{ "schemaVersion": 1, "edition": "e01/s00", "evidenceCutoff": "2026-09-19", "columns": { "source_id": "Key in sources; retains a specific document or release vintage.", "source_url": "Primary document URL.", "source_locator": "Printed/PDF page, table or labelled passage.", "scope": "Geography/business/population boundary; compare only compatible scopes.", "period": "Financial/calendar period or point-in-time date as labelled.", "metric": "Key in metrics.", "value": "Numeric source observation at published precision, not a missing-value placeholder.", "unit": "Source unit, including thousand versus million and rounding.", "note": "Measure-specific interpretation or limitation.", "checked_at": "Date evidence was inspected, not the observation or publication date." }, "sources": [ { "id": "JKH24", "title": "John Keells Holdings PLC Annual Report 2023/24", "url": "https://www.keells.com/resource/reports/annual-reports/JKHPLC_AR_23_24CSE.pdf", "publicationDate": null, "accessedAt": "2026-09-19", "locators": [ "printed p156; caveat p32/p157", "printed p160", "printed pp157/160", "printed pp156/159" ], "periods": [ "2021/22", "2022/23", "2023/24 Q1", "2023/24 Q2", "2023/24 Q3", "2023/24 Q4", "2024-03-31" ], "selectedForAnnualSeries": true, "limits": "Primary issuer evidence. Operational disclosures are management measures; selected financial-table rows follow specified segment scope. No source-PDF redistribution rights established." }, { "id": "JKH25", "title": "John Keells Holdings PLC Annual Report 2024/25", "url": "https://www.keells.com/resource/reports/annual-reports/John_Keells_Holdings_PLC_AR_2024_25_CSE.pdf", "publicationDate": null, "accessedAt": "2026-09-19", "locators": [ "printed p171; caveat p34", "printed p175", "printed pp172/175", "printed pp170/173" ], "periods": [ "2022/23", "2023/24", "2024/25", "2024/25 Q1", "2024/25 Q2", "2024/25 Q3", "2024/25 Q4", "2025-03-31" ], "selectedForAnnualSeries": true, "limits": "Primary issuer evidence. Operational disclosures are management measures; selected financial-table rows follow specified segment scope. No source-PDF redistribution rights established." }, { "id": "CARG23", "title": "Cargills (Ceylon) PLC Annual Report 2022/23", "url": "https://cdn.cse.lk/cmt/upload_report_file/457_1688554970330.pdf", "publicationDate": null, "accessedAt": "2026-09-19", "locators": [ "printed p245; PDF page247", "printed pp33–34" ], "periods": [ "2021/22", "2022/23", "2023-03-31" ], "selectedForAnnualSeries": true, "limits": "Primary issuer evidence. Operational disclosures are management measures; selected financial-table rows follow specified segment scope. No source-PDF redistribution rights established." }, { "id": "CARG26", "title": "Cargills (Ceylon) PLC Annual Report 2025/26", "url": "https://www.cargillsceylon.com/wp-content/uploads/2026/07/Cargills-Ceylon-PLC-Annual-Report-2025-26.pdf", "publicationDate": null, "accessedAt": "2026-09-19", "locators": [ "Note29 printed p254; PDF page256", "printed pp30/37", "printed p29", "Printed p29 / PDF p31 (affected outlets); printed p54 / PDF p56 (late November 2025 timing)" ], "periods": [ "2024/25", "2025/26", "2026-03-31" ], "selectedForAnnualSeries": true, "limits": "Primary issuer evidence. Operational disclosures are management measures; selected financial-table rows follow specified segment scope. No source-PDF redistribution rights established." }, { "id": "JKH26_RELEASE", "title": "JKH full-year 2025/26 results announcement", "url": "https://www.keells.com/posts/jkh-ebitda-grows-75-to-rs-80-01-billion-in-2025-26/", "publicationDate": "2026-05-26", "accessedAt": "2026-09-19", "locators": [ "26May2026 full-year highlights, supermarket bullet" ], "periods": [ "2025/26" ], "selectedForAnnualSeries": true, "limits": "Primary issuer evidence. Operational disclosures are management measures; selected financial-table rows follow specified segment scope. No source-PDF redistribution rights established." }, { "id": "JKH27Q1_RELEASE", "title": "JKH Q1 FY2026/27 results announcement", "url": "https://www.keells.com/posts/jkh-records-ebitda-growth-of-26-to-rs-16-35-billion-in-q1/", "publicationDate": null, "accessedAt": "2026-09-19", "locators": [ "Q1FY2026/27 performance highlights, supermarket paragraph" ], "periods": [ "2026/27 Q1" ], "selectedForAnnualSeries": true, "limits": "Primary issuer evidence. Operational disclosures are management measures; selected financial-table rows follow specified segment scope. No source-PDF redistribution rights established." }, { "id": "CARG26_INTERIM", "title": "Cargills financial statements for the year ended 31 March 2026: interim management review", "url": "https://cdn.cse.lk/cmt/upload_report_file/457_1779875434141.pdf", "publicationDate": null, "accessedAt": "2026-09-19", "locators": [ "management review printed p1; PDF page3" ], "periods": [ "2026-03-31", "2025/26 Q4" ], "selectedForAnnualSeries": false, "limits": "Primary issuer evidence. Operational disclosures are management measures; selected financial-table rows follow specified segment scope. No source-PDF redistribution rights established." }, { "id": "RC01", "title": "DCS household final consumption expenditure, 2015–2025", "url": "https://www.statistics.gov.lk/Resource/en/NationalAccounts/2015/Reports/expenditure/2026.03.30/e-Household-Final-Consumption2025.pdf", "publicationDate": "2026-03-30", "accessedAt": "2026-09-19", "locators": [ "PDF p1, Tables E9/E10; PDF p2, Tables E9.1/E10.1" ], "scope": "National household final consumption of food and non-alcoholic beverages; all channels; current and constant 2015 prices; LKR million", "limits": "Neither supermarket turnover nor per-capita welfare; no channel allocation; calendar years differ from issuer FYs" }, { "id": "RC02", "title": "CBSL Annual Economic Review 2025", "url": "https://www.cbsl.gov.lk/sites/default/files/cbslweb_documents/publications/aer/2025/en/Full_Text.pdf", "publicationDate": "2026-04-20", "accessedAt": "2026-09-19", "locators": [ "Printed p10 (PDF p36), Figure 1.3 and footnote 6" ], "scope": "Annual monthly cost of fixed NCPI and CCPI baskets constructed using HIES2019; LKR per basket", "limits": "Fixed basket cost, not observed current household expenditure or changing household preferences" }, { "id": "RC03", "title": "DCS CCPI August 2026", "url": "https://www.statistics.gov.lk/WebReleases/CCPI_20260831E", "publicationDate": "2026-08-31", "accessedAt": "2026-09-19", "locators": [ "PDF p1 and p5, section 2.1" ], "scope": "Colombo district urban households; 2021=100; HIES2019 weights; year-on-year inflation", "limits": "Not national inflation or supermarket-specific prices; do not call July/August inflation a basket-value decomposition" }, { "id": "RC04", "title": "DCS NCPI July 2026", "url": "https://www.statistics.gov.lk/WebReleases/NCPI_Jul_2026", "publicationDate": "2026-08-21", "accessedAt": "2026-09-19", "locators": [ "PDF p1 and p5 (printed p4), Table 3" ], "scope": "National CPI; 2021=100; HIES2019 weights; year-on-year inflation", "limits": "Internal running header on p5 says August, but cover, release, table final period and narrative all identify July; use July. No August observation yet at cutoff" }, { "id": "RC05", "title": "DCS national accounts Q2 2026 detailed note", "url": "https://www.statistics.gov.lk/Resource/en/NationalAccounts/2015/Reports/Production/2026.09.15/detail_note_2026q2_en.pdf", "publicationDate": "2026-09-15", "accessedAt": "2026-09-19", "locators": [ "PDF p11 wholesale and retail trade; PDF p3 agriculture" ], "scope": "Calendar quarter national wholesale and retail trade real value added, all firms/channels", "limits": "Value-added growth is not turnover; sector broader than food retail and supermarkets" }, { "id": "RC06", "title": "DCS Household Income and Expenditure Survey 2019 Final Results", "url": "https://www.statistics.gov.lk/Resource/en/IncomeAndExpenditure/HouseholdIncomeandExpenditureSurvey2019FinalResults.pdf", "publicationDate": null, "accessedAt": "2026-09-19", "locators": [ "PDF p8, Table 10; PDF p2 sample description" ], "scope": "Monthly mean household consumption expenditure, LKR, calendar2019; 19,911 households with data collected", "limits": "Pre-crisis distribution, not current preferences or 2026 purchasing-power measures; food definition follows HIES" }, { "id": "RC07", "title": "UN ISIC Rev.4 class 4711", "url": "https://unstats.un.org/unsd/classifications/Econ/Detail/EN/27/4711", "publicationDate": null, "accessedAt": "2026-09-19", "locators": [ "Class 4711 explanatory note" ], "scope": "Retail sale in non-specialized stores with food, beverages or tobacco predominating", "limits": "Broader than modern supermarket chains; not a measured national supermarket census" }, { "id": "RC08", "title": "Food (Labelling and Advertising) Regulations 2026, Gazette 2494/47", "url": "https://eohfs.health.gov.lk/food/images/2494-47_E.pdf", "publicationDate": "2026-06-26", "accessedAt": "2026-09-19", "locators": [ "PDF p1 regulations1–3; PDF p2 exceptions; PDF p4 regulation5" ], "scope": "Sri Lankan packaged-food labels and advertising; commencement 2026-07-01; excludes food manufactured before commencement", "limits": "Do not imply proof of noncompliance by a retailer or an undifferentiated obligation on every loose item" }, { "id": "RC09", "title": "PDPA commencement order, Gazette 2498/16", "url": "https://www.dpa.gov.lk/Gazet/2498-16_E.pdf", "publicationDate": "2026-07-22", "accessedAt": "2026-09-19", "locators": [ "One-page Gazette, appointment paragraph" ], "scope": "Appoints 2027-01-01 for sections2/3 and PartsI/III of PDPA2022", "limits": "Only specified provisions; do not state all Act provisions commence on this date; supersedes stale website banner as evidence for these provisions" }, { "id": "RC10", "title": "CAA Orders under section20", "url": "https://caa.gov.lk/web/index.php?Itemid=562&id=113&lang=en&option=com_content&view=article", "publicationDate": null, "accessedAt": "2026-09-19", "locators": [ "Orders list, most recent Order96 dated2026-06-10" ], "scope": "Product/order-specific maximum prices; water Order96 cancels Order93; rice and canned-fish orders also listed", "limits": "No current numerical maximum price is admitted without checking the full operative Gazette and amendments" }, { "id": "RC11", "title": "DCS Advance Data Release Calendar 2026", "url": "https://www.statistics.gov.lk/qlink/ADRCalender", "publicationDate": null, "accessedAt": "2026-09-19", "locators": [ "Rows1.8/1.11;2.1/2.2;5.1/5.3" ], "scope": "Official proposed/revised web release dates", "limits": "Scheduled dates are not observations or guarantees; verify publication when due" }, { "id": "RC12", "title": "DCS Income and Expenditure statistical information", "url": "https://www.statistics.gov.lk/IncomeAndExpenditure/StaticalInformation", "publicationDate": null, "accessedAt": "2026-09-19", "locators": [ "Household Income and Expenditure Survey2019 section" ], "scope": "Available HIES publication listing at cutoff", "limits": "Latest listed final results still2019; do not equate missing listing with a claim no other evidence exists" }, { "id": "JKH_CALENDAR", "title": "John Keells Holdings investor relations financial calendar", "url": "https://www.keells.com/investor-relations/", "publicationDate": null, "accessedAt": "2026-09-19", "locators": [ "Financial calendar: Q2 FY2026/27 results 3 November 2026; webinar 4 November 2026" ], "scope": "Scheduled issuer publication events, not observed business performance", "limits": "Scheduled dates are subject to change; verify actual publication at the checkpoint." } ], "metrics": { "food_hfce_nominal_lkr_million": { "unit": "LKR million", "definition": "National calendar-year household food and non-alcoholic-beverage consumption at current prices", "source_id": "RC01", "price_basis": "current" }, "food_hfce_real_lkr_million": { "unit": "LKR million at2015prices", "definition": "National calendar-year household food and non-alcoholic-beverage consumption at constant2015prices", "source_id": "RC01", "price_basis": "2015constant" }, "ncpi_fixed_basket_cost_lkr": { "unit": "LKR/month", "definition": "Annual monthly cost of unchanged NCPI consumption basket derived from HIES2019", "source_id": "RC02", "price_basis": "current cost of fixed basket" }, "ccpi_fixed_basket_cost_lkr": { "unit": "LKR/month", "definition": "Annual monthly cost of unchanged CCPI consumption basket derived from HIES2019", "source_id": "RC02", "price_basis": "current cost of fixed basket" }, "headline_inflation_yoy_percent": { "unit": "percent", "definition": "All-items CPI change from same month previous year; geography must be read from scope", "price_basis": "CPI2021=100" }, "food_inflation_yoy_percent": { "unit": "percent", "definition": "Food CPI change from same month previous year; geography must be read from scope", "price_basis": "CPI2021=100" }, "cpi_index": { "unit": "index2021=100", "definition": "All-items CPI index; geography must be read from scope", "price_basis": "2021=100" }, "wholesale_retail_real_value_added_yoy_percent": { "unit": "percent", "definition": "Calendar-quarter real value-added growth of all wholesale and retail trade", "source_id": "RC05", "price_basis": "2015constant" }, "household_monthly_total_expenditure_lkr": { "unit": "LKR/month/household", "definition": "2019 mean household total monthly consumption expenditure", "source_id": "RC06", "price_basis": "current2019" }, "household_monthly_food_expenditure_lkr": { "unit": "LKR/month/household", "definition": "2019 mean household monthly food expenditure; HIES food definition", "source_id": "RC06", "price_basis": "current2019" }, "same_store_sales_growth": { "definition": "Issuer-reported nominal sales growth in its comparable-store population; cohort and measurement remain issuer-specific.", "units": [ "percent YoY", "percent YoY approximate", "percent YoY rounded" ] }, "same_store_footfall_growth": { "definition": "Issuer-reported change in visits to comparable stores, not unique customers or market penetration.", "units": [ "percent YoY", "percent YoY rounded" ] }, "average_basket_value_change": { "definition": "Issuer-reported change in average bill value; combines prices, items and product mix; not a cost-of-living index.", "units": [ "percent YoY", "percent YoY rounded" ] }, "retail_sales_growth": { "definition": "Issuer-reported total retail sales growth for the stated period; not a national growth rate.", "units": [ "percent YoY" ] }, "segment_revenue_before_eliminations": { "definition": "Cargills retail segment revenue before elimination of intersegment revenue.", "units": [ "LKR thousand nominal" ] }, "external_segment_revenue": { "definition": "Cargills retail segment revenue after elimination of intersegment revenue.", "units": [ "LKR thousand nominal" ] }, "intersegment_revenue_eliminated": { "definition": "Cargills retail revenue eliminated in consolidation; before-elimination revenue minus external revenue.", "units": [ "LKR thousand nominal" ] }, "segment_operating_profit": { "definition": "Cargills retail segment operating profit; not comparable with JKH EBITDA.", "units": [ "LKR thousand nominal" ] }, "supermarket_revenue": { "definition": "JKH supermarket business revenue; excludes the wider Retail sector boundary.", "units": [ "LKR million nominal" ] }, "supermarket_ebitda": { "definition": "JKH supermarket issuer-defined EBITDA, including interest and equity-accounted PAT and excluding specified foreign-exchange effects; not a standardised cross-issuer margin.", "units": [ "LKR million nominal" ] }, "supermarket_pbt": { "definition": "JKH supermarket business profit before tax under the report definition.", "units": [ "LKR million nominal" ] }, "outlets": { "definition": "Issuer-reported network count at the stated date; consult vintage and scope; dark stores separately recorded.", "units": [ "count" ] }, "food_city_outlets": { "definition": "Cargills full-format Food City outlets at the stated date; subset of the retail network.", "units": [ "count" ] }, "express_outlets": { "definition": "Cargills Express outlets at the stated date; subset of the retail network.", "units": [ "count" ] }, "food_hall_outlets": { "definition": "Cargills Food Hall outlets at the stated date; subset of the retail network.", "units": [ "count" ] }, "dark_stores": { "definition": "Issuer-reported fulfilment locations recorded separately from store network.", "units": [ "count" ] }, "opened_during_year": { "definition": "Issuer-reported openings during the stated financial year; not net additions.", "units": [ "count" ] }, "closed_during_year": { "definition": "Issuer-reported closures during the stated financial year.", "units": [ "count" ] }, "cyclone_affected_outlets": { "definition": "Company-reported Food City outlets affected to varying degrees by Cyclone Ditwah in late November 2025, within FY2025/26. Event count, not network stock or permanent closures; no national loss or event-probability inference.", "units": [ "count" ], "source_id": "CARG26" } }, "reuse": "Factual extracts and author calculations are provided for verification. Original source reports are linked, not redistributed; their respective rights remain with their publishers.", "missingness": "Absent periods and unquantified qualitative indicators remain absent; missing does not mean zero." }