The SA Retailers will be providing sales updates following the festive season trading period. We summarised the expected release dates for the January 2024 trading updates (based on the prior-year release dates) and the most recent reported sales growth numbers in the attached document.
Key themes that we think could have impacted trading over the past few months include the port disruptions, which resulted in late deliveries and stock shortages, and less intense loadshedding compared to the prior year.