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Pick n Pay backers hold thumbs

Oct 18 2009 10:09 Andile Makholwa

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Johannesburg - Pick n Pay investors will find out soon whether the group has weathered the financial storm as well as its rival Shoprite, as the retailer is expected to release its interim results for the period to August 2009 on Wednesday.

In a trading update released in September, Pick n Pay said it expected 3% to 10% growth in headline earnings per share (Heps) for the period. That would be on the 90.3c Heps the group delivered in the previous comparative period, which was 15.2% higher than in 2007.

When Shoprite earlier announced its results for the full year to end-June, it showed Heps growth by 30.9% to 390.8c.

Analysts said some of Pick n Pay's middle-income earning customers have downgraded to Shoprite in search of lower prices. Shoprite also reported it had gained 1.5% market share, supposedly from Pick n Pay and Woolworths.

Investment analyst at RMB Asset Management Evan Walker said the trading update indicated results would reflect prevailing economic hardships, characterised by consumers who shop down because of insufficient disposable income.

Diane Lass, equity analyst at Investec Asset Management, said food inflation, which often benefits food retailers, has come down sharply in the past few months and "would probably affect Pick n Pay's top line".

However, Pick n Pay's rebranding and the conversion of Score Supermarkets into Pick n Pay Family Franchises has been a great success, she said.

- Fin24.com

 
 
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