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ASX: Wesfarmers (ASX: WES)

Updated: Sep 19, 2020

  • BUNNINGS

  • KMART

  • TARGET

  • OFFICEWORK



BUNNINGS

  • Community friendly: $2 sausage sizzle - $39 million for 2019 FY


BWP Trust (ASX: BWP)

  • Gets rental income from Bunnings



TARGET

  • 75 Target stores closed

  • 92 converted to Kmart

  • 1,000-1,300 redundancies


"With Wesfarmers' acquisition of Catch Group, which operates an online business model offering branded products on a first-party basis and a third-party online marketplace, Mr Walker said there may be a chance for Target to continue in a virtual retail space."





2020 FY Result


  • Net profit after tax (NPAT): 8% to $2.1B, BUT taking out discontinued operation (i.e. Cole) profit fell to 69% to $1.7B

  • Revenue: 11% growth to $30.8B with online sales roaring up 60% due to COVID19

  • EBITDA: -0.3% to $2.9B, with Bunnings and Officeworks driving revenue & Kmart and industrial and chemical firms saw earning drag

  • Bunnings make up the bulk of group earnings - grew to 14% (due to home renovation soaring to all time high)

  • Final dividend: $0.77 per share (meaning if you buy WES shares before 25th Aug you will be entitled to the upcoming $0.77 per div payable on the 1sth Oct)

  • Special dividend: $0.18 per share for the sale of Coles

  • Full year payout: $1.52 per share


19/09/2020


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