A segment of commerce
JSE food, drink and consumer brand shares.
The brands on every grocer’s shelves. Their margins show who is winning between supplier and retailer.
On the shelfThe companies
| Share | Price | Today | 1M | YTD | 1Y | Market value | P/E | Yield | Next results |
|---|---|---|---|---|---|---|---|---|---|
| Tiger Brands TBS | R242.22 | -4.20% | -10.5% | -34.3% | -22.1% | R35.5bn | 11.4x | 6.6% | – |
| AVI AVI | R81.20 | -1.56% | -4.7% | -23.0% | -17.9% | R27.1bn | 10.7x | 10.1% | – |
| RCL Foods RCL | R6.90 | +0.73% | -13.4% | -33.1% | -29.8% | R6.2bn | 8.2x | 5.8% | – |
| Premier PMR | R181.00 | -1.63% | +2.8% | +7.3% | +18.8% | R29.8bn | 16.1x | 1.9% | – |
| Libstar LBR | R3.60 | -5.76% | +1.4% | -23.9% | -24.8% | R2.1bn | 72.0x | 7.3% | – |
| Astral Foods ARL | R187.00 | +2.19% | -4.2% | -29.7% | -8.6% | R7.3bn | 4.6x | 11.2% | – |
| Quantum Foods QFH | R7.30 | 0.00% | -0.7% | -10.0% | -0.1% | R1.5bn | 4.8x | 7.7% | – |
| Oceana OCE | R63.06 | +0.08% | +0.4% | +13.4% | +27.7% | R8.2bn | 10.7x | 4.5% | – |
| Sea Harvest SHG | R8.75 | +1.98% | +5.8% | -9.6% | +0.9% | R2.9bn | 8.7x | 11.4% | – |
| AB InBev ANH | R1,221.36 | +0.42% | -5.0% | +14.1% | +19.0% | R2.41trn | 16.0x | 1.8% | 29 Oct 2026 |
| British American Tobacco BTI | R889.83 | -0.37% | -1.5% | -5.5% | -2.5% | R1.92trn | 14.1x | 6.0% | – |
One yearThe segment against the market
The economyWhat moves it
How we read this segment’s exposure to the South African economy, and which way each is moving now.
Weighs on this segment when it rises (squeezes shoppers and input costs).
Now: Inflation steady (4.4% (Aug))
The rand
Helps this segment when it rises (imports stock or inputs priced in dollars).
Now: Rand steady (R16.38/$)
Helps this segment when it rises (sells straight into household spending).
Now: Retail sales picking up (+3.4% (Jul))
On the shelfComing up
Wed, 30 Sept
Wed, 07 Oct
Wed, 14 Oct
- DividendAVI (AVI) goes ex-dividend
Wed, 14 Oct
- DividendRCL Foods (RCL) goes ex-dividend
Thu, 29 Oct
- ResultsAB InBev (ANH) reports
The rest of commerce
- grocery retail
- restaurant and fast-food
- hotel, casino and leisure
- fashion and clothing retail
- ecommerce and platform
- pharmacy and health retail
- home, furniture and building retail
- car dealer and motor retail
- shopping centre and retail property
- logistics and delivery
- payments, fintech and telecoms
Artive Capital doesn’t raise outside capital; it only trades and invests Artive’s own, and has no clients. This is a screen we use to decide where to look, not a recommendation to buy or sell anything. Prices are delayed and third-party data can be wrong; check with your broker before you act.
We don’t take outside money, but we always like talking markets and commerce.
For media, research and partnership questions, send us an email.