Shoprite Holdings (JSE: SHP) share price, discussion & sentiment

SHP holding the line like the Boks defending their try line.

shp's holding like the proteas in a test match, not flashy but won't collapse

anyone grilling this weekend or is load-shedding killing the vibe

SHP's been like the Boks in the second half, just grinding it out.

The dividend yield sitting where it is makes sense given the margin pressure from competing with Dis-Chem and Pick n Pay on essentials, but the cash generation is still solid enough to justify holding. Food retail's defensive play and SHP's scale means when things get tight, they're the ones who survive it. At 287.00 the valuation's not screaming value but it's not broken either.

@braai_boet yeah been solid at these levels, not complaining

Got the braai sorted for Sunday, just hoping the power stays on long enough to marinate the boerewors

SHP holding the line like the Boks in the final quarter

@braai_boet what's changed though, volumes been weak all week

Come on, break through 287!

Someone's got a wall at 286. Classic move.

Been holding SHP since the mid-250s and the margin squeeze is real. Fuel costs are killing them and consumers are just not spending like they used to, so same-store sales are basically flat while Clicks and Dis-Chem keep growing their health and beauty. 283.46 is alright for now but I'd need to see them actually cut costs or find new revenue streams before adding more, because being the biggest doesn't mean much if everyone's broke.

SHP inching up 0.15% on a flat day, nothing to write home about but the chart's holding support around 276 which is decent given the retail headwinds out there.

SHP trading flat today but the dividend yield still looks decent relative to the consumer space, though revenue growth has been under pressure lately. Net margin compression is the real concern here - need to see some operational traction before getting excited.

272.75 now, eish. Not great.

Reckon the Boks will sort themselves out for the internationals this month

SHP closed at 276.30 and the margin story is getting harder to ignore. Woolies managing better on the same cost pressures, so it's not just a sector thing. Grocery retail is a tough slog right now with energy and wage costs eating into everything, and I'm not seeing the operational edge that justifies holding through this cycle. Might be a contrarian play in 18 months but right now the chart isn't saying much.

SHP struggling to hold 271.80, margins getting squeezed.

SHP holding the line like the Boks in the final quarter

Checkers doing the hard yards like the Boks forward pack