Consumer and Retail
Messmart’s pink elephant in the room
Massmart continues its downward spiral, with negative real growth and an inability to fix Game.
Consumer and Retail
Transaction Capital: still my favourite
The latest interim results from Transaction Capital serve as another reminder of why I love (and own) this company.
Consumer and Retail
Pick n Pay: a new Boone sweeps clean
Pick n Pay looks stronger than ever before. CEO Pieter Boone is clearly having a positive impact on the group.
Consumer and Retail
CMH’s blockbuster year
Combined Motor Holdings (or CMH as everyone calls it) has released financials for the year ended February 2022. With Headline Earnings per Share (HEPS) up 117%, it was a year to remember.
Consumer and Retail
Mr Price writes another cheque
Mr Price has been on the acquisition trail with a vengeance. The latest deal is for Studio 88 Group, a substantial retail group that operates several fashion chain stores.
Consumer and Retail
A Boone for Pick n Pay
You're familiar with the saying "the bane of my life" but you may not be aware that the opposite is a "boon" - and recently appointed Pick n Pay CEO Pieter Boone seems to be enjoying his early days with the company, as the latest results look pretty good.
Consumer and Retail
Famous Brands: uncertainty around earnings
Famous Brands, purveyor of fine calories in the form of burgers, pizzas and many other types of yumminess, has given a voluntary update for the year ended February 2022.
Consumer and Retail
Transaction Capital continues to impress
Ahead of its AGM today, the company released a detailed update on its operations, including commentary on the financial performance in the first four months of the 2022 financial year.

