MRP Trading Update Bullish

MR PRICE GROUP LIMITED - Voluntary trading update for the 13 weeks ended 27 June 2026

Mr Price Group Limited
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What this filing means

A beaten-down share posting real operational beats. Africa ex-NKD grew retail sales 3.2% against the RLC benchmark of 0.8%, margin expanded 40bps, and NKD outperformed its German market — genuine positives landing against a share that had sold off 7.1% into the print and sat near its 52-week low. The caveats are meaningful: Africa comparable store sales were flat (growth came from space expansion), Homeware lagged the RLC sharply at +0.7% vs +5.8%, and consumer confidence collapsed from -7 to -…

Bull case

  • Africa retail sales (ex-NKD) grew 3.2%, outperforming the RLC benchmark of 0.8% and signalling market share gains.
  • African gross margin expanded 40bps despite promotional competition and a -19 consumer confidence reading.

Bear case

  • African comparable store sales were flat despite 3.2% topline growth, meaning sales gains came from the 3.8% trading-space expansion rather than existing-store demand
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Category
Trading Update
Event posture
Constructive
Published
Jul 23, 2026

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