Endeavour Group CEO: Strategy Refresh, Early Dan Murphy's Execution

Endeavour Group CEO Jayne Hrdlicka said the company's fiscal 2026 story had two acts. The first quarter was spent on a strategy refresh, pulling together data on customers, competitors and the company's own operations. By the second quarter, the foundations were clear and the team started executing on value in Dan Murphy's.

Hrdlicka said the early work at Dan Murphy's focused on price and product range. Execution began immediately after the strategy direction was set. The call included CFO Kate Beattie and analysts from JPMorgan, UBS, Jefferies, Macquarie and others.

No specific financial figures were shared in the opening remarks. The company operates Dan Murphy's and BWS liquor stores along with the ALH pub and hotel network.

The strategy refresh was designed to position the group for the coming years, Hrdlicka said. The next phase will apply the same approach across the broader portfolio.