Trade Tatler Newsletter

News from the FMCG retail industry – delivered fresh every week

THIS ISSUE: 15 January 2026

Welcome to 2026

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Hello, and a very warm welcome to our first Trade Tatler of 2026. We kick off the year with a flurry of news items from our retailers, including an excellent initiative from a social enterprise known as ‘still good’, which is teaming up with retailers to handle that ever-present and difficult issue of surplus stock. There’s more innovation coming out of Checkers’ partnership with Jamie Oliver and Pick n Pay’s head of online shares with suppliers some thoughts on partnering with the retailer effectively. Big news, too, from what used to be a small beverage company, Twizza, and inflation and the fuel price go down. Enjoy the read.

THIS ISSUE: 15 January 2026

Welcome to 2026

Share

Hello, and a very warm welcome to our first Trade Tatler of 2026. We kick off the year with a flurry of news items from our retailers, including an excellent initiative from a social enterprise known as ‘still good’, which is teaming up with retailers to handle that ever-present and difficult issue of surplus stock. There’s more innovation coming out of Checkers’ partnership with Jamie Oliver and Pick n Pay’s head of online shares with suppliers some thoughts on partnering with the retailer effectively. Big news, too, from what used to be a small beverage company, Twizza, and inflation and the fuel price go down. Enjoy the read.

THIS ISSUE: 15 January 2026

Share

Welcome to 2026

Hello, and a very warm welcome to our first Trade Tatler of 2026. We kick off the year with a flurry of news items from our retailers, including an excellent initiative from a social enterprise known as ‘still good’, which is teaming up with retailers to handle that ever-present and difficult issue of surplus stock. There’s more innovation coming out of Checkers’ partnership with Jamie Oliver and Pick n Pay’s head of online shares with suppliers some thoughts on partnering with the retailer effectively. Big news, too, from what used to be a small beverage company, Twizza, and inflation and the fuel price go down. Enjoy the read.

130

stores offering ‘still good’ surplus products to shoppers

100,000

new users sign up to PayJustNow each month

23

years in business for Twizza soft drinks

R2.1bn

value of Twizza’s sale to BevCo

3.5%

Consumer Price Index (CPI) for Nov 2025

YOUR NUMBERS THIS WEEK

RETAILERS AND WHOLESALERS

still good

Waste not, want not

Launched in May 2025, still good is a proudly South African social enterprise that is transforming how retailers handle surplus stock that is ‘still good’ to be consumed. Through its easy-to-use web app, over 130 stores across the country, including Pick n Pays, SPARs and Food Lover’s Markets, post lists of what are known as “Value Bags”, with products priced at up to 60% less than the normal retail price. It’s a win-win-win – retailers who sign up recover the cost of goods that would otherwise be discarded or donated, shoppers get food at a much reduced price, and edible food is redirected from landfills, safeguarding food security at the same time. In addition, 10% of still good’s proceeds are reinvested into less fortunate communities, further amplifying the platform’s social impact. “Our partners love that still good turns what used to be a cost into a profit centre – and brings new customers through the door at the same time,” explains still good CEO Steffen Burrows. “Up to 60% of Value Bag buyers are new to the store, and many of those shoppers do the rest of their shopping while collecting their bags.” The Value Bags listed on the platform are essentially ‘lucky packets’, with shoppers not knowing exactly what they will receive. They are typically listed around midday (or once staff understand that day’s excess), and transactions are processed on the still good web app via Paystack. Customers then collect their bags in-store during a designated pick-up window after showing proof of purchase order.

Source: Tatler Reporter 14/01/26

Ti Perspective: A great example of how to balance margin protection with social impact. For the trade, it’s a seamless way to turn a waste cost into a high-growth profit centre.

Checkers

Winner, winner, chicken dinner

We’re willing to bet that this year we’ll see many a variation of AI + retailer partnerships, ranging from content creation to full-on frictionless retail where you can ask AI how to make a lasagna and buy the ingredients immediately. Although not quite there (yet), the latest from Checkers is its collaboration with chef and wellness advocate Jamie Oliver, who is helping shoppers answer that daily all-consuming question that plagues so many of us: what are we going to make for dinner tonight? The Dinner Done Better campaign blends Jamie’s meal-time creativity with personalisation, AI‑driven content, and reliable same-day delivery through Sixty60. It kicked off this month with millions of Xtra Savings customers receiving a personalised video message from (partly-AI) Jamie, who greets shoppers by name and recommends a recipe aligned to what they typically buy from Checkers. Recipes paired with step-by-step videos are also available for anyone to view online, where the real Jamie guides home cooks through making the dish. The recipes also feature on the Sixty60 app, so shoppers can pop the listed ingredients straight into their baskets for delivery within the hour.

Source: Tatler Reporter 14/01/26

Ti Perspective: A real-life example of how Checkers will be using its data, tech and omnichannel platforms together to simplify shopping for busy South Africans. We’re so keen to see more of this… [as well as an actual robot that can make us dinner.]

Pick n Pay

Pick n Pay’s Digital Leap: A Win-Win For SA’s FMCG Suppliers By Ti Insights Lead, Andrea Slabber

What’s the ultimate blueprint for winning with The Big Blue? We chatted to Pick n Pay’s Executive Head of Online, Enrico Ferigolli, who revealed exciting developments in digital advancement. 

The retailer views online as a realm of discovery, recommendation and automation for shoppers, distinctly separate from the in-store experience. As such, it is prioritising visual cues through attractive imagery to create online ‘retail theatre’ in much-loved in-store categories such as fresh produce, meat and bakery. 

An AI-powered, hyper-personalised future: By merging online clicks with in-store Smart Shopper loyalty history, Pick n Pay is delivering hyper-personalisation and driving promotional efficiencies through targeted vouchers for shoppers based on shopping history. The most exciting innovation for brand building here is ‘scaled sampling’, i.e. where suppliers can place samples in delivery bags that are hyper-targeted by region and the shopper’s purchase history. 

A critical online trend seen by Pick n Pay is that premium is King. Premium coffee brands, for instance, see double the sales contribution online compared to in-store, making online a massive runway for premium FMCG goods. 

The real game-changer for suppliers here is the goldmine of data.

Source: Tatler Reporter 15/12/25

Ti Perspective: The message to suppliers is clear – stop treating online as a sideline. Ferigolli’s advice to suppliers, therefore, is to build a long-term joint business plan for both online and offline, where both parties – and shoppers – can benefit from the synergies put in place.

In Brief

Just now, the new now now

Household budgets are extremely tight in January, the right time for Shoprite to announce that shoppers across all its banners and platforms – Shoprite and Checkers supermarkets, UNIQ, Petshop Science, Sixty60, etc. – will be able to buy groceries and other products now and pay later (over three to 12 months) through its partnership with PayJustNow. The Group joins other grocery retailers, such Pick n Pay, Makro, Game and selected SPARs, in offering the service. “People are not looking to spend more,” explains Dean Hyde, COO of PayJustNow. “They are looking to spread costs in a way that fits their income cycles and creates breathing room, without paying interest or risking a debt spiral.” PayJustNow sees 98% payment completion rate across its customers, and signs up 100,000 new users to the platform each month. Next, Pick n Pay Steenberg Village in Cape Town has found a clever workaround for those shoppers who don’t carry cash, but would like to acknowledge the efforts of car guards. The store sells R5 food stamps at the till that shoppers can buy and then hand to the guards, which are then exchangeable for groceries in the store. The initiative has been running for about five months now, and uptake has been positive from both shoppers and guards. In closing, following the opening of its second store three months ago in Hazelwood, Pantry by Marble is opening yet another store south of Jozi in Bassonia. If you’re keen to take a look, head down to the Omni Square Shopping Centre next week, where like Hazelwood, you will find a standalone store offering grab-and-go meals, coffee, artisan pastries and breads, an expansive wine selection, a butchery with premium meats, flowers and other curated pantry essentials.

Source: Tatler Reporter 14/01/26

Ti Perspective: From R5 food stamps, to buying everyday groceries on payment terms, to exclusive and premium products – the retailers in the Beloved Country know their target customer and how to cater to a wide range of needs.

MANUFACTURERS AND SERVICE PROVIDERS

Twizza

Twizztastic

Big news coming out of the carbonated soft drink market at the end of last year is that proudly home-grown soft drink brand Twizza will be acquired by Varun Beverages Limited (an Indian beverages company) through its wholly-owned South African subsidiary BevCo. Now BevCo is no slouch, being the exclusive manufacturer and distributor for PepsiCo’s beverage portfolio in South Africa, as well as the owner of other high-volume local brands such as Coo-ee, JiVE, Refreshhh and more. Twizza’s story is a fascinating one, launched 23 years ago by dairy farmer Ken Clark. He saw a market for affordable soft drinks in the Queenstown area, now Komani, and started selling to townships and small retailers. What started small in the Eastern Cape soon required a larger manufacturing facility in Middleburg (Mpumalanga) and later Cape Town. Clark attributes Twizza’s affordability to the fact that the company owns its entire value chain. “There’s a lot to be said for owning the value chain, and I think it’s an integral part of our success. The minute you outsource too much to others, you become their cash cow. Also, it takes a huge amount of risk out of a business,” explains Clark. The deal is valued at nearly R2.1bn and is hoped to be concluded by the end of June this year, competition authorities’ approval permitting, of course.

Source: newsday.co.za 05/01/26

Ti Perspective: A little bit of vision and plenty of hard work go a long, long way. Expect to see Twizza on shelves beyond its current heartland soon.

TRADE ENVIRONMENT

Consumer Inflation

Fuel prices drop at the start of 2026
By Ti Retail Economist, Carey Leighton

A new year and a new set of economic indicators, the latest of which we bring you below:

    • November’s consumer price inflation data (CPI) released by Stats SA saw total CPI at +3.5% YoY, slightly lower than the previous month of Oct: +3.6%
      • Transport inflation: +0.7%. Petrol and diesel prices declined month-on-month, but diesel prices were higher than last year for Oct to Dec 2025
      • Food price inflation +4.4%. Mixed results were seen across the categories. Notably, meat: +12.2% (beef prices are over 25% more than last year) and maize meal: +9.9%, while on the other end: eggs: -9.1%, potatoes: -17.7% and rice: -10.4%
    • Exchange rate ended 2025 with the rand 10% stronger against the US dollar at R16.84, the strongest monthly average (for the rand) since mid-2022. This was largely due to dollar weakness amid policy uncertainty and speculation around the US interest rate. Combined with the drop in Brent Crude over December (from $63.54 to $61.47 due to high supply in the market), this meant that last Wednesday SA fuel prices came down, i.e. dropping 66 cents per litre for petrol and 110c/l for diesel
Source: Stats SA | Department of Mineral Resources and Energy | Central Energy Fund 14/01/26

Ti Perspective: Petrol and diesel prices are below last year for Jan 2026 (-3.9% and -4.5% respectively), which is helpful to keep total inflation contained into 2026. However, nothing is set in stone, and all depends on global prices and the exchange rate. Initial expectations, post-US action in Venezuela, are for crude supply to increase and prices to drop (this is a developing situation). For more economic info, check out this free snapshot, linked here.

THE WEEKLY GURU

“We are limited, not by our abilities, but by our vision.”
Kahlil Gibran

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