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“Of the 19 recognised methods for accounting for carbon mitigation, the Beef Cattle Herd Method has delivered the fourth biggest volume of Australia Carbon Credit Units.”
Branding, Product & Advertising
"Brands are special because companies become famous. They make it into an industry because they built the product, and the product cut through with the consumer and they became massively successful for it.” Kevin Plank, CEO, Under Armour Inc
Macroeconomic & Corporate Spending
“I think if I just look at it from Cisco's customer base perspective. We have a suite of CEOs today that have never experienced what might be considered normal. So, nobody is sitting around waiting for things to get back to normal to resume spending or things of that nature.” Charles Robbins, CEO, Cisco Systems Inc
Insurance
“The insurance industry and reinsurance industry needs to show healthy profits in order to serve its role to increase the resilience of putting [placement of insurance]." Alexander Andreas Berger, CEO, Swiss Re Group
Range Anxiety
"Range anxiety with the lack of public charging infrastructure is often cited as one of the main barriers to faster EV adoption. In the U.S., we have around 100 electric vehicles for every public fast charger. In China, it's 50.” Bader Khan, CEO, EVgo Inc [major US EV charging network]
Department Stores & Discounting
“In the 10 years since the David Jones transaction [acquired in 2014 for $2.1bn], the outlook for department stores has deteriorated further, with the entrance of Chinese ultra-cheap fast fashion retailer Shein and online marketplace Temu, with the two companies gaining market share due to heavy discounting and aggressive social media marketing spend.” Market Statement, Kroll Inc [independent expert report provider]
Buy Now Pay Later
"That's a big untapped area for Affirm and also, I would say, for the buy now, pay later industry at large. No one has really cracked the code on off-line spend." Robert O'Hare, CFO, Affirm Holdings Inc
Food & Agriculture
“People these days are aware that via the food they eat, they can have an impact, strong impact even. And yes, there is a lot of greenhouse gas emitted from the farm right down to people's plate. So, it's about 30% of greenhouse gas emissions that are accounted for by the agri-food industry.” Sophie Bellon, CEO, Sodexo Group [one of the world’s largest food services companies]
"It's clear that from the beginning of the year to now, we've seen more prolonged value-seeking behaviour than we anticipated back in June." Jeffrey Harmening, CEO, General Mills
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COVID
“Every year, we had 2 waves. Last year, we had the COVID wave in Q2 and Q4. This year, we had the COVID waves in Q3. And we are just experiencing an uptick that is very predicted with very high accuracy. I can say that we're expecting now a new wave of COVID as we are exiting '24 and we are entering 2025.” Albert Bourla, CEO, Pfizer Inc.
Office Furniture
“I think another encouraging sign for us is to see how much our large projects have increased over the last several quarters, which typically means that people are looking to actually really revitalise their environment versus just a small area here and there.” Andrea Owen, CEO, MillerKnoll Inc.
Interest Rates
“Restrictive interest rates are working to bring inflation into the Reserve Bank’s target range, and we do expect to see rates decrease in the first half of 2025.” Andrew Irvine, CEO, National Australia Bank Ltd
Carbon Credits
“Of the 19 recognised methods for accounting for carbon mitigation, the Beef Cattle Herd Method has delivered the fourth biggest volume of Australia Carbon Credit Units.” Adam Coffey, Deputy Chair, Cattle Australia
Infrastructure
“We have visibility into the compelling runway of projects to address global infrastructure needs, including communications, utilities and data centres. Infrastructure spending remains a positive outlier in the broader construction industry, with consistent growth projected for the foreseeable future.” Richard Olson, CEO, The Toro Co. [major provider of outdoor equipment & machinery]
Semiconductors
“While consumer-oriented markets are weaker in the near term, we anticipate a return to growth in the second half of our fiscal year [1HCY25].” Sanjay Mehrotra, CEO, Mircon Technologies Inc.
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