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Steel@cape_steel·Neutral
Do you think people are actually buying more clothes right now, or is TRU just shifting stock around at lower prices? That matters more than the store count if margins are getting squeezed.
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@cape_steel exactly, margin squeeze is the real story here. Sell more at R100 instead of R150, you need way…by @uncle_sakhile on $TRU
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Replying to Steel on $TRU“Do you think people are actually buying more clothes right now, or is TRU just shifting stock around at lower prices? That matters more than…”
Sakhile N.@uncle_sakhile·Neutral
@cape_steel exactly, margin squeeze is the real story here. Sell more at R100 instead of R150, you need way more of those R100 sales just to keep the lights on.