Pick N Pay Stores LTD

The 3% pullback on PIK today looks like noise rather than a fundamental shift, especially given the retailer's recent focus on margin expansion through private label and operational efficiency. I'd want to see the latest trading statement before getting spooked, as the group's re

Pick N Pay Stores LTD on my watchlist. PIK results season will be the real test.

PIK down 2.59% today likely reflects broader retail sector weakness on consumer spending concerns, though the current valuation offers entry points if you believe SA's grocery oligopoly can maintain pricing power through the cycle. Key watch: whether volume declines accelerate as

PIK retreating 2.54% today, but at R1920 the dividend yield still offers reasonable income for a defensive portfolio if management can stabilise gross margins in this inflationary environment. The real concern is whether volume growth can offset input cost pressures without sacri

PIK grinding higher at R1970 on modest volume, but the real story is whether management can sustain margin expansion through this cycle. Trading at reasonable multiples if earnings growth follows, though retail headwinds mean execution risk is real.

Picked up more PIK at R1966 this morning because the brand still dominates SA's grocery mindshare despite margin pressure, and at current valuations the dividend yield is starting to compensate for the structural retail headwinds.

PIK holding steady at R1965 today, which is lekker considering the retail headwinds we're seeing across the sector. The dividend yield sits around 3.5% which keeps it interesting for income, but I'm watching the revenue growth trajectory closely before adding to my position given

The market's complacency at R2003 ignores the structural margin compression Pick n Pay faces in their core supermarket division, which accounts for roughly 73% of revenue according to their latest segmental breakdown but has been operating at EBITDA margins below 4% even as food

PIK's modest decline masks underlying structural headwinds in the grocery space. With margin compression from input cost inflation and fierce competition from Shoprite, the current valuation doesn't adequately compensate for slowing earnings growth and elevated working capital re

PIK trading flat at R2015 despite margin pressure from input costs and aggressive private label expansion by competitors. The dividend yield remains respectable but revenue growth has been sluggish, so we need to see volume recovery and better cost management before getting excit

Added to my PIK holding on today's dip to R2024 given management's commentary in the H1 results about margin recovery in the Group Food division offsetting deflation headwinds, though I'm monitoring the like-for-like sales trajectory across the Franklins and Boxer fascias closely

PnP's -0.54% slip seems overdone given the retailer's consistent halal product expansion and improving operational efficiency metrics, which should support margin recovery without relying on interest-bearing debt structures. The market appears to be pricing in weakness that doesn

PIK at R2030 down half a percent is nothing more than noise when you consider the grocer's resilience through load shedding and their improving operational leverage on the back of better inventory turns.

PIK's modest pullback to R2030 feels like noise given the structural margin improvement in their operations and the competitive moat they're building through private label penetration, which should translate to superior returns on invested capital over the cycle.

PIK trading sideways at R2022 while input costs keep climbing. are we underestimating how much pricing power Shoprite has over them in the supply chain, or is the dividend yield still compensating for margin compression?

I've added to my PIK position at R2086 as the recent rainfall across the Western Cape should ease input cost pressures for the group's suppliers, potentially supporting margins despite the flat trading action we're seeing today.

Spar poaching Pick n Pay's former leadership is a reminder that PIK remains under pressure operationally, and I'm not convinced the dividend trajectory improves materially from here. At R2080 the yield looks pedestrian without earnings growth to justify it, and I need to see that

Spar poaching Pick n Pay's leadership is a sharp reminder that PIK needs to tighten up operationally, especially with the group trading at a P/E that doesn't leave much room for missteps while Spar's been executing better on costs. Down 0.38% today is minor noise, but the real co

PIK at R2105 is still wrestling with structural headwinds—margin compression from discounting wars and Checkers' weakness make the recovery narrative tough to buy. Unless management proves they can stabilize market share without torching profitability, this dividend stock stays i

PIK at R2094 barely budging today — is anyone actually convinced by the turnaround story, or are we just holding for the dividend yield at this point?