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“We're really not seeing anything significant to talk about with respect to cancellation trends. Our onboard spend has been consistently strong.”
Short-Haul Destinations
"While global uncertainty continues to influence travel behaviour, demand to date has remained resilient, with travellers increasingly favouring domestic and short-haul destinations across Asia and the Pacific." Market Statement, Webjet Group Ltd
RBA Card Surcharge Reforms
"These reforms deliver a win for consumers through lower payment costs, and a win for Australian small business through simpler and more transparent pricing. Importantly, they also represent a structural shift in the market towards greater transparency and stronger competition." Nigel Lee, CEO, Tyro Payments Ltd
Robots Vs Humans
“So there's Airtasker as a provider of actual labour services…I think that we are some way away from humanoid robots taking on those jobs because they require a huge amount of physical, in-person dexterity.” Tim Fung, CEO, Airtasker Ltd
Energy Grid
“By 2040, around half of installed transformers will have reached retirement age.” Market Statement, Siemens Energy A.G.
Roof Racks & Travel Accessories
“Market situation hasn't changed much, and the trends don't typically change that quickly for us. It is, in general, still a cautious market out there with cautious consumers and retailers.” Mattias Ankarberg, CEO, Thule Group AB
Cruise Liners
“We're really not seeing anything significant to talk about with respect to cancellation trends. Our onboard spend has been consistently strong.” Josh Weinstein, CEO, Carnival Corp.
Cost Pressures
“Tourism continues to perform strongly from a demand perspective, but that is happening alongside record levels of cost pressure for businesses.” Natassia Wheeler, CEO, Queensland Tourism Industry Council
Labour Shortages
“Australia is short of skilled labour. Everyone knows.” Vikas Rambal, Chair, Perdaman Industries [major fertiliser manufacturer]
EVs & Middle East
“We are seeing a significant increase in inquiries. At our dealerships, it’s been consistent, and it’s been driven a lot by curiosity, with consumers bringing forward their EV purchases because of the cost of living. It isn’t a stampede, but it’s been a spike.” Paul Ellis, Public Relations, BYD Australia
Sports Retail
“Markdowns across the marketplace remain elevated.” Matthew Friend, CFO, NIKE Inc.
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Plant-Based Protein & Snack Foods
“We continue to experience elevated levels of uncertainty and therefore, low visibility within our core category of plant-based meat.” Lubi Kutua, CFO, Beyond Meat Inc.
“This is a resilient growing category that's driven by core growth and innovation.” Kirk Tanner, CEO, The Hershey Co.
Home Care & Emerging Markets
“Home Care [laundry powders & cleaning products] plays a critical role with significant market development opportunities in emerging markets [with this] being the category that opens the door with customers in all these regions.” Fernando Fernandez, CEO, Unilever Plc.
Doctors Vs Health Wearables
“Whoop is looking to both augment the doctor’s office and, in other ways, even replace the doctor’s office….I think, in terms of augmenting, it’s providing more connective data and relationships between the central Whoop health platform and the day-to-day that someone has with their medical system. In terms of replacing, it’s providing daily functionality and insights that you know you otherwise may have previously needed a doctor’s office for.” Will Ahmed, CEO, Whoop
Gen Z & Millennials
“They spend more, and they're more loyal.” Stefan Larsson, CEO, PVH Corp. [parent co. of Tommy Hilfiger & Calvin Klein]
Mining & Diesel
“While the Company is not currently experiencing any supply issues with diesel fuel, this remains a focus for the business and a key risk for the broader mining industry in Australia.” Market Statement, Northern Star Resources Ltd
Vibe Coding vs. App Store
“I just think vibe coding is going to be so much bigger than Apple even realises." Dhruv Amin, CEO, Anything [viral AI-powered vibe coding app]
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