Kaya 959 Kaya Biz

Takealot Sees Off Competitive Threats to Deliver Revenue Surge

Loading player...
South Africa’s e-commerce battleground has a clear frontrunner and it’s not the global giant many expected. KayaBiz is joined by Mudiwa Gavaza, business writer for Business Day, to unpack Takealot’s latest financial results and how the homegrown platform continues to outpace Amazon in the local market.

Despite Amazon’s much-anticipated 2024 marketplace launch, Takealot has surged ahead, delivering 23% revenue growth, expanding its gross merchandise value by 16%, and posting a US$10 million jump in aEBITDA. With its new external fulfilment service for third-party sellers and the fast-growing TakealotMore subscription programme now responsible for 21% of GMV the group is strengthening loyalty while widening its economic footprint.

We also explore how Mr D continues its quiet domination, recording 12% revenue growth, a 47% spike in grocery GMV, and maintaining profitability across expanding categories.
24 Nov 2025 4PM English South Africa Business News · Investing

Other recent episodes

Careers Corner: Fixing Youth Unemployment by Starting at Age Four

With youth unemployment at 61%, Afrika Tikkun argues that South Africa is intervening far too late. Afrika Tikkun’s Marc Lubner explains why the Cradle‑to‑Career 360° model—from early childhood to job placement—is the missing link in solving the jobs crisis. A powerful conversation on early intervention, soft skills, agripreneurship, and rethinking…
15 Jun 4PM 14 min

Construction Confidence Slumps as Costs Surge

The FNB/BER Building Confidence Index drops to 38 as rising internal costs, Middle East conflict pressures, and project postponements hit the sector hard. FNB Senior Economist Siphamandla Mkhwanazi unpacks the collapse in subcontractor confidence, the reversal in non‑residential activity, and whether early‑pipeline indicators offer any hope for recovery.
15 Jun 4PM 9 min

SA Manufacturing Confidence Climbs Despite Cost Shock

The Q2 Absa Manufacturing Survey shows confidence rising even as business conditions deteriorate sharply. Sachin Chanderdhev, Sector Specialist for Manufacturing at Absa Business Banking. breaks down the paradox: record raw material spikes, shipping disruptions, fuel costs, and the 8.76% electricity tariff increase—and how manufacturers are still managing to adapt, negotiate…
15 Jun 3PM 14 min

Wealth Creation: What SA Women Get Right About Money

The inaugural Franc Wealth Index reveals a surprising truth: South African women outperform men financially — not because they earn more, but because they behave differently. Franc Co-Founder Sebastian Patel unpacks the behavioural edge, the confidence gap, and why consistency beats cleverness every time.
15 Jun 3PM 13 min

Black Ownership on the JSE, BMF Report Findings

A groundbreaking new report reveals that actual black ownership in the JSE Top 60 sits at just R255 billion—far below public perception. Monde Ndlovu, Managing Director of the Black Management Forum (BMF), joins us to unpack the myths, the measurement failures, the rise of broad‑based schemes, and the structural barriers…
15 Jun 3PM 24 min
All episodes