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“From a consumer’s perspective, that large-format bookshop is very attractive. There’s so much choice to have a look at. But it’s very, very hard to make money in large-format bookshops because the cost of doing business is very hard”.
Internet & NBN Alternatives
"It’s [upgrading legacy copper lines] like giving an old car a new engine that allows it to go as fast as modern sports cars, but only for a short distance. This makes it a cost-effective solution for boosting internet speeds in areas where the existing infrastructure is based on copper wires" Market Statement, TPG Telecom Ltd
US Election
"I think, secondly and if you look historically, this often happens, whenever there is a scenario where you have a federal election that is close, you often have people pull back. You see it across the whole consumer sector and that is consistent as well." William Newlands, CEO, Constellation Brands Inc
UK Consumer
"What I would just say, is that consumer sentiment is what I would describe as stable to positive. And we see that in recovering volumes... But with the core U.K. consumer, everything we're seeing in the business is relatively positive in terms of volume, momentum and trading up" Ken Murphy, CEO, Tesco Plc
Luxury & Fashion Trends
"Loose and baggy denim continues to become a larger part of our bottoms portfolio. We remain at the forefront of this trend" Michelle Gass, CEO, Levi Strauss & Co.
"The market opportunity is significant in digital retail. There has been turmoils, there have been challenges over the last 18 months, but it has not changed that most analysts, most market researchers, predict a doubling of digital luxury until 2030." Michael Kliger, CEO, Mytheresa [leading luxury e-commerce platform]
Transport & Shipping
"Although we have seen an increase in newbuild [ship] ordering during recent quarters, many of these orders will only be delivered from 2027 onwards. Newbuild prices continue to be at an elevated level, and with the uncertainty on propulsion, this continues to be complex. We continue to expect muted net supply growth for at least the next few years, which aligns with demand growth." Udo Lange, CEO, Stolt-Nielsen Ltd [major global transporter of bulk liquids]
Stock Exchanges
"Let me highlight just a couple of the most significant trends that we're seeing across the industry. Firstly, we are witnessing the disintermediation of market infrastructures. Much of this is driven by the next block, which is blockchain and digitisation... Alongside technological innovation, we're seeing increased M&A activity in the industry...And then, of course, the trend towards shorter settlement cycles is another major development that we're seeing across the world." Leila Fourie, CEO, Johannesburg Stock Exchange Ltd [largest stock exchange in Africa]
“Australia has gone from a laggard in financial market infrastructure to absolutely at the head of the pack” David Ferrall, CEO, FinClear
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Supermarkets, Food & Beverage
“Our data shows that we have over 4 per cent more households shopping with us as customers seek everyday value. That’s new customers coming to Aldi for the first time. On top of that, existing customers are increasing the frequency of their shops at Aldi. This is a trend that we have been observing for some time and preparing for as a business.” Jordan Lack, MD, Aldi Australia
“Long term, as I said earlier, we believe in the long-term growth of both our snacks category and our beverage category. Both of them are trillion dollar type of categories with global relevance, growing very healthy in many markets around the world” Ramon Laguarta, CEO, PepsiCo Inc.
Data & Healthcare
“I think it [data] is a really key part of health service delivery going forward so we do see it as a significant opportunity, and…as a way of making health services more accessible where there are massive gaps in the network” Emily Amos, Managing Director, Wesfarmers Health
Auto
“EVs are fun to drive. The total cost of ownership is lower than it is for ICE [internal combustion engine] vehicles.” Mary Barra, CEO, General Motors Inc
Travel
“The whole world has changed. We didn’t have the war in Ukraine before COVID-19. We have a very different economic position. We may be at 95 per cent of pre-COVID capacity, but the makeup looks different,” Scott Charlton, CEO, Sydney Airport
Retail
“From a consumer’s perspective, that large-format bookshop is very attractive. There’s so much choice to have a look at. But it’s very, very hard to make money in large-format bookshops because the cost of doing business is very hard,” Mark Newman, MD, Dymocks Retail
Housing Crisis
“At the core of the issue, with the housing issue we've got, is a supply problem. And that's something that REA, whilst we're an industry leader, we believe that the supply situation has to be dealt with.” Hamish McLennan, Chairman, REA Group
“New housing commencements are down, which is a particularly worrying sign and shows how fragile our housing pipeline is” Matthew Kandelaars, Executive for Policy and Advocacy, Property Council Australia
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