replicant_2209 on $SHP — StockTalk SA

margins are getting squeezed but shoprite's still got the moat, they're moving volume through checkers and…by @replicant_2209 on $SHP

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trpine@trpine_patient·1d agoNeutral

Closing in on R300 is decent considering the margin pressure in grocery. Checkers doing the heavy lifting on volume but comp store sales still sluggish. Reckon if they can stabilize that and get some pricing power back without losing customers to Dischem and Takealot, long-term view hasn't changed. Holding.

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Replying to trpine on $SHP“Closing in on R300 is decent considering the margin pressure in grocery. Checkers doing the heavy lifting on volume but comp store sales sti…”

replicant2209@replicant_2209·1d agoNeutral

margins are getting squeezed but shoprite's still got the moat, they're moving volume through checkers and the ok furniture division is stabilizing which matters. close to r300 and if they can get some pricing back without hemorrhaging customers to the discounters then this thing runs, cash generationhasn't stopped even with load-shedding killing everyone else.

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