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Recent research work and reports

  • Consumer Research Africa
    27 May, 2020
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    Pepkor (PPH) - 1H20 Results Snapshot
    A snapshot of Pepkor (PPH) 1H20 results.
  • Consumer Research Africa
    26 May, 2020
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    Famous Brands (FBR) - FY20 Results Snapshot
    A snapshot of Famous Brands (FBR) FY20 results
  • Consumer Research Africa
    21 May, 2020
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    Spar (SPP) 1H20 - Results Snapshot
    A snapshot of Spar (SPP) 1H20 results.
  • 20 May, 2020
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    Pick n Pay (PIK) - Mission not yet accomplished
    We assess the transformation of PIK over the past seven years, and conclude that PIK has not yet reached Stage 3 of its Recovery Plan. PIK’s turnaround thus far has mostly cost-driven, and it will need to eliminate the turnover growth deficit to its main competitor in South Africa. Our analysis of market share shows that while the Boxer chain may have increased its market share, the core Pick n Pay chain’s market share may have dropped to 22.7% in 2019. While growing smaller format stores, we believe PIK may have neglected the larger, full-line Pick n Pay supermarkets. We are concerned that less competitive prices may have contributed to its higher GP margin. A price comparison of items sold in Pick n Pay and Checkers reveals some price premium in PIK, which could pose some risk to its GP margins, in our view.
  • Consumer Research Africa
    20 May, 2020
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    Dis-Chem (DCP) - FY20 Results Snapshot
    A snapshot of Dis-Chem (DCP) FY20 results.
  • Consumer Research Africa
    19 May, 2020
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    Rhodes Food Group (RFG) - 1H20 Results Snapshot
    A snapshot of Rhodes Food Group (RFG) 1H20 results.
  • 18 May, 2020
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    Covid-19 Testing Insights Weekly Update
    In our weekly updates, we summarise key statistics in the spread of Covid-19 in South Africa.
  • 18 May, 2020
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    Clicks (CLS) - Strong Fundamentals
    We analyse CLS' trading performance during the lockdown period and believe it may have gained market share from competitors in some categories. We assess why CLS' share price did not reduce at the same degree as the broader market during the Covid-19 sell-off.
  • Consumer Research Africa
    12 May, 2020
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    Pick n Pay (PIK) - FY20 Results Snapshot
    A snapshot of Pick n Pay (PIK) FY20 results