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Sue Mitchell

Columnist

Sue Mitchell writes the fortnightly Window Shopping column for the Financial Review and has covered retailing for over 30 years. Connect with Sue on Twitter. Email Sue at smitchell2045@gmail.com

Sue Mitchell

This Month

Shoppers are increasingly waiting for regular items to be discounted, with the major retailers alternating when they drop prices.

Half-priced detergent every few weeks? Shoppers can smell a rat

Deep food and grocery discounts have become increasingly popular with consumers, but the cost is unfairly borne by suppliers, prompting calls for change.

  • Updated

April

Weaponising parliament’s power to compel witnesses to appear distracts from its purpose to ensure a well-informed and scrutinised democratic Australia.

Why supermarkets ‘fell off their pedestal’

Building social licence is a significant opportunity for retailers but as the travails of the two big supermarket chains show, it can be easily damaged.

Craig Emerson says suppliers’ fear of retribution is “a powerful deterrent to making formal complaints” against retailers.

Supermarket payback: How to overcome suppliers’ fear of complaining

The interim review of the Food and Grocery Code of Conduct tries to overcome suppliers’ fear of retribution from major retailers, but it may not go far enough.

March

ACCC chairwoman Gina Cass-Gottlieb.

‘Reform is needed’: why ACCC is looking at Woolies and Coles stores

Woolworths and Coles have opened 394 stores since the 2008 grocery inquiry but only a handful have crossed the ACCC’s desk. That may be about to change.

February

Coles takes the lead. What will Woolworths pull up next?

Woolworths’ sales growth has dropped below that of Coles, prompting analysts to suggest it might need to act to improve price perceptions.

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Amazon’s rapid growth has come mainly at the expense of marketplaces Kogan, Catch and eBay.

Online winners and losers emerge as Amazon, Temu and Shein ramp up

Domestic marketplaces have been hit hardest by Amazon’s expansion and the arrival of new players, Temu and Shein.

Retailers need to be smart about casual conversion

Retailers are up in arms over plans to change casual conversion rights, but there are benefits in having more permanent staff, as IKEA and Bunnings have found.

January

There are signs the supermarkets are reading the room and reducing the price of some foods.

Woolworths and Coles should act pre-emptively to avoid big stick

Targeted price cuts would dent margins and be distasteful for the supermarket chains’ investors, but might be less damaging than onerous regulatory changes.

December 2023

Retailers are taking stock of the worst conditions in four decades.

Retailers hope for clearer skies after ‘perfect storm’ in 2023

The economy managed to avoid a recession this year, but the retail sector was not as fortunate, with real retail spending declining for three consecutive quarters.

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Health, the new frontier for Wesfarmers, Woolworths

Wesfarmers and Woolworths are uniquely positioned to disrupt the health sector by building ecosystems in partnership with insurers and care providers, says Jarden.

November 2023

A Melbourne store advertising its Black Friday sales.

Why Black Friday discounts could come back to bite retailers

In a desperate attempt to boost lacklustre sales, retailers have turned what was originally a short, sharp shopping promotion into an extended margin-sapping clearance sale.

Retailers are counting on Black Friday to save Christmas, but Tuesday’s rate rise could dent demand.

Cup Day rate rise casts pall over Black Friday, Christmas spending

Retailers are counting on Black Friday to save Christmas, but the latest rate rise could dent confidence and force retailers to discount more deeply.

October 2023

Woolworths and Coles are Australia’s most trusted brands, 
 but distrust - a more powerful driver of consumer behaviour - is on the rise.

‘Venomous and dangerous’ distrust a red flag for Coles, Woolworths

Higher prices and a backlash against in-store technology are fuelling rising distrust in Australia’s two largest supermarket chains.

Customer loyalty is being tested as the cost of living soars, forcing retailers to invest heavily in loyalty programs.

Rewards schemes race to beat new privacy laws

Changes to privacy laws could fundamentally change the way retailers collect and use customer data gleaned from loyalty programs.

September 2023

Retailers hope new stores will beat the spending blues

New stores are helping retailers grow topline sales but if conditions deteriorate, they may drag on earnings.

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Premier Investments chairman Solomon Lew has arguably never had so many balls in the air.

Solomon Lew avoids Myer showdown but has plenty of balls in the air

The billionaire retailer has never had so many balls in the air, including a new CEO for Myer and a potential break-up of his listed retail empire.

August 2023

A film still of Mary Steenburgen, Jane Fonda, Diane Keaton and Candice Bergen, four immaculately dressed older women, pose in front of the Trevi fountain, Steenburgen holding her phone up.

Why retailers will need to cater to ‘sexy 70-year-olds’

The Intergenerational Report provides food for thought for retailers, which face an ageing population, slower population growth and the impact of climate change.

Terry Smart says the retail market will likely see more discounting as the year progresses.

Retailers face triple-whammy challenge

The post-COVID normalisation in demand has coincided with a cost-of-living crunch and soaring costs, which will squeeze sales and earnings in 2024.

Bunnings will trial a four-day week and nine-day fortnight for full-time staff under a new enterprise agreement.

‘Better balance’ – why retail workers are pushing for a four-day week

The push for a four-day week is starting to take off in retail, led by Bunnings, even though the timing is less than ideal.

July 2023

Retailers are cutting back and cancelling orders for new stock as consumers tighten the purse strings.

‘As bad as we’ve had it’: retailers cut stock as shoppers strike

Stores are moving to avoid a blowout in inventories in the expectation of tougher trading in the lead-up to Christmas as cost-of-living pressures bite.