Looking for something? Use this search to find it.

HVN -1.78%: Produced a mixed FY26 result, with headline profit broadly in line but earnings ahead of expectations, showing better earnings resilience than the top line might suggest. The more important read is current trading, where a poor July across most markets has been followed by a decent rebound in Australia during August.

WES -4.58%: Produced another typically dependable result, with FY26 profit modestly ahead of expectations, revenue broadly in line and Bunnings continuing to grind higher despite a difficult consumer backdrop. There were few major surprises across the retail portfolio, while Health and Chemicals, Energy & Fertilisers provided some additional growth. The issue isn't the quality of Wesfarmers — that's rarely in question — but whether modest earnings growth is enough when higher capex, borrowing costs and the ongoing Mt Holland lithium ramp-up are competing for cash.

APE -5.08%: Put together a decent1H26 result, the stock traded up initially before giving it back in line with the broader market move. Revenue and underlying operating profit were comfortably ahead of expectations as the acquisition of CanadaOne Auto added scale and the existing Australian and New Zealand operations continued to grow.

Stocks exposed to the Australian consumer have delivered a mixed bag during reporting which dovetails nicely into this note we wrote on the space earlier in the month Is Australian retail’s downturn just beginning?. One of the points raised in the note, which still applies, is “On headline multiples, ASX Consumer Discretionary looks fairly valued rather than obviously cheap, but arguably in the current environment are still rich.”

SUL +15.05%: Delivered a solid earnings beat in a reporting season that has been particularly unforgiving for consumer-facing stocks. Comparable sales during the first seven weeks of FY27 was strong, and shows trading hasn't fallen off a cliff despite the difficult consumer backdrop. 

TPW -17.82%: Was hit hard today with the FY26 result missing expectations and, more importantly, a sharp deterioration in current trading raising questions over when growth will return. The online furniture retailer is highly leveraged to housing turnover and discretionary spending, and with sales down 13% over the first seven weeks of FY27, management has understandably declined to provide revenue guidance and lowered the earnings bar.

HVN is one of the last stocks to report results, due out on the 1st September.

There are some obvious pros and cons towards JBH after yesterday’s FY26 report.