Key highlights

  • Coles Group (ASX:COL) shares ended the day at $23.81, down approximately 0.38% on 19 October 2026, and the shares are up approximately 2.72% over the past year.
  • The 25 August 2026 release reports Group sales revenue of $45,580 million and Group EBIT of $2,322 million excluding significant items.
  • Total dividends are 78 cents per share, fully franked, and Supermarkets EBIT rose 12.2%.

Coles Group (ASX:COL) operates the Coles supermarket and liquor businesses across Australia. On 19 October 2026, shares ended the day at $23.81, down approximately 0.38%. Over the longer term, the shares are up approximately 2.72% over the past year. On 25 August 2026, the company released its full-year results for the 52 weeks to 28 June 2026, covering sales, earnings, dividends and its digital and cost programs.

FY26 results

Group sales revenue was $45,580 million, up 2.8%. Group EBIT excluding significant items was $2,322 million, up 9.9%, and NPAT excluding significant items was $1,255 million, up 13.7%. Statutory NPAT was $1,090 million, up 1.0%, after significant items of $235 million ($165 million after tax) from a Federal Court judgment in September 2025 relating to Fair Work Ombudsman proceedings. Total dividends are 78 cents per share, fully franked, up 13.0%.

Supermarkets and digital

Supermarkets EBIT rose 12.2% with margin expansion of 43 basis points. Supermarkets sales growth excluding tobacco was 5.1%, and the company says it gained market share. Exclusive to Coles sales rose 6.1%. Supermarkets eCommerce sales rose 26.4% to $5.6 billion, with its customer fulfilment centres EBITDA positive in their second year, and an expanded partnership with Uber Eats drove growth in immediate delivery.

Costs and investment

The Simplify and Save to Invest program delivered $311 million of benefits. The company says it is now investing in an accelerated store opening and renewal program, automation, data and technology, alongside a plan to improve the performance of its liquor business. It describes cost-of-living pressure, geopolitical uncertainty and greater regulatory complexity as features of the operating environment.

The release also describes the customer and team metrics. Customer satisfaction improved, the company reports gains in market share as measured by Circana for the 52 weeks to 12 July 2026, and team member engagement rose. The company says customer fulfilment centres turned EBITDA positive in their second year and that its Uber Eats partnership is expanding delivery within the hour. Total dividends of 78 cents per share are fully franked and 13.0% higher than the prior year.

Reading the share price change

The share price of Coles Group is up approximately 2.72% over the past year. That figure measures price movement only. It does not include dividends or franking credits, and the exact amount depends on the start and end dates used, which is why it is described as approximate here. A share price that is approximately 2.72% higher over the period reflects market expectations and conditions across many factors at once, not only the company’s most recent results.

On 19 October 2026 the shares moved approximately 0.38% on the day, which is one session within that longer period. The results referred to in this article cover a period that ended before 19 October 2026 and were released on a different date to the share price figures quoted. For that reason, this article does not treat the share price change as a response to the announcement.

Sector backdrop

Across the market on 19 October 2026, the S&P/ASX 200 (ASX: XJO) stood at 8,845.70 at 4:25 pm (GMT+11) on 19 October 2026, up 0.44%, or 39.00 points, for the day. On the sector map, Consumer Staples rose 0.25%. The sector map shows that Energy rose 2.16%, Industrials 0.93%, Financials 0.85%, Utilities 0.38% and Consumer Staples 0.25%, and that Information Technology fell 1.35%, A-REIT 0.34%, Consumer Discretionary 0.18%, Telecommunication Services 0.16% and Health Care 0.13%.

Risks shareholders should weigh

Statutory profit growth was much lower than underlying growth because of the $165 million after-tax charge from the Federal Court judgment. The company describes a challenging operating environment, and its liquor business needs improvement.

What’s next

Coles will invest in store openings and renewals, automation and technology, and work on the performance of its liquor business.