Pepkor Holdings Ltd. · JSE:PPH
Pepkor — Investor Day (2026)
16 slides from Pepkor's investor day presentation, 2026
Slide 1: Capital Markets Day
Capital Markets Day Stefan Voges
Slide 2: Executing today, Inventing tomorrow
Executing Inventing today tomorrow 113
Slide 3: Our Price Promise
>95% OUR PRICE PROMISE We are passionate about bringing you lowest prices >20% BPL everyday on everything you need and want. GAP 114
Slide 4: Executing today
Executing today 115
Slide 5: Customers, products and transactions
Executing today 326m 30m 700m PRODUCTS TRANSACTIONS LAST YEAR CUSTOMERS SOLD TENDED TO 116
Slide 6: Stores
517 STORES 2 795 STORES 1 686 478 551 117
Slide 7: Merchandise Academy
Executing today Merchandise Academy BA 19 120 Academy Innovation Huddle 118
Slide 8: Products sold last year
Executing today 5.7m PANTIHOSE 6.1m 102m 11m DRINKING GLASSES 9.3m NAPPIES fACE CLOTHS SCHOOL SOCKS 5.2 m SMART 11.3m PHONES CELL ACCESSORIES 119
Slide 9: Paxi, PEP accounts and Foneyam services
7m Executing today 1.1m PAXI PARCEL INDUCTIONS 1m PEP ACCOUNTS DEVICES 22m FONEYAM MONEY TRANSFERS AVAILABLE AT 2 795 STORES 120
Slide 10: Inventing tomorrow
Inventing tomorrow 43 mWEBSITE 89 % NEW VISITS SHOPPERS 121
Slide 11: Growth: footprint, sourcing, trading density
Inventing tomorrow Footprint growth GROWTH Sourcing ADULT Trading density 122
Slide 12: Margin: monetise assets and data
Inventing tomorrow Monetise assets Monetise data 70% MARGIN Endemic strategy 123
Slide 13: Growth: beauty, wholesale, informal trade
Inventing tomorrow Beauty sector Wholesale market Informal trade GROWTH 124
Slide 14: 12m+ customer base
Inventing tomorrow 12 m+ CUSTOMER 5% SALES BASE LIFT 125
Slide 15: Choice, Dynamos, Clothing Supply Chain and Foneyam assets
20 000 Choice Dynamos Clothing 3 000 Supply Stores Chain Growing Strategic A+ & Foneyam assets 126
Slide 16: Thank you
Thank you