Lewis Group
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Lewis Group (LEW) investor relations material

Lewis Group Q3 2026 TU earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q3 2026 TU earnings summary27 Jan, 2026

Executive summary

  • Total revenue increased by 11.1% for the nine months ended December 2025, driven by strong credit sales and other revenue.

  • Merchandise sales grew by 7.1% for the period, with credit sales up 9.1% and cash sales up 2.8%.

  • Third quarter merchandise sales rose 7.8%, supported by robust Black Friday sales.

Financial highlights

  • Comparable store sales increased by 4.3% for the nine months and 4.9% in the third quarter.

  • Other revenue, including interest and insurance, rose 16.2% for the nine months and 15.2% in the third quarter.

Key financial ratios and metrics

  • Credit sales accounted for 69.4% of total sales, up from 68.2% in December 2024.

  • Collection rate remained stable at 78.3% for the nine months, compared to 79.6% in December 2024.

  • Debtor costs increased by 14.8% for the nine months and 16.9% in the third quarter.

Strategy to boost cash sales growth
Impact of rising debtor costs on profitability
Mitigating macro pressure on credit risk
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Frequently asked questions

Lewis Group Limited is a prominent retailer in South Africa, specializing in the sale of furniture, home appliances, electronic goods, and homewares. The company operates through various trading brands including Lewis, Best Home and Electric, Beares, and United Furniture Outlets (UFO), targeting different segments of the market. Lewis, with roughly 500 stores, is the largest furniture chain in the country, catering primarily to the middle to lower-income markets. Beares focuses on customers in higher income brackets, whereas Best Home and Electric provides a range of home appliances and furniture. UFO, targeting the luxury segment, offers high-end furniture options. The company is headquartered in Cape Town, South Africa, and its shares are listed on the Johannesburg Stock Exchange.

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