2 ASX Consumer Stocks in Focus After FY26 Results: Breville and Wesfarmers

Breville Group Limited (ASX: BRG) and Wesfarmers Limited (ASX: WES) have delivered positive FY26 results despite continued global uncertainties and disruptions.

Both companies reported revenue and earnings growth in their June-ending full-year results, with their respective performances highlighting areas of strength across their consumer-focused businesses.

Breville Group

Breville Group Limited (ASX: BRG), on 19 August 2026, announced its June-ending full-year results, which reflected stable returns as revenue increased 6.7% from $1.7 billion in FY25 to $1.8 billion in FY26.

Gross profit for the year stood at $651.4 million at a margin of 36%. NPAT also improved slightly to $138.1 million, supporting EPS of 95.5 cents.

The company's Global Product Segment continued to dominate revenue, accounting for about 88% of total revenue, while the remainder came from the Distribution Segment.

Global Products Segment revenue increased 9.7%, supported by improved double-digit growth in Coffee and Cooking and single-digit growth in food preparation.

Breville's younger direct markets also delivered strong growth. China, Korea, Mexico and the Middle East grew strongly by 70% during the year.

The Distribution Segment also performed well, with gross profit increasing 6.5%.

Breville has a market capitalisation of around $4.37 billion and recently paid a fully franked final dividend of 19 cents per share, supported by a strong cash balance of $104.4 million at the year end.

What is ahead for Breville?

Looking ahead, Breville expects global uncertainties and tariffs to remain relevant in FY27.

Volatility is also expected to remain high given these uncertainties, but the company is positioned well to handle these disruptions.

The company expects to continue its capex and inventory build throughout the year, with FY27 guidance to be given with its 1H results.

Wesfarmers

Wesfarmers Limited (ASX: WES), on 27 August 2026, published its June-ending full-year results, reporting revenue growth of 3.4% from $45.7 billion in FY25 to $47.27 billion in FY26.

Underlying EBIT increased 7.3% to $4.49 billion, while underlying NPAT grew from $2.65 billion in FY25 to $2.87 billion in FY26, leading to EPS of 253.4 cents.

The performance was driven by the group's largest divisions.

Bunnings Group's earnings performance improved by 5%, while Kmart Group recorded 6% earnings growth.

WesCEF was another strong contributor, with earnings increasing 18.5% from $399 million to $473 million. The increase was supported by higher prices for fertilisers and spodumene.

Wesfarmers has a market capitalisation of approximately $83.56 billion and a dividend yield of 3.55%, supported by a fully franked final dividend payout of $1.2 per share, which was paid on 1 September.

What is ahead for Wesfarmers?

Looking ahead, the company expects capex of $1.3-1.5 billion for the year.

Wesfarmers remains confident in its operations, with positive expected growth for its retail segment and its joint venture of Covalent Lithium refinery, positioning it well for long-term shareholder returns.

The bottom line

Breville and Wesfarmers enter FY27 after reporting positive FY26 results, although both companies continue to operate against a backdrop of global uncertainties and disruptions.

For Breville, the focus will be on navigating tariffs and volatility while continuing its capex and inventory build, with FY27 guidance expected with its 1H results.For Wesfarmers, retail growth, Bunnings and Kmart performance, and the contribution from WesCEF remain important areas to watch as the company moves into the new financial year.