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Earnings season

This Month

Phil Waugh, CEO for Rugby Australia, believes the governing body is due for a record breaking year.

Waugh says Rugby Australia will hit $50m surplus after ‘reset’ year

The governing body posted a $36.8 million loss as it took ownership of three state-based clubs. The chief executive says the code will now make history.

Traders are being warned to brace for further pain ahead.

‘Huge’ profit downgrade cycle bears down on Wall Street

Analysts have barely budged their earnings forecasts for the world’s most important sharemarket despite recession alarms blaring, leaving equities vulnerable to a big reality check.

March

Solomon Lew says consumers are feeling stressed.

How Solomon Lew will win the tariff war amid ‘worst conditions in 62 years’

Consumers are feeling stressed and conditions are tough, but the retail guru is still looking for growth.

Premier Investments chairman Solomon Lew in Melbourne.

Billionaire Solly Lew hunts for health, cosmetics retail acquisition

After merging its apparel business with Myer, Premier Investments is now seeking an acquisition in the cosmetics sector.

New Myer boss Olivia Wirth has a challenge in her new warehouse.

Rebellious robots and trapped stock: Inside Myer’s warehouse woes

Myer’s executive chairwoman Olivia Wirth is making reasonable progress on her turnaround of the retailer – but she’s got two problems. 

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Myer executive chairman Olivia Wirth.

Myer warns sales are falling, outlines $12m logistics breakdown

The department store chain is in the midst of merging with five fashion brands formerly owned by Premier Investments. Sales have fallen in the past few weeks.

John Holland is taking losses on its construction contracts for Melbourne’s new Metro Tunnel and stations

Melbourne blowouts tip John Holland into $55.5m loss

The construction giant slid into the red from a profit of almost $100 million a year earlier due to “project delivery issues” and cost blowouts.

Wall Street is starting to cut its outlook for earnings.

More turbulence ahead as Wall Street sours on earnings

Analysts have been steadily trimming corporate profit expectations for the next 12 months as Trump’s tariff war starts to bite America.

Martin Conlon says investors have given into temptation.

Australian investors may have made a big mistake

While the ASX has followed Wall Street lower, there are important differences between the two markets that investors have been too ready to overlook.

The Iconic CEO Jere Calmes.

The Iconic shows early signs of a sales turnaround, powered by AI

The online retailer has been overhauling its business after several years of losses, and says the value of merchandise sold has been rising again.

Newly announced Virgin CEO Dave Emerson.

With new CEO, Virgin clears big step to possible June float

Virgin’s appointment of Dave Emerson to replace Jayne Hrdlicka along with the final approval required for the Qatar Airways deal are final steps ahead of a public float.

Dividends are a “horror story” this year, says Bell Potter’s Richard Coppleson.

ASX faces dividend ‘horror story’ as companies slash payouts

Australian firms declared $31.2 billion in dividends during the February reporting season, the lowest for that period since the pandemic ravaged markets.

Qantas cracks $10, but how long will outsized profits last?

The airline had analysts racing to upgrade their long-term share price targets after a strong result last week pushed its stock above $10.

February

Star tells lenders it has one week of cash as it teeters on the brink

The casino giant told investors it was unsure it could continue to trade and was working on “one or more liquidity” proposals in the hope of averting collapse.

Life360 Chris Hulls says

Life360 gadget will track elderly parents who leave phone at home

Chris Hulls, the boss of ASX darling Life360, says he has been relying on “weird hacks” to check in on his mum, who has dementia.

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TPG Telecom CEO Iñaki Berroeta

TPG Telecom says regional push is growing customer numbers

The country’s third-largest telco, which owns Vodafone and iiNet, is sharing a network with Optus, and hopes this will increase its mobile market share.

Shoppers at a Dan Murphy’s store in Melbourne. Sluggish sales at the chain have dragged down the company’s profit.

Bumper pub sales not enough to save Endeavour from profit pain

The hospitality giant said its BWS and Dan Murphy’s retail chains had sluggish sales growth. The company has appointed Ari Mervis as its executive chairman.

Harvey Norman executive chairman Gerry Harvey and CEO Katie Page say shoppers are buying AI PCs and devices.

Harvey Norman says demand for AI-enabled devices driving sales higher

The whitegoods and electronics retailer reported better-than-expected sales growth in the first half of the financial year and says momentum is continuing.

Rob Scott says it’s hard to justify investing in Victoria right now.

Victoria’s busted economy is profit season’s sneaky big shock

Beneath the wild share price moves, a stunning narrative has emerged from reporting season about one of Australia’s most critical economic growth engines. 

John McBain and Jason Huljich, of Centuria Capital.

Property fund manager Centuria flags $1.5b in floats as upswing begins

The confidence that investors are swinging back towards real estate stocks comes as interest rates fall in Australia and New Zealand.

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