Super Retail Delivers Record $4.1B Sales, Lifts Dividends as Consumer Confidence Improves
Super Retail Group, the owner of Rebel, Supercheap Auto, BCF and Macpac, has reported record annual sales of $4.1 billion for FY25, with stronger second-half momentum helping it beat profit expectations and lift dividends.
The retail giant announced a fully franked final dividend of 34 cents per share and a special dividend of 30 cents, rewarding investors after a year in which sales rose 4.5%, or 2.6% on a like-for-like basis.
Normalised net profit fell 4% to $232 million but still came in around 6% ahead of consensus forecasts due to better-than-expected margins and tight cost control. Earnings before interest and tax held steady at $400 million.
Rebel was the standout performer, with strong demand for footwear, licensed apparel, women’s wear and fitness tech.
However, higher theft rates ate into margins at the chain. Macpac and Supercheap Auto both improved gross margins, while BCF delivered the group’s strongest brand growth.
Super Retail CEO Anthony Heraghty said the results reflected “solid financial performance despite a challenging retail environment and heightened competition.”
He credited store refurbishments, network expansion and digital investment for driving growth, with click-and-collect now accounting for almost half of online sales.
The group also grew its loyalty membership base by one million to 12.5 million, while online sales jumped 8% to $524 million, now representing 13% of revenue.
Looking ahead, the company has made a positive start to FY26, with like-for-like sales up 3.1% and total sales up 5% in the first seven weeks.
Super Retail plans to open 23 new stores this year and invest $155 million in new distribution facilities and digital upgrades.
Consumer sentiment has improved on the back of interest rate cuts and easing inflation, though Heraghty warned household budgets remain under pressure.
Shares in Super Retail surged as much as 14% in morning trade, hitting a record $20.20 before easing back to $18.90.
Analysts say the group’s value proposition and brand strength leave it well placed to navigate ongoing cost-of-living challenges.