Yes to Yoghurt, No to Furniture | It’s On Sale Daily Brief, 22 August 2026

Saturday briefing for Australian shoppers. This morning s Guardian sets out the five behaviour shifts driving grocery aisles and shopping carts in 2026: yes to protein yoghurt, home coffee machines and sports gear, no to furniture and full priced whitegoods, wait for the promo window on electronics. The SMH tallied the damage in numbers on Tuesday: JB Hi Fi, The Good Guys, Temple & Webster and Myer all under pressure and the ASX consumer discretionary index down 5 per cent in a single week. Coles reports Tuesday, Woolworths Wednesday, Wesfarmers Thursday. Amazon is back in the Federal Court over Prime Video. Google agentic AI checkout arrives in Australia first across APAC. Today s Top 5 opens with Costume Box at 75 per cent off.

Yes to Yoghurt, No to Furniture: Five Ways Aussies Are Shopping Now

Jonathan Barrett in The Guardian this morning pulled together the clearest map yet of how Australians are actually spending in 2026. Five patterns keep repeating across ASX reporting season results and grocery scan data. First, protein has taken over the fridge: Bega revenue climbed 6.7 per cent to 3.8 billion dollars, driven by a swing from cheese to protein yoghurt (which carries higher margin). Michael Harvey, senior dairy analyst at Rabobank, said the shift is powering the entire dairy category. Second, furniture and whitegoods are being deferred: Nick Scali flagged softer trading, and JB Hi Fi and The Good Guys called out lower comparable sales.

Third, discretionary shoppers are waiting for the promo window. When JB Hi Fi released a soft July trading update on Monday, the share price fell 10 per cent in a single session as investors read it as a signal that consumers are strictly buying on sale. Fourth, home coffee machines are cannibalising cafe spend: Breville reported double digit global revenue growth in its coffee category, and the Australian read across is that a 500 to 1500 dollar espresso machine now looks like a 12 month payback for a household that skips two cafe coffees a day. Fifth, sports gear and fan merch are on the up: Super Retail Group flagged a boost from FIFA Men s World Cup 2026 in North America and hopes for a similar effect from the 2027 FIFA Women s World Cup in Brazil, while Macpac slipped in a mild winter. For the weekend shopper the message is simple: staples and hobby purchases are fine, defer the big ticket item until you see a real headline percentage, and expect winter to spring changeover pricing to run deep this weekend.

Discretionary Cracks: 5 Per Cent Off the Sector in Five Days

Elizabeth Knight at The Sydney Morning Herald laid out the damage in numbers on Tuesday. The ASX consumer discretionary index fell 5 per cent over five trading days, three times the ASX200 s 1.7 per cent slide, as one retailer after another told the market that shoppers had walked away. JB Hi Fi Australian sales dropped 1.8 per cent in July and comparable sales dropped 2.9 per cent. The Good Guys reported sales down 12 per cent so far in FY27. Temple & Webster suffered the sharpest hit: net profit collapsed 62 per cent, revenue is down 13 per cent since the start of FY27, and the shares fell 18 per cent in a single day after full year results forced a downgrade to FY27 guidance.

Myer flagged cost of living pressure again, David Jones has extended its supplier payment terms to preserve cash, and even Breville (a genuine growth story with profit up 1.7 per cent) saw its shares fall 5 per cent on Wednesday because the market wanted more. The pattern is consistent with what the Guardian ran this morning: shoppers still spend on essentials, hobbies and small treats, but the moment a purchase can be deferred (couch, TV, kitchen renovation, washing machine), it is deferred. For the weekend shopper this is exactly why the deepest headline percentages this Saturday are landing in categories where the item is still under 200 dollars: costumes, dance shoes, bedding and jewellery gifts, all at 50 to 75 per cent off in today s Top 5.

Big Three Report Next Week: Coles Tuesday, Woolworths Wednesday, Wesfarmers Thursday

Next week is peak reporting week for the consumer facing giants. Coles Group reports FY26 on Tuesday 25 August, with IG Australia s Coles FY26 preview flagging consensus for sales of about 45.63 billion dollars (plus 2.9 per cent), EBIT of 2.30 billion (plus 8.9 per cent), NPAT of 1.22 billion (plus 13 per cent), EPS of 92.2 cents and a full year dividend of 77.1 cents. Woolworths reports Wednesday 26 August, and Wesfarmers reports Thursday 27 August. Motley Fool Australia put the combined consensus net profit for the three groups at more than 5.6 billion dollars.

All three groups use full year results to signal price investment and category strategy for the next six months. Watch Coles for Everyday Rewards and Own Brand plans plus commentary on protein and health food categories (following the Guardian trend). Watch Woolworths for Everyday Extra loyalty economics and Australian Food margin. Watch Wesfarmers for Bunnings comparable sales, Kmart Anko homewares depth (a soft launch of a standalone homewares format is understood to be under evaluation) and the Officeworks back to school plan. For household budgets the reporting outcomes drive the pricing shape of September to November, so it pays for shoppers to note what each CEO says on their conference call and hold off on any deferred category purchase until the direction is clear.

Amazon in the Federal Court: ACCC Prime Video Case Continues

The ACCC v Amazon Prime Video Federal Court proceeding (VID702 of 2026) continues to move through case management. The regulator alleges that Amazon Commercial Services included multiple unfair contract terms in annual Prime subscriptions between November 2023 and August 2025, then relied on some of those terms to introduce ads to Prime Video from July 2024 with only a 2 dollars 99 a month ad free upcharge as the alternative. ACCC chair Gina Cass Gottlieb said in the June announcement: “We allege that Amazon AU included multiple unfair terms in its contracts with Australian annual Prime subscribers, and it then relied on some of these terms to bring ads onto Amazon Prime Video. Consumers who wanted to avoid ads were left with no choice but to pay more to maintain the service they d initially signed up for.”

The regulator is seeking penalties, declarations and refunds on behalf of more than one million Australian annual Prime subscribers. Separately the toddler backpack safety proceeding (NSD905 of 2026) alleging non compliance on button battery warning labels remains before the court. Maximum penalty per contravention is the higher of 50 million dollars, three times the benefit obtained, or 30 per cent of adjusted turnover during the breach period. For shoppers the direct read across is caution on any overseas marketplace subscription that starts as one thing and becomes another, and it is why every store featured in today s Top 5 is Australian owned with local fulfilment.

Google Agentic AI Checkout: Australia First in APAC

Google switched on its Universal Checkout for AI shopping agents in Australia this week, making Australia the first market in Asia Pacific with the feature live, per iTnews and Ragtrader. Bunnings, Kogan, The Iconic, Adore Beauty and Petbarn are the launch partners. Shoppers using Google AI Mode can now compare product listings across those five retailers side by side and complete the checkout inside Google, using saved payment methods, without visiting each retailer s site individually.

The commercial risk for Australian retailers is that customer relationship data (which product a shopper actually chose, when, and at what price) starts to flow to Google rather than to the retailer. The offsetting shopper benefit is genuine time saving on repetitive commodity purchases (a specific power drill, a printer cartridge, a pet food subscription top up), and less price gaming across identical SKUs. For retailers that sell differentiated experiences and Australian owned brand storytelling, this changes very little; for retailers that sell generic price matched commodity, it accelerates margin compression. Worth watching how far this expands and how many independent Australian retailers opt in.

Today s Top 5 Deals of the Day

DoorDash courier hands a BIG W paper bag to a mother holding a young girl in a Book Week pirate costume on a suburban verandah at golden hour

BIG W Switches On National Same Day Delivery Via DoorDash as Temple and Webster and Super Retail Post FY26 Results. | It s On Sale Daily Brief, 21 August 2026

Friday briefing for Australian shoppers. BIG W has switched on same day delivery nationwide through DoorDash, giving families a five hour turnaround on Book Week costumes, everyday essentials and thousands of BIG W lines. Temple and Webster posted record revenue of 665 million dollars for FY26 but flagged a 13 per cent revenue drop in the first seven weeks of FY27, sending the shares down 16 per cent and setting up an aggressive promo phase. Super Retail Group grew online sales 5.3 per cent to 552 million dollars, held the 65 cent full year dividend, and the market rewarded it with a 16 per cent share price rally. Roy Morgan tips August retail to be Australia s first ever 40 billion dollar month. Today s Top 5 opens with Showpo at 80 per cent off, then UGG Express, Dusk, Nine West and Eckersley s.

BIG W Same Day Delivery Goes National Via DoorDash

BIG W has switched on same day delivery across select postcodes nationwide through a new DoorDash partnership, first reported by Lorna Gloria at Retail World Magazine on 17 August and confirmed by the Woolworths Group newsroom on 18 August. Orders placed before 12pm are delivered by 5pm the same day. Orders placed after 12pm are delivered by 5pm the following day. The delivery fee is 12 dollars. If a postcode and product are eligible, the option appears at checkout on bigw.com.au.

Katy Rogers, head of sales and partnerships at DoorDash Australia and New Zealand, said the move unlocks a faster delivery service across BIG W s everyday essentials range so families can access what they need when time matters most, per the Woolworths Group release. The timing is sharp: Book Week 2026 runs from 16 to 22 August, and BIG W has positioned same day delivery as the fix for last minute costume scrambles. Thousands of BIG W lines are eligible, including costumes from 10 dollars. For shoppers this closes a gap Amazon Prime and Temu have owned on speed, but with an Australian discount department store range behind it. Watch Kmart and Target for a same day response before Christmas trade begins.

Temple and Webster: Record 665 Million Dollar FY26, FY27 Opens Down 13 Per Cent

James Mickleboro at Motley Fool Australia reports Temple and Webster (ASX:TPW) delivered record FY26 revenue of 665 million dollars, up 11 per cent on FY25, with underlying EBITDA up 28 per cent to 25.9 million dollars. Active customers grew 5 per cent to 1.3 million. Exclusive products (private label plus drop ship) hit 51 per cent of revenue, up from 45 per cent. Home Improvement grew 39 per cent to 58.5 million dollars and Trade and Commercial grew 16 per cent to 55.7 million dollars. New Zealand cleared 3 million dollars in eight months since launch and hit contribution margin break even ahead of plan. The company holds 122.7 million dollars cash after buying back 30 million dollars of stock.

The catch is in the trading update: revenue in the first seven weeks of FY27 is down 13 per cent versus the same period last year, which was cycling 28 per cent growth. Shares fell 16.63 per cent to 4.21 dollars near the 52 week low, per Investing.com coverage of the FY26 slide deck. New CEO Susie Sugden, seven weeks into the job, guided FY27 EBITDA to 33 to 40 million dollars, a 50 to 80 per cent lift, but declined to provide revenue guidance given macro uncertainty. Translation for shoppers: expect Temple and Webster to lean hard on promotions, exclusive range bundles and home improvement discounts across the spring quarter to bring revenue back onto plan.

Super Retail Group: Online 552 Million Dollars, Dividend Held at 65 Cents, Shares Up 16 Per Cent

James Mickleboro at Motley Fool Australia reports Super Retail Group (ASX:SUL), the owner of Supercheap Auto, rebel, BCF and Macpac, grew total FY26 sales 3.2 per cent to 4.2 billion dollars, with like for like sales up 1.8 per cent. Online sales grew 5.3 per cent to 552.1 million dollars, now 13.1 per cent of the group (up from 12.9 per cent). Click and collect, the group s most profitable channel, grew 10.3 per cent and now accounts for almost half of online sales. By brand, Supercheap Auto sales rose 3.9 per cent, rebel grew 4.5 per cent, BCF was up 0.2 per cent and Macpac grew 3.5 per cent. The board declared a fully franked final dividend of 33 cents per share, taking the full year to 65 cents, at the top of the 55 to 65 per cent payout policy.

Normalised NPAT was 226 million dollars, down 2.8 per cent, as elevated project spending on a new distribution centre and systems upgrades weighed on profit. Statutory NPAT declined 7.2 per cent to 205.9 million dollars, per the MarketScreener earnings summary. Net debt closed at just 14 million dollars. FY27 is off to a positive start with like for like sales up 1.5 per cent and total sales up 3.5 per cent through the first seven weeks. Shares surged 16 per cent on the result. For shoppers this means rebel, Supercheap and Macpac will keep pushing digital and click and collect through spring and Father s Day, and Macpac s value positioning is likely to sharpen as outdoor competition rebuilds.

Roy Morgan Tips August Retail to Hit a Record 40 Billion Dollars

Roy Morgan CEO Michele Levine forecasts total Australian retail sales will pass 40 billion dollars in August 2026 for the first time, up 6 per cent year on year. Household Goods lead the growth pace at plus 8.8 per cent to 6.7 billion dollars. Hospitality is up 6.2 per cent to 5.9 billion, Other Retailing (which includes hairdressers and personal services) is up 5.7 per cent to 7 billion, and Clothing and Footwear is up 5.7 per cent to 3.06 billion. Food (supermarkets) is the biggest single category at 15.6 billion dollars, up 4.6 per cent, representing 39 per cent of the monthly total.

By state, Western Australia is the fastest grower at plus 7.2 per cent to 4.8 billion dollars, ahead of South Australia at plus 6.4 per cent to 2.6 billion and NSW at plus 6.1 per cent to over 12 billion. The pattern lines up with everything else in this brief. Household goods is the fastest growing non food category, which is why Temple and Webster is willing to promote hard even after a record year, why Super Retail Group is investing in a new DC, and why BIG W is racing to national same day delivery. Value hunters should expect deeper discounts on homewares, furniture and mid tier fashion through the last two weeks of August as retailers push to lock in the record month.

Coles and Woolworths Trial Facial Recognition Amid Retail Crime Wave

Both major supermarkets confirmed early stage trials of facial recognition technology, first reported by the Australian Financial Review and picked up by ABC News and The Guardian on 17 to 18 August. Coles told journalists it undertook a small, one off, controlled proof of concept test that did not use customer or team member data, with no rollout decision made. Woolworths tested the technology in its New Zealand office and is evaluating a wider trial.

The context is a well documented rise in retail crime and aggression against staff, especially in Victoria. Both chains have already spent millions on exit gates, cameras and body worn cameras. Privacy advocates flagged the biometric implications immediately, and neither chain has disclosed the technology vendor. For shoppers this is the trust story to watch: facial recognition changes the entry experience, and any national rollout would put pressure on Australian Privacy Principles compliance. Expect commentary from OAIC and consumer groups through the balance of August.

Reporting Week Ahead: Coles Tuesday, Woolworths Wednesday, Wesfarmers Thursday

Coles Group reports FY26 on Tuesday 25 August, Woolworths Group on Wednesday 26 August and Wesfarmers on Thursday 27 August. All three run consumer facing groups, and all three use full year results to signal price investment through the next six months. Watch Coles for Everyday Rewards and Own Brand plans, Woolworths for Everyday Extra and eCommerce reinvestment, and Wesfarmers for Bunnings hardware pricing plus Kmart back to school promotion depth. Woolworths Q3 already tracked total sales of 18.1 billion dollars (plus 4.5 per cent), Australian Food plus 5.9 per cent to 13.8 billion, eCommerce plus 20.2 per cent to 2.7 billion and BIG W plus 3.9 per cent, per the Woolworths investor page. Wesfarmers key dates confirm the reporting slot.

Kmart is trialing a standalone homewares concept designed to challenge IKEA directly, using the private label muscle Anko has built to pull margin out of an adjacency it already dominates. Bunnings absorbed Blackwoods and Work Wear Group from July 2026, so watch for a workwear and trade tools story on Thursday. Together with the BIG W delivery push and the Super Retail online result, the reporting week will confirm the shape of spring trade for value shoppers.

Today s Top 5 Deals of the Day

July Jobs Land at 11:30 as Discretionary Retail Cracks and Roy Morgan Tips a $40 Billion August. | It s On Sale Daily Brief, 20 August 2026

Thursday is jobs day for Australian households. The ABS releases the July Labour Force Survey at 11:30am AEST, the single biggest data point ahead of the RBA 22 to 23 September meeting, with June s 4 point 4 per cent unemployment and 76,300 job surge as the baseline. The Sydney Morning Herald reports the consumer discretionary index has fallen more than 5 per cent in the past five days as JB Hi-Fi CEO Nick Wells warns he sees no signs of consumer recovery. Solomon Lew has shut all three Peter Alexander UK stores and cut Premier FY26 profit guidance to 176 million dollars. Roy Morgan tips August retail to hit a record 40 billion dollars. Today s Top 5 opens with Mossman at 70 per cent off, then Hallensteins, Healthy Life, House and Macpac.

Jobs Day: The ABS July Labour Force at 11:30 is the RBA September Pivot

At 11:30am AEST the ABS releases the July 2026 Labour Force Survey, and this is the print the Reserve Bank has been waiting for since the June result. The June baseline set an aggressive bar: unemployment at 4 point 4 per cent (up 0 point 1 percentage points from May s rounded 4 point 3), employment plus 76,300 (the strongest print since April 2025 and led by plus 47,000 part time), participation at 67 per cent (a one year high) and underemployment at 6 point 5 per cent (the highest since August 2024). Reuters summed up the market reaction: bond yields snapped higher and rate cut bets thinned, but not enough to remove the September cut from money market pricing.

Westpac IQ s July preview expects unemployment steady at 4 point 4 per cent, employment plus 15,000 and participation at 66 point 9 per cent. Any soft print (unemployment above 4 point 5 per cent, or employment below plus 5,000) would sharpen September rate cut expectations and typically translates within four weeks into deeper Everyday Rewards, Flybuys and MYER one targeted offers. Any strong print (unemployment 4 point 3 or lower) would push the cut into November and floor set discount depth for spring collections would narrow. Diarise 11:30 in your app of choice, this one flows straight into the mortgage and the retail promotion calendar.

Retailers on the Ropes: JB Hi-Fi Sees No Recovery, Discretionary Down 5 Per Cent in Five Days

Consumer discretionary retailers are having a very rough week. The Sydney Morning Herald reports that over the past five days the ASX consumer discretionary index has fallen more than 5 per cent compared with the ASX200 which is 1 point 7 per cent softer, with earnings misses and downgrades from Premier Investments, Beacon Lighting, JB Hi-Fi and Baby Bunting driving the sell off. JB Hi-Fi CEO Nick Wells told the market he is seeing no signs of consumer recovery as the combined impact of higher interest rates and the reversal in the nation s runaway property market post Budget make shoppers nervous.

The pattern is a two speed retail sector: staples and hardware are holding up (Coles, Woolworths, Bunnings, Kmart all reporting next week), while discretionary categories from fashion to electronics to homewares are cracking. For Australian shoppers this dynamic means one thing: winter to spring floor set changeovers this week are running deeper discounts than a typical August, particularly across women s wear, footwear and homewares. That is why today s Top 5 has three categories over 50 per cent off and Mossman leading at 70 per cent.

Solomon Lew Shuts Peter Alexander UK, Cuts Premier FY26 Guidance

Premier Investments announced on 12 August the closure of all three Peter Alexander UK stores at Bluewater, Stratford and White City after less than two years, becoming the latest Australian retailer to retreat from the tough British market, per the Australian Financial Review. Chairman Solomon Lew said discretionary retail conditions had deteriorated in the second half and that the group would channel Peter Alexander growth capital into Australia and New Zealand instead. Peter Alexander will keep selling to UK customers online.

The trading update also cut FY26 guidance. Premier Retail full year sales came in at 795 point 5 million dollars (down 2 per cent on FY25) and underlying EBIT guidance was revised down to approximately 176 million dollars (from the 183 million target set in March 2026), per Yahoo Finance. A separate Heads of Agreement was announced for Peter Alexander to return to Myer as a concession partner across 24 stores, per Stockwirex coverage. For sleepwear shoppers watching Peter Alexander pricing, expect the UK inventory clearance to feed into Australian promotions through late August and September.

Amazon Back In Court: Two Live Federal Matters

The Australian Competition and Consumer Commission has two live Federal Court proceedings against Amazon that will bear on Australian Prime subscribers and marketplace shoppers through 2026 and 2027. The first, filed in June 2026, alleges Amazon Australia included five unfair contract terms in Prime subscription contracts with more than one million annual subscribers between November 2023 and August 2025, and relied on those terms to introduce advertising to Prime Video in July 2024, requiring subscribers to pay an additional 2 dollars 99 per month to remain ad free. The case is tracked by the Australian Financial Review, with maximum penalty per contravention the highest of 50 million dollars, three times the benefit obtained, or 30 per cent of adjusted turnover during the breach period.

The second proceeding, filed 29 May 2026 as NSD905 of 2026 in the Federal Court New South Wales Registry, is the first time the ACCC has taken an online marketplace to Federal Court over a mandatory product safety standard. The ACCC concise statement alleges 41 non compliant Unicorn Toddler Backpacks (containing detachable button battery light up unicorn toys without mandatory warning labels) were sold through amazon.com.au and 267 were held in Amazon s Australian fulfilment centres as of 1 November 2022. The ACCC argues that under section 136 subsection 3 of the Australian Consumer Law, mere possession or control of non compliant goods is enough to put the marketplace itself on the hook. If successful, this reshapes marketplace safety liability for every Fulfilment by Amazon third party seller in Australia.

Week Ahead: Coles Tuesday 25, Woolies Wednesday 26, Wesfarmers Thursday 28

Next week is peak reporting week for consumer facing groups. Coles Group hands down FY26 on Tuesday 25 August (media call 9:15am), with the IG earnings preview tracking consensus around 45 dollar 63 billion in sales, EBIT around 2 dollar 30 billion and final dividend per share around 43 cents (FY26 total DPS around 77 cents). H1 already delivered supermarkets EBIT up 14 point 6 per cent and group EBITDA up 7 point 8 per cent to 2 point 2 billion dollars, but the stock fell 8 point 34 per cent on the day, so watch second half momentum commentary closely.

Woolworths Group follows Wednesday 26 August (see the Woolworths investor page), and Wesfarmers reports Thursday 28 August with Bunnings, Kmart and Officeworks the swing divisions, per the Wesfarmers investor centre. H1 Wesfarmers already showed group revenue up 3 point 1 per cent to 24 point 2 billion dollars and NPAT up 9 point 3 per cent to 1 point 6 billion. All three groups use FY presentations to signal price investment for the following six months, so watch commentary from Coles, Woolies and Wesfarmers for grocery, Bunnings hardware and Kmart apparel price signals.

Roy Morgan: August Retail Tipped to Hit a Record 40 Billion Dollars

Roy Morgan yesterday forecast total monthly Australian retail sales to hit 40 billion dollars for the first time ever in August 2026, up 6 per cent year on year, per Ragtrader coverage. By category, food (supermarkets) leads at 15 point 6 billion dollars (plus 4 point 6 per cent, 39 per cent of the total), other retailing including hairdressers at 7 billion (plus 5 point 7 per cent), household goods at 6 point 7 billion (plus 8 point 8 per cent, the fastest growing), hospitality at 5 point 9 billion (plus 6 point 2 per cent), fashion at 3 point 06 billion (plus 5 point 7 per cent), and department stores the slowest growing at 1 point 66 billion (plus 2 point 3 per cent).

By state Western Australia leads at plus 7 point 2 per cent to 4 point 8 billion dollars, followed by Northern Territory plus 7 point 6 per cent, South Australia plus 6 point 4 per cent, New South Wales plus 6 point 1 per cent to 12 billion, Victoria plus 5 point 9 per cent to 9 point 9 billion and Queensland plus 5 point 5 per cent to 8 point 8 billion. The bifurcation is stark: staples and household goods are compounding hard while discretionary and department stores drag, which is exactly why today s Top 5 rewards hunters who move fast on Homewares (House at 50 per cent off) and Outdoor and Camping (Macpac at 50 per cent off) before the September floor sets rotate.

Today s Top 5 Deals of the Day

CBA Goes Ex Dividend and the June Quarter Wage Print Lands at 11:30 as BHP and CSL Reactions Roll. | It s On Sale Daily Brief, 19 August 2026

Wednesday is Wallet Wednesday for Australian households. Commonwealth Bank shares go ex dividend this morning on the 2 dollar 70 fully franked final that lands into 850 thousand retail accounts on 29 September (record date is tomorrow Thursday, DRP election closes Friday), and the ABS releases the June quarter Wage Price Index at 11:30 (the number the Reserve Bank is watching most closely before its September meeting). BHP delivered a record US 13 dollar 2 billion underlying profit yesterday and lifted the full year dividend to a four year high, while CSL surged 16 point 4 per cent on 5 per cent FY27 profit guidance despite a 2 dollar 6 billion reported loss driven by transformation impairments. Amazon remains in Federal Court on two ACCC matters. Today s Top 5 opens with Colette Hayman at 74 per cent off, then Decjuba, Myer, Robert Gordon and Australian Leather.

Wallet Wednesday: CBA Ex Div Day and the 11:30 Wage Print

Two moves land in Australian shopper wallets this morning inside a single hour. Commonwealth Bank of Australia goes ex dividend on its FY26 final dividend of 2 dollar 70 per share (fully franked) at market open (the record date is tomorrow Thursday 20 August and payment lands on Monday 29 September). CBA announced the final and total FY26 dividend of 5 dollar 05 (up 4 point 1 per cent on FY25 s 4 dollar 85) alongside the FY26 result on 12 August, with the ex, record and payment schedule confirmed in the CBA FY26 profit announcement and reiterated in the Appendix 3A.1 distribution notice. For the 850 thousand plus retail holders, that is roughly 810 dollars gross per 300 shares and 1,350 dollars per 500 shares landing in Computershare linked bank accounts in six weeks.

The second Wallet Wednesday move is the ABS Wage Price Index for the June quarter, released at 11:30am AEST. As of the March quarter release the seasonally adjusted WPI was up 0 point 8 per cent quarter on quarter and 3 point 3 per cent year on year (per the ABS March quarter release), while June quarter CPI released 30 July printed annual headline inflation at 3 point 8 per cent (per the ABS CPI June quarter media release). If today s WPI prints below 3 point 3 per cent annual, real wages continue to slip and RBA September rate cut probability sharpens, both of which typically bring retailers forward with promotion depth. A print above 3 point 4 per cent would firm the sticky wages story, and floor set discounting tends to shorten. Diarise 11:30 in your app of choice, this one flows straight into the mortgage decision.

BHP FY26: Copper Takes the Crown, Highest Dividend in Four Years

BHP Group handed down FY26 before market open yesterday Tuesday 18 August, and it was a blockbuster. Underlying attributable profit lifted 30 per cent to 13 dollar 2 billion US, comfortably above the Visible Alpha consensus of 12 dollar 66 billion US, per Reuters coverage. Revenue rose 15 per cent to 58 dollar 8 billion US, underlying EBITDA climbed 27 per cent to 32 dollar 9 billion US, and net debt fell to 8 dollar 7 billion US. The board declared a final dividend of 99 US cents per share (fully franked), taking the full year to US 1 dollar 72 (the highest annual dividend in four years) and returning 8 dollar 7 billion US to shareholders through the year. Full detail is in the BHP FY26 announcement.

The story of the year is copper: the metal accounted for 54 per cent of group underlying EBITDA (18 dollar 0 billion US) for the first time ever, overtaking iron ore. BHP produced ~2 million tonnes of copper for a second consecutive year at margins near 70 per cent, and TradingView flagged the operationally clean result plus better than expected payout drove shares up 3 per cent to 64 dollar 07 on the day. For household finances, BHP s 8 dollar 7 billion US dividend pool feeds directly into Australian superannuation balances (BHP is a top five holding across most balanced funds), and the final 99 US cent payout will settle in September into shareholder accounts on the same 850 thousand strong DRP register as CBA.

CSL FY26: Reset Year, Statutory Loss, Shares Surge 16 Per Cent on FY27 Guidance

CSL Limited reported FY26 full year results on Tuesday 18 August at 10am AEST and the headline print was ugly: statutory net loss of 2 dollar 6 billion US after 7 dollar 1 billion in impairments and restructuring costs, revenue down 1 per cent to 15 dollar 8 billion US (constant currency), and underlying NPATA of 3 dollar 1 billion US (down 2 per cent). The final dividend was maintained at US 1 dollar 62 per share, cash flow from operations held at 3 dollar 5 billion US, and CSL flagged this as a “reset year” in the CSL FY26 announcement PDF.

Investors focused entirely on the forward guidance and the market reaction was decisive. Per Investing.com coverage, CSL shares surged 16 point 4 per cent to 156 dollar 68 on the day after management guided to approximately 5 per cent underlying NPAT growth at constant currency for FY27, with CSL Behring returning to mid single digit revenue growth on strong immunoglobulin demand and new product launches. A one dollar billion buyback was completed in FY26 and CSL committed to a further 1 dollar 1 billion Australian buyback across FY27. For 240 thousand retail CSL shareholders and every Australian with a super balance, yesterday reset expectations from steady growth to transformation payoff, with the near term catalyst now the November AGM update.

Amazon Back In Court: Two Live Federal Matters

The Australian Competition and Consumer Commission has two live Federal Court proceedings against Amazon that will bear on Australian Prime subscribers and marketplace shoppers through 2026 and 2027. The first, filed in June 2026, alleges Amazon Australia included five unfair contract terms in Prime subscription contracts with more than one million annual subscribers between November 2023 and August 2025, and relied on those terms to introduce advertising to Prime Video in July 2024, requiring subscribers to pay an additional 2 dollars 99 per month to remain ad free. The case is tracked by the Australian Financial Review, with maximum penalty per contravention the highest of 50 million dollars, three times the benefit obtained, or 30 per cent of adjusted turnover during the breach period. Case management and interlocutory hearing was set for 7 August 2026.

The second proceeding, filed 29 May 2026 as NSD905 of 2026 in the Federal Court New South Wales Registry, is the first time the ACCC has taken an online marketplace to Federal Court over a mandatory product safety standard. The ACCC concise statement alleges 41 non compliant Unicorn Toddler Backpacks (containing detachable button battery light up unicorn toys without mandatory warning labels) were sold through amazon.com.au and 267 were held in Amazon s Australian fulfilment centres as of 1 November 2022. The ACCC argues that under section 136 subsection 3 of the Australian Consumer Law, mere possession or control of non compliant goods (the receiving, storing, picking, packing and shipping Amazon does for third party sellers under Fulfilment by Amazon) is enough to put the marketplace itself on the hook. If successful, this reshapes marketplace safety liability for every Fulfilment by Amazon third party seller in Australia.

Week Ahead: July Jobs Thursday, Coles Tuesday 25, Woolies Wednesday 26, Wesfarmers Thursday 28

Thursday 20 August at 11:30am AEST is the ABS July Labour Force Survey. Westpac IQ s July preview is expecting unemployment steady at 4 point 4 per cent, employment plus 15 thousand and participation at 66 point 9 per cent. Combined with today s Wage Price Index, this back to back print gives the RBA a full labour and wages picture heading into the 22 to 23 September meeting. Any soft jobs print (unemployment above 4 point 5 per cent, or employment below plus 5 thousand) would sharpen September cut expectations and typically translates within four weeks into deeper Everyday Rewards, Flybuys and MYER one targeted offers.

Next week is peak reporting for consumer facing groups. Coles Group hands down FY26 on Tuesday 25 August (media call 9:15am) with the IG earnings preview tracking consensus around 45 dollar 63 billion in sales, EBIT around 2 dollar 30 billion and final dividend per share around 43 cents (FY26 total DPS around 77 cents). Woolworths Group follows Wednesday 26 August (see the Woolworths investor page), and Wesfarmers reports Thursday 28 August with Bunnings, Kmart and Officeworks the swing divisions, per Reuters preview coverage. All three groups use FY presentations to signal price investment for the following six months, so watch commentary from Coles, Woolies and Wesfarmers for grocery, Bunnings hardware and Kmart apparel price signals.

ARC Data Backdrop: June Retail Held at 4.7 Per Cent

The Australian Retail Council s June 2026 analysis shows household retail spending at 39 dollar 68 billion in June, up 4 point 7 per cent year on year but easing from May s 5 point 8 per cent. By category, cafes, restaurants and takeaway food services grew fastest at 7 point 1 per cent, household goods retailing lifted 6 point 3 per cent, clothing plus 3 point 9 per cent, and department stores plus large online retailers were essentially flat at minus 0 point 1 per cent. The state numbers confirmed the resource state resilience: Northern Territory plus 8 point 8 per cent, Western Australia plus 7 point 5 per cent, Australian Capital Territory plus 3 point 1 per cent, New South Wales plus 3 point 2 per cent. For shoppers, the department store softness is why Myer sits at 60 per cent off in today s Top 5: mid year floor set changeover discounts this week are notably wider than a typical August.

Today s Top 5 Deals of the Day

BHP and CSL Anchor the Biggest Earnings Day of August as Consumer Sentiment Refreshes. | It s On Sale Daily Brief, 18 August 2026

Tuesday morning is the peak of ASX FY26 reporting season: BHP hands down full year before the bell with consensus underlying earnings around 32 dollar 4 billion and a final dividend around 1 dollar 56, CSL follows at 10 o clock, and Cochlear, Pro Medicus, Challenger, HUB24, Sims and Reliance Worldwide all report today. Westpac refreshes its August Consumer Sentiment index at 10:30 with the forecast a soft 81.7, and Commonwealth Bank goes ex dividend on its 2 dollar 70 final tomorrow, meaning today is the last day to buy in for the payout. Myer’s spring floor sets keep rolling. Amazon remains in Federal Court on two matters. Today’s Top 5 opens with Princess Polly at up to 80 per cent off, then Baku Swimwear, Graham s Jewellers, Telstra and General Pants Co.

Reporting Season Peak: BHP, CSL and the Health Care Nine

Tuesday 18 August 2026 is the biggest earnings day of the ASX August calendar. BHP Group reports full year FY26 before the market opens, and consensus figures compiled by Motley Fool Australia’s Tuesday preview put underlying EBITDA around 32 dollar 4 billion US, underlying NPAT around 10 dollar 8 billion US, and the final dividend around 1 dollar 56 Australian (fully franked). BHP’s July operational review already confirmed record iron ore production and its second consecutive year above 2 million tonnes of copper, so the swing factor today is how much cost inflation and China steel demand feed through into the FY27 outlook. Full guidance and payout details are in BHP s investor hub.

CSL follows at 10 o clock AEST with a briefing streamed from Melbourne. FY26 guidance set in February pointed to revenue around 15 dollar 2 billion US and NPATA around 3 dollar 1 billion, and the swing factor is Behring plasma margin recovery: analyst commentary through the run up has flagged Behring albumin and immunoglobulin pricing as the key line to watch. Cochlear reports at midday, Pro Medicus at 11, and Challenger, HUB24, Sims and Reliance Worldwide all release results today. For Australian shoppers, this cluster matters because superannuation balances shift on today s prints, and any large downgrade cluster tends to feed through into retailer promotion depth over the next three weeks as consumer confidence adjusts.

Westpac Consumer Sentiment: 10:30 AEST Release

The Westpac Melbourne Institute Consumer Sentiment Index for August lands today at 10:30am AEST. July printed at 83.9 (up 4.1 per cent month on month from June s 80.6), and the Trading Economics consensus is 81.7 for August, which would flag a modest pullback rather than a continued recovery. Any print below 82 keeps consumer sentiment in weak territory (below the neutral 100 line by more than 18 points), and any print above 85 would be the strongest reading since March 2022. The Westpac Red Book August 2026 is the same day companion piece and typically drops around 11am.

For shoppers, a soft sentiment print reinforces the cost of living squeeze narrative and validates why smart shoppers now hunt sale sections rather than shop full price. Retailers watching a soft print tend to hold discount depth through the spring reset rather than pulling promotions early: expect the current 40 to 80 per cent clearance across Princess Polly, Baku, Graham s, Telstra and General Pants to continue into next week rather than reset back to full price. A stronger than expected print would push retailers to reset floor pricing earlier and shrink the discount window, so today s number matters for anyone planning a mid week purchase.

CBA Ex Dividend Tomorrow: Last Day to Buy Today

Commonwealth Bank of Australia goes ex dividend on its FY26 final dividend of 2 dollar 70 per share (fully franked) tomorrow Wednesday 19 August 2026. Under the ASX T plus 2 settlement rule, today Tuesday is the last day investors can buy CBA shares and be on the register for the final dividend payment on 29 September. FY26 total dividends were 5 dollar 05 per share, up 4 per cent on FY25 s 4 dollar 85, and current market cap sits above 200 billion dollars. Ex dividend day typically sees the CBA share price open lower by approximately the dividend amount (2 dollar 70) all else equal, so today is also the last day for anyone considering a dividend capture trade before the reset.

For everyday shoppers not chasing dividends, CBA ex div matters because Wednesday will see the ASX 200 open lower by the CBA reset alone (roughly 15 index points on a 8000 level), and any big earnings misses today from BHP or CSL that push the miners or health care sector wider will amplify that Wednesday move. If you were planning to lock in a term deposit or transfer funds this week, the mid week Wednesday to Thursday window is when banking apps historically see the highest customer service call volumes because of ex div queries, so plan bill payments and transfers for today or Friday.

Amazon Back In Court: Two Live Federal Matters

The Australian Competition and Consumer Commission has two live Federal Court proceedings against Amazon that will bear on Australian Prime subscribers and marketplace shoppers through 2026 and 2027. The first, filed in June 2026, alleges Amazon Australia included five unfair contract terms in Prime subscription contracts with more than one million annual subscribers between November 2023 and August 2025, and relied on those terms to introduce advertising to Prime Video in July 2024, requiring subscribers to pay an additional 2 dollars 99 per month to remain ad free. The case is tracked by the Australian Financial Review, with maximum penalty per contravention the highest of 50 million dollars, three times the benefit obtained, or 30 per cent of adjusted turnover during the breach period. Case management and interlocutory hearing was set for 7 August 2026.

The second proceeding, filed 29 May 2026 as NSD905 of 2026 in the Federal Court New South Wales Registry, is the first time the ACCC has taken an online marketplace to Federal Court over a mandatory product safety standard. The ACCC concise statement alleges 41 non compliant Unicorn Toddler Backpacks (containing detachable button battery light up unicorn toys without mandatory warning labels) were sold through amazon.com.au and 267 were held in Amazon s Australian fulfilment centres as of 1 November 2022. The ACCC argues that under section 136 subsection 3 of the Australian Consumer Law, mere possession or control of non compliant goods (the receiving, storing, picking, packing and shipping Amazon does for third party sellers under Fulfilment by Amazon) is enough to put the marketplace itself on the hook. If successful, this reshapes marketplace safety liability for every Fulfilment by Amazon third party seller in Australia.

Week Ahead: July Jobs Thursday, Coles Tuesday 25, Woolies Wednesday 26

Wednesday 19 August delivers CBA ex dividend plus results from Iluka, Healius, Mirvac and Wesfarmers, plus the ABS Wage Price Index at 11:30am. Thursday 20 August at 11:30am AEST is the ABS July Labour Force Survey, and Westpac IQ s July preview is expecting unemployment steady at 4.4 per cent, employment plus 15 thousand and participation lifting to 66.9 per cent. Any soft print (unemployment above 4.5 per cent, or employment print below plus 5 thousand) would sharpen expectations of a September Reserve Bank cut, which flows directly to household mortgage headroom and discretionary retail spending.

Next week is peak grocery reporting: Coles Group hands down FY26 on Tuesday 25 August (media call 9:15am) with the IG earnings preview tracking consensus around 45 dollar 63 billion in sales, EBIT around 2 dollar 30 billion and final dividend per share around 43 cents (FY26 total DPS around 77 cents). Woolworths Group follows Wednesday 26 August, and the Woolworths investor page is the source. For shoppers, back to back grocery reports next Tuesday and Wednesday matter because both retailers use their FY presentation to signal price investment for the following six months. Any commentary flagging additional price investment tends to translate into more Everyday Rewards and Flybuys targeted offers through September and October.

ARC Data Backdrop: June Retail Held at 4.7 Per Cent

The Australian Retail Council s June 2026 analysis shows household retail spending at 39.68 billion dollars in June, up 4.7 per cent year on year but easing from May s 5.8 per cent as End of Financial Year sales delivered less real growth than the discount depth suggested. By category, cafes, restaurants and takeaway food services grew fastest at 7.1 per cent, household goods retailing lifted 6.3 per cent, clothing plus 3.9 per cent, and department stores and large online retailers were essentially flat at minus 0.1 per cent. The state numbers confirmed the resource state resilience: Northern Territory plus 8.8 per cent, Western Australia plus 7.5 per cent, Australian Capital Territory plus 3.1 per cent, New South Wales plus 3.2 per cent. For shoppers, the takeaway is that department store softness feeds through into deeper end of winter clearance today: this is why floor set changeover discounts this week are notably wider than in a typical August.

Today s Top 5 Deals of the Day

JB Hi Fi Delivers FY26 as Spring Floors Land and Reporting Week Opens. | It s On Sale Daily Brief, 17 August 2026

Monday morning delivers reporting season’s opening bell: JB Hi Fi hands down FY26 today, setting the electronics price benchmark that every other Australian retailer shadow prices against. Afterpay Day closed at 11:59pm AEST last night after four days across Myer, THE ICONIC, JB Hi Fi and JAG. Spring floor sets replaced winter overnight, and the reporting week continues with BHP FY26 Tuesday, CBA going ex dividend Wednesday and the ABS July Labour Force release Thursday. Amazon remains in Federal Court on two matters. Today’s Top 5 opens with Kickpush at up to 80 per cent off, followed by Rebel Sport, Sussan, Jac and Jack and Strandbags.

JB Hi Fi Delivers FY26: The Consumer Electronics Benchmark

JB Hi Fi Group hands down its FY26 full year result today before the market opens, and the consensus set by IG Australia’s earnings preview is a revenue print around 11.13 billion dollars (up 5.4 per cent on FY25’s 10.56 billion), net profit after tax around 493 million dollars (up 6.6 per cent) and full year earnings per share around 4 dollars 49. Full year dividends per share is expected around 3 dollars 52, down from FY25’s 3 dollars 75 because last year included a special dividend of 80 cents. Group CEO Nick Wells leads the result, and the HY26 first half was a record 6.10 billion in revenue with a 23.5 per cent interim dividend uplift.

For Australian shoppers, JB Hi Fi’s FY26 outlook matters directly: JB Hi Fi and its subsidiary The Good Guys operate the shadow price benchmark that Officeworks, Harvey Norman, Betta Home Living and Amazon Australia react to on TVs, phones, laptops, small appliances and whitegoods. If today’s guidance flags second half FY27 caution, expect wider Christmas discounting to start earlier: Black Friday windows could open in the first week of November rather than the third. If guidance is bullish, expect prices to hold firmer through spring. Analyst commentary from Roger Montgomery’s HY26 recap flagged the payout ratio lift from 65 to 70 to 80 per cent of NPAT as the key structural shift to watch through today’s result.

Afterpay Day Wrap: Four Days, One Cut Off

Afterpay Day officially ran 13 to 16 August 2026, closing at 11:59pm AEST Sunday night across every participating retailer. Historical merchant data on the Afterpay Day merchant page reports an average 24 per cent sales uplift for participating brands and 1.11 million customers per event, which explains why Myer, THE ICONIC, JB Hi Fi, The Good Guys, eBay, Petbarn, H and M and JAG all treated the four day window as a headline sale event. The Man of Many best deals wrap tracked live pricing across the run.

If you missed the window, most Afterpay Day pricing has already reverted to standard sale pricing, but not all: some retailers ladder Afterpay Day pricing into a longer end of winter clearance, meaning today and tomorrow can still show meaningful discounts on the same stock. Check Myer’s Spring Home Essentials sale running 11 to 30 August for bedding, small appliances and cookware carryover pricing, and check any Afterpay Day items you added to cart but did not check out: a small number of retailers extend the same code for an additional 24 hours through Monday. Afterpay’s four instalment split remains available on all purchases regardless of promotional status.

Spring Floor Sets Landed Overnight: What Changed Today

Overnight Sunday to Monday, Australian retailers pulled winter floor sets and rotated in spring stock. In store today: heavy coats, chunky knits, sheepskin boots, flannel sheets and doonas are moving to warehouse and online only clearance pages, and the shop floor now shows lightweight jackets, transitional knits, spring dresses, pastel tees and open toe footwear. Denim volumes lift because the shoulder season is peak denim retail: Levis, Wrangler, Jeanswest and Cotton On all reset their denim walls today.

The biggest floor set today is at Myer. Per SmartCompany reporting from 7 August, Myer is rolling out more than 25 new womenswear brands in store and online later this month, including Melbourne based Effie Kats, South Australian Acler, Significant Other, Aston Studio, Oroton’s ready to wear range, Ena Pelly, Bayse, Morrison, RAEF the Label, Byron Bay based Arcaa and Nude Lucy. International additions include British Aligne and LA activewear label Varley. If you shop Myer, expect the new arrivals to appear across the next two to three weeks alongside the existing Spring Home Essentials pricing on bedding, kitchen small appliances and cookware.

Amazon Back In Court: Two Live Matters

The Australian Competition and Consumer Commission has two live Federal Court proceedings against Amazon that will bear on Australian Prime subscribers and marketplace shoppers through 2026 and 2027. The first, filed in June 2026, alleges Amazon Australia included five unfair contract terms in Prime subscription contracts with more than one million annual subscribers between November 2023 and August 2025, and relied on those terms to introduce advertising to Prime Video in July 2024, requiring subscribers to pay an additional 2 dollars 99 per month to remain ad free. The case is tracked by the Australian Financial Review. Case management and interlocutory hearing was set for 7 August 2026. Maximum penalty per contravention is the highest of 50 million dollars, three times the benefit obtained, or 30 per cent of adjusted turnover during the breach period.

The second proceeding, filed 29 May 2026 as NSD905/2026 in the Federal Court New South Wales Registry, is the first time the ACCC has taken an online marketplace to Federal Court over a mandatory product safety standard. The ACCC concise statement alleges 41 non compliant Unicorn Toddler Backpacks (containing detachable button battery light up unicorn toys without mandatory warning labels) were sold through amazon.com.au and 267 were held in Amazon’s Australian fulfilment centres as of 1 November 2022. The ACCC argues that under section 136(3) of the Australian Consumer Law, mere possession or control of non compliant goods, that is the receiving, storing, picking, packing and shipping Amazon does for third party sellers under Fulfilment by Amazon, is enough to put the marketplace itself on the hook. If successful, this reshapes marketplace safety liability for every Fulfilment by Amazon third party seller in Australia.

Week Ahead: BHP, CBA Ex Div and the July Jobs Print

Tuesday 18 August delivers BHP FY26 with consensus around 58 dollar 3 billion revenue and 1 dollar 574 in final dividend, alongside CSL, Cochlear and Pro Medicus. Wednesday 19 August, Commonwealth Bank goes ex dividend on its 2 dollar 70 fully franked final dividend (FY26 total 5 dollar 05, up 4 per cent on FY25’s 4 dollar 85, paid 29 September 2026): if you own CBA and want the dividend, hold at Tuesday’s close. Thursday 20 August at 11:30am AEST is the ABS July Labour Force Survey. Westpac IQ’s July preview is expecting unemployment steady at 4.4 per cent, employment plus 15 thousand and participation lifting to 66.9 per cent. Full reporting calendar is at the Motley Fool Australia reporting season page.

For consumer facing retail, the mid week gap between BHP Tuesday and CBA ex div Wednesday is historically when retailers push discounting to counter market softness. If you are planning larger purchases such as appliances, whitegoods or furniture, watching for Wednesday flash promotions can capture retailer reactions to any soft results. The ABS July jobs print on Thursday will also influence Reserve Bank pricing expectations ahead of the September rate decision.

ARC Data Backdrop: June Retail Held at 4.7 Per Cent

The Australian Retail Council’s June 2026 analysis shows household retail spending at 39.68 billion dollars in June, up 4.7 per cent year on year but easing from May’s 5.8 per cent as End of Financial Year sales delivered less real growth than the discount depth suggested. By category, cafes, restaurants and takeaway food services grew fastest at 7.1 per cent, household goods retailing lifted 6.3 per cent, clothing plus 3.9 per cent, and department stores and large online retailers were essentially flat at minus 0.1 per cent. The state numbers confirmed the resource state resilience: Northern Territory plus 8.8 per cent, Western Australia plus 7.5 per cent, Australian Capital Territory plus 3.1 per cent, New South Wales plus 3.2 per cent. For shoppers, the takeaway is that department store softness feeds through into deeper end of winter clearance today: this is why floor set changeover discounts this week are notably wider than in a typical August.

Today’s Top 5 Deals of the Day

Afterpay Day ends tonight, last winter Sunday before spring floors

Afterpay Day Ends Tonight, Last Winter Sunday Before Spring Floors Land Monday. | It s On Sale Daily Brief, 16 August 2026

Sunday and today is the final day of Afterpay Day, closing at 11:59pm AEST tonight across Myer, THE ICONIC, JB Hi Fi, The Good Guys, eBay, Petbarn, H and M and JAG. It is also the last winter clearance Sunday before spring floor sets land Monday 18 August. The week ahead delivers reporting season’s biggest cluster: JB Hi Fi FY26 result Monday, BHP FY26 Tuesday, ABS July Labour Force Wednesday morning, CBA going ex dividend Wednesday. Amazon is back in Federal Court over Prime Video ads, and the ARA has flagged GFC scale discounting from a warm winter overhang. Today’s Top 5 opens with Cotton On Clothing at up to 50 per cent off, followed by Kathmandu, Portmans, Typo and Lounge Lovers.

Afterpay Day Ends Tonight: The 11:59pm AEST Cut Off

Afterpay Day officially runs 13 to 16 August 2026, and every participating retailer switches their sale pages back to regular pricing at 11:59pm Australian Eastern Standard Time tonight. The biggest confirmed offers across the four day run include Myer with up to 60 per cent off flash deals, THE ICONIC with tiered fashion discounts, JB Hi Fi and The Good Guys with electronics bundles, eBay with sitewide promotional codes, Petbarn with up to 40 per cent off pet essentials, H and M with 20 per cent off almost everything and JAG with 20 per cent off full price plus 30 per cent off two or more items. Hush Puppies is offering 25 per cent off sitewide as one of its participating brands. Reference the Afterpay Day 2026 lineup on 7You reporter Fashion desk coverage at 7NEWS.

Sunday tactical actions for Australian shopper households. First, confirm the promotional code where required: Myer, THE ICONIC and eBay use different sale pages depending on category, and a handful of brands require the checkout code (H and M, JAG) versus automatic pricing. Second, use Afterpay’s four instalment split on higher ticket items you were already going to purchase, such as a JB Hi Fi appliance or a Good Guys bundle: the same four fortnight split is available on any Afterpay Day purchase and no promotional code is required for Afterpay itself. Third, if you were undecided between two size or colour choices, order both today with the intent to return one within the seven to fourteen day window: most participating retailers extend free returns during Afterpay Day. Fourth, avoid stacking with third party cashback platforms unless the platform explicitly confirms Afterpay Day works in stack: some retailers exclude promotional windows. Fifth, remember the 11:59pm AEST deadline is Eastern Standard Time not local time: Perth shoppers have until 9:59pm local, Adelaide shoppers until 11:29pm local. TopCashback flagged one day flash offers for the final day per Medianet retail news.

Last Winter Sunday: Spring Floor Sets Land Monday

Monday 18 August triggers the transition. In store, retailers pull remaining winter stock overnight Sunday to Monday: heavy coats, chunky knits, sheepskin boots, flannel sheets and doonas move to warehouse or online only clearance pages, and the shop floor is repurposed with lightweight jackets, transitional knits, spring dresses, pastel tees and open toe footwear. The two Sundays before the switch typically see the deepest discounts on winter stock, but by Sunday afternoon size ranges have thinned significantly. Myer’s Spring Home Essentials sale is already running 11 to 30 August and includes bedding, small appliances and cookware discounts that ladder into the post transition weeks.

Practical Sunday moves: if you saw a coat at 40 per cent off last weekend and hesitated, check its current price today because it is likely 60 to 70 per cent off by now. Buy 12 months ahead on kids’ winter school jackets and adult heavy coats since Australian retailers do not repeat this discount depth until July 2027. Combine winter picks with a spring transition piece from the same retailer to hit free shipping thresholds (typically 100 dollars) and avoid the courier surcharge. Keep receipts and tags on for exchange window flexibility. The Australian Retailers Association’s Russell Zimmerman told 9News this month that warm winter weather has driven GFC like discounting: consumer benefit today, but a signal that clearance depths this weekend are unusually generous.

Week Ahead: Reporting Season Cluster and CBA Going Ex Dividend

Monday 17 August delivers JB Hi Fi FY26 full year result. Consensus per IG Australia sits at around 11.1 billion dollars revenue and 3.566 dollars in full year dividends per share, with the market watching whether the record HY26 first half of 6.10 billion (up 7.3 per cent) is sustained through a softer second half. Tuesday 18 August sees BHP report FY26 with consensus around 58.3 billion dollars revenue and 1.574 dollars in dividends per share (final component), alongside CSL, Cochlear and Pro Medicus. Wednesday 19 August is the ABS July Labour Force Survey at 11:30am AEST, previous print was 4.4 per cent unemployment (unchanged). Same day, Commonwealth Bank goes ex dividend on its 2 dollar 70 fully franked final dividend (paid 29 September 2026): if you own CBA and want the dividend, you need to hold at Tuesday’s close. If you are considering buying CBA post dividend, the share price typically drops by roughly the dividend amount on Wednesday morning. Full reporting calendar is available on the Motley Fool Australia and Lincoln Indicators reporting season pages.

Amazon Back In Court: ACCC v Amazon Commercial Services

The Australian Competition and Consumer Commission commenced Federal Court proceedings against Amazon Commercial Services in June 2026, alleging Amazon introduced advertising into Prime Video for existing Australian subscribers using unfair contract terms without adequate consent. This is the first contested matter under the new unfair contract terms penalty regime introduced in November 2023, and the ACCC is seeking pecuniary penalties, declarations and consumer redress. For Australian Prime subscribers, this means potential refunds or ad free reinstatement if the ACCC succeeds. The case underscores the ongoing regulatory push against dominant marketplace operators. Full case detail is on the ACCC’s media release page.

Sunday Recap: Australian Retail Context

The Australian retail sector is entering its final winter weekend with unusual clearance depth driven by a warmer than average winter and heightened discretionary spend caution. Consumer confidence remains subdued despite recent RBA cash rate cuts, and reporting season this week will provide the first cross sector read on retail margins for FY26 second half. JB Hi Fi’s Monday result is the bellwether for consumer electronics and appliances; Bank of Queensland, Insignia Financial and Nine Entertainment through the week will paint the picture for financial services, media and platform economics. If you are planning larger purchases such as appliances, whitegoods or furniture, timing them into the mid week gap between reporting announcements can capture retailer promotional activity as they push back against soft results with consumer facing offers.

Today’s Top 5 Deals of the Day

Final Winter Clearance Weekend, CBA Ex Div Wednesday, JB Hi Fi and BHP Results Ahead. | It s On Sale Daily Brief, 15 August 2026

Saturday, and this is the final full-choice weekend to grab winter stock before spring floor sets land Monday 18 August. Reporting season peaks in the week ahead: JB Hi Fi FY26 Monday, BHP FY26 Tuesday, ABS July Labour Force Survey Wednesday morning, CBA final dividend goes ex on Wednesday. Zara Australia profit slid 25 per cent in the latest annual filing per Ragtrader. Amazon extended same day delivery to Adelaide, squeezing weekend fulfilment margins for local retailers. Today’s Top 5 opens with Kick Push Skate at up to 80 per cent off skate hardware, followed by Betts at up to 70 per cent off footwear and Sportsgirl at up to 70 per cent off womens fashion.

Final Winter Clearance Weekend: Two Days To Buy the Coat

Saturday 15 August and Sunday 16 August are the final two full-choice days for winter stock at major Australian fashion, footwear and homewares retailers. From Monday 18 August, spring floor sets land in stores and remaining winter stock is pulled to warehouse or online-only clearance pages. Practically this means: the coat rack you saw last week at 40 per cent off is at 60 per cent off today and 70 to 80 per cent off by Sunday afternoon, but the size and colour choice narrows every hour. By Monday morning, the wall becomes lightweight jackets, transitional knits, spring dresses and pastel tees. This weekend is when the year’s deepest sale prices on winter woollens, sheepskin boots, heavy denim, thermals, doonas and throws converge with the last of the pre-transition size range.

Weekend tactical actions for Australian shopper households. First, prioritise categories that get pulled Monday: heavy coats, chunky knits, sheepskin boots, thermals, flannel sheets, winter doonas. Second, size up before you size down. If your usual size is a Medium, check Large first because the popular sizes go first at the deepest discounts. Third, buy 12 months ahead for kids’ winter uniforms and school jackets. Australian retailers rarely repeat the same discount depth on winter stock until the following July clearance. Fourth, keep receipts and tags on: most stores extend change of mind exchanges through the transition period, but each has its own window. Fifth, if the store lists free Australia wide shipping over a threshold (Betts from 100 dollars, Sportsgirl from 100 dollars, most others from 100 to 150 dollars), combine winter picks with a spring transition piece to hit free freight and avoid the courier fee.

Week Ahead: FY26 Reporting Season Peaks

Four dates matter for Australian shopper wallets across the coming week. JB Hi Fi reports FY26 Monday 17 August, market watching for underlying sales growth in the June quarter and any commentary on the pace of Q1 FY27 trading through August. BHP reports FY26 Tuesday 18 August, with the final dividend and iron ore realisation the two consumer-adjacent watchpoints (superannuation exposure sits in the AUD franking pool). Wednesday 19 August is a double header: the ABS releases the July Labour Force Survey at 11:30am AEST with Trading Economics forecasting unemployment at 4 point 5 per cent up from June’s 4 point 4 per cent, and CBA shares go ex-dividend for the FY26 final of 2 dollars 70 cents per share fully franked. Thursday 20 August adds Brambles and Goodman Group, both indirectly relevant to warehouse rents and last-mile logistics costs that flow through to retail pricing.

For household budgets the July jobs print is the single most consequential release of the week. If unemployment prints at 4 point 5 per cent as Trading Economics forecasts, weakening jobs momentum pushes RBA November hike odds materially lower and gives 3 point 3 million mortgaged households a clearer glide path into Christmas. If July prints BELOW 4 point 4 per cent with continued strong employment growth, the RBA’s hawkish August rhetoric converts into a real November move and household budgets tighten. Watch three sub-numbers alongside the headline: participation rate (record highs signal hidden strength), hours worked (softening signals hiring restraint), and underemployment (June’s 6 point 5 per cent was the highest since August 2024). All three together tell the fuller story.

CBA Ex-Div Wednesday: 2 Dollars 70 Cents Fully Franked

Commonwealth Bank of Australia (ASX: CBA) declared a final dividend of 2 dollars 70 cents per share fully franked with the FY26 result on 12 August, taking the full year total to 5 dollars 05 cents fully franked, up 5 cents on FY25. Shares closed Thursday 13 August at 169 dollars 00 cents, down 2 point 15 per cent on the day per Motley Fool coverage of next week’s ex-div calendar. Ex-dividend date is Wednesday 19 August, record date Thursday 20 August, DRP election deadline Thursday 21 August, and payment date Monday 29 September 2026. For the 850,000 CBA retail shareholders, that is 810 dollars gross per 300 shares held on 18 August, or 1,350 dollars per 500 shares.

Practical shopper takeaway. If you hold CBA shares in your own name or through a super fund, the 29 September payment lands into the account you have registered with Computershare. If you have moved bank accounts in the last 12 months, log into Computershare Investor Centre before Wednesday 19 August and confirm the account details on file. If you are enrolled in the Dividend Reinvestment Plan (DRP), the FY26 final DRP shares will be issued at a small discount to the volume weighted average price over the pricing period, giving a modest reinvestment tailwind. The DRP election deadline is Thursday 21 August. Straight cash into the everyday account for the September school and utility bills, or DRP for the small compounding kicker: your call, but the decision window closes Thursday.

Amazon Same Day Rolls Into Adelaide, Squeezing Local Retail

Amazon Australia extended its same day delivery service to Adelaide postcodes this week, per multiple retail trade outlets covering the announcement. That takes same day coverage to five capital cities (Sydney, Melbourne, Brisbane, Perth, Adelaide) with Hobart, Darwin and Canberra still on next day. For Australian shoppers on Prime the practical shift is that a Saturday morning order placed by 10am now lands the same afternoon in metro Adelaide, matching the Amazon logistics footprint of the US Prime Now service that gutted mall foot traffic in mid-tier US cities across 2016 to 2022.

The squeeze on local retail is real. Australian owned specialty stores selling homewares, small electronics, toys, books and pantry staples now face a same day fulfilment benchmark on 60 per cent of the AU population without matching the Amazon fixed cost base. Independent retailers that have not moved to click and collect or a local courier partnership are already reporting weekend basket size drops of 10 to 15 per cent in categories where Amazon is size-competitive. The consumer counter-move is not to boycott Amazon (it is now a fact of the AU retail floor) but to remember three things this weekend. First, the Australian Consumer Law applies to every Amazon AU order, but recourse is materially slower on marketplace listings shipped from overseas than on locally owned retailers. Second, on price parity, buying from an Australian owned store keeps the margin in the AU tax and wage base. Third, Amazon does not carry the depth of size range in fashion or footwear that a specialist like Betts, Sportsgirl or Kick Push Skate does, and that is exactly where the deepest weekend discounts sit.

Zara Australia Profit Slips 25 Per Cent

Inditex-owned Zara Australia reported a 25 per cent decline in annual profit in the latest local filing, per Ragtrader coverage of the Australian retail industry this week. Revenue growth slowed and margin compression from freight, wages and store rent hit the local P and L harder than analysts expected. The result is another datapoint in a global fast-fashion softening story that includes softer H and M AU comparable store sales, Peter Alexander shutting all remaining UK stores per The West Australian retail desk, and Uniqlo pausing new AU store openings for the second half of the year.

The shopper read across is straightforward. When international fast fashion softens in AU, the vacuum gets filled by Australian owned specialty and mid-market retailers running deep clearance to protect market share. This weekend, that means the Sportsgirl 70 per cent off run and the Betts 70 per cent off footwear window are more competitive on price and range than the equivalent Zara or H and M clearance rack, and the after-sale service (returns, exchanges, alterations at Betts) is materially better. Every store in today’s Top 5 is Australian owned or locally fulfilled. Every discount was verified against the store’s own live sale page this morning.

Saturday Top 5 Deals

Every store in Saturday’s Top 5 is Australian owned or locally fulfilled. Every discount was verified against the store’s own live sale page this morning. None of it is Temu, Shein, AliExpress, Wish or any offshore marketplace dressed up as a local brand. Every product ships from an Australian warehouse and is backed by the Australian Consumer Law. Kick Push Skate leads today at up to 80 per cent off complete skateboards, decks, trucks, wheels, bearings, safety gear, scooters and skate shoes from the Australian owned skate specialist since 2003. Betts follows at up to 70 per cent off heels, flats, boots, loafers, sneakers and handbags from the Australian footwear retailer since 1892. Sportsgirl at up to 70 per cent off delivers dresses, tops, denim, coats and knits from the iconic Australian womens fashion retailer since 1948. OPSM at up to 50 per cent off runs across designer prescription sunglasses, optical frames and contact lens packs. Scooter Hut at up to 50 per cent off closes the Top 5 with stunt scooters, complete scooters, decks, forks, wheels and safety gear from the Australian owned scooter specialist since 2007.

Other Deals Worth A Look

Beyond the Top 5, a handful of other Australian owned or locally fulfilled retailers are worth a Saturday scroll. Sunnylife (today’s Top 6 ticker pick) holds up to 50 per cent off summer swim, pool floats, beach umbrellas, coolers and outdoor lifestyle homewares from the Sydney founded lifestyle label ahead of the spring transition. Barney Cools at 38 per cent off runs tees, shorts, boardies and lightweight jackets ahead of the summer season. Veronika Maine at 30 per cent off holds tailoring, dresses and coats from the Sydney founded contemporary womens label. All Australian owned or locally fulfilled, all backed by the Australian Consumer Law.

Our Take

Saturday 15 August is the final full-choice day for winter stock at Australian retailers before spring floor sets land Monday. From Monday morning the coat wall is replaced by lightweight jackets and pastel tees. If a winter jacket, boots, thermals or a heavier knit is still on the wardrobe list, this weekend is the deadline. Reporting season peaks next week with JB Hi Fi FY26 Monday, BHP FY26 Tuesday, ABS July jobs and CBA ex-div Wednesday. The jobs print is the single most important data point for the RBA’s November decision. Amazon same day now covers 60 per cent of the AU population, and the counter-move for shoppers is to remember that Australian owned specialty retailers still carry the deepest size range and the best after-sale service. Zara Australia’s 25 per cent profit slip is another datapoint in a broader global fast-fashion softening story that opens room for Australian owned mid-market retailers to hold market share with weekend clearance depth.

That is exactly why It’s On Sale exists. We track 35,000 Australian stores and 45,000 live sale products, every retailer Australian owned or locally fulfilled, every promotion audited daily against the store’s own price history. No trial traps, no hidden fees, no offshore marketplaces dressed up as a local brand. Today’s Sales shows every store currently running a discount in one place. The AI search reads the way real shoppers ask (try “winter coat clearance” or “kids scooter sale”). None of it is Temu, Shein, AliExpress, Wish or any offshore marketplace dressed up as a local brand. Browse Today’s Sales this Saturday morning to hit the final winter clearance weekend at Australian retailers who stand behind the ticket and the Australian Consumer Law.

It's On Sale Daily Brief Issue 75 hero image

July Jobs Print Today at 1130am, Telstra FY26 Wrap, Last Winter Clearance Weekend. | It s On Sale Daily Brief, 14 August 2026

Friday, and the number that sets the RBA tone for the rest of August drops at 11:30am AEST. The ABS releases the July Labour Force Survey this morning with Trading Economics forecasting unemployment at 4 point 5 per cent, up from June’s 4 point 4 per cent, alongside participation at a 12 month high of 67 point 0 per cent and 76,300 extra jobs added the month prior. Yesterday Telstra Group FY26 delivered underlying EBITDAaL of 8 point 3 billion dollars near the top of guidance, a full year dividend of 21 cents per share up 10 point 5 per cent, and a fresh 1 billion dollar share buyback, yet shares still slid 5 point 2 per cent intraday to 4 dollars 74 cents on softer FY27 revenue signals and postpaid subscriber pressure. This is the final winter clearance weekend at Australian retailers, with spring floor sets landing Monday 18 August. Today’s Top 5 opens with Dusk at up to 80 per cent off candles and home fragrance, followed by Showpo at up to 80 per cent off womens fashion and UGG Express at up to 80 per cent off sheepskin boots.

July Jobs Print Today at 11:30am AEST

The Australian Bureau of Statistics releases the July Labour Force Survey this morning at 11:30am AEST, per the ABS Labour Force calendar. June printed at 4 point 4 per cent unemployment (unrounded 4 point 35 per cent) with 76,300 more people in work month on month, the largest monthly employment gain since April last year per Reuters coverage of the June release. Participation lifted to a one year high of 67 point 0 per cent. Trading Economics forecasts July at 4 point 5 per cent, up 0 point 1 percentage point.

The consequence chain for Australian shopper households runs through interest rates. On Tuesday the RBA held the cash rate at 4 point 35 per cent but Governor Bullock struck a hawkish tone, warning it was quite possible the RBA might need to go and that interest rates might need to stay high for longer. Swap markets now price a real chance of a November hike. If July prints AT OR ABOVE 4 point 5 per cent, weakening jobs momentum removes wage inflation pressure and pushes November hike odds materially lower, giving 3 point 3 million mortgaged households a clearer glide path. If July prints BELOW 4 point 4 per cent with continued strong employment growth, the RBA’s hawkish stance converts into a real November move and household budgets tighten into Christmas. Watch three sub-numbers alongside the headline: participation rate (record highs signal hidden strength), hours worked (softening signals hiring restraint), and underemployment (June’s 6 point 5 per cent was the highest since August 2024). All three together tell the fuller story.

Telstra FY26 Aftermath: Buyback Rewarded, Share Price Punished

Yesterday Telstra Group landed FY26 with underlying EBITDAaL of 8 point 3 billion dollars, up 4 per cent and near the top of the 8 point 2 to 8 point 4 billion dollar guidance range, per Market Index coverage. Reported net profit after tax was 2 point 4 billion dollars, up 2 point 7 per cent, and cash earnings per share climbed 14 per cent to 25 point 5 cents. The board declared a final dividend of 10 point 5 cents per share 90 point 5 per cent franked, taking the FY26 total to 21 cents per share, up 10 point 5 per cent year on year. On top of that, Telstra announced a fresh 1 billion dollar on-market share buyback. Despite the shareholder friendly announcements, per The Motley Fool Australia, shares opened at 4 dollars 95 cents, hit an intraday low of 4 dollars 74 cents (down 5 point 2 per cent), and closed at 4 dollars 82 cents, down 3 point 2 per cent on the day.

What went wrong for the share price. Group revenue slipped 0 point 8 per cent to 22 point 9 billion dollars, per Rask Media’s FY26 breakdown. Fixed enterprise EBITDA fell 16 point 7 per cent as data and connectivity margins compressed. Investors also weighed subscriber pressure in branded postpaid mobile following the July 2025 price hikes, the lingering impact of the July 2024 network outage that cost CEO Vicki Brady 607,000 dollars of her bonus per IG’s afternoon market report, and elevated capital spending requirements. FY27 EBITDAaL guidance of 8 point 5 to 8 point 8 billion dollars implies only 1 point 9 to 5 point 5 per cent growth, softer than the market wanted. Approximately 1 point 5 million Telstra retail shareholders now have a diary date: Telstra ex-dividend date is Tuesday 26 August 2026, 12 days from today. Record date is Wednesday 27 August. Payment date is Thursday 24 September, per The Motley Fool’s dividend explainer. For Telstra mobile customers the practical takeaway is that FY27 revenue guidance implies continued postpaid ARPU discipline but no headline price rise cliff, and now is a good weekend to check if a competitor plan on the same tower undercuts your current bill by 10 dollars or more per month.

Last Winter Clearance Weekend: Two Days To Buy the Coat

Today, tomorrow Saturday 15 August and Sunday 16 August are the final three full-choice days for winter stock at major Australian fashion, footwear and homewares retailers. From Monday 18 August, spring floor sets land in stores and remaining winter stock is pulled to warehouse or online-only clearance pages. Practically this means: the coat rack you saw last week at 40 per cent off is at 60 per cent off today and 70 to 80 per cent off by Sunday afternoon, but the size and colour choice narrows every hour. By Monday morning, the wall becomes lightweight jackets, transitional knits, spring dresses and pastel tees. This weekend is when the year’s deepest sale prices on winter woollens, sheepskin boots, heavy denim, thermals, doonas and throws converge with the last of the pre-transition size range.

Weekend tactical actions for Australian shopper households. First, prioritise categories that get pulled Monday: heavy coats, chunky knits, sheepskin boots, thermals, flannel sheets, winter doonas. Second, size up before you size down. If your usual size is a Medium, check Large first because the popular sizes go first at the deepest discounts. Third, buy 12 months ahead for kids’ winter uniforms and school jackets. Australian retailers rarely repeat the same discount depth on winter stock until the following July clearance. Fourth, keep receipts and tags on: most stores extend change of mind exchanges through the transition period, but each has its own window. Fifth, if the store lists free Australia wide shipping over a threshold (Dusk from 89 dollars, Showpo from 50 dollars, UGG Express from 100 dollars, Merchant 1948 from 150 dollars, most others from 100 to 150 dollars), combine winter picks with a spring transition piece to hit free freight and avoid the courier fee.

Fuel Day 12: Peak Likely Past

Today is Day 12 of full fuel excise restoration. Petroleum tax jumped from 20 point 6 cents per litre in April to June, to 36 point 6 cents per litre between 1 July and 2 August (partial), to the full 53 point 7 cents per litre from 3 August, per the Australian Taxation Office. The ACCC 22nd weekly fuel price monitoring report to 5 August showed 5-city retail petrol at 207 point 5 cents per litre and diesel at 246 cents per litre. The ACCC 23rd weekly report is expected today and will confirm whether the retail petrol cycle peaked earlier this week, per FuelPlan.gov.au. Retail petrol should now be trending gently down through the weekend as service stations shed the peak day margin.

Friday weekend tactical actions for Australian drivers. First, before you leave the driveway check Fuel Check NSW, FuelWatch WA, FuelCheck TAS, MyFuel NT, MotorMouth or PetrolSpy. Metro cheapest to most expensive gaps remain wide at 40 to 60 cents per litre through weekend cycles. Second, if your vehicle handbook allows a grade drop from Premium 98 to U91 or E10, NRMA data has the grade spread at a record 26 point 5 cents per litre. On a 55-litre fill that is 14 dollars 60 cents saved per tank. Third, delay a full tank until Sunday or early Monday. If the retail cycle peaked Wednesday or Thursday, Sunday afternoon should be 5 to 8 cents per litre below Friday morning at the same station. On 55 litres that is 3 to 4 dollars per fill.

Friday Top 5 Deals

Every store in Friday’s Top 5 is Australian owned or locally fulfilled. Every discount was verified against the store’s own live sale page this morning. None of it is Temu, Shein, AliExpress, Wish or any offshore marketplace dressed up as a local brand. Every product ships from an Australian warehouse and is backed by the Australian Consumer Law. Dusk leads today at up to 80 per cent off scented candles, diffusers, home fragrance, wax melts and lanterns from the Australian owned home fragrance retailer since 2000 with more than 130 stores across the country. Showpo follows at up to 80 per cent off dresses, tops, denim, coats and knits from the Sydney founded Australian womens fashion retailer since 2010. UGG Express at up to 80 per cent off delivers classic and mini UGG boots, tall boots, slippers, moccasins and kids and mens sheepskin footwear. Nine West at up to 60 per cent off runs across heels, flats, ankle boots, sneakers, sandals and handbags. Eckersleys at up to 50 per cent off closes the Top 5 with art supplies, canvases, paints, brushes, papers, sketchbooks and craft materials from the Australian owned art and craft specialist since 1892.

Other Deals Worth A Look

Beyond the Top 5, a handful of other Australian owned or locally fulfilled retailers are worth a Friday scroll. P.E Nation (today’s Top 6 ticker pick) holds 30 per cent off across technical activewear, hoodies, joggers, tees and matching sets from the Sydney founded contemporary activewear label. UGG continues at 30 per cent off classic sheepskin boots and slippers. Veronika Maine holds 30 per cent off tailoring, dresses and coats from the Sydney founded contemporary womens label. All Australian owned or locally fulfilled, all backed by the Australian Consumer Law.

Week Ahead

Three dates matter for Australian shopper wallets across the coming week. Today Friday 14 August 11:30am AEST: ABS July Labour Force Survey release, Trading Economics forecast 4 point 5 per cent unemployment up 0 point 1 percentage point. Saturday 15 August and Sunday 16 August: final winter clearance weekend at Australian fashion, footwear and homewares retailers, spring floor sets land Monday 18 August. Tuesday 26 August: Telstra ex-dividend date, 10 point 5 cents fully franked (90 point 5 per cent franked) final dividend paid 24 September. Thursday 21 August: CBA DRP election deadline for the 5 dollars 5 cents fully franked dividend that pays 29 September.

Our Take

Friday 14 August is the day the ABS releases the single most important data point for the RBA’s November decision. If unemployment prints at 4 point 5 per cent as Trading Economics forecasts, mortgage relief moves closer and household discretionary spending gets a slow tailwind into Christmas. If it prints lower with continued strong employment growth, hawkish RBA rhetoric converts into a real fourth rate rise this year. Yesterday Telstra rewarded shareholders with a 21 cent full year dividend and a 1 billion dollar buyback, but shares still fell 5 per cent on softer FY27 revenue guidance. This is the FINAL WEEKEND for winter clearance at Australian retailers. From Monday 18 August, spring floor sets replace winter stock and today’s headline discounts on remaining coats, knits, boots, thermals and doonas are the deepest and last full-choice window of the year. If a winter jacket, boots, thermals or a heavier knit is still on the wardrobe list, this weekend is the deadline.

That is exactly why It’s On Sale exists. We track 35,000 Australian stores and 45,000 live sale products, every retailer Australian owned or locally fulfilled, every promotion audited daily against the store’s own price history. No trial traps, no hidden fees, no offshore marketplaces dressed up as a local brand. Today’s Sales shows every store currently running a discount in one place. The AI search reads the way real shoppers ask (try “winter coat clearance” or “candles on sale”). None of it is Temu, Shein, AliExpress, Wish or any offshore marketplace dressed up as a local brand. Browse Today’s Sales this Friday morning to hit the final winter clearance weekend at Australian retailers who stand behind the ticket and the Australian Consumer Law.

Editorial hero, Telstra FY26 and July unemployment preview

Telstra FY26 at 9:15am, Jobs Data Tomorrow, CBA Ex-Div in 6 Days. | It s On Sale Daily Brief, 13 August 2026

Thursday, and the reporting season baton passes from bank to telco. Telstra Group releases its FY26 full year result at 9:15am AEST this morning: FY26 EBITDAaL guidance sits at 8 point 2 to 8 point 4 billion dollars, cash EBIT guidance at 4 point 55 to 4 point 75 billion dollars, and the market is watching for a buyback extension after the 1 billion dollars announced last August. Yesterday CommBank landed cash NPAT of 11 billion dollars, up 7 per cent, and declared a full year dividend of 5 dollars 5 cents fully franked, up 4 per cent, but shares still fell 0 point 6 per cent to 172 dollars 87 cents at 28 times price to earnings, and ex dividend is Tuesday 19 August, just six days away. Tomorrow Friday 14 August at 11:30am AEST the ABS drops the July Labour Force Survey with Trading Economics forecasting unemployment at 4 point 5 per cent, up from June’s 4 point 4 per cent. Fuel Day 11 today, retail petrol cycle at or through peak on 5 city average of 207 point 5 cents per litre and diesel 246 cents per litre, with the ACCC 23rd weekly monitoring report due today or tomorrow. Today is the final full winter clearance day at major retailers before spring floor sets tomorrow Friday 15 August. Today’s Top 5 opens with Mossman at up to 70 per cent off womens contemporary fashion from the Melbourne based label, followed by Hallensteins at up to 50 per cent off mens tees, hoodies, denim and knits.

Telstra FY26 Result Landing at 9:15am AEST

Telstra Group releases its FY26 full year result to the ASX at 9:15am AEST this morning, per the Telstra investor relations page. The 1H26 half year result already banked FY26 revenue excluding financing of 11 billion 641 million dollars, underlying EBITDAaL of 4 billion 185 million dollars, and a 1H26 interim dividend of 10 point 5 cents per share 90 point 5 per cent franked, per GO Markets FY26 result preview. Full year EBITDAaL guidance sits at 8 point 2 to 8 point 4 billion dollars and cash EBIT guidance at 4 billion 550 to 4 billion 750 million dollars. Intelligent Investor’s FY26 forecast per their TLS page is NPAT 2 billion 415 million dollars, EPS 20 point 90 cents, and DPS 19 cents fully franked, a 4 per cent lift on FY25.

What Australian shopper households should watch beyond the headline dividend. First, postpaid mobile ARPU direction: 1H26 postpaid ARPU printed at 56 dollars 22 cents, up 4 point 8 per cent year on year on the back of the July 2025 CPI-linked mobile price rise, and FY26 FY guidance will confirm whether Telstra models a CPI-plus price rise for FY27 too. Second, buyback extension size: last August Telstra announced a 1 billion dollar buyback for FY26 on top of February’s 750 million dollar tranche, and any FY27 buyback announcement lifts the 1 point 5 million retail shareholder dividend yield. Third, NBN reseller margins and enterprise softness. Fourth, InfraCo Fixed Line separation update timeline. For Australian mobile customers the practical takeaway is that Telstra is likely to guide for another mid single digit ARPU lift in FY27, meaning postpaid plans continue to migrate upward.

CommBank FY26 Aftermath: Shares Down, Dividend Locked, Ex Div Next Tuesday

Yesterday Commonwealth Bank of Australia landed its FY26 full year result at 9:30am AEST with a full year cash NPAT of 11 billion dollars, up 7 per cent, statutory NPAT of 10 billion 910 million dollars, up 8 per cent, and a full year dividend of 5 dollars 5 cents per share fully franked (final dividend 2 dollars 70 cents on top of the 2 dollars 35 cents interim), per the CBA FY26 ASX announcement. Sebastian Bowen at The Motley Fool Australia on 12 August reported shares closed at 172 dollars 87 cents, down 0 point 6 per cent on the day, at a forward price to earnings ratio of 28 times, roughly in line with the ASX 200’s 0 point 5 per cent close at 9,209.

Approximately 800,000 CBA retail shareholders, most of them Australian household savers who own the stock directly or through their SMSF, have three key dates on the calendar. Ex dividend date is Tuesday 19 August 2026, just six days from today. Record date is Wednesday 20 August. DRP election deadline is Thursday 21 August. Payment date is Monday 29 September. That 5 dollars 5 cents fully franked pays out to approximately 800,000 Australian retail investors on 29 September, an injection of over 4 billion dollars into household spending accounts in the September quarter, most of it spent locally on discretionary purchases, insurance renewals and mortgage extra repayments. The full CBA FY26 investor presentation lands the story: pre-provision profit rose 6 per cent to 16 billion 500 million dollars, net interest margin lifted 3 basis points to 2 point 05 per cent, and operating expenses rose 6 per cent to 13 billion 755 million dollars. Every household with a CBA transaction account is effectively paying for that expense line growth in monthly account fees and interest spreads.

Jobs Data Tomorrow: The Number That Sets the RBA Tone

The Australian Bureau of Statistics releases the July Labour Force Survey tomorrow Friday 14 August 2026 at 11:30am AEST, per the ABS Labour Force calendar. June printed at 4 point 4 per cent unemployment (unrounded 4 point 35 per cent), 76,000 more people employed month on month and participation at a one year high of 67 point 0 per cent. Trading Economics forecasts July at 4 point 5 per cent, up 0 point 1 percentage point.

The consequence chain for Australian shopper households runs through interest rates. Two days ago the RBA held the cash rate at 4 point 35 per cent but Governor Bullock struck a hawkish tone, warning it was “quite possible we might need to go” and that “interest rates might need to stay high for longer”. Swap markets priced a 50 per cent chance of a November hike overnight. If July prints AT OR ABOVE 4 point 5 per cent, weakening jobs momentum removes wage inflation pressure and pushes the November hike odds materially lower. If July prints BELOW 4 point 4 per cent with continued strong employment growth, the RBA’s hawkish stance converts into a real November hike and 3 point 3 million mortgaged households face a fourth rate rise this year. That is why retailers are running some of the deepest winter clearance markdowns of the year in the final 24 hours before spring floor rolls out Friday. Margin pressure is being priced today.

Fuel Day 11: At or Through the Retail Peak

Today is Day 11 of full fuel excise restoration. Petroleum tax jumped from 20 point 6 cents per litre in April to June, to 36 point 6 cents per litre between 1 July and 2 August (partial), to the full 53 point 7 cents per litre from 3 August, per the Australian Taxation Office. The ACCC 22nd weekly fuel price monitoring report to 5 August shows 5-city retail petrol at 207 point 5 cents per litre and diesel at 246 cents per litre, with capital city retail petrol 37 cents per litre above pre-conflict levels and diesel 71 cents per litre above pre-conflict, per FuelPlan.gov.au. The ACCC 23rd weekly report is due today or tomorrow and will confirm whether the retail petrol cycle peaked Wednesday, Thursday or Friday. RACQ’s Ian Jeffreys forecast peak within 10 days of full restoration, which is today.

Thursday tactical actions for Australian drivers. First, before you leave the driveway check Fuel Check NSW, FuelWatch WA, FuelCheck TAS, MyFuel NT, MotorMouth or PetrolSpy. The cheapest to most expensive gap in metro Sydney remains at 60 cents per litre. Second, if your vehicle handbook allows a grade drop from Premium 98 to U91 or E10, NRMA data has the grade spread at a record 26 point 5 cents per litre. On a 55-litre fill that is 14 dollars 60 cents saved per tank. Third, lock a 7-day price with 7-Eleven Fuel Lock before Friday morning. On a peak week a 20 cent per litre gap on 55 litres saved is 11 dollars per fill. If the ACCC 23rd weekly confirms Thursday or Friday as peak, tomorrow’s fills are the last high fills before the retail cycle begins its slow descent.

Retail Electricity Notes: AGL and Origin FY26

Yesterday the two big-two energy retailers delivered FY26 results. AGL Energy landed underlying EBITDA of 2 point 1 billion dollars (up 2 per cent), underlying NPAT of 631 million dollars (down 2 per cent), statutory NPAT of 756 million dollars, and operating free cash flow of 850 million dollars (up 60 per cent). Final dividend of 26 cents per share fully franked brings the FY26 total to 50 cents, up 4 point 2 per cent on FY25. AGL cited strong operational performance, disciplined capital allocation and battery growth offsetting mild winter volatility, per Investing.com’s read of the AGL FY26 slides. Origin Energy also reported yesterday with statutory profit of 557 million dollars for the first half, underlying EBITDA of 1 billion 589 million dollars, and an interim dividend of 30 cents per share fully franked per the Origin H1 26 earnings call transcript. Origin upgraded Energy Markets EBITDA guidance to 1 point 55 to 1 point 75 billion dollars.

For Australian shopper households the useful takeaway is not the dividend, it is the market signal. Both AGL and Origin are guiding for continued strong retail electricity margins driven by higher wholesale costs passed through in default market offers, but neither is aggressively cutting bills. The best household strategy remains identical to the fuel playbook: shop the plan every 90 days on the government price comparison sites (Energy Made Easy for NSW, QLD, SA, TAS, ACT; Victorian Energy Compare for VIC), and switch when the introductory discount rolls off. The average household saves 300 to 500 dollars per year on electricity by switching every 12 months.

Thursday Top 5 Deals

1Today’s Top
Discount
MossmanMossmanWomen's WearUp to 70 per cent off Mossman: dresses, knits, blouses, tops, pants, coats and accessories from the Melbourne based Australian womens contemporary fashion label founded by Melissa Trethowan, with Afterpay, Zip and free Australia wide shipping over 100 dollars.70%OFF
2HallensteinsHallensteinsMen's WearUp to 50 per cent off Hallensteins: mens tees, hoodies, shirts, jeans, chinos, jackets, knits and accessories from the New Zealand and Australia based mens fashion retailer with local Australian fulfilment, Afterpay, Zip and free Australia wide shipping over 80 dollars.50%OFF3Healthy LifeHealthy LifeHealth & BeautyUp to 50 per cent off Healthy Life: vitamins, supplements, protein powders, superfoods, natural skincare, organic pantry and wellness essentials from the family owned Australian health retailer since 1974, with Afterpay, Zip and free Australia wide shipping over 100 dollars.50%OFF4MacpacMacpacOutdoor & CampingUp to 50 per cent off Macpac: down jackets, thermals, hiking pants, base layers, tents, sleeping bags and outdoor gear from the New Zealand and Australia based technical outdoor brand since 1973 with a strong Australian retail footprint, Afterpay and free shipping over 100 dollars.50%OFF5Merchant 1948Merchant 1948FootwearUp to 50 per cent off Merchant 1948: leather boots, ankle boots, brogues, loafers, sneakers and accessories from the New Zealand and Australia based independent footwear specialist since 1948 with Australian retail stores and Afterpay, free Australia wide shipping over 150 dollars.50%OFF

Every store in Thursday’s Top 5 is Australian owned or locally fulfilled. Every discount was verified against the store’s own live sale page this morning. None of it is Temu, Shein, AliExpress, Wish or any offshore marketplace dressed up as a local brand. Every product ships from an Australian warehouse and is backed by the Australian Consumer Law. Mossman leads today at up to 70 per cent off dresses, knits, blouses, tops, pants and coats from the Melbourne based Australian womens contemporary fashion label founded by Melissa Trethowan. Hallensteins follows at up to 50 per cent off mens tees, hoodies, shirts, jeans, chinos and jackets from the New Zealand and Australia based mens fashion retailer with local Australian fulfilment. Healthy Life at up to 50 per cent off delivers vitamins, supplements, protein powders, superfoods, organic pantry and wellness essentials from the family owned Australian health retailer since 1974. Macpac at up to 50 per cent off runs deep on down jackets, thermals, hiking pants, base layers, tents and sleeping bags from the New Zealand and Australia based technical outdoor brand since 1973. Merchant 1948 at up to 50 per cent off closes the Top 5 with leather boots, ankle boots, brogues, loafers and sneakers from the New Zealand and Australia based independent footwear specialist since 1948.

Other Deals Worth A Look

Beyond the Top 5, a handful of other Australian owned or locally fulfilled retailers are worth a Thursday scroll. MyHouse (today’s Top 6 ticker pick) holds up to 50 per cent off homewares, bedding, bath, kitchen and decor from the Australian family owned homewares brand since 1979. P.E Nation at 30 per cent off delivers technical activewear, hoodies, joggers and tees from the Sydney founded contemporary activewear label. Veronika Maine continues at 30 per cent off tailoring, dresses and coats from the Sydney founded contemporary womens label. All Australian owned or locally fulfilled, all backed by the Australian Consumer Law.

Week Ahead

Three dates matter for Australian shopper wallets across the rest of this week. Thursday 13 August 9:15am AEST: Telstra Group FY26 full year result, watch buyback extension, postpaid ARPU direction and dividend size (Intelligent Investor forecast 19 cents fully franked). Friday 14 August 11:30am AEST: ABS Labour Force Survey for July release. Trading Economics forecast 4 point 5 per cent unemployment, up 0 point 1 percentage point. Friday 15 August: retailer spring stock transition window OPENS at major fashion, footwear and homewares categories, closing the winter clearance window. Tuesday 19 August: CBA ex dividend date, 5 dollars 5 cents fully franked payout hits accounts on 29 September.

Our Take

Thursday 13 August is the day the reporting-season baton passes from bank to telco, with Telstra FY26 at 9:15am AEST setting the tone for the rest of the week. Yesterday CBA banked 11 billion dollars cash NPAT and locked in a 5 dollars 5 cents fully franked dividend, but shares still fell 0 point 6 per cent to 172 dollars 87 cents at 28 times price to earnings: the message is that the growth story is priced. Tomorrow’s July jobs data at 11:30am AEST is the single biggest data drop this week for the mortgage repayment outlook. Fuel remains the sharpest weekly wallet drag, 5-city petrol at 207 point 5 cents per litre with today or Friday the likely retail peak. This is the FINAL FULL winter clearance day at Australian retailers. From tomorrow Friday 15 August floor space transitions to spring, and today’s headline discounts on remaining winter stock are the deepest and last full-choice window of the year. If a winter jacket, boots, thermals or a heavier knit is on the wardrobe list, today is the day.

That is exactly why It’s On Sale exists. We track 35,000 Australian stores and 45,000 live sale products, every retailer Australian owned or locally fulfilled, every promotion audited daily against the store’s own price history. No trial traps, no hidden fees, no offshore marketplaces dressed up as a local brand. Today’s Sales shows every store currently running a discount in one place. The AI search reads the way real shoppers ask (try “winter coat clearance” or “leather boots on sale”). None of it is Temu, Shein, AliExpress, Wish or any offshore marketplace dressed up as a local brand. Browse Today’s Sales this Thursday morning to hit the final winter clearance day at Australian retailers who stand behind the ticket and the Australian Consumer Law.