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been digging into the latest numbers and the inventory turn is way better than where they were last year, e…by @thuli_dd on $TFG

TH
Thuli N.@thuli_dd·Neutral

been digging into the latest numbers and the inventory turn is way better than where they were last year, especially in sportscene. margin pressure is still there with the rand being weak but they're actually moving stock faster which suggests the ranges are landing with customers. at R66.98 you're not paying a crazy premium for the turnaround story, retail locally is brutal but tfg's got the brand portfolio to survive it.

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