Thesis TrackerLoading companies…
All companies
Loading…
Thesis TrackerThesis TrackerLoading…
Endeavour Group (ASX:EDV), owner of Dan Murphy's, BWS and ALH Hotels, divides fund managers over its turnaround. In August 2026, Pendal Group reported FY26 results in line with a pre-announcement, noting trading into FY27 slowed in hotels and improved in retail, and the shares fell 8%. PM Capital noted strong gains in June and July after a well-received investor day under incoming CEO, and Maple-Brown Abbott describes Endeavour as a good-quality defensive business with category-killer liquor brands. Medallion Financial rated it a sell, citing store format changes that did not work well. Endeavour Group operates in the Consumer Staples sector within the Food and Staples Retailing industry, and Thesis Tracker has captured 20 comments from 11 fund managers, including Pendal, PM Capital, Maple-Brown Abbott and Medallion. Headquartered in Sydney, Endeavour operates Dan Murphy's and BWS liquor stores and more than 350 hotels through ALH Group.
Company figures as of 15 Oct 2026. For information only.
Fund managers including PM Capital, Ten Cap, Pendal Group, Blackwattle Investment Partners, Ellerston Capital, Oracle Advisory Group, Argo Investments, ALC Capital, Medallion Financial, Antares Capital, First Samuel and Maple-Brown Abbott have invested in Endeavour Group Ltd (ASX:EDV).
Maple-Brown Abbott and PM Capital highlight Endeavour's leading, defensive liquor retail brands and renewed confidence after an investor day under a new CEO.
Pendal notes slowing hotel trading into FY27, and Medallion rates Endeavour a sell, citing unsuccessful experiments with store formats.
Endeavour Group Ltd, headquartered in Sydney, Australia, is a leading Australian retail drinks and hospitality company. Its Retail division operates Dan Murphy’s and BWS, providing liquor retail and online delivery. The Hotels division, branded as ALH Hotels, manages a portfolio of licensed venues across Australia. Supporting operations include Pinnacle Drinks, which manages production assets like wineries, vineyards, and wine brands including Paragon Wine Estates, and EndeavourX, which oversees digital, loyalty, and eCommerce fulfillment. Founded in 2012, Endeavour Group integrates retail, hospitality, and end-to-end supply chain capabilities to drive its market operations.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.