Key highlights

  • JB Hi-Fi (ASX:JBH) reported FY26 sales of $11.06 billion, up 4.8%, and a total dividend of 337.0 cents per share.
  • Breville (ASX:BRG) reported revenue of $1,810.9 million and said 85% of its 120-volt product gross profit is now sourced outside China.
  • Super Retail Group (ASX:SUL) reported sales of $4.2 billion and normalised NPAT of $226 million, down 2.8%.

Retailers that sell electronics, kitchen appliances and automotive, sports and outdoor goods report results that reflect how households spend on larger discretionary items. This article reviews the FY26 results of JB Hi-Fi Limited (ASX:JBH), Breville Group Limited (ASX:BRG) and Super Retail Group Limited (ASX:SUL), based on their company releases for the year to mid-2026.

Sector context

Retailers of consumer goods are influenced by household budgets, product release cycles, supplier pricing, tariffs and weather. The releases refer to supplier price rises, tariff management and interest rate pressure on households.

JB Hi-Fi Limited (ASX:JBH)

JB Hi-Fi announced its FY26 results on 17 August 2026. Total sales were a record $11.06 billion, up 4.8%, EBIT was $734.4 million, up 5.8%, and NPAT was $489.9 million, up 6.0%, with EPS of 448.1 cents. The final ordinary dividend was 127.0 cents, up 21.0%, bringing the total ordinary dividend to 337.0 cents, up 22.5%.

JB Hi-Fi Australia sales rose 4.4% to $7.42 billion with comparable sales up 3.2% and online sales up 7.0% to $1.28 billion. The company said Q4 sales were affected by supplier price rises and stock shortages in technology categories. JB Hi-Fi New Zealand sales rose 26.0% to NZ$499.5 million.

Breville Group Limited (ASX:BRG)

Breville reported FY26 results on 19 August 2026. Revenue was $1,810.9 million, up 6.7% (9.7% in constant currency), gross margin was 36.0% compared with 36.6%, EBIT was $207.0 million, up 1.2%, and NPAT was $138.1 million, up 1.7%. The dividend was 38.0 cents and net cash was $104.4 million.

The company said its manufacturing diversification was substantially complete, with 85% of 120-volt product gross profit dollars sourced outside China, and that net tariffs were managed with minimal net profit effect in FY26. Coffee and Cooking each grew revenue by double digits, and markets such as China, Korea, Mexico and the Middle East collectively grew by more than 70%.

Super Retail Group Limited (ASX:SUL)

Super Retail Group reported FY26 results on 20 August 2026 for the period ended 27 June 2026. Group sales were $4,200 million, up 3.2%, gross margin rose 10 basis points to 45.7%, segment EBIT was $389 million, down 2.7%, and normalised NPAT was $226 million, down 2.8%. Statutory NPAT was $206 million, down 7.2%.

Like-for-like sales growth was 1.8%, with rebel delivering top-line growth and Supercheap Auto remaining resilient, offset by softer trading at BCF and Macpac. The final dividend was 33 cents, fully franked, and net debt was $14 million. The company opened 28 stores and closed 13, and cited Middle East instability, weather and interest rate pressure as headwinds.

How the three retailers compare

All three companies reported higher sales and paid dividends, but earnings moved differently: JB Hi-Fi and Breville reported higher profit, while Super Retail’s normalised profit declined. The releases also describe different pressures, from supplier pricing at JB Hi-Fi to tariffs at Breville and weather at Super Retail.