WOW has got nothing but blue sky. Plastic bags are one thing...

WOW has got nothing but blue sky. Plastic bags are one thing (getting revenue from shopping bags, of course, but also increase in garbage bag sales (albeit this is a short term thing, apparently)), but both WOW and Coles have identified the common enemy: Aldi, Lidl, and the entry of US big box markets. They'll react and come out on top - for the simple reason that they have not only got the biggest retailing network, but also the biggest distribution network and producer tie-up network.

WOW and Coles are pretty much indistinguishable, apart from their back office and HQ operations. WOW is playing catchup to Coles (and currently beating them). That means the WOW SP has still some appreciating to do.