Retail Q3 FY26 โ Momentum Is #comebackโฆ Selectively.
๐ Titan, Kalyan, Senco โ Jewellery continues to sparkle on wedding demand
๐ Metro, Bata โ Footwear stabilising; premium holding firmer
๐ Trent, Zudio-led fast fashion โ Scale & speed driving growth
๐ Nykaa โ Beauty & omni-channel gaining structural share
The recovery is real โ
But itโs not broad-based yet.
Premium is powering ahead.
Mass demand is still catching up.
FY26 may clearly separate the winners from the rest.
Who do you think leads this cycle? ๐
Detailed Q3FY26 Retail Sector deep-dive available:
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Pick n Pay turns the corner ๐ โ H1 FY26 shows major progress with losses nearly halved, trading profit up 273%, and Boxer smashing it with 13.9% growth. Solid steps in the right direction for SAโs retail giant. #PnPResults#JSE#RetailRecoveryโ
Bad News Tweet:โจโDespite improvements, Pick n Pay still in the red โ headline loss of R439m and core supermarket segment remains unprofitable. A long road ahead to full recovery. #PnP#JSE#RetailSectorโ
[IN CONVERSATION] South African Breweries (@SABreweries) has announced a R500 million investment aimed at uplifting local retailers through skills training, infrastructure upgrades, and responsible trading support. The initiative includes providing essentials like solar panels and Wi-Fi, while also tackling issues such as illicit alcohol trade and regulatory challenges.
As economic pressures mount, SABโs approach could signal a new model for private sector-driven recovery.
CNBC Africaโs @Retha_Jae explains.
#CNBCAfrica#RetailRecovery#PrivateSectorImpact#SAB
๐ Target ($TGT) yields ~4.6% with 54 straight years of dividend increases. Company-wide efficiency reset is in motionโturnaround could unlock value.
#DividendGrowth#RetailRecovery#TG
1/4
Pick n Pay is turning a corner! ๐ For the 53 weeks ended 2 March 2025, the Group has significantly reduced its losses compared to last year. #PnPResults#RetailRecovery
2/4
Basic earnings per share (EPS) improved by 70%โ90%, and headline earnings per share (HEPS) by 55%โ75%. Thatโs a major step forward for the business! ๐
3/4
Whatโs driving the recovery? Improved trading profit at Pick n Pay, lower interest charges thanks to a successful recapitalisation, and continued strong growth at Boxer Retail. ๐๐ช
4/4
Impairments also dropped from R2.4bn to under R0.5bn. While thereโs more work ahead, FY25 shows real progress for Pick n Pay! #PnP#RetailSA
$LULU stock is surging after strong holiday sales! ๐ The yoga and athletic brand raised its earnings forecast for Q4, signalling improving demand. Shares climbed 2.7% in premarket trading, surpassing analysts' expectations.
Lululemon now expects Q4 EPS to range from $5.81 to $5.85, with revenue between $3.56B and $3.58B. ๐ฅ
Despite a 25% drop in 2024, analysts are bullish, with some even upping their price target to $460, suggesting a 16% upside. Investors are optimistic about the brandโs momentum into 2025. ๐ช #Lululemon#Stocks#EarningsBoost#RetailRecovery
ALT Daniel Kaufman Real Estate Developer New York city new York nyc Brooklyn construction property management architecture boston Massachusetts construction new York city new York nyc Brooklyn construction property management architecture Manhattan retail rebounds! Availability drops to 14.7% in Q3 from 28% peak. Is this the revival we hoped for? #RetailRecovery #Manhattan #RealEstate https://therealdeal.com/new-york/2024/10/04/manhattan-retail-market-achieves-historic-low-availability/?utm_source=newsletter.credaily.com&utm_medium=newsletter&utm_campaign=blackstone-s-jonathan-gray-sees-cre-recovery-but-office-struggles-ahead&_bhlid=c7774e818c1356bb571c3c8ff9b23df2019e3840
๐ฏTarget's Turnaround Triumph! CEO Brian Cornell must be smiling ear to ear as $TGT reports a stellar quarter, with shrinkage down and profits up! ๐ Stock Price Soars: From $102 to $167, that's a 64% jump in a year! ๐ฐShrinkage Reduced: No more "baker's dozen" walkouts! ๐๏ธEarnings & Revenue Up: Year-over-year growth, comp sales 2%, digital sales 8.7% ๐ Rebel's Edge ๐ดโโ ๏ธ 1pm ESTย @jonnajarian@petenajarian#ITSNOTANOPTION#TargetTurnaround#RetailRecovery
Get your FREE book ๐ at itsnotanoption.com