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“We've got the biggest virtual asset in the field of digital health of everyone in health care, not just everyone in Medtech, everyone in health care. We have 13 million, 100% cloud-connectable medical devices that we've sold into 140 countries in the most expensive real estate in the world, which is your bedside table.”
Freight
"Consistent with the industry trends that we have seen in recent quarters, revenue at freight remained under pressure. That said, despite the prolonged weakness in the industrial economy, the LTL [less-than-truckload] market remains rational." Rajesh Subramaniam, CEO, FedEx Corp.
Footwear, Athleisure & Performance Clothing
“I would say that the current level of uncertainty is impacting customer confidence across our different markets. But more importantly for us, as we have said previously, unemployment is a key factor for our young customer and we are starting to see early negative signs of it, especially Europe, U.K. Something for us to monitor in the coming months.” Regis Schultz, CEO, JD Sports plc.
"15 years ago, you saw the explosion of athleisure. And with that, many brands in the industry kind of migrated to the middle, into this very homogeneous space...And as we see consumers react, start to move back into a space of buying things for performance. Even within the luxury space, we see behaviourally, just quality and craft don't do it anymore. You've got to deliver performance." Market Statement, Amer Sports Inc [global sports conglomerate inc. brands Salomon and Wilson]
China
"I have personally spent significant time in China, and I know firsthand how competitive it can be." José Muñoz, CEO, Hyundai Motor Co.
“The salmon [export] category is becoming more established than [just] China. It is frustrating that we don't have more product to accelerate our market development.” Carl Carrington, CEO, New Zealand King Salmon Ltd
Utes
"Pickup trucks [utes] represent a white space opportunity; we are ready to capture. The midsized truck [ute] segment is one of the largest and most profitable in the industry." José Muñoz, CEO, Hyundai Motor Co.
Water & Filtration
"Water scarcity and the increasing regulatory requirements governing wastewater present the most - the 2 most favourable macro trends in the industry...And these trends play out in both the industrial and in the municipal markets." Jeroen Bloemhard, GM Water Solutions, DuPont Inc
Insurance
"The Swiss Re Institute estimates there is more than $7 trillion of annual insurance premiums globally, $4 trillion alone in non-life premiums, and global non-life premiums are growing annually due to economic expansion, emerging risks and exposures, increasing insurance demand and new coverages purchased by those that already buy insurance." J. Patrick Gallagher Jr, CEO, Arthur J. Gallagher & Co Inc [one of the world's largest insurance brokerage groups]
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Retailers
“Wholesale [customer] trends are improving, but of course, uncertainty remains in key global marketplaces and forward orders, and in-season buying from key accounts does support an improving wholesale trend.” Brent Scrimshaw, CEO, KMD Brands Ltd [formerly Kathmandu Ltd]
"In addition to being a transition year, during FY25, we faced challenging macroeconomic conditions and rising costs of doing business. By contrast, our trading for the first seven weeks of FY26 has been positive and we are cautiously optimistic about the year ahead, with emerging pockets of improving consumer strength." Olivia Worth, Exec. Chair, Myer Holdings Ltd
“As customer shopping patterns continue to migrate towards key promotional periods across Black Friday, Christmas and Boxing Day sale periods, the improving 2H25 momentum has continued into the first 6 weeks of 1H26.” Market Statement, Premier Investments Ltd
Medical Devices
“We've got the biggest virtual asset in the field of digital health of everyone in health care, not just everyone in Medtech, everyone in health care. We have 13 million, 100% cloud-connectable medical devices that we've sold into 140 countries in the most expensive real estate in the world, which is your bedside table.” Michael Farrell, CEO, ResMed Inc.
Energy Drinks
"Monster and the energy segments are exploding overall as people are looking for more of a ‘kick up’, and Monster has led the energy segment." Orlando Rodriguez, CEO, Coca-Cola Europacific Partners Australia [formerly Coca-Cola Amatil]
AI & Human Rights
"The speed of AI industry development has far exceeded our expectations, and the industry's demand for AI infrastructure has also far exceeded our expectations.” Eddie Wu, CEO, Alibaba Group Ltd
“As AI gets smarter, access to AI will be a fundamental driver of the economy, and maybe eventually something we consider a fundamental human right. Almost everyone will want more AI working on their behalf.” Sam Altman, CEO, OpenAI
Regulation & Financial Infrastructure
“ASX has considerable work to do to meet the bank’s expectations for an operator of critical market infrastructure.” Market Statement, Reserve Bank of Australia
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