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Retail's been brutal this year but TFG's got real brands with decent margins if they can fix the inventory…by @scandi_jse64 on $TFG

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Scandi64@scandi_jse64·Bearish

Retail's been brutal this year but TFG's got real brands with decent margins if they can fix the inventory management. The question is whether they can grow earnings without just cutting costs. At 57.36 with the rand the way it is, you're pricing in some recovery already, so need to see actual sales momentum, not just store closures and restructuring.

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