Spar: our bankers are still behind us
With its shares at a 15-year low, Spar denies market rumours that it’s facing an existential cash crunch…
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The real story behind South Africa’s retail results
The latest retail results reveal more about businesses than consumers: when growth disappears, execution matters…
Roll on 2029 as Pick n Pay delays breakeven, again
An unforgiving marketplace and no-holds-barred competition mean Sean Summers’ initial recovery timeframe now looks wildly optimistic…
Can Pick n Pay avoid a union war?
The retailer has had to dig itself out of a deep financial hole, but unions are unwilling to play nice after years of management…
Walmart has been in South Africa for years. Now it just wants you to notice
Walmart is set to open its first branded store in South Africa. It’s not a fresh arrival so much as a bold expansion…
Pick n Pay’s vibe shift
Pick n Pay has pushed out a full recovery to 2028, but the retailer is a far cry from the debt-ridden wreck of a…
Boxer heads to the ball
Boxer has endured something of a Cinderella status since it was acquired by Pick n Pay back in 2002. Its management kept a low…
The exchange … with Pick n Pay CEO Sean Summers
The market couldn’t muster up much enthusiasm for Pick n Pay’s first-half results yesterday, with the shares opening 2.5% higher only to close flat.…
Why independence matters most
Of all the reasons for Pick n Pay’s existential challenges, few analysts would have tagged lack of involvement by the Ackerman family as one. …
Can Boxer KO retail rivals?
It was a big number bonanza last week, when Boxer invited South Africa’s analyst community for a six-hour tinkerfest under the retailer’s metaphorical hood,…
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What place do alternative investments — including private equity, private credit and hedge funds — have in South Africa’s future?
A discussion between Rob Rose, and Reginald Labuschagne, head of…
Point break for the gold price
A frenzied gold rally in January has long since cooled,…
Lewis: debt, with a side of furniture
Lewis’s market-beating success is powered as much by credit as…
FDI stands for FOREIGN direct investment
South Africa needs to be careful that it doesn't repel…
