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Woolworths (WOW) investor relations material

Woolworths H2 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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H2 2025 earnings summary27 Aug, 2025

Executive summary

  • Group sales increased 3.6% to $69.1bn, with all segments growing, but EBIT declined 12.6% due to lower earnings from Australian Food and BIG W, and one-off impacts such as industrial action and supply chain costs.

  • NPAT before significant items was $1.4bn, down 17.1% year-over-year, reflecting lower EBIT and higher financing costs.

  • E-commerce, media, rewards, services, and New Zealand operations contributed strongly, while BIG W and Australian Food underperformed.

  • Customer sentiment and value perception improved in H2, with positive trends in NPS and value for money scores, but overall performance was below expectations.

  • Supply chain transformation and $400m cost savings initiatives progressed, with management restructuring underway.

Financial highlights

  • Group EBIT before significant items was $2.8bn, down 12.6% year-over-year; normalized EBIT down 7.8% after adjusting for one-offs.

  • Group NPAT before significant items was $1.4bn, down 17.1%; after significant items, NPAT was $963m.

  • ROCE/ROFE declined 194 bps to 13.7%; Australian B2B ROCE/ROFE rose 176 bps to 10.8%.

  • Australian Food sales up 3.1% (4.5% ex-tobacco), but EBIT down 10.5%; e-commerce sales up 15.9%-17.4%.

  • New Zealand EBIT up 40.6% year-over-year; BIG W posted a $35m loss despite 1.1% sales growth.

Outlook and guidance

  • Australian Food expected to return to mid to high single digit EBIT growth in FY26, aided by cost savings and cycling of one-offs.

  • FY26 will be transitional, with focus on rebuilding momentum and restoring customer trust; medium-term ambition is sustainable mid to high single digit EBIT growth and double-digit TSR.

  • Near-term challenges include $80-100m EBIT impact from tobacco regulation and $60m in system replacement costs.

  • New Zealand Food transformation to continue; BIG W expected to be EBIT and cash flow positive in FY26.

  • Double-digit returns targeted from major supply chain investments by FY30.

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Frequently asked questions

Woolworths Group Limited, an investment holding company, operates retail stores and businesses in Australia, New Zealand, South Africa, and Asia. The company owns and operates Woolworths supermarkets; Woolworths Online supermarket websites; BIG W discount department stores; EziBuy clothing catalogues; and Ezibuy Direct limited clothing distribution centers.

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