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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Clicks Group
Clicks Group (CLS) investor relations material
Clicks Group H2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2026 earnings summary22 Oct, 2026
Executive summary
FY2026 turnover rose 5.4% to R50.414bn; diluted HEPS increased 4.4% to 1,422c amid constrained consumer spending and intense competition.
Operations generated R6.3bn in cash inflows; R3.4bn was returned to shareholders, including R1.3bn in buybacks.
Opened the 1,031st store and 835th pharmacy; active ClubCard membership reached 13.1m, while digital and adjacent healthcare, beauty and convenience platforms expanded.
Financial highlights
Turnover increased 5.4% to R50.414bn; total income rose 5.1% to R15.615bn.
Trading profit grew 4.7% to R4.898bn; total income margin eased to 31.0% from 31.1%, and trading margin to 9.7% from 9.8%.
Retail turnover rose 4.2% to R39.126bn; same-store growth was 1.8%, with new stores and pharmacies contributing 2.4% to sales growth.
Cash generated by operations was R6.3bn; inventory rose 11.1% to R8.690bn, while net working capital improved to 33 days from 34.
Outlook and guidance
FY2027 capex planned at R1.453bn, including R780m for stores and R673m for infrastructure; annual capex of R1.5bn–R1.8bn planned for the following three years.
Medium-term targets include 40–50 store openings annually, 1,200 stores and 15–20 UniCare specialist pharmacies.
Private label and exclusive brands target 35% of front-shop sales and 18% of pharmacy sales; dividend payout target is 60%–65% and retail trading margin guidance 10%–11%.
Low selling-price inflation and constrained consumer spending expected to persist; the 2.88% SEP increase took effect 1 October 2026, with its FY2027 benefit uncertain amid manufacturer pricing pressure.
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Latest events from Clicks Group
- Turnover up 7.4% and diluted HEPS up 8.1%, with strong cash returns to shareholders.CLS
H1 2026 - Turnover rose 7.4% to R19.5bn, led by pharmacy and distribution growth; retail faced some headwinds.CLSTrading update
- EPS up 14.1%, ROE at 49.2%, with strong cash flow and market share gains.CLSH2 2025
- HEPS rose 14.3%, turnover grew 9.2%, and pharmacy expansion resumes after Unicorn resolution.CLSH2 2024
- Strategic focus on store growth, omnichannel, and efficiency drives robust expansion and margins.CLSDeutsche Bank ADR Virtual Investor Conference
- HEPS up 13.2%, turnover up 6.2%, and 45–55 new stores planned amid strong cash flow.CLSH1 2025
Next Clicks Group earnings date
H1 202722 Apr, 2027
Clicks Group
Next Clicks Group earnings date
H1 202722 Apr, 2027
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Frequently asked questions
Clicks Group Limited is a South Africa-based retail-led healthcare company specializing in pharmacy, health, and beauty products. The company operates a range of retail brands, with its flagship brand, Clicks, being a prominent health and beauty retailer offering pharmacy services, personal care, and wellness products. Clicks Group also owns UPD, a pharmaceutical wholesaler and distributor, serving private and public healthcare sectors. The company’s retail and distribution network focuses on accessible healthcare and consumer products throughout South Africa. The company is headquartered in Cape Town, South Africa, and its shares are listed on the Johannesburg Stock Exchange.