The dividend yield sitting where it is makes sense given the margin pressure from competing with Dis-Chem a…by @braai_boet on $SHP

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.