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Edgars Financial Results: Selling Ice Cream in Winter
Who would you bet on to deliver better financial results?A skilled salesman selling ice cream on a freezing winter day, or an ordinary one selling on a…
Jun 20
•
Tinashe Mukogo
4
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Edgars Financial Results: Selling Ice Cream in Winter
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11
Pick n Pay’s Zimbabwe Write-Off: Real Risk or Reporting Failure?
On May 30, a story made headlines: “Pick n Pay writes off entire Zimbabwe investment.” The story, which was shared over seventy thousand times, sounded…
Jun 12
•
Tinashe Mukogo
14
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Pick n Pay’s Zimbabwe Write-Off: Real Risk or Reporting Failure?
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OK Shuts Down Two Food Lover's Stores After Spending Millions — Here's the Real Reason
The inside story of a misaligned acquisition—and the tough decisions OK must now make. In 2023, OK Zimbabwe spent millions to acquire Food Lover’s…
Jun 5
•
Tinashe Mukogo
33
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OK Shuts Down Two Food Lover's Stores After Spending Millions — Here's the Real Reason
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4
Why Food Lover's Thrives, While Others Struggle
Major retailers in Zimbabwe are struggling. OK Zimbabwe is in distress. Choppies is out. Others are scaling back. But one store—Food Lover’s…
May 26
•
Tinashe Mukogo
28
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Why Food Lover's Thrives, While Others Struggle
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Simbisa Brands Results: If You Like Cash, Sell Chicken
How Chicken Inn's Owners are generating cash and how that may shape their strategic decisions and how investors see them.
Apr 21
•
Tinashe Mukogo
33
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Simbisa Brands Results: If You Like Cash, Sell Chicken
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6
🔍 Stories to Watch: Edgars vs. Civil Servants & China's Auto Takeover
Has Edgars' biggest customer become competition as another Chinese car brand enters South Africa.
Apr 3
•
Tinashe Mukogo
9
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🔍 Stories to Watch: Edgars vs. Civil Servants & China's Auto Takeover
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11
Smart Move or Tired Solution? OK Zimbabwe Rehires CEO
This week, OKZ announced that it had parted ways with three executives, including CEO Max Karombo, who has been replaced by former CEO Willard Zireva…
Feb 28
•
Tinashe Mukogo
21
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Smart Move or Tired Solution? OK Zimbabwe Rehires CEO
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10
OK Zimbabwe — Game Over
OK Zimbabwe's latest trading update signals that OK has run out of options. With plummeting sales, overdue creditors, and mounting debt, this deep dive…
Feb 21
•
Tinashe Mukogo
34
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OK Zimbabwe — Game Over
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23
Could Formal Retailers Be Positioned for A Remarkable Comeback?
Formal retailers have had a horrible time lately, but here is why you should not count them out yet. Back in 2008, when inflation peaked, formal…
Feb 11
•
Tinashe Mukogo
24
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Could Formal Retailers Be Positioned for A Remarkable Comeback?
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Visual: The Staggering Drop in Value of Listed Formal Retailers
Formal retailers like OK Zimbabwe, TM Pick n Pay, Edgars and Truworths have been struggling to compete against the rise of informal retailers. As a…
Jan 30
•
Tinashe Mukogo
24
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Visual: The Staggering Drop in Value of Listed Formal Retailers
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3
Is OK Zimbabwe about to Collapse?
Last week, pictures circulating online of empty OK Zimbabwe stores created such a buzz that the company issued a press release reassuring customers and…
Jan 14
•
Tinashe Mukogo
22
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Is OK Zimbabwe about to Collapse?
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1
Visual: The Nando's Quarter Chicken Index
Benchmarking the cost of fast food in various countries as Zimbabwe introduces a fast-food tax. Zimbabwe just introduced a fast-food tax of 0.5% of…
Dec 2, 2024
•
Tinashe Mukogo
11
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Visual: The Nando's Quarter Chicken Index
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