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Super Retail Group’s (ASX: SUL) market valuation jumped by more than $800 million today after the company defied a tough retail environment to deliver record revenue that was driven by solid growth from its BCF business.
Shares in Super Retail Group jumped to a high of $20.20, up 22 per cent from yesterday’s close, before easing back to close the day’s session at $18.57.
The all-time high achieved today put the company’s market valuation at $4.5 billion, although by the close this had dipped to $4.2 billion.
Despite group sales increasing by 4.5 per cent to $4.1 billion, Super Retail posted an 8 per cent fall in statutory net profit to $222 million due to lower margins and higher finance costs.
Like-for-like growth across the group’s portfolio was mixed, with strong growth from BCF, a “solid result” from Rebel and softer performances from both Supercheap Auto and Macpac.
However, the group says growth improved for all four brands in the second half.
“Super Retail Group delivered a solid financial performance in FY25 with another year of record sales despite a challenging retail environment and heightened competitive activity,” says CEO Anthony Heraghty.
“Our store investments including the expansion of our network and refurbishments, contributed to revenue growth in the period.”
The company's shares were buoyed by news of a strong start to FY26 for Super Retail Group with like-for-like sales growth of 3.1 per cent and total sales growth of 5 per cent for the first seven weeks.
The top performer for the group in FY25 was BCF, which experienced a 7.9 per cent increase in sales to $951 million driven by like-for-like sales growth and network expansion.
Rebel’s total sales grew by 4.8 per cent to $1.4 billion, with like-for-like sales up 3.5 per cent.
Sales for Supercheap Auto were up 2.1 per cent to $1.5 billion thanks to new store openings, but like-for-like sales only grew by 0.3 per cent, while Macpac’s sales rose 3.8 per cent to $231 million.
The company opened 31 new stores across its brands during the year and closed eight.
“Our strategic focus and investments in omni-retail execution continued to deliver results, with online sales growth of 8 per cent, and now comprising 13 per cent of total group sales,” says Heraghty.
“Click & Collect continues to form almost half of the group’s online sales such that 93 per cent of total group sales are completed in store.”
Super Retail says the opening of a new distribution centre in Victoria will provide a “step change” in the group’s omni-channel fulfilment capabilities, with phase two of the project expected to be completed in 2026.
“Our customer and loyalty programs continue to grow strongly, with one million new active members joining during the period, taking total active members across the group to 12.5 million,” says Heraghty.
“These members account for 79 per cent of group sales. We’re pleased with the progress of the Rebel Active loyalty program and announced the launch of Supercheap Auto’s new ‘Spend & Get’ program, which commenced on 1 July 2025.”
Super Retail Group is paying a fully franked final dividend of 34c per share and fully franked special dividend of 30c per share.
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