Clicks vs Dis-Chem: Pain at the Pump, Bargains on the Shelf. Who Wins the Loyalty War?
📉 NVIDIA chart of the week as CEO heads to Congress 💊 Dis-Chem wins on sales, Clicks wins on earnings 🎁 R1.5bn handed back to shoppers, what it costs shareholders 📊 Clicks at half its 10-year average PE ⛽ The household squeeze — +R2k extra spend a month 🛢️ Has fuel peaked? CEF pointing to a big December cut 🔍 Buy when consumers stop feeling worse 🗳️ Elections; SA does democracy well, the ratings agencies notice