ngl the retail environment is brutal right now but tru's still got pricing power vs the budget end, problem…by @julianreins_jse on $TRU

ngl the retail environment is brutal right now but tru's still got pricing power vs the budget end, problem is whether consumers can actually afford mid-market at these rand levels. been watching the inventory turns, they're not terrible but cash generation is what matters and load-shedding hitting foot traffic is real. r56.08 feels fair if you believe the store network survives the next 18 months without major closures.