The Australian Financial Review – Page: 15 & 24 : 26-Oct-17

Grocery giant Coles has reported an 0.3 per cent decline in sales for the September quarter, to $A9.4bn. Same-store food and liquor sales increased by just 0.4 per cent, down from 0.7 per cent growth in the previous three months and well below the forecasts of some analysts. Wesfarmers’ incoming MD Rob Scott remains upbeat about the outlook for Coles, forecasting that it will return to sales growth in the second half of 2017-18. Meanwhile, Kmart has reported same-store sales growth of 4.9 per cent, but Target has posted a 6.4 per cent decline.

CORPORATES
COLES GROUP LIMITED, COLES SUPERMARKETS AUSTRALIA PTY LTD, WESFARMERS LIMITED – ASX WES, KMART AUSTRALIA LIMITED, TARGET AUSTRALIA PTY LTD, OFFICEWORKS SUPERSTORES PTY LTD, BUNNINGS GROUP LIMITED, WOOLWORTHS LIMITED – ASX WOW, CITIGROUP PTY LTD, VIVA ENERGY AUSTRALIA LIMITED

IGA Liquor tops latest satisfaction ratings

Original article by Roy Morgan Research
Market Research Update – Page: Online : 20-Oct-17

A Roy Morgan Single Source survey has found that customer satisfaction with IGA Liquor rose by 17.3% to 93.4% in the year to August 2017, which now places it ahead of its major competitors. This is a major turnaround from a year ago, when IGA was ranked ninth and well behind the market leaders. IGA is followed by Dan Murphy’s (92.4%), Aldi Liquor (91.0%) and First Choice Liquor (90.1%). Roy Morgan has developed a segmentation based on a person’s level of non-essential or discretionary expenditure, which includes purchases such as wine, travel and entertainment. The top third of discretionary spenders are "Big Discretionary Spenders" and so represent the largest potential for increased liquor sales. The liquor stores and retailers with the highest proportion of "Big Discretionary Spenders" in their customer base are First Choice Liquor (44.1% of usual customers are "Big Discretionary Spenders"), Dan Murphy’s (43.1%), IGA Liquor (41.8%) and Liquorland (40.6%). This group has the greatest potential to increase sales from their existing customer base.

CORPORATES
ROY MORGAN RESEARCH LIMITED, IGA LIQUOR, DAN MURPHY’S, ALDI LIQUOR, FIRST CHOICE LIQUOR SUPERSTORE, LIQUORLAND (AUSTRALIA) PTY LTD

The Australian alcohol retail market in review

Original article by Roy Morgan Research
Market Research Update – Page: Online : 21-Mar-17

The latest Alcohol Retail Currency report from Roy Morgan Research shows that Australians spent $14.5 billion on alcohol they purchased from a liquor retailer (as opposed to a bar or other licensed venue) in 2016. Dan Murphy’s accounted for nearly 30% of the total dollars (or $4.3 billion) spent on alcohol (up from 25.4% in 2015). Woolworths’ two other alcohol retailers, Woolworths Liquor and BWS, saw their market share shrink, but the three Woolworths-owned retailers had a total dollar market share of 49.2% ($7.1 billion). First Choice was the best of the Coles-owned liquor retailers, growing its market share from 4.5% to 5.0% ($0.7 billion) over the last year, while ALDI Liquor increased its share to 3.5% (or $0.5 billion) from 2.4% year-on-year. Proportionally speaking, supermarket-owned chains now account for 72.3% of the total market share (up on 69.1% in 2015), with other alcohol retailers trending either downwards or steady.

CORPORATES
ROY MORGAN RESEARCH LIMITED, DAN MURPHY’S, WOOLWORTHS LIQUOR, BWS – BEER WINE SPIRITS, WOOLWORTHS LIMITED – ASX WOW, FIRST CHOICE LIQUOR SUPERSTORE, COLES GROUP LIMITED, ALDI LIQUOR, ALDI STORES SUPERMARKETS PTY LTD, LIQUORLAND (AUSTRALIA) PTY LTD, THIRSTY CAMEL PTY LTD, CELLARBRATIONS, VINTAGE CELLARS (AUSTRALIA) PTY LTD