Dis-Chem's been getting hammered but the fundamentals aren't that broken. Margins took a hit from load-shed…by @franco_cape on $DCP

Dis-Chem's been getting hammered but the fundamentals aren't that broken. Margins took a hit from load-shedding costs and stiffer competition from online, but the store network is still solid and footfall's picking up post-Covid. At 29.85 it's not screaming value yet but nowhere near a write-off either, depends if you can stomach the next two years while they sort out their cost structure.