Empower your investment journey with knowledge. Subscribe to NAOS News & Insights.
By subscribing you consent to NAOS using your personal information in accordance with its Privacy Policy, a copy of which is available here.
By subscribing you consent to NAOS using your personal information in accordance with its Privacy Policy, a copy of which is available here.
“10 years ago, it was a lot about searching for information. Your customer would search and they would land in maybe the top 10 blue links within Google…Then your customers would click on it and come to your website. That is getting completely disrupted. In fact, Google has announced their AI overviews have reduced search traffic by 20 to 70 per cent. That disruption is going to continue.”
Commercial Fitouts & Trade Activity
"Notably, we’re seeing encouraging signs in regions such as Victoria, where the pipeline is expected to more than double over the next 18 months." Peter Marix-Evans, CEO, Shape Australia Ltd
“While trade activity remains subdued, there has been some improvement in Q4 [Jan-Apr 2025] and into the current year [May-Jun 2025].” Doug Jones, CEO, Metcash Ltd
Salt Mining
“India, Mexico and Australia are the largest suppliers of salt. The challenge, though, is India is growing at a rapid rate, and they are starting to import salt. That means that China, once a big importer of Indian salt, is looking for new suppliers, and Australia is in the box seat.” David Boshoff, CEO, BCI Minerals [Australia's largest salt mining project]
“Anything that’s got a ‘poly’ in its description, such as polyester, will have salt in its production process. The elastic part of your clothes, the plastic buttons on your shirt.” David Boshoff, CEO, BCI Minerals [Australia's largest salt mining project]
Sugar vs Corn
“What happens and that happened to sugarcane is that sugarcane did not go through the technological development that corn went through. Sugarcane is now going through a very interesting process as part of this [agricultural] technological evolution.” Felipe Vicchiato, CEO, São Martinho SA [major global grower/producer of sugar and corn]
Chicken & Potatoes
"Easing cost-of-living pressures provide a supportive backdrop for growth, while deflation in Australian input costs, particularly chicken and potatoes, and efficiency gains will assist in driving a higher margin." Xavier Simonet, CEO, Collins Foods Ltd
Building Market
"Operating volumes continue to be subdued, impacting operating leverage and profitability." Market Statement, Fletcher Building Ltd
Retirement Living
"It's one of those sectors where there's an ageing demographic and there's huge opportunity... We see more capital looking at this and trying to get an understanding of the business model." Nathan Cockerill, CEO, Keyton [one of the country’s largest retirement village operators]
Media & Content
"It’d be quite short-term viewing if you just saw free-to-air as your competitors. I think everything is your competitor. Every consumption model, every content creator, is a competitor in the sphere right now.” Rashell Habib, Head of Digital News & Strategy, Network Ten
Advertising
“So, 5 years ago, digital transactions were about 50% of the market. Now up to 70% of all advertisement spend is done digitally.” Alexander Solomou, CEO, LBG Media Plc [UK based digital publisher]
Join our investment community. Be the first to receive NAOS News, Podcasts, Insights and Invitations.
By subscribing, you consent to NAOS using your personal information in accordance with its Privacy Policy, a copy of which is available here.
Google Search & AI
“10 years ago, it was a lot about searching for information. Your customer would search and they would land in maybe the top 10 blue links within Google…Then your customers would click on it and come to your website. That is getting completely disrupted. In fact, Google has announced their AI overviews have reduced search traffic by 20 to 70 per cent. That disruption is going to continue.” Yamini Rangan, CEO, HubSpot Inc
Government & Communications
“Governments are increasingly evaluating the tools they use in the wake of vulnerability seen in using consumer-focused platforms for critical communications.” John Giamatteo, CEO, BlackBerry Ltd
Global Freight
“I think the point that I would make to you is it's very, very difficult to predict what is going to happen over the next 30 to 60 days or even further.” Rajesh Subramaniam, CEO, FedEx Corp.
Chinese vs US Consumers
“In the U.S., while consumption growth for luxury wine remains healthy, we have seen recent moderation. And that reflects the effects of the elevated economic uncertainty currently in that market… And in China, pleasingly, we have seen the market show a very strong return to growth.” Tim Ford, CEO, Treasury Wine Estates Ltd
Domestic Consumers
“Consumer sentiment is step-by-step improving.” Xavier Simonet, CEO, Collins Foods Ltd
Convenience Stores
“Competitive intensity in the independent or so-called street sector remains, and this has put pressure on margins.” Doug Jones, CEO, Metcash Ltd
Accounting & Payments
“SMBs [SMEs] and their APs [accounts payable teams] want to do their accounting and payments together. They are each must-do jobs, but become more powerful and efficient when integrated on the same platform.” Sukhinder Cassidy, CEO, Xero Ltd
Pharmaceutical R&D
“Look, just to reinforce that view that we're certainly seeing and we've shared this with our investors, a tailwind in terms of investment in central nervous system diseases and that goes from Alzheimer's disease right through to a range of different diseases.” Bradley O'Connor, CEO, Cogstate Ltd
Join our investment community. Be the first to receive NAOS News, Insights and Invitations.
