Wrap Text
Operational update for the quarter ended September 2025
Shoprite Holdings Limited
(Reg. No. 1936/007721/06)
(ISIN: ZAE000012084)
(JSE Share code: SHP)
(A2X Share code: SHP)
(NSX Share code: SRH)
(LuSE Share code: SHOPRITE)
("Shoprite Holdings" or "the Group")
Operational update for the quarter ended September 2025
This voluntary announcement serves to update shareholders on the
Group's first quarter period ended September 2025 ("the first quarter",
"the period").
The Group increased sales for the first quarter by 8.0%.
On a net basis, the Group opened 81 stores during the first quarter.
The majority of these, a net 72 stores, were opened in our core
South African supermarkets segment around which our Group-wide ecosystem
strategy is built.
The table below outlines sales growth by operating segment:
Sales growth from continuing operations for the three months
ended September 2025 over the corresponding three months Change
ended September 2024 %
Group 8.0
By segment:
Supermarkets RSA 7.9
Supermarkets Non-RSA 12.9
Other operating segments 4.8
Supermarkets RSA
The Group's core Supermarkets RSA segment, the majority of which is
represented by our food retail operations Shoprite, Usave, Checkers,
Checkers Hyper and LiquorShop increased sales for the first quarter by
7.9% (prior period first quarter: 11.4%). This growth reflects continued
out-performance compared to rest-of-market growth by a factor of 1.7x as
measured by NielsenIQ.
Our Supermarkets RSA segment's selling price inflation has continued to
decrease from the 1.8% selling price inflation as previously reported for
July 2025. For the quarter under review, selling price inflation was 1.4%
(prior period first quarter: 2.6%). This is a notable divergence from that
reported by Statistics South Africa (Stats SA) food and non-alcoholic
beverages inflation which averaged 5.1% for the period. Notably, for the
month of September 2025, selling price inflation in our price fighting
banners, Shoprite and Usave, was 0% and negative 0.4%, respectively. Within
this sustained low inflation context, the business remains vigilant in terms
of cost growth management.
Supermarkets RSA opened a net 72 stores during the first quarter
(79 openings, 7 closures) with new store openings made up of 38 supermarkets
(10 Checkers, 15 Shoprite, 13 Usave), 22 LiquorShops and 19 adjacent formats
(12 Petshop Science, four Uniq clothing by Checkers, two Checkers Outdoor
and one Little Me).
Supermarkets Non-RSA
The Group's Supermarkets Non-RSA operating segment, trading in seven
countries outside South Africa, increased sale of merchandise for the first
quarter by 10.9% in constant currency and by 12.9% (prior period first
quarter as reported: 3.2%) in our reporting currency, the rand.
Supermarkets Non-RSA opened three new stores during the first quarter: one
Shoprite and two LiquorShop.
Other operating segments
The Group's Other operating segments reported a 4.8% increase in sales
(prior period first quarter: 10.2%).
Our Medirite business increased sales by 12.3% for the period, ending the
quarter with 118 in-store dispensaries and 21 Medirite Plus stand-alone drug
stores (prior period first quarter: 16). The Group's pharmaceutical
distributor, Transpharm, increased sales by 2.7%, impacted by relocating to
its new highly automated Johannesburg distribution centre.
Sales to our OK Franchise division increased by 4.3% (prior period first
quarter: 13.6%). The OK Franchise division opened a net three stores during
the first quarter, ending with 618 stores.
Additional information
The Group successfully concluded the sale of our non-RSA furniture
businesses, classified as held for sale, effective 1 October 2025. The
proceeds are expected to be received during our 2026 second half period.
With regards to the remaining RSA furniture business held for sale, the
required competition approval process is ongoing and updates will be
provided in due course.
Next reporting date
The Group intends to issue its 2026 interim period sales update by the end
of February 2026 and will report its 2026 interim results during March 2026.
Further details in terms of reporting dates, as they are finalised, will be
available on the Group's Shareholder diary on the Company's corporate
website.
The information contained in this announcement has not been reviewed or
reported on by the Group's external auditors.
10 November 2025
Sponsor: Nedbank Corporate and Investment Banking, a division of Nedbank
Limited
Enquiries
Shoprite Holdings Limited Tel: 021 980 4000
Pieter Engelbrecht, Chief Executive Officer
Anton de Bruyn, Chief Financial Officer
Natasha Moolman, Group Head Investor Relations
Date: 10-11-2025 08:00:00
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