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“Jet fuel prices, which were around US$85 to $90 per barrel prior to the conflict, have increased sharply to between US$150 to US$200 per barrel in recent days…In response, the airline has implemented initial fare adjustments. If the conflict leads to continued elevated jet fuel costs, the airline may need to take further pricing action and adjust its network and schedule as required.”
AI Coding
"Reminder that using AI to write code is an incredibly bad idea still, and anyone advocating for it is either incompetent or evil…It's just as dumb as letting AI write the laws. It's about logic, not about typing." Markus Persson, Founder & Creator, Minecraft [globally popular kids video game]
Athleisure
“The active category remains strategically important and resilient. Even amid disruption, customers continue to make fashion choices that are active oriented.” Richard Dickson, CEO, Gap Inc.
Tariffs
“The complexity of the tariffs implemented over the past year, including layering of different tariffs on top of each other and multiple changes in rates throughout the year, also made it challenging to track the exact impact to an individual item sold.” Ron Vachris, CEO, Costco Wholesale Corp.
Shipments & Middle East
“The supply chain has balanced out a little bit more…shipments, until the most recent undertakings, everything has been on time and moving through very well. So, we haven't seen any disruptions from the Middle East in our regular merchandise flow, but we're watching that very cautiously, and we're staying on top of that.” Ron Vachris, CEO, Costco Wholesale Corp.
“The extra [fuel and travel] costs work out at around $200 for a standard 20ft shipping container which can mean anything from a 15% to a 20% increase on some of the freight cost.” Vincent Clerk, CEO, Maersk
Japan
“Japan is one of the world's most significant vision care markets; and with an estimated 77% of elementary school children being myopic, it represents a substantial opportunity.” Albert White, CEO, Cooper Companies Inc. [major global, consumer-centric medical device company]
Coal
“Coal doesn’t go through the Strait of Hormuz. It’s a cheap and available baseload source of power. Coal is no longer a four-letter word; Australia is the one place where that is an exception.” Gary Nagle, CEO, Glencore Plc
Skiing & Weather
“I think what we see is that people tend to look at this [a bad ski season] in terms of how many times they may have used their pass as also an aberration that it's not really that they don't love skiing. It's not that they're not as connected to the sport, but just that the weather didn't show up this year like they may have hoped. But I think everyone also knows that that doesn't really change the likelihood that next year could be an amazing season even in this year where we had tough conditions.” Robert Katz, CEO, Vail Resorts Inc.
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IT Hardware
“On the memory cost increases, we will continue to see that throughout 2026. Today, against our order backlog and the demand momentum we see, we don't have enough supply to meet all the customer demand.” Antonio Neri, CEO, Hewlett Packard Enterprise Co.
Employment & Labour Force
“I don't really see that high-end labour talent being disintermediated [by AI].” Gary Burnison, CEO, Korn Ferry Inc.
Global Consumer
“Starting with the consumer, no major change to what we've discussed in recent times. There's a stronger overall consumer base in North America than we have elsewhere in the world. But within that, you've got segments that are doing better than others.” John Murphy, CFO, The Coca-Cola Co.
Fertiliser & Jet Fuel
“Recent geopolitical developments in the Middle East may affect global fertiliser supply chains, with the region a source of supply for Australia. Ridley's diversified fertiliser supply network provides resilience.” Market Statement, Ridley Corp Ltd.
“Jet fuel prices, which were around US$85 to $90 per barrel prior to the conflict, have increased sharply to between US$150 to US$200 per barrel in recent days…In response, the airline has implemented initial fare adjustments. If the conflict leads to continued elevated jet fuel costs, the airline may need to take further pricing action and adjust its network and schedule as required.” Market Statement, Air New Zealand Ltd
Tax & Business Investment
“If the tax pool in Australia diminishes because economic rents are being extracted out of Australia to global institutions, then our ability to fund everything that is essential and unique about Australia’s great quality of life is at risk.” Paul O'Malley, Chairman, Commonwealth Bank of Australia Ltd
Saaspocalypse
"You've all heard the thesis or theory that new companies coding quickly using AI will spell the death of SaaS. I don't agree with that at all. Oracle is using the best AI coding tools and the best developers not only to accelerate our SaaS business but to deliver solutions that enable entire ecosystems across numerous industries." Mike Sicillia, CEO, Oracle Corporation
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