__PRESENT__PRESENT
__PRESENT__PRESENT__PRESENT
__PRESENT
__PRESENT
__PRESENT
Enter your details to join our mobile app waitlist and receive early access to the Bell Direct App.
August reporting season closed with just 20–30% of companies beating expectations, as investors rewarded certainty in dividends, guidance, and cost control while punishing cautious outlooks. Standouts included Northern Star, Goodman Group, and JB Hi-Fi, while Woolworths, CSL, and James Hardie lagged on guidance misses. Looking to FY26, rate cuts, AI, gold, and resilient retailers are set to drive opportunity, but disciplined execution will be key.
In this week’s wrap, Grady covers: