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WOW, WOOLWORTHS LIMITED
rog
post Posted: Oct 30 2020, 05:22 PM
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In Reply To: rog's post @ Oct 30 2020, 05:12 PM

Whilst Im thinking about it, Woolies owns their network and it will be hard for competitors like Aldi and Coles (cheapa cheapa) to compete. Woolies strength will be determined by the quality of their supply chain.



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With money in your pocket you are wise, you are handsome, and you sing well too.

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rog
post Posted: Oct 30 2020, 05:12 PM
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In Reply To: nipper's post @ Oct 21 2020, 07:50 PM

Obviously they are getting a positive response to their home delivery - I see staff filling orders and its very labour intensive so Im guessing that for the future shopping will be online and delivered from automated centres without all the costs associated with large centres.



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With money in your pocket you are wise, you are handsome, and you sing well too.

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nipper
post Posted: Oct 21 2020, 07:50 PM
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CEO Brad Banducci said digital engagement with customers on everything from providing opening hours to helping them curate online shopping lists was the key with the retailer expecting a boom in its digital platforms in the next few years.

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Digital is the key. We have got somewhere in the order of 12 million digital visitations a week at the moment inside Woolworths supermarkets, somewhere around 19 million physical transactions, and I fully expect within the next 18 months we will have one to two times as many digital interactions as physical.

So they (digital) are critically important, they really help the customer on the journey, and that is of course especially true and has been especially true in a time of COVID where customers really want to plan, even if they shop a physical store, a very safe, seamless and quick experience.


Mr Banducci said there still remained a critical role for its physical stores in supporting the digital transformation and online shopping with around 85 per cent of groceries ordered online picked and packed from Woolworths bricks and mortar supermarkets. This meant Woolworths would continue to sweat the physical assets to maintain efficiencies and keep costs down as it pivoted to ecommerce solutions.

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It means we have to sweat our physical infrastructure, we need to continue and creatively redesign our stores and redesign the way we pick products for our customers in the stores, how we rout our personal shoppers around the store to make sure it is a fully in stock pick and that we actually pick the right products for the customers, and the right level of freshness.





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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne

Said 'Thanks' for this post: rog  
 
nipper
post Posted: Aug 20 2020, 02:17 PM
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the PFD acquisition .... paying $552million for a 65% share. It is a business with about $2.2 billion in revenue and earnings before interest, tax, depreciation and amortisation of $57 million. The company has maintained modern facilities; it has just completed a $100 million upgrade of its distribution centres.

Woolworths chief executive Brad Banducci admits Woolies is paying a full price for PFD Foods at 11 times EBITDA. But he is unapologetic. He says the quality of the asset, its national distribution footprint, its position as the second largest player in the sector, and its reputation for offering the best service means it will be a really valuable part of Woolworths Group.
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Banducci has been expert at extracting efficiencies from the Woolies supply chain. He has been good at installing world-leading technology for managing logistics, and the company's data analytics is best in class.

But this size and scale is actually an impediment to lifting the products and services it offers people living in different urban localities.

This is where the PFD Foods acquisition is a potential game changer for Woolies shareholders. The deal is not about buying a business and squeezing it for synergies or turning the screws on managers to boost margins. The transaction will allow Woolies to use the PFD Foods distribution network to offer specialised food services on its supermarket shelves. It is recognising that everything is local.

Banducci says that combining capabilities of both companies will enable Woolies to enhance the range in its stores. He says there will be synergies through better route and capacity optimisation across the Woolies network. Woolies expertise in data analytics, its digital capabilities and its commodity sourcing will be made available to PFD Foods.

Tying up all sectors ..... just like the Marley (MMM) stake



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Mar 11 2020, 04:53 PM
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Supermarkets forced to rapid scale networks.
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Customers fretting over setting foot in high-traffic retail outlets like supermarkets are creating online and logistical headaches for Coles and Woolworths, with the nation’s biggest merchants buffeted by online buying surges that have stretched delivery networks.

Woolworths on Tuesday confirmed it was gradually restoring its “Delivery Now” service for online purchases in Sydney after it unexpectedly pulled the short time fulfilment service late last week.

The suspension came amid frenzied consumer purchasing behaviour across products ranging from toilet paper to tinned tuna and microwave rice fuelled by uncertainty around the extent of Covid19 infections in Australia’s cities.

“Delivery Now was temporarily suspended in Sydney from Wednesday to Sunday,” a Woolworths spokesperson told iTnews.

“We opened up Delivery Now orders from eight Sydney stores on Monday. We plan to have all 32 stores up and running again by the end of the week.”

Coles is understood to have been hit with a similar surge, with reports saying it has been directing online customers to click-and-collect facilities rather than home deliveries for online purchases.

And while the sudden surge in online orders might look like a big bonus for the retailers, the reality is that both the major supermarket brands have only just made online sales profit margin accretive, with click-and-collect the gamechanger.

What’s less clear is whether the limitations around online delivery have propelled consumer anxieties over the availability of some goods as retailers impose purchasing limits on items like toilet paper to rein-in the run on stock.

Woolies says it is doing its best.

“Like our supermarkets, our online teams have been working hard to manage higher than usual demand for deliveries over the past week,” a Woolworths spokesperson said. “Delivery windows have been filling up faster than usual and we apologise to customers for the inconvenience this has caused. “We’ve been ramping up our delivery capacity with the support of our transport partners and doing all we can to fulfil orders for our customers as quickly as possible.”




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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Jan 13 2020, 10:55 AM
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Morgan Stanley believes the time is right to start to differentiate between the Australian supermarkets, after a stellar year for the share prices of both major operators in 2019. The broker upgraded Woolworths to equalweight from underweight and downgraded Coles to underweight from equalweight as part of its review of the sector. It lifted its price target on Woolworths to $36.50 from $28 and also lifted its price target on Coles to $13.50, from $13.

“In 2019 it paid to own both stocks,” Morgan Stanley said. “Both benefited from investors’ appetite for staples with a bias towards blue chip exposures not linked to financials.” "The return to earnings certainty and acceptable yield certainly assisted an appetite for investors to focus on a broader defensive bid for Australian equities regionally through 2019.”

Morgan Stanley said that it’s now looking for strategic execution as a differentiator between the companies. “Our valuations place Coles at a 20 per cent discount to Woolworths. This reflects our view that Woolworths is better positioned to leverage improved industry dynamics,” it said. “Conversely, for Coles we see greater scope for leverage leakage as it looks to build sales momentum.”




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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 

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nipper
post Posted: Jan 3 2020, 01:51 PM
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QUOTE
Dan Murphy's, which carved out a 30 per cent share of the $16 billion packaged liquor industry with a category killer format, is testing smaller stores to reach into previously inaccessible markets. Most of Dan Murphy's stores are between 800 and 900 square metres (sq m) but the retailer is opening stores half that size stocked with a highly curated range based on customers' online ratings.

The first 400sq m Dan Murphy's, a converted BWS bottle shop, opened at Elanora Heights in Sydney's northern beaches last month. The Elanora Heights store stocks only 2700 stock keeping units (SKUs)– almost half the 5000 SKUs at a typical Dan Murphy's big box store – but all the products have received an online rating of four or above by customers.

The ratings are displayed on electronic shelf-edge labels linked to Dan Murphy's web browser and are updated in real time, giving customers daily feedback on the most popular and top-selling wines, beers and spirits.

The scaled-back Dan Murphy's is one of three new formats being tested by Endeavour Drinks as part of a strategy to revitalise sales ahead of a merger with Woolworths' 75 per cent owned ALH hotel and gaming operations and a likely stock exchange listing next year.

After decades of strong growth, Dan Murphy's sales growth has slowed in recent years as consumers have opted for quality over quantity, while earnings have come under pressure as the retailer invests heavily in digital and delivery...

interesting it's a converted BWS (= expensive) site; vertical pricing works only so well. You'll find BWS near restaurants and what they sell is usually opened within 15 minutes!?



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne

Said 'Thanks' for this post: early birds  
 
nipper
post Posted: Nov 9 2019, 07:22 PM
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Woolworths pushing ahead with drinks demerger

https://www.sharecafe.com.au/2019/11/05/woo...rinks-demerger/

.... and then Coles and Woolworths will be comparable again (sort of)



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne

Said 'Thanks' for this post: early birds  
 
blacksheep
post Posted: Oct 30 2019, 01:15 PM
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Woolworths investigated after admitting it underpaid 5,700 staff up to $300 million
QUOTE
Key points:
Woolworths says the underpayment of staff dates back to 2010 and may involve up to $300 million in unpaid wages and entitlements
About 5,700 people will receive their full entitlements, including back payments with interest and superannuation contributions
Woolworths CEO Brad Banducci has apologised and promised it won't happen again


read more - https://www.abc.net.au/news/2019-10-30/wool...ection=business

and it appears the ABC, who authored this article, is also being investigated for underpayment

QUOTE
The ABC is also being investigated for the alleged underpayment of 2,500 flat-rate casuals over six years.

In its 2018-19 annual report, the ABC said it put aside almost $23 million for the potential "estimated historical salary and wages and superannuation entitlements owed to certain casual employees".

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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Aug 29 2019, 11:06 AM
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In Reply To: blacksheep's post @ Jul 3 2019, 10:17 AM

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Woolies to shed pubs & drinks & spin them off


Now closing 30 Big W Stores as profit tumbles

QUOTE
Key points:
Excluding the impact of the sale of its petrol franchise, Woolworths' normalised profit fell 7pc to $1.5b, well short of analyst estimates
The $1.7b sale of the petrol business supported a 9pc jump in the full-year dividend to $1.02 per share
Big W continues to be a drag on profits, with 30 stores earmarked for closure

https://www.abc.net.au/news/2019-08-29/wool...ection=business



--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
 


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