This site requires JavaScript to be enabled. Please enable JavaScript in your browser settings, or upgrade to a modern browser.

How GLP-1s are hitting food consumption trends

Loading player...

Lonwabo Maqubela of Perpetua Investment Managers on which results have stood out for him this season. Roy Bagattini, CEO of Woolies, on strong food and online growth versus a 50%+ plunge at Country Road Group in Australia. Dr Phumla Mnganga, chair of Toys R Us and Babies R Us, on acquiring ToyZone and the state of the local toy market.

4 Sep 2025 1AM English South Africa Business News · Business

Other recent episodes

[TOP STORY] Younger buyers not skimping on car insurance

Naked Insurance co-founder Sumarie Greybe looks at how affordability and greater options are reshaping motorists’ choices.

27 Aug 2AM 5 min

Nvidia circular deals cloud exceptional results

Analysis of Nvidia’s latest results and what the numbers signal for the AI boom. We also look at how affordability and younger buyers are changing the choices South African motorists make.

27 Aug 1AM 19 min

[TOP STORY] Does economic data matter at all in the current market?

Jameel Ahmad from GTCFX notes: ‘This is the first year I’ve known where headlines have driven the market’.

26 Aug 2AM 5 min

Gold Fields has a Ghanaian headache

Analysis of improving business debt conditions in SA, and whether economic data still matters in today’s markets.

26 Aug 1AM 20 min

[TOP STORY] What really drives returns on the JSE?

‘I think genuine diversification really comes from holding different sources of return, not simply focusing on sector labels’ – Chetan Ramlall, portfolio manager, STANLIB Asset Management.

25 Aug 2AM 7 min

All episodes