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THIS ISSUE: 7 May 2026

PnP announces labour overhaul | Dis-Chem opens new Health Hub

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Some things in life we just can’t afford to get wrong… like the name of our future spouse at the altar, or the words of the national anthem before a big international sports fixture. Another good example is the diesel price increase calculation, which is exactly what the Department of Mineral and Petroleum Resources did get wrong, although they saved themselves just hours before the hike took effect. In other Trade Tatler news this week, we feature Pick n Pay’s labour restructure, Dis-Chem’s new store layout and congratulate Shoprite, Clicks, PnP and FNB on some noble achievements. Enjoy the read.

THIS ISSUE: 7 May 2026

PnP announces labour overhaul | Dis-Chem opens new Health Hub

Share

Some things in life we just can’t afford to get wrong… like the name of our future spouse at the altar, or the words of the national anthem before a big international sports fixture. Another good example is the diesel price increase calculation, which is exactly what the Department of Mineral and Petroleum Resources did get wrong, although they saved themselves just hours before the hike took effect. In other Trade Tatler news this week, we feature Pick n Pay’s labour restructure, Dis-Chem’s new store layout and congratulate Shoprite, Clicks, PnP and FNB on some noble achievements. Enjoy the read.

THIS ISSUE: 7 May 2026

Share

PnP announces labour overhaul | Dis-Chem opens new Health Hub

Some things in life we just can’t afford to get wrong… like the name of our future spouse at the altar, or the words of the national anthem before a big international sports fixture. Another good example is the diesel price increase calculation, which is exactly what the Department of Mineral and Petroleum Resources did get wrong, although they saved themselves just hours before the hike took effect. In other Trade Tatler news this week, we feature Pick n Pay’s labour restructure, Dis-Chem’s new store layout and congratulate Shoprite, Clicks, PnP and FNB on some noble achievements. Enjoy the read.

22,000

PnP staff to be affected by labour restructuring

323

Dis-Chem stores now open in SA

R600m

in rewards given to PnP shoppers through FNB partnership

67,200

kilos of pet food donated by Petshop Science and Montego

3

Clicks UniCare 24-hour stores now open in SA

YOUR NUMBERS THIS WEEK

RETAILERS AND WHOLESALERS

Pick n Pay

Have you tried turning it off and on again?

The short version: Pick n Pay announces labour model overhaul, using retrenchment law to change contracts

The next phase of Pick n Pay’s turnaround strategy has been launched, with CEO Sean Summers announcing early this week that in an attempt to reset costs, the Group has initiated a labour restructuring process affecting around 22,000 store-based employees. The process formally falls under section 189 of the Labour Relations Act, i.e. dismissals based on operational requirements, aka retrenchment. However, the retailer has said that the intention is not to reduce headcount, but rather adjust existing working arrangements, like minimum hours, inflexible scheduling, and certain benefits/allowances that currently exceed market standards. “We were paying over the market norms of our opposition,” Summer said. “We can no longer continue to just talk about it. We have to bring some action to the table.” The only way to legally ensure that this is achieved is by ‘retrenching’ staff and rehiring them with new employment contracts. Pick n Pay has said that while hourly rates will not be reduced, overall earnings could be affected by changes in hours worked. And one of the key changes being looked at is around labour flexibility – its current model, where many experienced employees work weekday shifts, doesn’t align with shopper behaviour, which now sees peak demand in the evenings and over weekends. “The real skilled people we have are not really there when customers are shopping,” said Summers. By law, the consultation process (involving affected staff and trade union SACCAWU) must run for 60 days and will be facilitated by the CCMA.

Source: Business Day 04/05/26

Ti Perspective: Such a tricky balancing act, that of maintaining jobs while safeguarding the business. We hope for the best outcome for all involved stakeholders.

Dis-Chem

You just hub to see this!

The short version: Dis-Chem introduces new ‘Health Hub’ store layout

If, like us, your secret hobby is checking out new stores, best you get down to Dis-Chem’s new Melrose Arch Health Hub right away. The store, which opened just this morning, 7 May, is Dis-Chem’s 323rd store in SA and will be the blueprint (or should we say greenprint?) for all new stores opened from August onwards. X, bigly Labs designed the new layout with a T-shaped flow. The centre aisle or ‘stem’ of the T will run from the door to the back of the store, flanked on either side by typical front shop categories. The crossbar of the T will house the clinic and dispensary, as well as areas where shoppers can consult a financial advisor about Dis-Chem’s insurance products. But the real point of difference is found at the centre of the store, in what Dis-Chem calls the ‘Health Hub’, a circular counter that will be the main point of engagement for shoppers seeking to access all the services on offer in store. Dis-Chem also chose today to relaunch its revamped app, which will allow customers to book a clinic appointment in a half-hour slot.

Source: MyBroadband 06/05/26

Ti Perspective: We can’t wait to visit the store ourselves, and we’ll be sure to bring you our thoughts once we do. In the meantime, take a look at what CEO Rui Morais had to say about the opening here, as well as some pics of the brand new space.

UMS

Mastering the class

The short version: UMS recognised by global partner, IGA

Congratulations to voluntary trading association UMS (Unitrade Management Services), which was recently honoured by its international partner association, the IGA (Independent Grocers Alliance), as an example of retail excellence. The recognition came on the back of a visit by the newly appointed director of IGA Global, Gil Harman, who toured the operations of many UMS stores, including the 2024 and 2025 IGA South Africa International Retailers of the Year, Bibi’s Foodtown in Qwa Qwa and SuperSave Food Town Hyper in Pietermaritzburg. “All these stores share a common philosophy: a grocery store is a community hub, not just a place of commerce,” said Harman. UMS and IGA’s partnership dates back to 2012 at a time when the independent trade in South Africa was facing growing pressure from the large corporate chains. The partnership has enabled Unitrade to stay ahead in the local market and increase its ability to remain competitive in global best practices through IGA’s support. The 2026 IGA South Africa International Retailer of the Year will be announced at a gala event in September.

Source: Tatler Reporter 06/05/26

Retailers In Brief

For the record

The short version: PnP and FNB partnership turns 1 | Petshop Science and Montego set pet-food donation record | Clicks opens 3rd UniCare 

Well done to Pick n Pay and FNB, whose symbiotic partnership has officially been running for a year now. Over the last 12 months, the happy couple have unlocked more than R600m in rewards for shoppers, sold 6.2 million burgers in their Burger Friday activation and invested R70m into bread subsidies for entry-level banking customers in the 99c bread loaf initiative. “Everything we do is focused on helping our customers get more value from their daily shop. This partnership with FNB and our various initiatives has been a game changer for customer rewards,” said PnP CEO Sean Summers. Keep on keeping on, you two, and many happy returns.

Our congratulations also go out to Shoprite’s Petshop Science and Montego Pet Nutrition, which have achieved a new Guinness World Record for the largest donation of pet food in 24 hours. With the help of an eager public, the pair managed to collect 67,200kg of pet food (surpassing the previous record of 36,750kg set in the USA in 2023) at an agricultural and entertainment event in Bloemfontein held over the weekend. All donations collected will be distributed to eight registered animal welfare organisations in the Free State, with additional allocations to shelters in other provinces.

Finally, following its first two stores in Bellville (CT) and Bassonia (Jhb), Clicks has opened its third 24-hour UniCare store in Somerset West. Just like the other two stores, UniCare Somerset West will offer 24-hour professional pharmaceutical care, specialised clinics, a multidisciplinary healthcare team, and an after-hours doctor service. Over the medium term, Clicks expects to open 10 to 15 UniCare pharmacies around the country, with four stores planned during the current financial year.

Source: Tatler Reporter 06/05/26, BusinessTech 05/05/26
Shopper

MANUFACTURERS AND SERVICE PROVIDERS

AB InBev

Cheers!

The short version: AB InBev sees volume growth for the first time in three years

The beer industry has had a tough time of it lately, and while we can’t exactly call it a crisis, volumes across many of the big brewers have been disappointing. But the tables (and bar counters) seem to be turning, with AB InBev happy to report its first quarter of volume growth since 2023. Granted, the growth wasn’t exactly massive at +0.8%, but with expectations of a decline, they’ll take what they can get. AB InBev’s (unnamed) rivals also reportedly bucked the trend, reporting volume growth for the first time in a year. For AB InBev, top global brands like Corona and Stella Artois helped lift revenues. The company also beat expectations in Mexico, a key market, partially due to the timing of Easter this year compared to last. And AB InBev has pledged to outperform its rivals in 2026, a year investors are betting will be better for brewers generally.

Source: Business Day 05/05/26

Ti Perspective: We live in hope. Although realistically, current geopolitical and supply chain challenges may well push the premiumisation trend, where consumers prefer fewer, but better quality drinks. Only time will tell.

Market Size

TRADE ENVIRONMENT

The Economy

Diesel sets a new record – but not the kind we want

By Ti Retail Economist, Carey Leighton

The short version: While inflation holds steady and retail sales dip slightly, the fuel price well and truly skyrockets

Another month, another update to Trade Intelligence’s SA Economic Report. Here’s a round-up of the latest indicators:

  • Inflation: March’s CPI result came out close to the Reserve Bank’s 3% target, reporting at +3.1% (after 3.0% in Feb 2026) with food and non-alcoholic beverages CPI: +3.6% (lowest in 12 months), housing and utilities CPI: ticking up to +5.1% and the education component, showing an annual increase of +5.4% for 2026. Fuel was still in deflation (take me back…)
  • Real retail trade sales: Growth slowed to +1.6% year-on-year for Feb 2026 (after +4.4% in Jan 2026). Another solid month of real growth for retailers in household goods: +9.4% and ‘all other’ retailers: +9.4%, supported by the interest rate cuts, some improvement in consumer confidence, and price movement towards lower average selling prices. On the food side, general dealers (predominantly selling food) slipped into the red for the first time in 26 months (-0.9%) and food specialists reported another month of decline (-5.0%) for these smaller specialist stores, e.g. bakeries, butcheries, fruit & veg that sell a specific type of food rather than a general assortment
  • And then, we have to mention that F-word… fuel. This week, the petrol price increased +R3.27/l and diesel +R5.27/l (although it was nearly higher before the Department of Mineral and Petroleum Resources issued an emergency correction). This comes on top of last month’s increases, meaning that for May, the petrol price is now +24.4% more than last year and diesel is +64.9% more, at a record high of over R31 per litre. (Let. That. Sink. In.) This is despite the extended temporary relief in the general fuel levy of -R3.00/l for petrol and -R3.93/l for diesel. Soon, this will reflect in the inflation data, and later, in food prices as higher transport costs squeeze margins, necessitating higher shelf prices for already constrained shoppers
Source: Source: Department of Minerals and Petroleum Resources | Central Energy Fund | Stats SA 06/05/26

Ti Perspective: For the latest SA Economic Indicators in one place, click here to download our snapshot.

South Africa economic

THE WEEKLY GURU

“Calculators can only calculate – they cannot do mathematics.”
John A. Van de Walle

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