Historical teaching case · prepared as of 2026-07-31 · not maintained to track the company · educational material, not investment advice · capital at risk
TFG.JOThe Foschini Group LimitedZAR 57·ZAR 18bnMIFP 23yimplied 3.8%base ZAR 47-17.1%
TFG.JO

The Foschini Group Limited

Consumer Discretionary·ZAR·OM-3·FY2026 base·as of 2026-07-31
TurnaroundMed convictionMargin pressureLeverageExecution risk
What the market expects
MIFP23 yrsimplied forecast period
Implied growth3.8%rev CAGR priced in
Implied op margin8.5%year-5 priced in
Market priceZAR 57mcap ZAR 18bn
The analyst answers
Base caseZAR 47-17.1% vs mkt
UpsideZAR 97+71.3%
DownsideZAR 11-80.8%
Published 8/7/2026 · OM-3 · schema v1 · commit eb77748Market-implied expectations
The market
The analyst
Yours