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Australian specialty retailer operating Supercheap Auto, Rebel Sport, BCF (boating/camping/fishing) and Macpac outdoor apparel chains.
Australian specialty retailer operating Supercheap Auto, Rebel Sport, BCF (boating/camping/fishing) and Macpac outdoor apparel chains.
Earns from retail sales through each banner's stores and websites, with loyalty club members accounting for a large share of sales and giving it customer data to tailor offers. Supercheap Auto and Rebel are the biggest chains; Macpac sells mainly its own designs, which keeps more margin than reselling other brands. Operates in Australia and New Zealand.
In one line: A multi-banner specialty retailer like a mix of AutoZone and Dick's Sporting Goods.
Moat: narrow (brand, scale, distribution). Multiple category-leading store banners and loyalty programs give scale over independent specialty retailers.
Headquarters: Brisbane, Australia · Founded: 1972 · Employees: 15,500
Size Super Retail (SUL.AX) is an Australia Consumer Discretionary company (Specialty Stores) with a market value of $2.14B, the 116th largest of 316 Australia companies the cockpit tracks. Shares closed at A$13.70 on 6 Nov 2026.
Performance Over six months the shares gained 21.6%, against +22.1% for the median peer and +4.1% for the Australia market (cap-weighted) — 10th lowest of 20 in its peer set.
Growth Revenue grew 3.2% over the last twelve months (peer median +10.4%); the operating margin is 9.3% (peer median 8.7%).
Valuation It trades at 13.8× forward earnings against a peer median of 18.2× (7th cheapest of 20).
Price implies For today's price to make sense, revenue must grow about 7% a year for seven years (Req g). Recent delivered growth is +4%, so the hurdle is +3 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 0.0 points above its cost of capital (10.4% WACC).
Next results Next results expected around 16 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2026 | FY2025 | FY2024 | FY2023 | |
|---|---|---|---|---|---|
| Revenue | A$4.20B | A$4.20B | A$4.07B | A$3.89B | A$3.80B |
| Revenue growth | — | +3% | +5% | +2% | — |
| Gross profit | A$1.92B | A$1.92B | A$1.86B | A$1.79B | A$1.76B |
| EBITDA | A$774M | A$772M | A$752M | A$726M | A$755M |
| Net income | A$206M | A$206M | A$222M | A$240M | A$263M |
| Free cash flow | A$392M | A$392M | A$347M | A$452M | A$564M |
| Capital expenditure | A$123M | A$123M | A$166M | A$135M | A$110M |
| Total debt | n/a | A$1.32B | A$1.24B | A$1.10B | A$1.03B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Super Retail SUL.AX | $2.14B | +22% | +3% | 9% | 13.8× | 6.7% |
| JB Hi-Fi JBH.AX | $5.86B | +8% | +5% | 7% | 18.1× | 6.7% |
| Bapcor BAP.AX | $399M | +66% | -3% | 2% | 27.6× | 7.2% |
| Accent AX1.AX | n/a | +17% | n/a | n/a | n/a | n/a |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | SUL.AX | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +2.4% | +9.5% | 8th lowest of 21 |
| 6-month return | +21.6% | +22.1% | 10th lowest of 20 |
| Distance from 52-week high | -22.4% | -17.9% | 10th lowest of 21 |
| Revenue growth (TTM) | +3.2% | +10.4% | 9th lowest of 21 |
| Operating margin | 9.3% | 8.7% | 10th highest of 21 |
| Forward P/E | 13.8× | 18.2× | 7th cheapest of 20 |
| Growth the price implies (Req g, 7 yrs) | 6.7% | 10.1% | 8th least demanding of 17 |
| Growth delivered (Del g) | +4.0% | +7.0% | 6th lowest of 17 |
| Hurdle (Req g minus delivered) | +2.7 pp | -2.9 pp | 7th most demanding of 17 |
| ROIC minus cost of capital | +0.0 pp | +2.4 pp | 8th lowest of 21 |
| EV / EBITDA | 5.7× | 11.7× | 2nd cheapest of 17 |
| Net debt / EBITDA | 1.7× | 1.8× | 8th least indebted of 18 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Super Retail SUL.AX | Australia | $2.14B | +22% | +3% | 9% | 13.8× | 6.7% | +4.0% |
| Lovisa LOV.AX | Australia | $2.18B | +32% | +18% | 18% | 27.8× | 21.9% | +26.7% |
| Lalithaa Jewellery Mart LALITHAA.NS | India | $2.21B | n/a | +48% | 6% | n/a | n/a | n/a |
| North West NWC.TO | Canada | $2.02B | +17% | +1% | 8% | 17.1× | -2.8% | +1.9% |
| Watches of Switzerland WOSG.L | United Kingdom | $2.34B | +43% | +11% | 10% | 14.1× | 14.5% | +15.1% |
| MTG 7806.T | Japan | $1.96B | +36% | +44% | 11% | 27.4× | n/a | n/a |
| Sonic Automotive SAH | United States | $1.95B | -24% | +2% | 3% | 9.3× | n/a | n/a |
| POYA International 5904.TWO | Taiwan | $2.38B | +65% | +13% | 17% | 18.7× | 0.7% | +7.6% |
| Dunelm DNLM.L | United Kingdom | $2.44B | +24% | +3% | 12% | 11.7× | 2.4% | +6.4% |
| Chow Tai Seng Jewelry 002867.SZ | China | $1.88B | -12% | -22% | 14% | 13.1× | 1.3% | +11.7% |
| RH RH | United States | $2.48B | -2% | +3% | 10% | 20.2× | 11.4% | +3.8% |
| Bob's Discount Furniture BOBS | United States | $2.54B | +42% | +17% | 9% | 20.2× | 13.4% | +4.0% |
| Beijing Caishikou Department Store 605599.SS | China | $1.71B | -23% | +37% | 4% | 13.3× | -17.2% | +32.7% |
| Sally Beauty SBH | United States | $1.71B | +31% | +1% | 9% | 8.3× | -2.6% | +1.0% |
| Shanghai Yuyuan Tourist Mart 600655.SS | China | $2.70B | -6% | -21% | -3% | 77.3× | 15.9% | -4.4% |
| Advance Auto Parts AAP | United States | $2.75B | -19% | -1% | 4% | 19.2× | 5.6% | -3.2% |
| Honasa Consumer HONASA.NS | India | $1.61B | +32% | +21% | 10% | 52.9× | 42.5% | +39.1% |
| Luk Fook Holdings (International) 0590.HK | Hong Kong | $1.58B | -9% | +29% | 20% | 6.1× | n/a | n/a |
| Savers Value Village SVV | United States | $1.52B | +22% | +10% | 8% | 18.2× | 12.9% | +15.0% |
| Pets At Home PETS.L | United Kingdom | $1.51B | +48% | -1% | 7% | 15.9× | 9.2% | +5.2% |
| TRIAL Holdings.Inc 141A.T | Japan | $3.12B | +2% | +69% | 2% | 43.1× | 11.0% | +53.9% |