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“There's obviously been a lot of conversation around the medical industry in general, but radiology in particular about burnout. There is an acute worldwide shortage of radiologists.”
Self-Storage
"Despite the inflationary headwinds, we expect our portfolio to continue to benefit from a range of tailwinds over the short to medium term, including organic growth as the Self-Storage category continues to mature in Australia and New Zealand" Steven Sewell, Managing Director, Abacus Storage King Ltd
Commodities & Resources
“We are seeing sustained demand for high-quality Australian commodities including metallurgical and thermal coal, iron ore, grains and phosphate, and emerging opportunities for containerised freight using rail-based supply chains." Andrew Harding, CEO, Aurizon Holdings Ltd
Dairy
"In the international sector, our performance was largely impacted by the lingering disconnect between milk cost and global commodity prices in Australia." Lino Saputo, CEO, Saputo Inc [largest dairy processor in Australia]
Paper & Timber
"As the world becomes more sensitive to reducing carbon emissions, we believe that products like lignin, mass timber, green energy, lumber and pulp will play increasingly important roles in displacing carbon-intensive products, products like concrete and steel for construction or plastic for packaging." Juan Carlos Bueno, CEO, Mercer international [one of the world’s leading pulp and wood producers]
Families & Safety
"But if you think about the overall trends, millennials aging into our category, people becoming more aware of the product, international in particular, we do think there are long-term overall winds at our back." Chris Hulls, CEO, Life360 Inc
Data & Technology
"According to the ACCC, and a recent digital consumer survey, the average household consumes on average 452 gigabytes of data per month to power 22 household devices…We expect this to grow to 33 devices per household by 2026 and 40 devices, on average, by the end of the decade. In just six years, data volumes have tripled across Australia.” Philip Knox, Interim CEO, NBN Co Ltd
"Things like TV was quite soft, but the tech categories continue to perform strongly." Nick Wells, CFO, JB Hi-Fi Ltd
Retirement & Superannuation
“As Australia’s superannuation system matures, the retirement phase of superannuation is expected to increase significantly, with an estimated 2.5 million Australians set to retire over the next 10 years" Market Statement, Challenger Ltd
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Agriculture & Regional Australia
“We are quite fragmented in the way we collect data across the industry. But if you had a conversation with anyone across the whole supply chain, you would hear the same thing – that there are shortages, there are skill shortages and it’s hard to find people to work regionally.” Jen Galloway, General Manager, Agrifutures Australia [formerly Rural Industries Research and Development Corp]
US Households
"Everyone's expecting rates are going to fall. So, they’re deferring those projects.” Edward Decker, CEO, Home Depot Inc
Crop Protection
“The past financial year has seen a period of intense competition and depressed pricing in global markets.” Market Statement, Nufarm Ltd
Global Consumer
“They're still travelling, but I think they're definitely more intentional in the way they're spending. And when they're traveling, we're noticing and other companies are noticing as well, maybe they're not spending at the same levels while they're on their trips as well.” Kyle Gendreau, CEO, Samsonite International S.A.
Building Materials
“The outlook in demand is positive...If there is any air pocket, I don't want to use that term. We've been living through the last six months.” Ryan Stokes, CEO, Seven Group Holdings Ltd
Furniture & Homewares
“So look, as far as we can see, our category is holding up better than a lot of people thought and better than other categories, furniture and homewares markets around the world.” Mark Coulter, CEO, Temple & Webster Ltd
Snack Foods
“Snacking is a large, attractive and durable category that continues to grow in importance with consumers.” Steve Cahillane, CEO, Kellanova Inc [parent co of Pringles & other worldwide brands]
Freight Rates & Shipping Containers
“A lot of that is seen being caused, we believe, by the tariffs coming on electric cars produced in China where they're shipping a lot of cars before the tariffs to Europe and the U.S. in containers before the tariff comes in. And that's absorbed a lot of the supply, and hence, we've got the pressure on rates at the moment. We believe this is short term.” Anthony Scali, CEO, Nick Scali Ltd
Healthcare
“There's obviously been a lot of conversation around the medical industry in general, but radiology in particular about burnout. There is an acute worldwide shortage of radiologists.” Sam Hupert, CEO, Pro Medicus Ltd
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