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斯帕计划在11月前进行董事会改组,因扭亏为盈进展缓慢Spar Plans Board Changes by November as Turnaround Drags

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詹妮丝·基报道:Spar Group Ltd. 计划于11月初宣布任命新任董事长及额外的独立董事。这家南非第二大(按营收计)杂货零售商正持续推进其业务转型,但尚未实现盈利的实质性改善。

By Janice Kew Spar Group Ltd. plans to announce a new chair and additional independent directors by early November as South Africa’s second-largest grocer by revenue pushes ahead with a turnaround that’s yet to deliver a meaningful improvement in earnings.

这家总部位于德班的公司已聘请一家独立的猎头机构,并根据其声称的有助于引导复苏所需的零售、财务、薪酬及治理技能,对候选人进行评估。Spar 周一在一份声明中表示,公司还在考虑由股东及其独立零售商网络代表提名的潜在候选人。

The Durban-based company has hired an independent search firm and is assessing candidates against the retail, financial, remuneration and governance skills it says are needed to help steer the recovery. It’s also considering potential candidates put forward by shareholders and representatives of its network of independent retailers, Spar said in a statement Monday.

此次更新紧随本月早些时候 Moneyweb 的报道,该报道称 Spar 正在考虑任命前 Nampak Ltd. 首席执行官菲尔·鲁(Phil Roux)担任董事长。Spar 在其声明中未点名任何候选人。

The update follows a Moneyweb report earlier this month that Spar was considering former Nampak Ltd. Chief Executive Officer Phil Roux for the role of chairman. Spar didn’t identify any candidates in its statement.

自该报道发布以来,Spar 股价已上涨 7.2%,使今年的跌幅收窄至 52%。尽管如此,该股仍是富时/约翰内斯堡证券交易所个人护理、药品及杂货店指数(该指数包含七只成分股)中今年表现最差的股票。

Spar shares have climbed 7.2% since that report, paring the loss this year to 52%. The stock is still the worst performer on the seven-member FTSE/JSE Personal Care, Drug and Grocery Stores Index this year.

此次重组发生在南非零售业更广泛的领导层变动背景下。Woolworths Holdings Ltd. 集团首席执行官萨姆·恩古梅尼(Sam Ngumeni)已于六月上任,以重置其运营模式;而陷入困境的竞争对手 Pick n Pay Stores Ltd. 则任命前 Woolworths 高管斯宾塞·松恩(Spencer Sonn)为指定首席执行官,以推进其自身的转型计划。

The overhaul comes amid broader leadership changes in South African retail, with Woolworths Holdings Ltd. Group CEO Sam Ngumeni starting in June as it resets its operating model, while struggling rival Pick n Pay Stores Ltd. has named former Woolworths executive Spencer Sonn as CEO-designate as it pushes ahead with its own turnaround.

Spar 的董事会变动之际,该公司预计其 2026 财年的业绩将弱于上一年,主要压力来自其南部非洲的杂货和酒类业务。该公司表示,迄今为止取得的改进尚未产生足够的盈利或现金收益来抵消这种疲软。

Spar’s board changes come as it expects its 2026 financial performance to be weaker than the previous year, with most of the pressure emanating from its Southern African grocery and liquor operations. Improvements made so far haven’t generated enough earnings or cash benefits to offset the weakness, it said.

其转型措施包括削减信息技术、营销和物流方面的成本,改善分销体系,并收紧定价和折扣政策。Spar 还在关闭、出售或试图修复表现不佳的公司自营门店。

Its turnaround includes cutting costs across IT, marketing and logistics, improving distribution and tightening up pricing and discounts. Spar is also closing, selling or trying to fix underperforming corporate stores.

该公司提醒称,财务回报需要时间才能显现,预计收益和现金收益将在2027财年逐步增加,而全面实施则需要更长的时间。

The company cautioned that the financial payoff will take time, with earnings and cash benefits expected to build progressively through fiscal 2027 and full implementation stretching beyond that.

Spar表示,净债务应会从上半年水平有所下降,且其合作银行仍给予支持。公司预计将达到与贷款方商定的修订后债务契约要求。

Spar said net debt should fall from first-half levels and that its banks remain supportive. It expects to meet revised debt covenants agreed with lenders.