“I would ask you, what aspect of your life is not getting more digital? Everything. Sports, our entertainment, our social experience, our health, work, medical, everything is becoming more digital”
Media & Content
“There is very, very little content production going on right now” Gunnar Wiedenfels, CFO, Warner Bros. Discovery Inc
Weather
“We are a winter brand that sells puffer jackets and raincoats and if it’s not raining and not cold it does make it a little bit hard” Michael Daly, CEO, KMD Brands Ltd [formerly Kathmandu Ltd]
“Normally, you wouldn’t expect this kind of foot traffic until the start of summer, so it’s a pleasing outcome for retailers” Nishad Alani, CEO, Retail Zoo [owner of Boost Juice, Bettys Burgers]
“A hot and dry summer…means lots of gelato” Declan Lee, Co-Founder, Gelato Messina
Food Service
“Reducing food waste is not only good for the planet, but also good for business” Dominic Blakemore, CEO, Compass Group Plc [world’s largest food services company]
Lifts, Elevators &Construction
“As we look around the world and the market today, our strongest market is actually Asia Pacific. We're seeing really strong growth in new equipment there” Judith Marks, CEO, Otis Worldwide Corp [world’s largest lift/elevator company]
Fashion & Footwear
“So at the macro level, no, there's not been any significant movements across the last 5 years [in our customer base]” Kenneth Wilson, CEO, Dr Martens Plc
Manufacturing & Deglobalisation
“There's certainly still a lot of manufacturing activity, reshoring is helping that” Gerben Bakker, CEO, Hubbell Inc [major multinational electrical & utility products manufacturer]
Global Economy
“In Europe, the end consumer is definitely weaker than it was in the first half of the year. I think everyone is hearing that in all industries” Daniel Fisher, CEO, Ball Corp [world’s largest manufacturer of aluminium food & beverage containers]
“The [US] consumers have now adjusted to an excessive ‘higher for longer’ interest rates and are willing to purchase or rent what they can afford. The consumer is employed and is confident they will remain employed and likely with a higher wage.” Stuart Miller, Co-CEO, Lennar Corp [world’s second biggest homebuilder]
Cash & Spending
“Transporting and making cash available around our vast country involves the considerable expense of logistics and security” Matt Comyn, CEO, Commonwealth Bank of Australia Ltd
“We've seen spending patterns between goods and services stabilise, and we've also just seen a discretionary spend start to come through” Gabreille Rabinovitch, Acting CFO, PayPal Holdings Inc
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Telecommunications
“Telecom is here to stay and continued investment in wireless infrastructure is mandatory, not optional. Second, there's a tremendous pent-up demand to improve telecom infrastructure” Robert Dawson, CEO, RF Industries [major manufacturer of mobile antennas]
Office & Furniture
“Our growth in continuing business is potentially correlated with increased office spending. That was a hypothesis that we've had for a while that if people got back in the offices more significantly, we would see higher levels of moves, adds, changes and just general activity would restart and it feels like we're seeing some of that” Sara Armbruster, CEO, Steelcase Inc [world’s biggest office furniture manufacturer]
Commodities & Resources
“It's a great time to be in resources. Mining is at the core of the energy transition, and the race to net zero in the future-facing commodities will fuel the next wave of growth for mining” Sanjeev Gandhi, CEO, Orica Ltd
“What we do know is scrap[aluminium] is going to go up, scrap values are going to go up everywhere” Daniel Fisher, CEO, Ball Corp [world’s largest manufacturer of aluminium food &beverage containers]
Digital & Internet
“I would ask you, what aspect of your life is not getting more digital? Everything. Sports, our entertainment, our social experience, our health, work, medical, everything is becoming more digital” Patrick Gelsinger, CEO, IntelCorp.
“We've seen continued strength and adoption and engagement from both consumers and businesses in all regions” Peter Muhlmann, Founder/Director, Trustpilot Group Plc
Health
“While obesity is very much a factor of many patients and when you look at patients, you'll see our patient population, you'll see a significant factor of obesity, but it's not a single or linear relationship between obesity and sleep apnea” Robert Douglas, COO, ResMed Inc
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