Woolworths's Ability to Pass On Higher Costs Looks Constrained -- Market Talk

Dow Jones05-01 07:23

2321 GMT [Dow Jones]--Supermarket owner Woolworths is particularly constrained in its ability to pass on higher fuel costs and indirect inflation to customers, Macquarie says. That's because of its relative pricing perception. It also has to repair some trust issues with customers, Macquarie says. So, it assumes the headwinds that Woolworths is experiencing early in 4Q of FY 2026 linger into the following fiscal year. Macquarie cuts its EPS forecast for FY 2026 and FY 2027 by 2.4% and 5.7%, respectively. "The lift in inflation has occurred at unfortunate timing as Woolworths seeks to rebuild its value proposition/pricing trust with customers," Macquarie says. "However, top-line strength still points to relative resilience in an uncertain market." It retains a neutral on Woolworths. (david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

April 30, 2026 19:23 ET (23:23 GMT)

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Macquarie cuts its EPS forecast for FY 2026 and FY 2027 by 2.4% and 5.7%, respectively. \"The lift in inflation has occurred at unfortunate timing as Woolworths seeks to rebuild its value proposition/pricing trust with customers,\" Macquarie says. \"However, top-line strength still points to relative resilience in an uncertain market.\" It retains a neutral on Woolworths.  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That's because of its relative pricing perception. It also has to repair some trust issues with customers, Macquarie says. So, it assumes the headwinds that Woolworths is experiencing early in 4Q of FY 2026 linger into the following fiscal year. Macquarie cuts its EPS forecast for FY 2026 and FY 2027 by 2.4% and 5.7%, respectively. \"The lift in inflation has occurred at unfortunate timing as Woolworths seeks to rebuild its value proposition/pricing trust with customers,\" Macquarie says. \"However, top-line strength still points to relative resilience in an uncertain market.\" It retains a neutral on Woolworths.  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