Monday morning briefing for Australian shoppers. Wesfarmers has booked a record 2.87 billion dollar full year net profit after tax, up 8.3 per cent, with Bunnings, Kmart Group and WesCEF driving the earnings and Officeworks absorbing transformation costs. What that means for you this week: continued clearance velocity across Kmart, more Bunnings same day Click and Collect capacity, and discounted computing bundles at Officeworks for the Term 4 school reset. Meanwhile the Woolworths Everyday Rewards gift card window closes tomorrow night (10 per cent off DoorDash, Ultimate Him and Holiday and Hotel cards through Tuesday 8 September), the RBA sets its 29 September call in 22 days, and today s live sale scan puts Robert Gordon Australia at up to 60 per cent off across handmade stoneware as the headline discount, alongside Cotton On, Smiggle, OPSM, Novo Shoes and Bardot.
Wesfarmers Books 2.87 Billion: What Kmart, Bunnings And Officeworks Are Doing For Shoppers This Week
Per the Wesfarmers 2026 full year results released 26 August, statutory net profit after tax reached 2,874 million dollars for the year ended 30 June 2026, and excluding significant items in the prior period NPAT rose 8.3 per cent. Revenue grew 3.4 per cent, and the dividend lifted 7.8 per cent. Per the Wesfarmers earnings call transcript, the profit was driven by stronger earnings at Bunnings, Kmart Group and WesCEF, even as Officeworks was hit by transformation costs and the company prepared for higher investment across all divisions. Translate that into a shopper plan for the week ahead: Wesfarmers has the capital and the mandate to hold prices low at Kmart and Bunnings while it invests in supply chain and digital, which is the reason both chains keep undercutting specialty retailers on comparable stock this year.
The three practical shopper implications, in order of value. At Kmart, expect continued back of store clearance across winter homewares and kids apparel through September and October as the group makes room for the summer transition and the Christmas set. At Bunnings, Click and Collect capacity has been the operational win of FY26 (per the earnings commentary), so any weekend project that would have meant a Saturday in store queue is now a 30 minute pickup on the way home from work. At Officeworks, the transformation cost line is code for the aggressive computing bundle pricing that has been running for weeks (an HP or Lenovo Windows 11 laptop plus bag plus mouse plus Microsoft 365 twelve month subscription plus antivirus for under 900 dollars is currently competitive with JB Hi Fi and The Good Guys), and the Term 4 school computing reset for years 5 to 12 lands over the last two weeks of September.
Post Fathers Day Read: 730 Million Forecast, Two Year Decline, More Shoppers
Yesterday was Fathers Day and the Australian Retail Council research with Roy Morgan forecast a national spend of about 730 million dollars, up 10 million dollars or 1.4 per cent on 2025. Underneath, the number of shoppers rose from 4.7 million (20 per cent of the population) in 2025 to 5.5 million (23 per cent) this year, while the average per person spend fell from 145 dollars to 135 dollars. Compare that to the 2024 Roy Morgan forecast of 820 million dollars and the shape becomes a two year decline in aggregate spend from 820 million dollars (2024) to about 720 million dollars (2025) to a projected 730 million dollars (2026). More people participating, each spending less. Read that as the September signal that discretionary discipline is not going away.
The Fathers Day pattern is consistent with the broader retail moment: per Roy Morgan s June 2026 End of Financial Year sales research, EOFY spending growth stalled at just 1.9 per cent, well below inflation, despite widespread discounting. For a household budget, the pattern says: expect more retailers to run more sale events at deeper discounts through spring and into Christmas, because turning over stock at 30 to 60 per cent off is now the operating model rather than an exception. Which is exactly what today s live scan shows: Robert Gordon 60 per cent, Cotton On 50 per cent, Smiggle 50 per cent, OPSM 50 per cent all on one Monday morning in early September.
The Gift Card Window Closes Tomorrow Night, Then Everything Switches
The most useful non food retail play open right now closes tomorrow (Tuesday) night. Per Point Hacks and the Gift Card Database, Woolworths is offering 10 per cent off TCN Him, Active, Pub and Bar, Good Food, DoorDash and Holiday and Hotel gift cards on Everyday Rewards scan through Tuesday 8 September. No 20x points this week, just a straight 10 per cent discount at the checkout. TCN Good Food covers Coles, Woolworths and thousands of restaurant brands, DoorDash is DoorDash food and grocery delivery, TCN Pub and Bar covers most Australian licensed venues, and Holiday and Hotel is a broad travel voucher pool. Household play: pre pay the September and October dinner budget, the DoorDash meals for the school pickup weeks, and any spring school holiday travel deposits at a genuine 10 per cent off. All cards are valid three years.
From Wednesday 9 September, the offer rotates. Per the Freepoints gift card history, Woolworths switches to 20x Everyday Rewards points on TCN Kids, TCN Shop, TCN Deluxe, TCN Pamper, TCN Cinema and Google Play from 9 to 15 September (the week that Term 3 school holidays begin). That is 400 Everyday Rewards points on a 100 dollar card, worth roughly 2 dollars in supermarket credit, plus the underlying gift card sits at face value. If your household includes primary or secondary school kids, TCN Kids and TCN Cinema through the two week holiday window is genuine deferred spend at approximately 2 per cent bonus rewards return. Two day gap between the two windows means Tuesday night is the moment to load the TCN Him or DoorDash cards, then Wednesday morning switch to the TCN Kids or Cinema cards for the holiday plan.
Retail Week Ahead: RBA 22 Days Away, Westpac Confidence Print Tuesday, EOFY Reset Signals
The single most important shopper calendar item this month remains the Reserve Bank of Australia decision at 2:30pm on Tuesday 29 September, exactly 22 days from today. Per the RBA, the cash rate target is 4.35 per cent, unchanged since 12 August (the decision described in the RBA August statement). Bank forecasts diverge: per Canstar, NAB expects a 25 basis point hike to 4.60 per cent on 29 September, ANZ and Commonwealth Bank expect the same move in November, and Westpac is calling hold for the rest of 2026. Any household purchase above about 500 dollars that can wait 22 days should wait, because a hike on the 29th flows immediately into variable mortgage repayments and a hold means an unchanged budget through mid October.
The near term confidence read lands tomorrow. Per Trading Economics, the Westpac Melbourne Institute Consumer Sentiment Index was at 88.9 in August, the highest since March. The September print releases at 12:30am AEST on Tuesday 8 September (overnight into Tuesday morning). Historical reference: the September 2025 print fell 3.1 per cent on economic angst, so a soft print tomorrow would signal households were already tightening ahead of the 29 September RBA decision. That would be a leading indicator for extended sale activity through October, which is good news for the deal hunter and bad news for retailers relying on full price velocity.
One negative story to note per Rule 2 of this brief: per the ACCC, Federal Court proceedings against Amazon Commercial Services Pty Ltd remain active over alleged unfair contract terms used to introduce ads into Prime Video subscriptions (November 2023 to August 2025 window, affecting over 850,000 Australian subscribers). ACCC chair is seeking a large penalty and public admissions of wrongdoing. The case is still before the Federal Court as of this morning.
Today s Playbook: Where To Spend Your Monday Reset Dollars
Three shopper moves aligned to the day. Load the Woolworths gift card window before Tuesday night closes it (10 per cent off DoorDash and TCN Good Food covers the September dinner and delivery budget at a genuine cost saving with three year card validity). Book any OPSM eye test or glasses spend in the next three weeks (30 September is the deadline for most private health fund annual optical benefits before the January 1 reset, and OPSM is offering up to 50 per cent off online with HICAPS on the spot claims at every store). And pre order Term 4 school stationery through the Smiggle 50 per cent off window before the Term 3 school holidays start on 20 September (backpacks, pencil cases, lunch boxes replaced before rather than during the holidays saves the holiday day out for something better).
One last practical for anyone doing a Monday reset shop today: Robert Gordon Australia s handmade stoneware at up to 60 per cent off is not a stock clearance in the same category as fast fashion sale. This is Melbourne handmade pottery from the Braeside studio that has been in continuous production since 1974, sold at full retail through David Jones, Myer and independent lifestyle stores nationally. A 60 per cent cut on a Robert Gordon dinner set or serving bowl range is a genuine acquisition of Australian made ceramics at a price that competes with mass produced imports, and it is the deepest discount the brand has offered this year to date.
Today s Top 5 Deals of the Day
Five stores. Five categories. The deepest headline discounts surfaced from a sweep of every retailer on It s On Sale, audited at dawn.
Discount
Robert Gordon AustraliaHomewaresUp to 60 per cent off Robert Gordon Australia: handmade stoneware dinnerware, mugs, jugs, vases, planters, serving bowls, platters, tea sets and homewares from the Melbourne based, family owned pottery operating since 1974, hand made in the Braeside studio in Victoria. Free Australian shipping over 150 dollars, Afterpay at checkout, 30 day change of mind returns on unbroken stock in original packaging, and a Melbourne based fulfilment centre. The 60 per cent cut across the sale collection is the strongest headline in today s pool and lands right on the sweet spot for the spring dinner party host, the wedding gift budget, or the everyday upgrade from supermarket ceramics to Australian handmade stoneware that lasts a lifetime.60%OFF2
Cotton OnFashionUp to 50 per cent off Cotton On: mens and womens tees, hoodies, denim, activewear, basics, and the buy one get one 50 per cent off graphic tees offer live now, from the Geelong founded, Australian owned label operating since 1991 with 1,400 plus stores across 22 countries. Free Australian shipping over 55 dollars, Afterpay and Zip at checkout, 30 day change of mind returns on unworn stock with tags intact, and same day Click and Collect at 400 plus Australian stores. The 50 per cent cut on graphic tees is a genuine 3 for 2 spring wardrobe rebuild at under 25 dollars per tee, and covers the school year gap between the winter uniform and the summer casual.50%OFF3
SmiggleStationeryUp to 50 per cent off Smiggle: school stationery, backpacks, pencil cases, lunch boxes, drink bottles, notebooks, and character accessories from the Melbourne founded, Australian owned kids stationery brand operating since 2003 (part of Just Group) with 200 plus stores across Australia, New Zealand, UK, Ireland, Singapore and Malaysia. Free Australian shipping over 50 dollars, Afterpay at checkout, 30 day change of mind returns on unopened stock, and same day Click and Collect at 130 plus Australian stores. The 50 per cent cut on selected stationery lands two weeks ahead of the Term 3 school holidays (starting 20 September in most states) which is exactly when parents replace the winter term s worn out backpacks, pencil cases and lunch boxes for Term 4.50%OFF4
OPSMEyewearUp to 50 per cent off OPSM: prescription glasses, sunglasses, contact lenses, kids frames and premium eyewear brands from the Australian eyecare retailer operating since 1932 with 350 plus stores nationwide (part of EssilorLuxottica). Free Australian shipping on frames, Afterpay at checkout, extended warranty on frames and lenses, health fund on the spot claims via HICAPS, and same day Click and Collect at every store. The up to 50 per cent off online sale covers current season frames and complete pairs, and since 30 September is the deadline for many private health funds annual optical benefit reset, this is the last three weeks to use your 2025 to 2026 fund allowance before it resets to zero on 1 January.50%OFF5
Novo ShoesShoesUp to 15 per cent off Novo Shoes: womens heels, boots, flats, sneakers, sandals, wedges, mules and handbags from the Australian owned footwear label operating since 1969, currently in the transition sale from winter boots to spring sandals and ballet flats. Free Australian shipping over 80 dollars, Afterpay at checkout, 30 day change of mind returns on unworn stock with original packaging, and same day Click and Collect at 60 plus Australian stores. The 15 per cent cut is not the deepest headline but it covers full price current season stock, which for winter carryover boots and transitional block heels is a rare opportunity because Novo rarely discounts current season, only end of season and archive.15%OFF% discounts shown are indicative across each store s sale range. Individual product savings vary.