{"id":844320,"date":"2025-11-24T09:31:09","date_gmt":"2025-11-24T07:31:09","guid":{"rendered":"https:\/\/businesstech.co.za\/news\/?p=844320"},"modified":"2025-11-25T11:35:52","modified_gmt":"2025-11-25T09:35:52","slug":"takealot-beating-amazon-in-south-africa","status":"publish","type":"post","link":"https:\/\/businesstech.co.za\/news\/business\/844320\/takealot-beating-amazon-in-south-africa\/","title":{"rendered":"Takealot beating Amazon in South Africa"},"content":{"rendered":"\n

The Takealot group has continued on its path to profitability, with the group recording a strong performance as it continues to outperform international competitors, namely Amazon. <\/p>\n\n\n\n

In its financial results for the six months ended September 30, 2025, its parent company Naspers said that Takealot achieved substantial growth.<\/p>\n\n\n\n

\u201cThe group continued to broaden its market reach and successfully launched external fulfilment services to support third-party sellers,\u201d Naspers said. <\/p>\n\n\n\n

\u201cTakealot maintained its important presence in South African e-commerce, outperforming international competitors while advancing towards full profitability<\/strong>.\u201d <\/p>\n\n\n\n

In 2024, Takealot saw a rise in competition with e-commerce giant Amazon launching its online marketplace in South Africa. <\/p>\n\n\n\n

Although Amazon is the largest e-commerce company in the United States, Takealot still remains the dominant player in the local market. <\/p>\n\n\n\n

Data from Google Trends shows that Takealot has remained a far more popular search for South African consumers than Amazon. <\/p>\n\n\n\n

In its latest results, Takealot saw revenue grow by 23% in local currency, excluding mergers and acquisitions, with gross merchandise value (GMV)<\/strong> also up 16%. <\/p>\n\n\n\n

The group\u2019s adjusted earnings before interest, tax, depreciation and amortisation (aEBITDA) increased by US$10 million (R170 million per current exchange rates) in local currency, excluding M&A, to $28million (R485 million), which Naspers called a step change. <\/p>\n\n\n\n

Takealot.com\u2014the online retail business, including the newly launched TFS fulfilment operation\u2014saw revenue up 32% (26%) to US$385 million. GMW rose 17%, supported by a 16% increase in orders. <\/p>\n\n\n\n

Takealot\u2019s subscription programme, TakealotMore, was able to strengthen customer loyalty and cross-sell opportunities, with subscribers now accounting for 21% of the group’s GMV.<\/p>\n\n\n\n

Mr D achieved 12% (10%) revenue growth to US$65 million (R1.1 billion), supported by 14% GMV growth with the grocery segment accelerating GMV by 47%.<\/p>\n\n\n\n

Mr D saw an aEBITDA of US$3 million (R50 million) in 1H26, maintaining profitability while scaling its offerings across food, grocery, and retail categories.<\/p>\n\n\n\n

With Naspers remaining coy about the exact Takealot figures, the group uses aEBITDA to present growth in such metrics in local currency, excluding the effects of changes in its composition. <\/p>\n\n\n\n

However, adjusted earnings before interest and tax (aEBIT) still showed a loss for the period at $4 million (~R69 million)<\/strong>, though reduced from $12 million over the same period last year (H1 2025).<\/p>\n\n\n\n

These figures represent pro-forma reporting, excluding Superbalist, which was sold at the start of September 2024.<\/p>\n\n\n\n

\"\"<\/a><\/figure>\n\n\n
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Takealot (Red) vs Amazon (Blue) on Google Trends over the last year<\/figcaption><\/figure><\/div>\n\n\n
\n","protected":false},"excerpt":{"rendered":"

Takealot is continuing to outperform Amazon in the South African market as it gets closer to profitability. <\/p>\n","protected":false},"author":95,"featured_media":772054,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9872],"tags":[107,3314],"class_list":["post-844320","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business","tag-naspers","tag-takealot"],"_links":{"self":[{"href":"https:\/\/businesstech.co.za\/news\/wp-json\/wp\/v2\/posts\/844320","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/businesstech.co.za\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/businesstech.co.za\/news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/businesstech.co.za\/news\/wp-json\/wp\/v2\/users\/95"}],"replies":[{"embeddable":true,"href":"https:\/\/businesstech.co.za\/news\/wp-json\/wp\/v2\/comments?post=844320"}],"version-history":[{"count":8,"href":"https:\/\/businesstech.co.za\/news\/wp-json\/wp\/v2\/posts\/844320\/revisions"}],"predecessor-version":[{"id":844476,"href":"https:\/\/businesstech.co.za\/news\/wp-json\/wp\/v2\/posts\/844320\/revisions\/844476"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/businesstech.co.za\/news\/wp-json\/wp\/v2\/media\/772054"}],"wp:attachment":[{"href":"https:\/\/businesstech.co.za\/news\/wp-json\/wp\/v2\/media?parent=844320"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/businesstech.co.za\/news\/wp-json\/wp\/v2\/categories?post=844320"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/businesstech.co.za\/news\/wp-json\/wp\/v2\/tags?post=844320"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}