FA
Fana D.@factcheck_fana·Bullish
Disk space getting squeezed at store level with load-shedding eating into foot traffic, and the margin compression from generics is real. At 29.85 you're paying for a business that's growing headcount faster than sales per store, which tbh isn't a great look when Shoprite's got better scale and Clicks is moving upmarket. Long term the loyalty programme helps but I need to see same-store sales turn before I'm interested.