Mr Price and Clicks. End of an Era, or an Entry Point?
Just One Lap | 05.08.2026 10:17
📊 US earnings season running hot
💊 Clicks on sub-15 P/E and cheapest in a decade
👕 Mr Price at 12.2 times earnings, 5.3% DY
🛒 The counter-intuitive SA consumer story
🇩🇪 NKD, Mr Price only needs the deal to be "not a disaster"
⚔️ Dis-Chem, Checkers Sixty60, SPAR all coming for Clicks
🛢️ Saudi Aramco: 18 months to refill global oil inventories
Hosted by Simon Brown
Sponsored by Standard Bank Global Markets Retail & Shyft
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