to join the discussion
ZZD down 1.63% to R1450 today, which feels like noise given the consumer goods sector's broader weakness. Comparing it to Distell, ZZD's revenue growth trajectory looks steadier, though the dividend yield spread has narrowed considerably this year, making the valuation argument l
The modest 0.68% gain masks underlying structural concerns that justify deeper scepticism about ZZD's valuation at R1480. Consumer goods inflation has compressed margins across the sector, yet the market appears to be pricing in margin recovery assumptions that aren't supported b
Ag, everyone's getting excited about that small gain today but I think ZZD is overpriced for what it delivers in consumer goods right now. Maybe wait for a proper dip before jumping in?
The modest 0.88% pop today masks a concerning erosion in ZZD's operating margins over the past two years, and at R1483 the market is pricing in near-perfect execution on their cost-reduction initiatives without demanding any meaningful margin of safety for execution risk. Given t
Took profits on half my ZZD position at R1451 after the 2.16% pullback, as discretionary consumer exposure feels stretched in this late-cycle environment where margin pressure and rand volatility are eating into household purchasing power.
ZZD at R1480 is still overvalued for a consumer goods play in this economy. Margin compression from input costs will keep squeezing returns until we see real demand recovery.
Still holding Zeda Limited (ZZD) from when it was at R1008.00. Not selling here.
ZZD down 0.86% to R1380 while Distell's been holding ground better lately. Small caps getting hammered relative to the big FMCG names.
ZZD down 1.96% to R1350 today - is this a knee-jerk reaction or are people spooked about their margins heading into Q4? Anyone actually holding this or waiting for a better entry?
ZZD up 3% to R1381 today but the real question is whether this retailer can justify that valuation when consumer spending keeps tightening. Margins getting squeezed.
ZZD at R1350 is pricing in some optimism, but earnings multiples still look stretched for a discretionary consumer play in this economy. Need to see margin improvement before chasing higher.
ZZD at R1350 is still pricey for what they're delivering in that consumer space, but if they can actually execute on margin expansion over the next 18-24 months, this could be worth holding. The steady creep upward suggests some investors believe something's changing operationall
ZZD up 0.75% to R1350 today but the real question is whether this bounce holds or just profit-taking. Consumer discretionary is getting squeezed hard right now.