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

Your Retirement, Your Rules: ETFSA’s Starter Pack Explained

Retirement planning doesn’t need to be intimidating. Suzan Ramotshabi breaks down the biggest barriers stopping South Africans from investing, including Black Tax and fear of making mistakes. She explains how the Starter Pack works, additional ETFSA solutions, and the one step listeners can take today to begin their retirement journey…
23 Sep 1PM 22 min

SARB Tightens: What the 25bps Hike Means for You

The SARB surprised markets with a unanimous vote to hike rates by 25bps, landing against rising inflation expectations and global volatility. Johann Els unpacks the policy mood shift, the 4.4% inflation print, rand vulnerability, and how this decision affects credit conditions, household budgets, and South Africa’s growth outlook heading into…
23 Sep 12PM 14 min

The State of SA Insurance: Climate, Claims & Consumer Strain

South Africa’s insurers are navigating a perfect storm: higher catastrophe losses, rising claims inflation, affordability strain, and a shifting risk landscape shaped by climate volatility and crime. Santam’s Partner Solutions CEO, Gugu Mtetwa, unpacks the sector’s resilience, the worsening underinsurance problem, consumer behaviour shifts, and how insurers are adapting to…
22 Sep 1PM 24 min

Measured Momentum in SA Banking: Earnings Up, Risks Rising

South Africa’s major banks delivered headline earnings growth of 9.3% to R82.3 billion, stronger ROE at 20.5%, and improved cost‑to‑income ratios — but beneath the numbers lies a fragile domestic recovery and renewed inflation pressure. PwC’s Rivaan Roopnarain breaks down the competitive dynamics across retail, business, corporate and payments ecosystems,…
22 Sep 1PM 14 min

Crypto’s Turning Point: Sound Money Capital says Bear Market Dead

After eight months of grinding weakness, crypto snapped sharply higher in August — and Sound Money Capital was fully allocated ahead of the turn. CIO Rob Price explains why seller exhaustion, ETF capitulation, and policy intervention signal the end of the bear market. With Bitcoin reclaiming key resistance and market…
22 Sep 1PM 15 min
All episodes