Super Retail Group (SUL) Investor Day 2026 summary

Strategic vision and growth ambitions

• Five-year strategy targets expansion across four brands in high-involvement leisure and lifestyle categories, aiming to capture a AUD 65 billion total addressable market with current group sales at AUD 4 billion.

• Emphasizes disciplined prioritization, focusing on core categories before expanding into adjacencies, leveraging group scale for omni-channel, technology, and supply chain automation investments.

• Transformation program Ignite will drive customer-centricity, operational simplification, and end-to-end value chain integration, underpinned by AI, data, and a new ERP system.

• Sustainability is a core focus, with targets for >90% waste diversion from landfill, gender equality, and strong supply chain responsibility.

• Total shareholder returns have outpaced the market, with a 12.4% CAGR since 2019.

Brand-specific growth engines

• Supercheap Auto will expand its range (notably in four-wheel drive and EV/hybrid parts), evolve store formats (Gen Five, large, small), and scale fitment services to capture more of the $17bn auto market.

• rebel targets regional store expansion, private label/licensed brand growth (from 9% to 20% of sales by FY31), and category leadership in key sports, supported by RCX format upgrades and omni-channel investment.

• BCF will accelerate superstore and large format rollout, enter four-wheel drive fitment (targeting 50+ locations), and optimize network productivity, leveraging digital and supply chain enhancements.

• Macpac will focus on technical product innovation, brand awareness growth in Australia, and disciplined network expansion, leveraging group synergies and multi-format flexibility.

Transformation and operational excellence

• Ignite transformation program will embed digital, data, and AI across all brands, driving people-led, technology-enabled change.

• Modernizing supply chain with automation, network optimization, and integrated planning to support growth and efficiency.

• Enhanced omni-channel capabilities, with digital sales rising from 7% to 13% of total sales FY19–FY25 and higher online NPS.

• Project Ignite and ERP migration to deliver AUD 75 million annual cost savings by FY29, funding further transformation and growth.

• Online sales expected to outpace store growth, but physical network expansion remains key for click-and-collect and customer experience, especially in regional markets.