South African consumer stocks have been hammered.

In Episode 673 of WorldWideMarkets, Simon Brown works through the JSE's food and clothing retailers — Shoprite, Boxer, Pick n Pay, SPAR, Pepkor, Foschini Group, Mr. Price, Lewis, and Woolworths — asking where genuine value has emerged and where cheap simply means broken.

He also sets the macro scene with Trump's Wednesday deadline on Iran peace talks and what a Straits of Hormuz transit fee would mean for oil prices and inflation.

Stock by stock: valuations, analyst targets, dividend yields, and Simon's honest take on what he holds and why.

Topics covered: JSE retail sector, food retailers, clothing retailers, Iran oil risk, consumer inflation, SA discretionary spending.

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