Coles' share price increased by 14% in 2023.

JPMorgan predicts that investor focus in the supermarket sector will shift from sales growth to margin differentials.

The Australian Competition and Consumer Commission (ACCC) argued that Coles temporarily raised prices on over 200 everyday products before advertising them as 'Down Down' specials.

A court case similar to the one against Coles has been brought against its rival Woolworths and will be ruled on by the same judge.

As of the podcast recording, Coles' share price was up 0.4% year-to-date.

In a Roy Morgan survey from late 2023, Aldi scored much better on consumer trust compared to Woolworths and Coles.

The latest Choice Supermarket Basket survey found Aldi to be the cheapest supermarket overall, followed by Woolworths, then Coles, and finally IGA.

Bloomberg Intelligence expects Coles to continue delivering mid-single-digit sales growth, aided by online shopping and automation.

Approximately 17% of Australian consumers report shopping at Coles and Woolworths less frequently since the ACCC's pricing inquiry began.

As of the podcast recording, Woolworths' share price was up 18% for the year.

Bloomberg Intelligence believes rising oil-related costs and value-conscious shoppers are expected to pressure margins at Coles and could limit its ability to gain market share.

JPMorgan expects Woolworths to leverage its strong position with suppliers to achieve margin expansion.

According to data from Finder, almost 80% of Australian consumers accuse supermarkets of price gouging.

Data from KeenStar Blue showed that over 40% of Australians have changed their grocery shopping habits since the ACCC launched its pricing inquiry.

Data from Finder indicates that groceries are a top source of bill-related stress for about 40% of Australians.

A Roy Morgan survey in late 2023 ranked Woolworths and Coles among Australia's most distrusted brands.

A federal court ruled that Coles had misled consumers in 13 out of 14 sample promotions that were examined in a case brought by the ACCC.

JPMorgan has raised its earnings estimates for Woolworths for the years 2027 and 2028.