SW
swordfish@swordfish_sa·Bullish
Truworths sitting at 51.77 on a day like this is interesting, retail's been getting hammered but these guys still have decent store economics and their own brands give them some margin cushion other retailers don't have. The real question is whether consumers actually buy clothes when load-shedding's eating their disposable income. Stock's had a rough run but the valuation's not offensive if they can hold market share through the next couple of quarters.