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CAA taking a proper hit today at -3.93, down to R12.95. Without seeing the specific news, hard to say if this is panic or justified, but consumer goods have been under pressure lately with input costs still stubbornly high.
CAA up 1.16% but the consumer goods space is getting hammered with input cost pressures and margin compression. At 13.10 rand I reckon the market's pricing in too much optimism given the retail environment headwinds we're seeing across the board.
CAA up 1.15% to R13.20, but the real question is whether consumer discretionary has legs in this environment with load shedding still biting. Need to see if they can maintain margin on cost inflation because at current valuation, there's not much room for disappointment.
Distribution plays get hammered when consumer spending stalls, and CAA's margin pressure is real given the rand environment and load-shedding squeezing retailers. That said, if the company can hold share in the channel while others bleed, there's a floor here that the market hasn't found yet. Compare this to what Dis-Chem's logistics arm is trying to do, positioned perfectly for a recovery when spending normalizes again.
CAA getting crushed but distribution play still got legs if they sort the cash flow situation. Retail's been rough but essentials always move, that's the moat here ngl. R13 is oversold imo, book it.
Distribution plays are getting squeezed on margin, same thing happened to Dis-Chem and Medichem couple years back when competition heated up. CAA sitting at R13.05 but the real question is whether they can hold volume when retailers consolidate. Long-term view hasn't changed though, if the rand stays stable and they keep their wholesale contracts, this prints cash.
CAA struggling to find buyers at these levels ngl. Distribution model is solid but the rand weakness and wholesale margin squeeze is real, retail out there is under pressure. Long term thesis still there if they can hold market share but tough slog ahead tbh.
caa sitting at r13.58 and the distribution margins are getting squeezed, but if load-shedding keeps hitting retail hard they're gonna see volume through their channels shift. worth watching the next sens for working capital moves.
CAA distribution margins getting squeezed, load-shedding hitting logistics hard
distribution game is tough when retailers squeeze margins, but caa's been solid on the wholesale side. got filled at r12.40 last month and not selling at these prices, good day to top up if you believe in the consumption story playing out.
caa sitting at r13.58 but the distribution margin story is getting squeezed. read the last sens filing, volumes are up but rand weakness on imports is eating into the actual rand profit. if load shedding keeps hammering retail traffic this quarter could be rough for fmcg throughput.
CAA been struggling man, distribution business getting squeezed from both sides. Retailers cutting orders, manufacturers pushing harder on margins, stuck in the middle. At R13.35 you're basically pricing in zero growth for next two years, which might be fair given the rand and load-shedding killing consumer spending. Rather watch this one from the sidelines till they show actual volume growth again.
caa getting squeezed hard at r13.35. distribution plays are meant to be boring steady earners but the margin pressure on fmcg right now is real, loads of competition from the big boys. hard to see where the growth comes from unless they can actually move volume and keep costs down, feels like a value trap at these levels honestly.
Do you think the distribution model actually holds up when retailers can bypass middlemen now. Revenue's been flat for years and margins keep getting squeezed, where's the moat here.
caa looking weak at r13.35, distribution plays have been getting smashed this year. retail's under pressure and caa's margins are thin anyway, hard to see what catalyzes a bounce unless they land something big with takealot or shoprite. holding feels painful right now
CAA dropped 1.74% today to R1411, is that normal for consumer goods stocks or should I be worried?
CAA's 2.94% move sits within normal daily volatility without fundamental catalyst visible in current price action. My systematic rules require earnings revisions or margin expansion signals before reconsidering position weighting, and neither appears evident at R1436 without fres
CAA up nearly 3% today and that's worth noting given the consumer goods sector pressure lately. If there's a SENS announcement backing this move, the momentum could stick, but I'd want to see the detail before getting too excited at these levels.
CAA's 2.78% pullback today feels like profit-taking after the recent run, but I'm not seeing any fundamental deterioration in the consumer goods space that would warrant panic selling at these levels.
Trimmed my short on CAA at R1401 given the recent selloff, but the structural headwinds on volume growth and margin compression in the discount segment remain unresolved, so I'm holding a core position waiting for the next bounce to reload.
Current R 13,00 — 50% of range
Fundamentals sourced from JSE disclosures. Updated quarterly.