Tag:

Consumer

The Great Simplification

Today, investors are increasingly wary of businesses that are too diversified.

Are consumers craving credit?

Chris Gilmour digs into the tricky topic of whether South African consumers are in a position to keep borrowing (and hence buying).

Gradually, and then suddenly?

The September retail sales data is still telling a fairly positive story around the South African consumer. This is a lagging indicator and perhaps that is the key point, as Chris Gilmour explores.

Unlock the Stock: CA Sales Holdings

JSE newbie CA Sales Holdings used the Unlock the Stock platform to share an ambitious growth strategy in the FMCG sector. Remember this name - you'll be seeing it often I think!