Pick n Pay remains one of our key defensive SA Inc. counters, to the extent that it operates in the defensive segment of retail and that it has self-help levers that are likely to continue generating savings.
5 reading min
25 May 2020
These savings will continue to provide the group with flexibility to 1) buffer earnings pressure relative to its listed peers during the expected difficult trading conditions in the medium term; and/or 2) support volumes (and either hold or potentially gain market share) by investing in price to moderate internal selling price inflation in the face of consumer pressure.
28 May 2020
54 viewing min
The impact of lockdown on consumer payment behaviour globally
Senior executives from leading payments companies discuss how this portends the future trajectory of e-commerce relative to physical retail
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