Choppies Enterprises (JSE: CHP) share price, discussion & sentiment

CHP stuck at R1.19 with zero movement today, which is honestly typical for this stock lately - the retail headwinds in the region haven't really loosened their grip despite management's turnaround noise.

Choppies at R1.19 is trading near decade lows, which reflects the structural challenges in the discount retail space: thin margins, logistics cost inflation, and competition from both formal and informal players. The real question is whether management can stabilise cash generati

CHP breaking above R1.40 after that kicking is worth noting, though the retailer still needs to prove it can grow earnings instead of just bouncing on technicals.

CHP bouncing 2.84% today but the fundamentals remain questionable. Revenue's been under pressure and the P/E doesn't offer much margin of safety at these levels, so I'm sceptical about chasing this move without seeing actual turnaround evidence.

CHP taking another knock today at R1.41, down nearly 5%. The retailer's been struggling with thin margins in a tough discount space, and at these levels the dividend yield isn't attractive enough to compensate for the operational headwinds across the region.

Choppies is getting hammered but the discount retail story hasn't changed, especially with rand weakness and consumers tightening belts. Margins are thin and load-shedding hits them harder than Pick n Pay, but at R1.41 you're pricing in a lot of pain already. Long-term view hasn't changed for me, just a matter of patience while inflation stays sticky.

Good Morning Everyone. CHP closed R1.41, market cap sitting around 4.8bn rand now. Grocery retail in SA is brutal, Shoprite and Pick n Pay got the scale advantage. Long term only works if Choppies can stabilize the Botswana stores and stop the cash burn, otherwise this is value trap territory.

choppies has been getting hammered since those botswana store closures last year, balance sheet still looks rough compared to pick n pay or spar. r1.41 is basically where it was three years ago but earnings are way down, that's the real problem not just sentiment. if management can actually turn the discount model around in sa theyre sitting on decent real estate but thats a big if.

CHP's been getting smashed but the issue is simple, stores are bleeding and same-store sales are rubbish. Need to see them turn a corner operationally before this bounces, not just hope. Let's get a contract with a big customer or some real cost discipline and then it will run, otherwise it's just bagholding at R1.41.

choppies still bleeding from the botswana store closures, group revenue down what 30% odd in the last results. discount grocery in SA is brutal right now with shoprite and pick n pay squeezing margins everywhere. if they can stabilize the SA footprint and actually make money again maybe there's a story but at R1.68 feels like catching a falling knife still

Choppies been hammered but the discount retail model holds up in tough times, that's the real edge here. Botswana exposure and the turnaround story at group level, if they can stabilize cost of sales the leverage kicks in hard. Risk reward is very compelling at these levels, patience looks like a real good idea.

CHP at R1.68 is just getting hammered, stores are struggling in both SA and Botswana with foot traffic still weak. Revenue's been going backwards for like two years straight and they're not even profitable. Gonna be shocked if they turn this around without serious cost cuts or a proper restructure, but cheap enough that if they do something it could pop.

CHP sitting at R1.68 is cheap if they can actually turn the store network around, but the rand weakness and input costs keep biting them. Need to see same store sales stabilise and maybe a big contract with a retailer group to prove the model works again, simple as that.

R2.50 by end of year, easy

stores across Southern Africa. The company has faced significant headwinds in recent years, including operational challenges, weak consumer demand in key markets, and currency pressures (particularly the Botswana pula). CHP's share price has been under sustained pressure, reflecting investor concerns about profitability, cash flow, and competitive intensity in the discount retail space., r1.50 is painful to watch. choppies lost market share to shoprite and pick n pay in the good years, now they're just surviving. debt levels don't help either, weak hands everywhere.

Choppies has been getting hammered but the discount retail model actually works in a constrained consumer environment, look at how Shoprite's held up better. At R1.50 the market's written them off completely, which feels overdone given the Botswana footprint is still profitable and the SA store rationalization is finally bearing fruit. Positioned perfectly for when rand weakness forces shoppers into basics.

Choppies getting hammered but the discount retail play still makes sense long term, those store numbers in botswana are solid. R1.50 is a gift honestly, groceries aint going anywhere and they got margin room if they sort their ops out. LFG

Do you think store closures hurt the narrative.

Worth noting the margin compression is real, discount retail in SA is getting squeezed from both sides. But fwiw if they can stabilize the Botswana footprint and get the store productivity back up, R1.52 could look cheap in 18 months. Could be wrong but the cash generation potential is still there if management tightens the ship.

choppies still bleeding margin, load-shedding killing volumes