Chris Gilmour
SA retail spending at risk
South African retail spending is facing significant risks. Stagflation is an ugly word that we are now dealing with. Chris Gilmour explores the impact on consumers and retailers.
Consumer and Retail
Massmart proves that bad can get worse
Massmart's trading update is just horrible. It's becoming increasingly difficult to see a way out of this mess for the group.
Consumer and Retail
Ghost Global (Apple | Procter & Gamble | Renault | Amazon)
Ghost Grad Kreeti Panday chose Apple, Procter & Gamble, Renault and Amazon for this week's Ghost Global update. The star is Renault, astonishingly!
Consumer and Retail
Defensive stocks? Be careful.
People talk about "defensive stocks" as though they can withstand anything. When it comes to retailers and margin mix, I'm afraid that just isn't true. Ask Walmart shareholders.
Consumer and Retail
Ghost Global (Amazon | Twitter | Tesla | Verizon | AT&T)
Ghost Grad Sinawo Bikitsha takes us through the latest acquisition by Amazon, results from Twitter and Tesla and a really tough week for telecoms shares in the US.
Consumer and Retail
Can Lawrence Stroll vanquish Aston Martin’s financial troubles?
Lawrence Stroll loves the limelight and has made a fortune in the luxury goods space. Can he fix Aston Martin? With the news of a new strategic investor, Ghost Grad Kreeti Panday straps in for the ride.
Consumer and Retail
Ghost Global (PepsiCo | Delta | Morgan Stanley | Ericsson | Blackrock)
Ghost Grad Karel Zowitsky looks at PepsiCo taking strain in Europe, Delta's passenger numbers and fuel costs, Morgan Stanley's drop in revenue, Ericsson's growth in 5G infrastructure and Blackrock's use of share buybacks in this market.
Consumer and Retail
Discretionary retailers on the JSE – part 3
In the third and final part of his series on discretionary retailers on the JSE, Chris Gilmour covers Mr Price, TFG, Pepkor, Cashbuild and Lewis.
