Stock Markets May 21, 2026 10:48 PM

ACCC fines Coles and Brownes over milk supply terms and pricing disclosures

Regulator faults exclusive supply clauses and unclear minimum pricing in dairy contracts, and flags impact on farmers’ production options

By Marcus Reed

Australia's competition regulator issued infringement notices that led to A$39,600 penalties for both Coles and Brownes Foods Operations. The Australian Competition & Consumer Commission says Coles published two exclusive milk supply agreements that imposed production volume caps, while Brownes failed to clearly set or justify minimum prices in two contracts. The regulator cautioned that volume caps in exclusive contracts can limit farmers' output and block access to other processors. The action follows a recent court finding that Coles misled consumers on pricing for hundreds of items.

ACCC fines Coles and Brownes over milk supply terms and pricing disclosures

Key Points

  • The ACCC issued infringement notices resulting in A$39,600 penalties for both Coles and Brownes Foods Operations.
  • ACCC alleges Coles published two exclusive milk supply agreements that imposed production volume caps, while Brownes did not clearly state or justify minimum prices in two agreements.
  • Regulator warned volume caps in exclusive contracts can suppress farmers' output and obstruct access to alternative processors - impacting dairy producers and processors and the retail grocery sector.

The Australian Competition & Consumer Commission (ACCC) confirmed on Friday that Coles and Brownes Foods Operations each paid A$39,600 after receiving infringement notices relating to their milk supply arrangements and pricing disclosures.

According to the ACCC, Coles published two supply agreements for milk that required exclusive supply to the retailer while also containing clauses that capped production volumes. The regulator did not identify the other parties to those agreements in its announcement.

In a separate finding, the ACCC said that Brownes failed to clearly specify minimum prices across the full supply period in two of its agreements, and did not set out or justify the reasons for those minimum prices within those contracts.

The regulator highlighted the particular concern with volume caps included in exclusive milk contracts. It said such caps are troubling because they have the effect of suppressing farmers' output while preventing those same producers from selling to alternative processors - a structure the ACCC views as limiting farmer options in the market.

The enforcement action came shortly after a court ruling last week that found Coles had misled consumers by increasing prices on hundreds of products and then promoting discounts that nonetheless remained higher than previous sale prices.

The ACCC statement included the currency reference used in the notices - $1 = 1.4008 Australian dollars - when noting the A$39,600 fines paid by the two companies.

No additional companies or counterparties were named by the regulator in relation to the published Coles agreements, and the ACCC did not provide further detail on the exact contractual terms beyond its characterization of exclusivity and volume caps. Similarly, the regulator's comments on Brownes focused on the lack of clear minimum pricing language and the absence of justification for those minima in two contracts.


Contextual note - The ACCC framed the issues as concerns about market structure and transparency in supply contracts, particularly where contract design can influence farmers' ability to sell their milk to multiple processors or achieve clear, justified pricing through the term of a supply agreement.

Risks

  • Contractual volume caps and exclusivity may reduce farmers' market access and flexibility - affecting the agricultural and food processing sectors.
  • Unclear minimum pricing provisions create transparency and pricing risks for suppliers and could influence margins across dairy supply chains - relevant to processors and retailers.
  • Reputational and regulatory risk for retailers and processors involved in contested supply terms, following recent court findings about Coles' pricing communications - relevant to the retail sector and consumer markets.

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