Consumer

Bega Group operates through Branded and Bulk businesses. Branded encompasses packaged dairy foods, beverages, yoghurt and other grocery products sold through retail and foodservice channels. Bulk supplies dairy ingredients and nutritional products, while also providing inputs for finished branded products. The integration of milk …

GrainCorp (ASX:GNC) connects agricultural production with food, feed and energy supply chains. Its Agribusiness activities include regional grain receival sites, storage facilities, freight coordination, port terminals, grain marketing and international customer delivery. Grain moving through its east coast Australian network can be directed to …

Elders Limited supplies rural products and agricultural services to producers across Australia, spanning crop inputs, livestock marketing, wool, property and finance. On 22 October 2026, Elders Limited (ASX:ELD) closed at AUD 6.39. Its latest reported results showed higher first-half revenue and earnings, incorporating an …

Cobram Estate Olives Limited (ASX:CBO) grows, processes, bottles and markets extra virgin olive oil through integrated operations in Australia and California. The group reported higher olive oil sales for FY26 while earnings declined as Australia's smaller harvest and increased growing costs affected results. On …

The three companies sell groceries, general merchandise, home improvement and health products, and Wesfarmers also owns chemicals, energy and lithium businesses. The theme is how each describes the period ahead.

The meeting materials also reviewed the year ended 30 June 2026, in which underlying net profit after tax was $10.8 million and the company recorded a statutory net loss after tax of $431.6 million.

Home furnishings demand is linked to housing activity, household confidence and interest rates, and several of the releases describe a subdued retail environment. The three companies differ in business model, from direct showroom ownership to franchising and online furniture.