The Spar Group LTD

SPP up big but Consumer Goods sector lagging. Divergence worth paying attention to at R6387.00.

SPP sitting at R6465 today while Woolworths keeps climbing, makes me wonder if Spar's just not as exciting to the market right now. Both groceries but WHL seems to get more love from investors, hey.

SPP up 2.20% to R6461 today, though I'm observing this more from a macro consumer resilience angle than fundamental conviction. Coming out of Standard Bank's credit division, I watched retail debtors closely through cycles, and grocery retail momentum often masks underlying margi

Everyone's piling into SPP on the back of a 2.20% pop, but let's be honest: margin compression in the retail space is structural, not cyclical, and their embedded value doesn't justify these valuations when you factor in the competitive intensity from discounters. The market's pr

Yo, SPP dropped 1.88% today but that Pentagon name change news got nothing to do with our local retailers hey. Spar still got our money in the townships, that's what matters.

Just picked up a few SPP shares at R6405 even though it dropped 1.48% today, reckon the grocery side of things is still decent for long-term holding.

The market's giving SPP a gentle nudge today, but I reckon the real headwind isn't priced in yet. Eskom's revenue grab means input costs across our supply chain are about to bite harder, and for a retailer operating on thin margins with private label competition gnawing at volume

Spar's been holding its ground even with today's tiny dip, which is reassuring for a grocer that's basically part of everyone's weekly routine. At these levels, it feels like a decent proxy for the local retail sector if you believe SA's economy will pick up.

SPP down 1.46% today but retail resilience in this space has been surprising given the consumer headwinds. Anyone else seeing volume holding up or is this just profit-taking ahead of earnings?

SPP at R6569 finally catching a bid after weeks of sideways action. Thing is, margins in retail are getting squeezed harder than before—need to see if their cost control actually sticks this quarter.

SPP at R6560 is range-bound but the grocer's got structural headwinds—weak consumer spending and margin pressure from discounters aren't going away soon. Better opportunities elsewhere until they show real operational improvement.

SPP at R6560 is trading like it's forgotten about inflation and margin pressure, but the real story is whether they can keep squeezing suppliers while wages keep climbing. Two year view depends entirely on whether they maintain pricing power without losing customers to Pick n Pay

Spar Group (SPP) is one of those holdings where you forget about it and check back in a year.

SPP is my main Consumer Goods exposure. R6540.00 — happy to average down.

SPP R6540.00 +2.7%. Clean price action.

SPP at 6368 is pricing in deflation staying put, but input costs aren't falling like they used to. Margins getting squeezed unless they pass more through to customers.

SPP at R6258 is barely moving but grocery inflation has them stuck between volume pressure and margin defense. Their same-store sales growth keeps disappointing—need to see if Q4 delivers anything material.

SPP down under 1% today but the real question is whether that 32x P/E justifies the growth they're actually delivering. Margin compression in their core business is worrying me more than the dip.

SPP at R6086 down 1.66% today, but the real question is whether Spar can sustain margins when food inflation finally normalizes and consumers tighten further. Their convenience store network is a moat, yet the margin squeeze from wage pressures and logistics costs isn't going awa

SPP at R6189 creeping up 0.52% while Shoprite battles, but Spar's got that franchise model cushioning it. Not flashy but it's holding better than retail peers in this environment.