Trade Tatler Newsletter

News from the FMCG retail industry – delivered fresh every week

THIS ISSUE: 2 April 2026

Shoprite DC achieves 10% waste to landfill | The Body Shop looks good at 50

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Wednesday was April Fool’s Day, a day that normally stirs very little interest in us. But this year was different, mainly because all those things we thought had to be good old jokes turned out to be absolutely true. Like when we heard that four people were being sent [close] to the moon again. Nonsense, we cried. And yet, off they went. We hoped that the increase in fuel price would turn out to be a well-orchestrated joke. But no such luck… that happened too. Then Pick n Pay announced that shoppers could earn 5x Smart Shopper points on 1 April. Too true, too. And what about Unilever selling off its food business? You guessed it. It’s a go. All of which really sums up why we love this industry we’re a part of… to paraphrase the words of a very wise man, “[FMCG] is like a box of chocolates… ya never know what you’re gonna get”. Enjoy the read.

THIS ISSUE: 2 April 2026

Shoprite DC achieves 10% waste to landfill | The Body Shop looks good at 50

Share

Wednesday was April Fool’s Day, a day that normally stirs very little interest in us. But this year was different, mainly because all those things we thought had to be good old jokes turned out to be absolutely true. Like when we heard that four people were being sent [close] to the moon again. Nonsense, we cried. And yet, off they went. We hoped that the increase in fuel price would turn out to be a well-orchestrated joke. But no such luck… that happened too. Then Pick n Pay announced that shoppers could earn 5x Smart Shopper points on 1 April. Too true, too. And what about Unilever selling off its food business? You guessed it. It’s a go. All of which really sums up why we love this industry we’re a part of… to paraphrase the words of a very wise man, “[FMCG] is like a box of chocolates… ya never know what you’re gonna get”. Enjoy the read.

THIS ISSUE: 2 April 2026

Share

Shoprite DC achieves 10% waste to landfill | The Body Shop looks good at 50

Wednesday was April Fool’s Day, a day that normally stirs very little interest in us. But this year was different, mainly because all those things we thought had to be good old jokes turned out to be absolutely true. Like when we heard that four people were being sent [close] to the moon again. Nonsense, we cried. And yet, off they went. We hoped that the increase in fuel price would turn out to be a well-orchestrated joke. But no such luck… that happened too. Then Pick n Pay announced that shoppers could earn 5x Smart Shopper points on 1 April. Too true, too. And what about Unilever selling off its food business? You guessed it. It’s a go. All of which really sums up why we love this industry we’re a part of… to paraphrase the words of a very wise man, “[FMCG] is like a box of chocolates… ya never know what you’re gonna get”. Enjoy the read.

R36

[still] the cost of a Sixty60 delivery

90%

waste from Shoprite Centurion DC diverted from landfill

50

the no. of years The Body Shop has been operating

R695m

how much RCL FOODS will pay for pet food brands

+7.4%

SA fuel inflation forecast for 2026

YOUR NUMBERS THIS WEEK

RETAILERS AND WHOLESALERS

Shoprite

Waste not, want not

The short version: Sixty60 delivery fee holds firm despite fuel price increase | Centurion DC sends just 10% of waste to landfill

What does smart retailing look like? Taking a common consumer problem and turning it into a USP, that’s how. Take the example of Shoprite, whose PR machine has jumped onto the fact that with petrol on the up, it can save you some cash. Through Sixty60 of course, which despite the fuel price hikes will keep its delivery fee steady at R36… or the flat fee of R99 per month if you subscribe to Xtra Savings Plus. Now, Shoprite has done a little bit of math to show us just how much we could save, saying that the “Checkers Sixty60’s R36 delivery fee means customers could save up to R42 per trip, depending on the vehicle”. Let’s step in with a DISCLAIMER right here. The calculations are based on AA rates, which take fuel into account, yes, but also other vehicle ownership and running costs like insurance, licensing, wear-and-tear of the engine and tyres, and more. So it wouldn’t be a R42 saving on fuel alone. Be that as it may, every cent saved adds up, so if it means diverting what we would spend on our vehicle to buy groceries to some other expense, we’ll take it.

In other Shoprite news, the Group’s largest DC in Centurion has achieved ‘Level 2 Zero Waste to Landfill’ certification from the Green Building Council of South Africa. This means that over 90% of all waste generated across the DC is diverted from landfill, achieved by reusing packaging materials, redistributing food fit for consumption to Shoprite’s donation programme, and converting food which isn’t fit for human consumption into animal feed or compost. Then there’s the recycling of cardboard, plastics, paper, pallets, glass and metal, and repairing equipment before considering disposal, all resulting in the remaining waste being sent to landfill only as a last resort.

Source: Tatler Reporter 01/04/26

Ti Perspective: Back to delivery fees, for now (at least) retailers are yet to increase their delivery fees, so for Checkers this is not so much a USP as an industry standard. Time will tell if they manage to keep it low while everyone else is forced to hike their price… in which case, instant USP. Let’s watch this space.

Pick n Pay

That girl got sass!

The short version: New Sassy apples available at Pick n Pay stores | Smart Shoppers get 5x points… and it’s no joke

Consider, if you will, the humble apple… that crisp and juicy lunchbox staple, available virtually all year round. Per capita, South Africans consume about 9.5kg of the fruit every year, or put another way, they eat/drink 1 apple every 6 days or so. Pick n Pay is hoping to bring some sass into the apple cart with its crop of Sassy™ apples, a varietal originally developed in New Zealand over the last 12 or so years. What’s so special about these particular crispy snacks? First off, they are, in fact, particularly crispy, a feature that most apple lovers prefer. They also have just the right amount of zing… nice and sweet, but with a pleasant tartness to cut through the high sugar content. Growers also love them because they can withstand higher temperatures without losing their vibrant colour, an excellent characteristic to have on a supermarket shelf. Our South African Sassys are farmed in Ceres, and while growing in popularity and demand, the crop is still young and developing. This means Sassy™ apples will only be available in 40 Pick n Pay stores around the country for two weeks. Shoppers will need to get there quickly if they want a taste.

And no April Fool’s joke here, yesterday, lucky Smart Shoppers were able to earn 5x Smart Shopper points on all purchases made. The extra points were in addition to the instant savings earned in-store and online.

Source: Tatler Reporter 01/04/26

Ti Perspective: Apples with sass, plus a whole lot of extra loyalty points in the bag? Sounds like a good way to cheer ourselves up after filling our fuel tanks yesterday.

Retailers In Brief

I shall call it… Mini-Mall

The short version: Woolies clusters store formats together | The Body Shop turns 50

Taking a leaf out of Shoprite’s playbook is Woolworths, which has opened four new store concepts in proximity at the new mixed-use Sandton Gate precinct. Just like the ‘Checkers mini-malls’, a term Ti has proudly coined (see our story on that here), where you will find a Checkers super, PetShop Science, LiquorShop and perhaps a UNIQ clothing all within meters of each other, in the Woolies version we have a Woolworths Food Market, Woolworths Edit, WCafé and WCellar. “For Woolworths, the expansion underscores a clear strategic direction: to move beyond traditional retail formats and build integrated lifestyle experiences,” says The Dapper One, making a firm statement on the role it is playing in redefining physical retail. 

Next, many happy returns to The Body Shop, which in March celebrated its 50th anniversary globally. In South Africa, the celebration came to life with a one-day, 50% off all products campaign across its stores on 27 March. The celebrations won’t stop there, however, with the iconic British high street brand planning exciting announcements, brand activations and product launches over the next 12 months, including the return of the popular 90s fragrance, Dewberry, while introducing new limited-edition collections. Of course, all these initiatives will be supported by Clicks, which owns the local franchise rights for The Body Shop in SA, throughout the year, too.

Source: Tatler Reporter 01/04/26
live webinar

MANUFACTURERS AND SERVICE PROVIDERS

Unilever

Set in soapstone

The short version: Unilever to sell off food business

Remember how last week Unilever said “there can be no certainty that any transaction will be agreed” between itself and McCormick? Well, the certainty is now here, and the deal is happening, officially separating Unilever from its food business and transforming it into a pure-play home and personal care company. Food businesses have been under pressure over the last few years, caused by high inflation, the rise of private brands, and, more recently, the disruption caused by the popularity of weight-loss drugs. We’ve already seen similar portfolio streamlining among the major food players like Nestlé, Heinz Kraft, Kellogg, as well as portfolio enhancements into functional foods, a very recent example being Danone’s acquisition of Huel, a British maker of protein-packed meal-replacement drinks. Back to the McUni deal, the combined company will retain the McCormick name and be led by its CEO and CFO, with senior management representation from Unilever Foods. It will establish international headquarters in the Netherlands and is planning a secondary listing in Europe.

Source: Tatler Reporter 01/04/26, The Economist 31/03/26

Ti Perspective: There must have been a lot of eyebrow raising back in 1929 when soap manufacturer Lever Brothers went into business with a Dutch margarine company. Now it’s going back to its roots. Funny, this thing we call business.

RCL FOODS

Pet project

The short version: RCL FOODS to diversify from dry pet food into wet food, treats and pet care products

Big news this week from RCL FOODS is that it is delving further into the pet food and products space through its acquisition of Martin & Martin (Pty) Ltd, keeper of South African pet brands such as Husky, Pamper, Beeno and Bob Martin, for a cool R695m. “Given its attractive growth prospects, the pet food category continues to represent an area of strategic importance for RCL FOODS,” said the company in its official statement. Currently, RCL is primarily a dry pet food business, so the deal provides an opportunity for the Group to diversify into wet foods (Husky, Pamper), biscuits and treats (Beeno) and pet care (Bob Martin). As usual, there are a bunch of conditions which must be met before the deal is sealed. The companies have stated that the transaction is not expected to result in job losses, and Martin & Martin will continue to operate from its existing facilities for the time being.

Source: Tatler Reporter 01/04/26, Money Web 31/03/26

Ti Perspective: Some analysts are saying the price of the deal is pretty “hefty”, but then these are also some hard-hitting and iconic petcare brands. The pet care market is becoming more and more lucrative in the Beloved Country. Look out for our inaugural Pet Care report to be released next month.

Market Research

TRADE ENVIRONMENT

Interest Rate

Hold please…

By Ti Retail Economist, Carey Leighton
The short version: Interest rate unchanged amid extreme global uncertainty

Last week, the SA Reserve Bank’s Monetary Policy Committee met to look into a very hazy crystal ball, amid extreme global uncertainty, to decide on the interest rate.

  • What was decided: The committee unanimously agreed that the interest rate remain unchanged 
  • Considerations: 
    • Inflation outlook: fuel inflation and, therefore, total inflation forecasts have increased for 2026. The fuel inflation forecast has moved from -1.4% deflation to a whopping +7.4% inflation as the international oil price has skyrocketed from $69 to $94/barrel in one month
    • Growth outlook: Was left unchanged at +1.4% for 2026 (for now), supported by household consumption. But it could face pressure depending on how long the oil prices remain high, and then there’s also the spin-off on the price of goods and services

What lies ahead for the interest rate? Well, the scenarios have changed. What could have been one or two 25bps cuts over 2026 could now be one or two rate hikes; this will be data-dependent, i.e. it depends on how high the oil price goes, and how long it stays that way.

Source: Source: SA Reserve Bank | Department of Mineral Resources & Energy | 01/04/26

Ti Perspective: The 1st of April fuel price hike was no fool’s joke after all. The +R3.06 and +R7.37c/l increase for petrol and diesel, respectively, is tough, and would have been an additional +R3.00/l without the drop in the general fuel levy as a short-term relief measure (thank you, Mr Gov). However, even with this cushion, the ‘diesel shock’ is a direct hit to the supply chain. How do you offset these costs before they hit the shelf? The ‘cost of a commute’ and the ‘cost of a carrot’ are about to become uncomfortably linked.

South Africa economic

THE WEEKLY GURU

“Even if I knew that tomorrow the world would go to pieces, I would still plant my apple tree.”
Martin Luther

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