Trade Tatler Newsletter

News from the FMCG retail industry – delivered fresh every week

THIS ISSUE: 23 April 2026

SPAR leadership changes | Choppies’ deal to sell Jwayelani called off

Share

Hello and welcome to our Trade Tatler. This week, we bring you an update on important leadership changes at SPAR, changes that will ensure its focus stays on the people who keep the business ticking, its retailers. Then, disappointingly for Choppies, the deal to sell its Jwayelani stores to a local investment company has been called off. New buyers, come forth now. We also wish Pick n Pay Smart Shopper many happy returns on its 15th birthday and tell you all about those fancy new oranges at Checkers. And have you heard that barcodes will soon become a thing of the past? Best you keep on poring over our newsletter if you haven’t. Enjoy the read.

THIS ISSUE: 23 April 2026

SPAR leadership changes | Choppies’ deal to sell Jwayelani called off

Share

Hello and welcome to our Trade Tatler. This week, we bring you an update on important leadership changes at SPAR, changes that will ensure its focus stays on the people who keep the business ticking, its retailers. Then, disappointingly for Choppies, the deal to sell its Jwayelani stores to a local investment company has been called off. New buyers, come forth now. We also wish Pick n Pay Smart Shopper many happy returns on its 15th birthday and tell you all about those fancy new oranges at Checkers. And have you heard that barcodes will soon become a thing of the past? Best you keep on poring over our newsletter if you haven’t. Enjoy the read.

THIS ISSUE: 23 April 2026

Share

SPAR leadership changes | Choppies’ deal to sell Jwayelani called off

Hello and welcome to our Trade Tatler. This week, we bring you an update on important leadership changes at SPAR, changes that will ensure its focus stays on the people who keep the business ticking, its retailers. Then, disappointingly for Choppies, the deal to sell its Jwayelani stores to a local investment company has been called off. New buyers, come forth now. We also wish Pick n Pay Smart Shopper many happy returns on its 15th birthday and tell you all about those fancy new oranges at Checkers. And have you heard that barcodes will soon become a thing of the past? Best you keep on poring over our newsletter if you haven’t. Enjoy the read.

3

important leadership changes at SPAR

15

years of Pick n Pay Smart Shopper points

1974

when barcodes were first introduced

+1.6%

growth in February retail trade sales

0.9%

decline for general dealers (mainly food retailers)

YOUR NUMBERS THIS WEEK

RETAILERS AND WHOLESALERS

SPAR

When better is best

The short version: SPAR leadership changes focus on building capabilities required to better serve its retailers

There’s quite a bit of moving and shaking going on within SPAR’s leadership at the moment – all good news, though, all good news, as the business seeks to stabilise things after a challenging few years. The changes being made are all inspired by a vital group of people within the SPAR’s ecosystem. Over to newly appointed CEO, Reeza Isaacs, to explain: “We know where we need to be better, and we’re acting on it. That starts with the everyday experience of our retailers”. Looking at the appointments:

    • Managing Director: Grocery and Liquor, Jerome Jacobs.  A 30-year SPAR veteran, Jacobs is described as a “retailer at heart” and steps into this new position, created specifically to sharpen SPAR’s operational execution. Jacobs will focus on supply chain efficiency and consistency, improving DC performance, ensuring pricing is consistent and competitive, and strengthening the crucial link between DCs and stores.
    • Group Chief Marketing Officer, John Bradshaw. With 20 years of retail experience, 10 years at Pick n Pay, and, most recently, Group Customer Exec at Pepkor, Bradshaw is tasked with bolstering how SPAR attracts and wins customers, strengthening the customer value proposition while ensuring retailers have the tools and information they need to attract their specific shoppers
    • Group Chief Financial Officer, Megan Pydigadu, previously Group Chief Operating Officer. Coming from her recent operational and commercial role, Pydigadu has deep and practical knowledge of how SPAR operates across its value chain, knowledge that can be applied to and integrated with SPAR’s financial strategies.
Source: Tatler Reporter 22/04/26

Ti Perspective: SPAR’s model only works when the retailer wins. These appointments and shifts in focus are a great first step towards making that happen.

Jwayelani

Back to the drawing board

The short version: Choppies’ attempt to sell Jwayelani to local investment company falls through

In September last year, we reported how Choppies was to sell its Jwayelani chain of 45 stores and a meat processing factory to local investment company, the Shingai Group. Read about that here to refresh your memory. The deal is now off, however, after Shingai formally terminated negotiations earlier this month following “a comprehensive review”. When news of the deal first reached us, plans were for Shingai to revitalise the chain of mainly KZN and Eastern Cape-based stores. The transaction was seen as an exciting opportunity for black ownership of the stores, as well as reshaping the supply chain, while opening doors for local producers. But it wasn’t to be. And for Choppies, the collapsed deal now means that it must find another suitor for its South African assets, which it has been looking to let go of for some time so that it can focus on its more profitable (and homegrown) Botswana operations.

Source: Business Day 16/04/26

Ti Perspective: Jwayelani’s no-frills stores are prime real estate, mainly found in and around CBD commuter nodes. In 2023, Shoprite snapped up 10 or so of its stores, converting them to OK franchises. Will The Big Red One have another gander? Or what about you over there, Boxer?

Retailers in Brief

Orange you going to try one?

The short version: Smart Shopper turns 15 | PnP takes a stand against sweatshops | The new citrus at Checkers

A very happy birthday to Pick n Pay’s Smart Shopper programme, which this year is turning 15. Like most teenagers, Smart Shopper is keen to party in a big way, and has been doing so by offering 15x points on selected products until today, 23 April, both in-store and on asap!. Smart Shopper has been going large with its points over the last few months, offering 2x and 3x points here and there, as well as 5x points on April Fool’s day (no joke). It has also been awarding 5x points to defend certain stores from the competition, a recent example being Pick n Pay’s flagship On Nicol store, which offered the extra points when a Woolworths Food Market and Checkers Fresh X store opened at the new mixed-use Sandton Gate precinct, less than a kilometre away. 

Still with Pick n Pay, just this week it has cancelled a contract with one of its clothing suppliers, which was sourcing products from sweatshops in Newcastle, KZN. A video that went viral on the socials earlier this year showed how staff at the sites were working 18-hour days in terrible conditions. Pick n Pay said that the factory was not approved to produce its clothing and an investigation revealed that this was the supplier’s first order from the factory in question. The products found there will not be sold.

In closing, there is a new orange in town, the Spanish-grown ONIX™, and it can be found at select Checkers stores in the Western Cape and Gauteng. This distinctive dark‑red-brown-purple-skinned and stripy blood orange, with orangy-red flesh, is not lab-grown, but a natural mutation of the Sanguinelli blood orange, discovered in Seville, Spain. This is not the first time that an orange has glitched, with mutations occurring more than you’d think. But it’s not terribly often that a mutated fruit is found to be exceptional enough to be grafted and farmed at scale, as in the case of ONIX™. What makes it so exceptional? Its perfect balance of sweetness and acidity, its very high levels of antioxidants, similar to those found in berries, and its striking appearance, making it highly Instagrammable – a key characteristic ensuring any product’s success these days.

Source: Moneyweb 21/04/26, News24 21/04/26, Tatler Reporter 22/04/26

Ti Perspective: As our 10-year-old repeatedly likes to ask us – are oranges called oranges because they are orange, or is orange called orange because oranges are orange? A great mystery we may never solve.

Technology

Code red

The short version: Barcode technology to be replaced by QR codes

Do you remember the days before barcodes, when product prices had to be manually punched into the cash register? If, like us, you do… you’re no spring chicken. But back to the news – barcodes were first introduced in the US back in 1974, and since then have been rolled out across the globe. Now they are undergoing a new evolution, changing from bars to QR codes. And Tesco has claimed the title of being the first UK retailer to roll out QRs, choosing to focus on its own-label sausage range as its test case. What’s the advantage? QR codes can hold more information, like nutritional content and batch numbers or expiration dates. The potential here is that a checkout scanner could block the sale of an expired product, as well as making it easier for retailers to deal with product recalls. Then there are other applications, like direct-to-consumer marketing. The global goal set by GS1 (the organisation that manages barcode standards) is for retail POS systems worldwide to be capable of scanning 2D barcodes (like QR codes) by the end of 2027… this may be a stretch. But Tesco is good to go, having already upgraded its systems. If the sausages go well, look out for full range implementation sooner rather than later.

Source: Supermarket.co.za 20/04/26

Ti Perspective: We’d love to know where South Africa is in the barcode to QR-code evolution, a change that will affect retailers and manufacturers in significant ways. If you have any insight, please drop us a line.

live webinar

MANUFACTURERS AND SERVICE PROVIDERS

Unilever

Yum yum chewy gum

The short version: Unilever goes into gummies of the wellness kind

The big news last month was that Unilever is stepping away from food. Which is why at first we were surprised to learn that it is buying a US manufacturer of gummies. The manufacturer in question, though, is Grüns, a producer of VMS products (or Vitamins, Minerals and Supplements) and a leader in the US ‘greens supplement’ category. In case you didn’t know, ‘greens supplements’ are a specific niche within the health and wellness industry focused on superfood blends, usually concentrated powders or gummies made from dehydrated vegetables, fruits, algae (like spirulina and chlorella), grasses (like wheatgrass), and probiotics. A young company, Grüns was founded in 2023 by Chad Janis, who realised that the supplement industry’s biggest barrier wasn’t awareness, but adherence. He therefore set out to make taking supplements an easy habit, through fun products that people actually enjoy consuming. “We are thrilled to welcome Grüns into the Unilever family,” said Jostein Solheim, Unilever Wellbeing CEO. “[Its] combination of efficacy and experience is powerful, and together we see a significant opportunity to scale the brand within our Wellbeing business.”

Source: Tatler Reporter 22/04/26

Ti Perspective: So this isn’t backtracking, but a pivot towards becoming a health and beauty giant that happens to sell some of those benefits in a chewable format. We’re still battling to fully wrap our heads around this shift… although it was probably very much the same for many when Lever Brothers’ soaps joined with a margarine company in 1929.

Market Research

TRADE ENVIRONMENT

Retail Trade Sales

Dressed for stress

By Ti Retail Economist, Carey Leighton

The short version: Feb 2026 retail sales show lowish growth, with clothing and household goods the greatest contributors. Food takes a hit

The Feb 2026 retail trade sales results are out. Stats SA’s data shows real growth of only +1.6% YoY, with growth from five of the seven retailer types: 

  • General dealers (predominantly selling food) reported real growth in the red (i.e. that’s bad) for the first time in over two years (-0.9% YoY) and Food specialists reported another decline for the third month in a row (-5.0%) from smaller specialist stores like bakeries, butcheries, fruit & veg, or stores that sell a specific type of food rather than a general assortment
  • Textiles and clothing: +3.9% YoY, supported by back-to-school overflow and summer clearance
  • Retailers in pharma, cosmetics and toiletries: +6.0% real growth, showing resilience
  • Retailers in hardware: +0.1%, holding in positive growth territory, marking the ninth consecutive month of positive real growth
  • Another solid month of real growth for retailers in household goods: +9.3% and ‘all other’ retailers (includes some ‘luxury’ specialist retailers): +9.4%. Trade in these retailers was supported by the interest rate cuts, some improvement in consumer confidence (at the time), and price movement towards lower average selling prices
Source: Source: Stats SA | 23/04/26 Note: Real growth is adjusted to 2019 constant prices. It therefore excludes inflation and acts as a proxy for ‘volume’ growth

Ti Perspective: Retailers in textiles and clothing were, once again, the largest contributor to Feb 2026’s real growth, and we continued to see real growth supported by durable goods, i.e. retailers selling household goods and other specialists. Looking ahead into the unknown (and unknowable future), we, and the SA Reserve Bank, are worried about the impact of “second-round effect”, where fuel hikes turn into permanent food price hikes (aka inflation) and what that means for retail sales for Q2, and the rest of 2026.

South Africa economic

THE WEEKLY GURU

“You know you have a problem on your hands when you ask someone how to spell ‘orange’ and they ask, ‘The colour or the fruit?’”
Craig D. Lounsbrough

Keep your finger on the pulse of FMCG retail

Get the latest industry news, insights and opinions from the Ti analyst desk

Shopping Basket
Connect with us
Full Name
Insights & Updates Emails
(Occasional emails with industry insights, new research, and events)
Tatler subscription
(Weekly FMCG retail news, sent every Thursday)
Subscribe to our weekly Trade Tatler newsletter and monthly Retail Pulse insights mailers.
Full Name
Insights & Updates
(Occasional emails with industry insights, new research, and events)
Tatler
(Weekly FMCG retail news, sent every Thursday)