Woolworths faces a perfect storm of regulatory price scrutiny (ACCC supermarket inquiry), reputational damage from Senate inquiry over price gouging, and structurally elevated cost base. Aldi and Coles share gains continuing. Big W remains a problem child. Dividend supported but margin headwinds are structural, not cyclical.
Thesis reviewed May 29, 2026
Woolworths Group Ltd is headquartered in Australia, which is currently showing moderate signals.
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Investors who hold WOWLF may also have indirect exposure through these country funds.
ACCC supermarket inquiry final recommendations push for divestiture options
Woolworths H1 EBIT down 5% on cost growth outstripping volume
Aldi expanding store footprint by 30 sites; share gains continue