SA Retail Stocks: Where the Value Is Right Now

About this episode

Simon Brown analyzes the current state of South African retail stocks, focusing on food and clothing retailers, while discussing macroeconomic factors affecting the market.

South African consumer stocks have been hammered. In Episode 673 of WorldWideMarkets, Simon Brown works through the JSE's food and clothing retailers — Shoprite, Boxer, Pick n Pay, SPAR, Pepkor, Foschini Group, Mr. Price, Lewis, and Woolworths — asking where genuine value has emerged and where cheap simply means broken. He also sets the macro scene with Trump's Wednesday deadline on Iran peace talks and what a Straits of Hormuz transit fee would mean for oil prices and inflation. Stock by stock: valuations, analyst targets, dividend yields, and Simon's honest take on what he holds and why. Topics covered: JSE retail sector, food retailers, clothing retailers, Iran oil risk, consumer inflation, SA discretionary spending. WorldWideMarkets is part of JustOneLap.com.

People in this episode

Host: Simon Brown

Topics covered

• JSE retail sector
• food retailers
• clothing retailers
• Iran oil risk
• consumer inflation
• SA discretionary spending

Keywords

• South African consumer stocks
• retail stocks
• valuations
• dividend yields
• inflation
• discretionary spending
• analyst targets

Mentioned in this episode

Organizations: Shoprite, Boxer, Pick n Pay, SPAR, Pepkor, Foschini Group, Mr. Price, Lewis, Woolworths

Places: South Africa, Straits of Hormuz

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