** Citi analysts project that the introduction of click and collect (C&C) fees would partly recover costs for Australian supermarkets
** Brokerage says C&C fees would also help incentivise more in-store purchases, where profit margins are the highest
** We believe a charge of ~A$5 for regular C&C is a suitable starting point for Woolworths WOW.AX and Coles COL.AX, recovering ~25% of the estimated direct labour costs - Citi
** Brokerage says Coles remains its preferred pick in the Australian supermarkets sector, maintains "buy" rating on stock
** Aussie consumer staple index .AXSJ up 1.4% YTD, while Aussie consumer discretionary index .AXDJ down 7.8% YTD
(Reporting by Shivangi Lahiri in Bengaluru)
((shivangi.lahiri@thomsonreuters.com;))
免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。