Super Retail Group (ASX: SUL) – Super Retail Group Investor Day Presentation

Henry Fung

Henry is a co-founder of MF & Co. Asset Management with over 20 years in financial services as a trader and investor, including the past 10 years advising clients and building quantitative trading systems. Henry also maintains a high conviction list of 5 stocks that you can get for free and has a free 5-day course on how professionals use quantitative strategies to find an edge. The concepts in the course are applied in the Quantitative Leveraged ETF L/S Strategy.
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June 11, 2026

Super Retail Group presented its five-year strategy at an investor day, providing visibility into the company’s plans to build on two decades of consistent growth. The company disclosed that 13 million active club members now drive sales across approximately 790 stores in Australia and New Zealand, creating a substantial recurring customer base for its four brands: Supercheap Auto, rebel, Macpac, and a fourth brand.

Super Retail Group has delivered 12 percent compound annual revenue growth since its ASX listing in FY04, expanding from AUD 0.4 billion to AUD 4.1 billion. Each of the company’s four brands operates in high-involvement leisure and lifestyle categories. Supercheap Auto has achieved 7 percent CAGR, rebel 5 percent CAGR, Macpac 11 percent CAGR, and the fourth brand 9 percent CAGR. Brand awareness metrics are strong, ranging from 60 to 68 percent in Australia, reflecting the market prominence of these well-established retailers.

Customer engagement metrics demonstrate the underlying strength of the business model. Active club members represent between 81 and 92 percent of sales across the brands, showing how effectively the company converts and retains customers. Net Promoter Scores range from 70 to 77, indicating strong customer loyalty. Supercheap Auto, the largest brand, has 5 million active club members and an NPS of 75, while Macpac achieved the highest NPS at 77. The company operates with approximately 16,000 team members across its store network and support functions.

The investor day presentation underscores Super Retail Group’s confidence in its strategic direction and medium-term growth prospects. Access to over 13 million customer records provides powerful first-party data and direct communication capabilities, creating competitive advantages in an increasingly data-driven retail environment. The geographic and category diversification, spanning auto, sport, outdoor, and leisure segments, reduces exposure to any single market. The company’s management team presented to investors includes new Chief Financial Officer Sarah Hunter, who assumes the role on August 28, 2026, following David Burns’ transition out of the CFO position.

Investors should focus on execution metrics against the five-year strategy targets, including tracking customer club membership levels and NPS trends across all brands. Capital allocation decisions and supply chain transformation initiatives, both areas highlighted in the investor day agenda, warrant close attention. Updates on same-store sales growth and comparable brand performance will help assess progress toward achieving the company’s strategic objectives. This announcement has been flagged as price-sensitive material by the ASX.

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View the full ASX announcement (PDF)

About Super Retail Group Limited (ASX: SUL)

Super Retail Group Limited is an Australian retailer operating multiple retail brands including Supercheap Auto, Rebel, BCF, and Macpac. The company sells automotive parts and accessories, sporting goods, outdoor leisure products, and camping and fishing equipment across Australia and New Zealand. It is one of the largest retailers in these retail categories in the Australasia region.

If you would like to discuss this announcement or how it might affect your portfolio, request a callback or call us on 1300 889 603.

This is general advice only. MF & Co Asset Management has not considered your personal financial needs, objectives or current situation. This information is not an offer, solicitation, or a recommendation for any financial product unless expressly stated. You should seek professional investment advice before making any investment decision.

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MF & Co. Asset Management is a boutique investment firm offering Equity Capital Markets and derivative general advice & trade execution services.

We are specialists in advising and trading in Australian and US Equities, Index & Equity Options and Options on Futures.

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