Three ASX Consumer Stocks Delivering 58%+ Annual Gains, Surpassing Index Performance

Highlights

• Cobram Estate Olives FY25 EBITDA reached AUD 116.6 m, up 74.8% year-on-year.
• Ricegrowers FY25 Group EBITDA stood at USD 147.7 m, 3% higher due to efficiencies.
• The a2 Milk reported FY25 net profit after tax of NZD 202.9 m, 21.1% YoY growth.

The S&P/ASX 200 Consumer Staples index (ASX:XSJ) was trading around11,632.90 points on 24 October 2025. Over the past year, the index has dropped by almost 5.80%. Within the sector, Cobram Estate Olives Limited, Ricegrowers Limited, and The a2 Milk Company delivered significant YoY gains.

Cobram Estate Olives

Cobram Estate Olives Limited (ASX:CBO) had reported financial results for the twelve months ended 30 June 2025. The Group recorded EBITDA of AUD 116.6 m, up 74.8% compared to FY24, and net profit after tax of AUD 49.6 m, up 167.8%. Cash flow from operations reached a record AUD 83.0 m, up 29.6%, and two-year rolling normalised EBITDA was AUD 90.6 m, up 75.2%. The net debt ratio was 32.7% at 30 June 2025.

Group olive oil sales revenue in Australia was AUD 237.4 m, up 7.5%, while global packaged goods sales, including Cobram Estate®, Red Island®, and private label, reached AUD 216.8 m, up 12.1%. Australian branded sales were AUD 141.4 m, up 16.6%, and USA branded sales grew to AUD 42.3 m, up 101%. Total assets were AUD 811.8 m, net assets AUD 365.5 m, and total capital expenditure in FY25 was AUD 81.5 m. The Group’s Australian olive oil operations produced 14.2 m litres in FY25.

USA operations focused on branded and packaged goods growth supported by Californian olive oil supply. Operating cash flow after interest and tax was AUD 58.1 m. Total available cash and undrawn debt facilities were AUD 41.5 m at 30 June 2025.

Ricegrowers limited

Ricegrowers Limited (ASX:SGLLV) reported FY25 revenue of USD 1.85 bn, down from USD 1.88 bn in FY24, reflecting weaker global tender prices, cost-of-living impacts, and increased competition. Group EBITDA increased 3% to USD 147.7 m, supported by operational efficiencies, improved product mix, and pricing optimisation. NPAT rose 4% to USD 70.7 m, while basic EPS grew 6% to 102.9 cents per B Class Share.

The Australian Rice Pool Business harvested ~618,000 t of paddy at USD 406/tonne for medium grain, with favourable branded and traded sales. International Rice volumes grew in the Middle East and US, offset by lower tender prices and FX impacts. Rice Food delivered USD 132.5 m revenue, up 10%, driven by product innovation and expanded distribution.

Riviana Foods achieved USD 230.8 m revenue with favourable product mix, despite FX pressures. CopRice revenue was USD 250.6 m, up 1%, benefiting from the SavourLife acquisition and operational efficiencies. Corporate EBITDA was USD 40.5 m, reflecting lower asset financing charges and reduced impairments. Net debt remained stable at USD 218.2 m with a gearing ratio of 26%. Strategic investments, including SavourLife and Simply Delish, supported the Group’s 2030 Growth Strategy and long-term sustainability objectives.

The a2 Milk Company

The a2 Milk Company (ASX:A2M) reported financial results for the 12 months ended 30 June 2025. Group revenue increased 13.5% to NZD 1,902.0 m, driven by growth in China & Other Asia, USA, and Mataura Valley Milk (MVM), while ANZ was flat. EBITDA rose 17.1% to NZD 274.3 m with a margin of 14.4%, and net profit after tax (NPAT) increased 21.1% to NZD 202.9 m. Basic earnings per share were 28.0 c, up 20.9%.Net cash closed at NZD 1,061.2 m.

China & Other Asia revenue grew 13.9% to NZD 1,302.0 m, with IMF sales up 12.4% and record market share. ANZ revenue was NZD 316.0 m, down 0.4%, with EBITDA of NZD 57.5 m.

USA revenue grew 22.5% to NZD 139.3 m, and EBITDA loss improved to NZD 9.3 m. MVM revenue increased 41.9% to NZD 144.7 m, with EBITDA loss reducing to NZD 17.4 m. Total dividends for FY25 were 20.0 c per share, representing approximately NZD 145 m.

The company continued supply chain transformation, acquiring Yashili New Zealand and divesting MVM. For FY26, a2MC expects high single-digit revenue growth, EBITDA margin of 15–16%, NPAT similar to FY25, and capital expenditure of NZD 50–70 m.