Latest Consumer Staples News

Estée Lauder delivered a sharp rebound in fiscal 2027’s first quarter, with sales, margins and earnings all improving materially. The beauty group has lifted its full-year outlook, although quarterly free cash flow remained negative and the plan still depends on sustained momentum in China, travel retail and fragrance.

OMG Group has confirmed its first positive quarterly EBITDA, with Q1 FY27 sales rising 59% to approximately $1.92 million and gross profit growing faster than revenue. The result marks an earnings milestone, but operating cash flow remained negative as the company invested heavily in inventory and supplier deposits.

Australian Dairy Nutritionals has secured firm commitments for a further A$1.54 million placement, taking its broader capital raise to A$2.04 million before costs. The funds are earmarked for operations, working capital and balance sheet support as the company prepares for FY27.

Coles delivered 2.2% group sales growth in the first quarter, powered by supermarkets and a sharp rise in online shopping. But slowing second-quarter momentum and higher fuel costs have prompted the company to expect first-half Supermarkets EBIT to be in line with the prior year.

The Calmer Co. posted record Q1 FY27 revenue of A$2.44 million, powered by a sharp lift in US wholesale orders and continued Coles and Woolworths growth. But with A$953,000 in cash against quarterly operating outflows of A$755,000, the kava company remains dependent on further funding and sustained sales momentum.

Yowie Group has entered FY27 with US$71,000 in cash, a 35% drop in US gross sales and a fully drawn A$4 million working capital facility. The confectionery maker is pursuing an approximately A$6 million two-tranche capital raising while its ASX quotation remains suspended.

Bubs Australia has expanded its US footprint to more than 12,000 stores after securing permanent FDA authorisation, but quarterly revenue fell 9.8% and operating cash outflow increased. The company ended September with A$13.4 million of available liquidity, equivalent to 2.2 quarters at the reported cash-burn rate.

Comvita has moved from NZ$62.4 million of net debt to NZ$0.5 million of net cash in a year, while FY27 first-quarter sales rose 4.6%. The sharper test now is whether its operating reset can convert a stronger balance sheet into durable shareholder returns, with no FY27 dividend expected and board control still contested.

Jatcorp’s revenue rose 23% to $38.9 million in FY2026, but weaker margins, negative operating cash flow and a material going-concern uncertainty leave the nutritional products maker’s recovery unfinished. The company ended the year with $5.6 million in cash after a $4.2 million entitlement offer, while Neurio trademark litigation in China remains unresolved.

Bega Cheese has entered FY2027 with normalised EBITDA guidance of $240 million to $245 million after delivering a sharp improvement in FY2026 earnings. The company expects a relatively flat first half before stronger growth in the second half, supported by branded products, automation and manufacturing savings.

Metcash has exercised its first right to acquire Queensland’s Peries Group in a debt-funded deal valued at an estimated $80 million to $85 million. The transaction would add 15 IGA supermarkets and around $264 million in annual retail sales, subject to ACCC approval and other conditions.

McPherson’s chief executive and managing director Brett Charlton will step down after more than three years at the helm, with the board beginning an immediate search for his successor. Charlton will remain in the role during a six-month notice period, subject to arrangements agreed with the board.