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"What stands out most is that we achieved these [strong] results despite operating through a period of extreme geopolitical volatility, consumer sentiment at historically low levels and unusually high fuel prices. While we are incredibly resilient to major external shocks, we are not immune."
Maths & English Tutoring
"Reduced consumer confidence, driven by ongoing economic uncertainty and global events, has impacted demand and resulted in lesson numbers declining in the second half of the year compared with the prior corresponding period. Average lesson prices have increased, however, not sufficiently to offset the decline in lesson numbers in the second half." Market Statement, Kip McGrath Education Centres Ltd
Domestic Consumer
"The consumer environment was very low confidence following the outbreak of the Iran conflict — there had just been an interest rate increase, and the federal budget had just been released, so we saw a small pullback. But we're really pleased it came back in June; it was fairly short-lived." Doug Jones, CEO, Metcash Ltd
Infrastructure
"Physical AI is coming. Everything is going to be connected, and you can't have an AI revolution unless you have critical infrastructure." Julie Sweet, Chair & CEO, Accenture plc
US Inflation & Interest Rates
"Looking ahead, we expect inflationary pressure to increase as the year progresses, reflecting the broader macro environment." David Kennerley, CFO, The Kroger Co. [largest traditional supermarket operator in the United States]"
Software Developers
"Software development is the function most impacted by AI, and there is a chance that in three to four years, there is actually no one developing software inside SAP anymore." Christian Klein, CEO, SAP SE
Labour Markets & Apprenticeships
"AI is not going to disintermediate humanity. Will technology make us more efficient? Yes. Will it solve the supply and demand imbalance of labour absent immigration? Yes." Gary Burnison, CEO, Korn Ferry
“We’ve hit a five-year low for the number of construction apprentices in training. The workforce shortage has real-world impacts for homebuyers.” Denita Wawn, CEO, Master Builders Australia
Building Costs
“The cost to build is almost 50 per cent more expensive than it was before the pandemic, and building a new detached house has increased from 8½ months to 11 months over the past 10 years.’’ Denita Wawn, CEO, Master Builders Australia
Private Credit
“In the current environment, we're seeing increasing dislocation in the lending markets.” John McBain, Co-CEO, Centuria Capital Group Ltd
Babies & Cars
“Sales across our non-refurbished store network did not meet plan over the last seven weeks, driven by softness in prams and car safety categories relative to expectations, which lowered average transaction values.” Mark Teperson, CEO, Baby Bunting Group Ltd
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Cruise Demand
"What stands out most is that we achieved these [strong] results despite operating through a period of extreme geopolitical volatility, consumer sentiment at historically low levels and unusually high fuel prices. While we are incredibly resilient to major external shocks, we are not immune." Josh Weinstein, President & CEO, Carnival Corp.
Freight & Logistics
"We are growing revenue in the most premium segments of the global economy. As trade patterns evolve, we flex our network to keep supply chains moving." Raj Subramaniam, President & CEO, FedEx Corporation
Transmission
“Transmission is a relatively small share of overall system investment but delivers substantial benefits for consumers by unlocking lower cost energy across the National Electricity Market.” Daniel Westerman, CEO, Australian Energy Market Operator
Credit Quality & SMEs
“We continue to see strong underlying momentum in the business. Recent credit outcomes have been driven by a small number of customers, who we are actively working with. These exposures have deteriorated subsequent to the customer-by-customer review undertaken in the third quarter and reflect recent, borrower-specific developments. While today’s update is partly a result of the macro environment, it is nevertheless disappointing.” Chris Bayliss, CEO, Judo Bank
Memory Shortages
"Memory has become important to so many…We expect market tightness to continue beyond 2027." Mark Murphy, CFO, Micron Technology Inc.
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