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“Post-COVID, the market conditions are very favourable for contractors. There's no doubt the risk allocation pendulum has swung”
Consumer Spending
“With most of our customers, it looks like they try very hard not to downgrade the quality of food for their animals” Mike Frizell, CEO, Pet Circle [online pet retailer]
“Consumers are tightening their belts and there’s little money left for indulgences” Paul Zahra, CEO, Australian Retailers Association
“Maybe interest rates are going to continue to rise. People are really going to tighten their spending. The lipstick effect [consumers spending money on small indulgences in an economic downturn] doesn’t apply to Mad Mex” Therese Frangie, CEO, Mad Mex [nationwide Mexican fast-food chain]
Banking & Lending
“The fact that 70% of loans [mortgages in Australia] are written by mortgage brokers says to me customers are very minded to shop around” Greg Ward, CEO, Macquarie Bank Ltd
Supply Chain
“This is one of the areas where we're seeing improvement ahead of what we thought internally we would be able to achieve, as not just Greenbrier, but as many companies have seen over the last several years, supply chain can be one of those things that can be a persistent headwind or it can pop up” Lorie Tekorius, CEO, The Greenbrier Companies Inc [major international railroad freight car & barge manufacturer]
“There's been a lot of wider commentary on inflation around insurance claims. We see this in terms of repair costs as capacity and supply chain challenges increase the cost of fixing the vehicle. And we don't see this materially changing in the short term” Martin Ward, CEO, Redde Northgate Plc[UK’s largest commercial vehicle rental provider]
Inflation
“As anticipated in our guidance for the year, we continue to face higher packaging and raw materials, freight and overhead costs” Garth Hankinson, CFO, Constellation Brands Inc
“Whilst commodities are starting to come down in some areas, we're not going to see lower labour costs for example. Those costs are now fixed in. Energy is taking time. So, I think clearly everyone wants inflation to come down faster, but it is going to take time and it's not going to happen as quickly as I suspect everyone would wishes to” Simon Roberts, CEO, Sainsbury’s Plc [major UK supermarket chain]
Mining Services
“Post-COVID, the market conditions are very favourable for contractors. There's no doubt the risk allocation pendulum has swung” Rod Heale, CEO, Decmil Group Ltd
Corporate Sector
“Business people are still travelling. Prices are higher, but they need to meet eye-to-eye. That remains really important to getting serious business or sales done” Graham Turner, CEO, Flight Centre Travel Group Ltd
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Offices & CBDs
“The struggle for these tenants to attract staff back to the office has been one factor [in lower office space demand], although, more recently, it has been more of a function of cost-cutting, particularly for US-headquartered [tech] firms” Mark Curtain, Managing Director - Pacific, CBRE Group Inc
“The acceleration of build-to-rent projects in Australia over the past few years is one way to increase inner-city resident populations and assist our CBDs on their pathway towards a more mixed-use future” Dan Kernaghan, CEO, Jones Lang LaSalle Australia
Hospitality & Social
“On-premise is still not quite back to where we saw pre-pandemic. As we've said before, it was roughly 15% of our business pre-pandemic, and it's still in that 12% to 13% range as we have come out of the pandemic” William Newlands, CEO, Constellation Brands Inc
“The wine industry is seeing consumers shift away from commercial [<$10 a bottle] wine” Kerrin Petty, Chief Supply Officer, Treasury Wine Estates
Alternative Investing
“In recent years, we have witnessed an unprecedented surge in the appreciation and demand for rare whiskies, with collectors and enthusiasts recognising their inherent value as both liquid assets and cultural artefacts” David Prior, CEO, Bladnoch Distillery [oldest privately owned Scotch distillery]
Health & Wellness
“The demand for health and wellness products continues to grow at above CPI, above GDP even, and the ageing of the population is supporting that as well” Rob Scott, CEO, Wesfarmers Ltd
“Consumer interests around the world in sport, health, and wellness has never been greater” Matt Friend, CFO, Nike Inc
Green Economy
“I would say we are beginning to see a bulge right now with the infrastructure for the electric vehicles and the hybrid vehicles built out. By infrastructure, I don't just mean charging, but batteries, etc” Erik Gershwind, CEO, MSC Industrial Direct Co [major US industrial equipment distributor]
Domestic Economy
“The sales are tougher in say Sydney than Melbourne or where we are in Brisbane” Fred Harrison, CEO, Ritchie’s IGA [Metcash]
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