Electus Quarterly Strategy Note August 2017

This August 2017 Quarterly Strategy Note has been written by Damon Buss, our Retail Analyst. Damon's conclusion is that the "race for space could start to bite" and in arriving at this conclusion, Damon covers the following:

  • Reasons why many South African consumers became wealthier between 2002-2014
  • How the Property Companies reacted to this healthier consumer and do we have too many shopping centres?
  • Reasons the South African consumer has been under pressure for the last 2-3 years
  • Trends affecting global retailers and property companies, and whether they will affect SA? 
  • What the impact of slower space growth could be on retailers?
  • Is this slower growth factored into retail company valuations currently?

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