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TWE +4.91%: Surprised on the upside today, and as with many results this earnings season, the focus was firmly on the outlook rather than the headline numbers. Encouraging progress reducing Penfolds inventory in China was offset by continued weakness in the America. FY27 EBIT guidance was reaffirmed, although the heavy second-half weighting highlights that the turnaround still has plenty to prove.

PMV –11.01%: disappointed the market with a soft trading update. The key issue was deteriorating discretionary spending late in the second half, with Premier Retail sales falling 2% and earnings (EBIT) now expected to be around $176m, below its previous guidance of ~$183m. 

NCK -0.7%:  delivered a solid FY26 result, with profit broadly in line with expectations and a stronger dividend, although the domestic trading backdrop remains challenging as softer housing conditions and cost-of-living pressure weigh on big-ticket spending.

US restaurant chain Chipotle Mexican Grill (CMG US) owns and operates more than 2,900 quick-casual eateries popular for burritos, tacos, burrito bowls, and salads. It also has about 45 international restaurants and four non-Chipotle restaurants.

An encouraging update from CMG overnight,  delivering a better second-quarter result and upgraded its full-year sales outlook. The stock was up +2% in normal hours however the result landed post close, with the shares rallying ~5% after hours.

Nick Scali has been under pressure since a weak trading update in January with a soft consumer the primary issue, however, it's found solid valuation support in recent months, in line with the overall sector. NCK is a classic interest rate-sensitive discretionary retailer. As a seller of high-ticket furniture, demand is closely linked to consumer confidence and housing activity, both of which have been under pressure following the three RBA rate hikes and dive in the property market following the latest budget. NCK is effectively a leveraged play on the RBA easing cycle, with earnings and the share price typically benefiting as monetary policy becomes more accommodative, and vice versa.

We covered ALL excellent 1H result here, which saw with earnings and margins ahead of expectations plus an expansion of the buyback by another $1bn, there was nothing not to like. We’ve included ALL today as it's followed the movement in bond yields closely in 2026, but over a longer timeframe the correlation is far less pronounced, illustrating  the classic phrase: "There are three kinds of lies: lies, damned lies, and statistics."

MYR  -12%: Out with preliminary FY26 numbers today and they expect sales of around $4.09 billion, with pro forma sales up just 0.3% and comparable sales up 0.7% as cost-of-living pressures weighed on discretionary spending.