WOW
WOW: Grocery Giant - Transformation Gamble at Premium Price
Updated 8 Oct 2025
Woolworths trades at $28.88 versus $19.39 fair value. Market leader faces margin pressure and execution risks. Quality business at wrong price.
View noteFood & Staples Retailing
edv
EDV: Liquor & Gaming Giant - Regulatory Moats Meet Market Malaise
Updated 8 Oct 2025
Market leader trading at 48% discount to peers despite regulatory moats. Fair value $5.02 vs current $4.18 with 20% upside potential.
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COL: Supermarket Stalwart - Automation's Promise, Amazon's Threat
Updated 8 Oct 2025
HOLD rating on Coles Group at $23.20 vs $23.35 fair value. Defensive duopoly position with 28% market share faces ACCC penalties and Amazon entry risk.
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