R25.5 billion in groceries, and Checkers barely built a thing.
R25.5 billion in groceries, and Checkers
barely built a thing.
R25.5 billion of groceries, growing 34.5% a year, picked off ordinary shelves by runners with tote bags and delivered in under an hour.
Checkers built South Africa's fastest-growing grocery business and laid almost no new bricks to do it.
The orders flow out of 997 shops you could walk into today. What were your four walls doing while that happened?
Each of those stores runs three businesses on one floor:
- Walk-In Shopping,
- Sixty60 Picking And Delivery,
- And After Freshx Conversions a premium offer that added 13.8% sales growth and R11.6 billion of turnover in the year to June 2025.
Underneath sits Xtra Savings: 12 million members by 2024, a claimed R13.5 billion in savings, and a R99-a-month Plus subscription whose base doubled in twelve months, making it mildly annoying for the best customers ever to shop elsewhere.
The moat is not the coffee or the sushi.
It is the data loop: the card tells them what sells where and when, the app personalises the price, the store fulfils the order, and the subscription quietly raises the cost of leaving.
You cannot buy that system.
You can copy its habits at your scale.
Pull the top two hundred lines and your hundred best accounts from the POS;
Run a WhatsApp club that quotes real prices on the products each customer actually buys instead of a points scheme nobody tracks;
Fix one fresh or prepared-food angle worth travelling for.
Most independents sit on the same raw data and never open the file.
Checkers stopped asking how to sell more from a shelf a long time ago.
It asks how many businesses the shelf can fund.
Ask the same question of yours.
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Contact us at info@ridbs.com.
Disclaimer: Personal views are based on public info and my SA retail experience. Independent commentary, not representing any BRAND, its management, franchisees, suppliers or employees.
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