Trade Tatler Newsletter

News from the FMCG retail industry – delivered fresh every week

THIS ISSUE: 17 September 2026

SA’s loyalty programme winners | Shoprite’s State of SMMEs report

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Another week, another Trade Tatler, where this time we focus on the best performers at the South African Loyalty Awards and also highlight some of the main learnings coming out of an interesting report by Shoprite on the state of South Africa’s SMMEs. Look out too for the latest update on that merger between Coca-Cola HBC and Coca-Cola Beverages Africa, and we close off with a quick view of what retail sales looked like in July according to the clever ladies and gents over at Stats SA. Enjoy the read.

THIS ISSUE: 17 September 2026

SA’s loyalty programme winners | Shoprite’s State of SMMEs report

Share

Another week, another Trade Tatler, where this time we focus on the best performers at the South African Loyalty Awards and also highlight some of the main learnings coming out of an interesting report by Shoprite on the state of South Africa’s SMMEs. Look out too for the latest update on that merger between Coca-Cola HBC and Coca-Cola Beverages Africa, and we close off with a quick view of what retail sales looked like in July according to the clever ladies and gents over at Stats SA. Enjoy the read.

THIS ISSUE: 17 September 2026

Share

SA’s loyalty programme winners | Shoprite’s State of SMMEs report

Another week, another Trade Tatler, where this time we focus on the best performers at the South African Loyalty Awards and also highlight some of the main learnings coming out of an interesting report by Shoprite on the state of South Africa’s SMMEs. Look out too for the latest update on that merger between Coca-Cola HBC and Coca-Cola Beverages Africa, and we close off with a quick view of what retail sales looked like in July according to the clever ladies and gents over at Stats SA. Enjoy the read.

40%

of SA’s SMMEs employ between 1 and 5 people

57%

of SA’s SMMEs have never applied for funding

±40%

increase in Premier Group turnover expected for HY2027

1

fruit-canning factory to remain in SA if Rhodes Food Group factory closes

+3.4%

real retail sales growth for July 2026

YOUR NUMBERS THIS WEEK

RETAILERS AND WHOLESALERS

Loyalty

Pick a card, any card

The short version:  FMCG retail rewards programmes show-off at awards night
2026 marks the eighth year of the South African Loyalty Awards, designed to recognise and celebrate excellence and innovation across South Africa’s loyalty landscape. Loyalty programmes entered into the competition are judged against international standards and measurable results by a panel of respected local and international loyalty and CRM professionals. As expected, our FMCG retailers walked away with a host of awards:

  • Best Programme: Retail – Shoprite/Checkers Xtra Savings (Winner), alongside Clicks ClubCard (Highly Commended) and Pick n Pay Smart Shopper (Commended)
  • Best Programme: Subscription – Shoprite/Checkers Xtra Savings (Winner)
  • Best Use of AI To Improve Loyalty Experience – Shoprite/Checkers Xtra Savings (Winner), Clicks ClubCard (Highly Commended)
  • Loyalty Team Of The Year – Shoprite/Checkers Xtra Savings (Winner)
  • Best Relaunched Programme – Dis-Chem Better Rewards (Winner)
  • Best Programme: Restaurants / QSR – Spur (Winner)
  • Best Long-Term Loyalty Programme: Open – Shoprite/Checkers Xtra Savings (Highly Commended), Clicks ClubCard (Commended)
  • Best Short-Term Loyalty Marketing Campaign – Clicks ClubCard (Highly Commended), Pick n Pay Smart Shopper (Commended)
  • Best Strategic Use Of Data Analytics / CRM Application – Clicks ClubCard (Highly Commended), Shoprite/Checkers Xtra Savings (Commended)
  • Best Use Of Gamification – Pick n Pay (Highly Commended)
Source: Tatler Reporter 16/09/26

Ti Perspective: Congratulations to all the winners.

Shoprite

Small business in a big world

The short version:  Shoprite report shows that small businesses are surviving, but struggling to scale
Shoprite has just released its second ‘State of the SMME in South Africa’ report, which reveals that almost one-third of the 800 surveyed small businesses have been operating for more than two decades, which is rather impressive. However, the research conducted by World Wide Worx also shows that SMMEs remain small in size, with 40% of the businesses surveyed employing just one to five people, highlighting the fact that even businesses that have survived for years don’t consistently develop into larger employers. What do the businesses say would help them grow? Access to markets, financial support, and digital tools and platforms. Regular orders rank as the most valued form of support from large organisations (with almost 4 out of 5 businesses saying they are important or very important), ahead of mentorship, grants, training, technical skills and loans. Some 70.8% of respondents say improved access to funding would increase their competitiveness, yet 90.9% currently rely on their own resources and personal networks. Only 9.7% use bank loans, while a remarkable 57.4% have never applied for funding. “These findings are encouraging, particularly given the difficult operating environment SMMEs have navigated,” says Maude Modise, Enterprise and Government Relations Executive at the Shoprite Group. “The challenge now is to help businesses convert that resilience into sustainable growth and greater economic impact.” 

Source: Tatler Reporter 16/09/26

Ti Perspective: The report makes for a fascinating read and is available for download here. 

International Retailers

Risky business

The short version:  Tesco CI ‘stolen’ by illegal casino | Lidl packs more protein in meat | Kroger to squeeze suppliers on price
Shoplifting is a frustrating challenge faced by retailers the world over, but this week,
Tesco has seen its very identity lifted by an illegal online casino, no less. Tescoslots.com is posing as the UK supermarket chain, stealing its look and feel, CI, and it even refers to Tesco’s history, Clubcard programme, and financial services, doing a great job of convincing visitors that the retailer is in fact affiliated with the casino games splashed all over the website. The website remains active (at the time of writing) despite Tesco reporting the operation to UK cybersecurity authorities, although Meta has removed related social media ads.

Moving along, ‘protein’ is the new ‘fibre’ when it comes to things you absolutely must increase your intake of these days, so Lidl in the UK has found a way to add even more of the stuff to a food type that you would think is already maxed out on it, i.e. meat. How does one go about adding more ‘meat’ to meat? Using peas, of course! By adding pea protein to its private label beef mince, meatballs, burgers, and pork sausages, Lidl has managed to increase their protein content by 20%, all while remaining very affordably priced. Blended meat is what they’re calling it… Perhaps a new category name is in order.

Over in the US, (relatively) new Kroger CEO Greg Foran is playing hardball with manufacturers, saying that he is prepared to lose his long-time suppliers over price. In May this year, the retailer said it would be looking at ways to cut prices on thousands of products to help its (increasingly migrating) customers make ends meet. Kroger has also said that it will cut costs by reducing internal expenses and using tech more efficiently. In the state of Ohio, however, inspectors have found that Kroger has been overcharging shoppers through pricing errors. Maybe that’s where ‘using tech more efficiently’ could come in, as a start.

Source: gamblingnews.com 16/09/26, Greenqueen.com 17/09/26, supermarketnews.com 16/9/26
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MANUFACTURERS AND SERVICE PROVIDERS

Coca-Cola

Bottling it up

The short version: CCBA merger with global bottling giant going ahead
It has taken almost a year, as these things so often do, but the Competition Tribunal has officially approved the merger between Coca-Cola Beverages Africa (CCBA) and Coca-Cola Hellenic Bottling Company (HBC), whereby the latter will be buying out 75% of the former. The Tribunal has imposed slightly tougher conditions than those recommended by the Competition Commission, however, like, for example, that certain CCBA staff retrenched before the merger have first option on vacancies arising over the next 12 months. Another key condition is that 15% of the local company must be owned by workers through a share ownership scheme, with workers and unions to be consulted on what the scheme looks like. The deal is valued at around R56bn and is expected to create the second-largest Coca-Cola bottler by volume in the world, with its subsidiaries authorised to bottle Coca-Cola products across Europe, Eurasia and Africa.

Source: IOL 15/09/26

Ti Perspective: Pretty much the whole world then, barring the Americas and the East. Wowser. Might be worth a dabble when those shares list on the JSE. (Disclaimer: Does not constitute financial advice and readers should perform their own due diligence before making any investment decisions.)

Premier

Not everything is peachy

The short version: Premier earnings look good, but tough times ahead for fruit-canning facility
In its trading update for the six months to end September, Premier Group says it expects revenue to increase between +35% and +45% following the acquisition of RFG Holdings Limited. “The benefits of operating as a combined business have begun to deliver the expected financial performance,” says Premier of the RFG acquisition, with the latter now falling under what is known as the Premier Culinary division. The Group also informs us that following the commissioning of its new Aeroton bakery in March, Premier will be operating a new bakery in Middelburg from this month, too, with a capacity of 8,000 loaves per hour. Excellent stuff. But the news isn’t all good, sadly. The Group officially announced that it will not be reopening its fruit processing facility in the Western Cape (FPWC) following a “comprehensive assessment of the dire economic prospects of the global fruit-canning industry”. What are some of these prospects? Consumers shifting from syrup-heavy preserves to more fresh, frozen, or organic fruit. Rising input costs, such as energy, logistics and packaging. Climate-related crop failures. And let’s not forget high trade tariffs (like in the US) on imported canned fruit, constraining export-heavy processing operations, like the one FPWC runs. Premier has said that it is engaging with stakeholders to limit the negative consequences of the closure, remaining open to negotiating with anyone interested in buying the business as a going concern. Discussions are also underway with Langeberg Foods, the only other deciduous-fruit cannery in South Africa, regarding the potential transfer of a significant portion of FPWC’s fruit-supply contracts and equipment to improve their processing efficiencies. If the name Langeberg rings a bell, that’s because Tiger Brands sold it about a year ago to a consortium of local fruit farmers as part of its own portfolio restructuring process.

Source: Tatler Reporter 15/09/26

Ti Perspective: Navigating a structurally declining global market requires hard choices, but Premier’s strong financial results in other divisions mean the Group has the resources to handle this exit ethically. Business and civil society will be watching things closely. Fingers crossed things all work out for the best.

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TRADE ENVIRONMENT

Retail Sales

Looking up (for now)

By Carey Leighton, Ti Economist and Retail Analyst
The short version:
Real retail sales growth +3.4% for July 2026, after June 2026 revised to +1.1%
The July 2026 retail sales results are out. Stats SA’s data show
real growth of +3.4% YoY after growth of +1.1% in June. Real growth was seen in six of the seven retailer types: 

  • General dealers (predominantly selling food) reported growth +3.2%. This is the highest growth since January as food inflation continued to slow
  • Food specialists had another month of growth at +4.8%, after +2.6% in June, continuing a welcome recovery after six months in the red for these smaller specialist stores (e.g. bakeries, butcheries, fruit & veg that sell a specific type of food rather than a general assortment)
  • Retailers in pharma, cosmetics and toiletries: +2.2% growth from this typically resilient retailer type, which has had a tougher time over the last few months
  • Retailers in household goods: +6.6% and ‘all other’ retailers (includes some ‘luxury’ specialist retailers and some e-commerce specialists): +6.8%, holding onto the trend with another solid month of real growth, supported by lower average price. The rate of ‘volume’ growth has edged lower
  • Retailers in textiles and clothing showed volatile performance, rebounding to +2.9% for July after slipping back into the red at -4.1% in June, following +3.9% in May and -1.0% in April
  • Retailers in hardware: In the red for the third consecutive month at -1.1% YoY
Source: Stats SA
Note: Real growth is adjusted to 2019 constant prices so it excludes inflation and acts as a proxy for ‘volume’ growth

Ti Perspective: Maybe it was the drop in July’s fuel price that brought some support to retail sales, but what a rollercoaster the last few months have been for this metric. Jumping from +1.1% in June to +3.4% in July with growth anchored in grocery (general dealers and food specialists) highlights just how sensitive South African shoppers are to short-term cash flow shifts.

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