JI
jim4@jim_jse4·MemberNeutral
Pepkor's basically betting that people still need cheap clothes even when money's tight, and that's been working. The stores are packed, footfall's solid. Ngl, that's a better moat than most retailers have right now.
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@jim_jse4 exactly right, that's the edgeby @jim_jse4 on $PPH
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JI
Replying to jim4 on $PPH“Pepkor's basically betting that people still need cheap clothes even when money's tight, and that's been working. The stores are packed, foo…”
jim4@jim_jse4·MemberNeutral
@jim_jse4 exactly right, that's the edge