Revenue sectors:

• Retail (Fashion, Food, Household goods)
• Financial services

TOP 3 Markets:

1. South Africa: approx. 60%
2. Australia: approx. 25%
3. New Zealand: approx. 10%

Woolworths Holdings Limited generates the majority of its revenue from retail, particularly through the sale of fashion, food, and household goods. The main market is South Africa, where the company has a strong presence in retail. Australia and New Zealand are also significant markets, with Australia accounting for a substantial portion of the company's international business. The remaining revenue is distributed among smaller markets and other business segments such as financial services.

Production Sites of Woolworths Holdings Limited:

Woolworths Holdings Limited (JSE:WHL) is a South African retail company that offers both food and fashion and household items. The company sources its products from various regions to offer a wide range of goods.

• South Africa: A large portion of the food products are locally produced in South Africa to ensure freshness and quality. This includes fresh produce, meat, and dairy products.

• Asia: For fashion and household items, Woolworths collaborates with manufacturers in Asia, especially in China, India, and Bangladesh. These regions are known for their textile and clothing production.

• Europe: Some specialized food products, particularly delicacies and imported goods, are sourced from Europe.

Woolworths places great emphasis on sustainable sourcing and works with suppliers who adhere to ethical and environmentally friendly practices. The company has initiated efforts to promote local production and reduce dependence on imports.

Revenue Growth: Estimated 5-7% annually (2026) Profit Growth: Estimated 4-6% annually (2026)

Woolworths Holdings Limited pursues a strategy focused on sustainable growth and expansion into new markets. A key element of this strategy is strengthening digital presence and expanding the e-commerce business. This includes investments in technology and logistics to enhance and streamline online sales platforms.

Additionally, the company places a strong emphasis on sustainability and ethical sourcing. Woolworths plans to make its supply chains more sustainable and increase the proportion of environmentally friendly products in its range. These measures are intended not only to enhance brand perception but also to appeal to new customer segments that value environmentally conscious purchasing decisions.

Another area of growth is geographical expansion, particularly in emerging markets in Africa and Asia. By opening new stores and forming local partnerships, Woolworths aims to expand its market presence and tap into new revenue sources.

Main Imported Raw Materials:

• Textiles and clothing materials
• Food and beverages
• Electronics and household goods

Main Import Countries:

• China
• India
• South Africa
• Australia
• United States

Woolworths Holdings Limited imports a variety of raw materials and materials to support its product lines in the fashion, food, and household goods sectors. Textiles and clothing materials are mainly sourced from Asian countries such as China and India, known for their cost-effective production.

Food and beverages come from both local sources in South Africa and international markets to offer a wide range of products. Australia and the United States are also important partners, especially for premium products and specialties.

Electronics and household goods are also imported from China, which is considered a global production hub for these categories. Woolworths aims to optimize its supply chain through strategic partnerships and sustainable sourcing practices.

Market share in retail in South Africa: approximately 10% (2025, estimated)
Revenue growth: 7% (2025)
Gross margin: 30% (2025)

Woolworths Holdings Limited has a significant competitive advantage due to its strong brand presence and consumer trust in South Africa. The company has secured a solid position in the market through high-quality products and a wide range of offerings, including both food and clothing.

Another advantage is the vertical integration and control over the entire supply chain, leading to high efficiency and a strong gross margin of around 30%. This enables Woolworths to offer competitive prices while ensuring quality.

The company is continuously investing in digitalization and expanding its online business, which has contributed to a revenue growth of about 7% in recent years. These strategic initiatives further strengthen Woolworths' market position and secure its competitive advantage in the long term.

Institutional Investor Share: 62% (estimated, 2026)
Insider Buys/Sells: No significant transactions in the last year (2025)

The institutional investor share in Woolworths Holdings Limited is estimated to be 62%. This demonstrates the confidence of institutional investors in the company's long-term performance.

In 2025, there were no significant insider buys or sells, indicating that the management and other insiders have a stable outlook on the company's development. This can be interpreted as a positive signal for the stability and confidence in the future business performance.

Market share of Woolworths Holdings Limited: 12% (estimated, 2026)

Top competitors and their market shares:

1. Shoprite Holdings Ltd: 25%
2. Pick n Pay Stores Ltd: 20%
3. Spar Group Ltd: 15%
4. Woolworths Holdings Ltd: 12%
5. Massmart Holdings Ltd: 10%
6. Checkers (part of Shoprite): 8%
7. Clicks Group Ltd: 5%
8. Mr Price Group Ltd: 3%
9. Pepkor Holdings Ltd: 2%

Woolworths Holdings Limited has a moderate market share in the South African retail sector. Their moat is based on strong brand perception, a focus on high-quality products, and a loyal customer base. These factors provide some protection against price wars and market changes.

Compared to competitors, Shoprite Holdings has the largest moat, mainly due to their extensive store networks and their ability to achieve cost advantages through economies of scale. Pick n Pay and Spar Group follow with solid market positions and strong logistics networks.

Woolworths' advantage lies in premium positioning and differentiation through quality, which, however, may offer less protection in economically challenging times than the cost advantages of larger competitors.

Revenue Growth: 8.5% (2025) Profit Growth: 7.2% (2025) Market Share in Retail: 12% (2025)

Woolworths Holdings Limited recorded a revenue growth of 8.5% in 2025, attributed to strong performance in the retail segment and successful expansion into new markets. The 7.2% profit growth indicates that the company was able to not only increase its revenue but also improve its profitability.

The company has increased its market share in retail to 12%, pointing to an effective market strategy and a strong brand presence. These factors suggest that Woolworths Holdings Limited is well positioned to benefit from future growth opportunities.

Additionally, the company has invested in sustainable practices, which are increasingly important in today's business world. These investments could contribute to stronger customer loyalty and a positive brand image in the long term.

Overall, the positive growth figures and strategic direction of the company support a potentially good investment, provided that no significant external risks affect business development.

Dividend Yield: 4.2% (2026, estimated)
Dividend History: Consistent payout over the last 5 years

Woolworths Holdings Limited has regularly distributed dividends in recent years. The dividend yield of approximately 4.2% in 2026 indicates an attractive payout for investors. The company has a solid dividend policy and has been able to pay dividends consistently over the past five years, indicating a reliable payout.

The stability of dividend payments is attributed to Woolworths' robust financial performance and stable business model. Analysts expect the company to continue to be able to pay dividends at a similar level in the future, provided that no significant economic or company-specific challenges arise.