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Clicks Group Limited
(Incorporated in the Republic of South Africa)
Registration number: 1996/000645/06
Share code: CLS
ISIN: ZAE000134854
CUSIP: 18682W205
LEI: 378900E967958A677472
("the group")
TRADING UPDATE FOR 20 WEEKS TO 11 JANUARY 2026
- Group turnover up 7.4%
- Retail sales up 6.0%
- Pharmacy turnover up 9.0%
- Distribution turnover up 11.4%
Group turnover for the first 20 weeks of the 2026 financial year to 11 January
2026 ("the period") increased by 7.4% (2025: 8.1%) to R19.5 billion compared
to the corresponding 20 weeks in the previous financial year ("the prior
period").
The group's retail sales, which includes Clicks, UniCare, The Body Shop and
Sorbet corporate stores, increased by 6.0%.
Sales in comparable stores increased by 3.7% (2025: 5.9%), with selling price
inflation averaging 2.4% (2025: 3.5%) and volume growth of 1.3% (2025:
2.4%).
Chief executive Bertina Engelbrecht said the Clicks performance was driven
by strong pharmacy sales growth of 9.0% since the start of the financial year,
as well as record Black Friday sales and robust customer demand for
Christmas gifting ranges.
Retail turnover was impacted by aggressive competitor discounting activity
over the festive trading period. In addition, delays in the implementation of the
warehouse management system at the Clicks retail distribution centre in Cape
Town resulted in lower product availability in Western Cape stores.
Management estimates the impact of the systems delay on retail sales at
approximately R120 million. Product availability in the region has improved
since the start of January 2026 and is expected to reach targeted levels
during February 2026.
UPD's wholesale turnover increased by 11.4% (2025: 9.5%), supported by
higher purchasing compliance across its core wholesale channels and an
increase in the number of Clicks pharmacies opened. However, UPD's
notional turnover in respect of bulk agency distribution clients declined by
20.2%, impacted by the non-renewal of two contracts in the fourth quarter of
the 2025 financial year. As a result, UPD's total managed turnover decreased
by 0.2% for the period.
The financial information in this trading update is the responsibility of the
directors and has not been reviewed or reported on by the group's
independent auditor.
The group's interim results for the six months to 28 February 2026 are
expected to be released on SENS on or about 23 April 2026.
Cape Town
22 January 2026
Sponsor
Investec Bank Limited
Date: 22-01-2026 02:00:00
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