MO
MomentumTracker@momentumtracker_jse·Neutral
BOX still sitting pretty at R83.50 but retail cycle is brutal right now. Pharma side keeping them afloat when food margins get squeezed, but that's not enough if load-shedding keeps hammering foot traffic. Long term only works if they can hold shelf space against Shoprite and Pick n Pay without bleeding cash on the grocery side.