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“For years, e-mail is our most effective channel for reaching and converting guests, leveraging data to deliver efficient and targeted communications. However, as consumer preferences have changed, particularly over the last few years, e-mail effectiveness has significantly declined, but we did not make enough progress in shifting to new and emerging marketing channels.”
Health & Technology
"In health, it’s a bit further behind [other industries]. I think this will be very interesting as the health landscape evolves. We have this situation in Australia where 12 or 13 per cent of the workforce works in health. Given health demand is increasing, particularly in mental health, if we don’t innovate, probably 45 per cent of the workforce will need to be in the health profession. We don’t have enough people, so we’re going to need to use AI in some ways." David Koczkar, CEO, Medibank Private Ltd
Australia's Superannuation System
“It’s a remarkable success story. I always laugh a little bit when I come here and hear complaints about super. It’s the envy of the rest of the world.” Ron O'Hanley, CEO, State Street Corp
EV Adoption
"The car industry is spending billions of dollars in research and development and then changing their factories supplying high-quality EVs to the market, but people aren’t buying them in the numbers that governments, and to be quite frank, the industry was anticipating.” Tony Weber, CEO, Federal Chamber of Automotive Industries
“I think it’s going to be a vibrant industry, but it’s going to be smaller, way smaller than we thought...I wouldn’t be surprised that the EV sales in the U.S. go down to 5%.” Jim Farley, CEO, Ford Motor Group
Email Marketing
“For years, e-mail is our most effective channel for reaching and converting guests, leveraging data to deliver efficient and targeted communications. However, as consumer preferences have changed, particularly over the last few years, e-mail effectiveness has significantly declined, but we did not make enough progress in shifting to new and emerging marketing channels.” Robert Katz, CEO, Vail Resorts Inc. [world’s largest ski resort group]
Internet Search & Authentication
“There is going to be a fundamental re-architecture of the internet around giving people answers instead of links. How do you trust that answer? There is going to be a generational company born out of that...In a world where you can easily create fake content with AI, accurate answers, trustworthy sources become even more essential.” Dmitry Shevelenko, Chief Business Officer, Perplexity AI
Sovereignty
“There’s a massive sovereign risk this country faces if we lose our sovereign capability, whether it’s in building products or cement or steel or fertiliser or aluminium.” Mark Vassella, CEO, BlueScope Steel Ltd
Workplaces
“I think win rates with our largest customers remain strong and consistent, and we continue to see employers realise that they need to redesign their spaces, as they return to office and provide better solutions, whether it's privacy, collaboration, et cetera. So, I think that's a pretty consistent theme kind of across segments.” Sara Armbruster, CEO, Steelcase Inc [major multinational office furniture company]
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Utility Companies
“Our customers are brilliant people, but they are quite defensive in terms of how they adopt technology, but we're seeing that change and decisions being made much faster.” Glenn Milnes, CEO, ikeGPS Group Ltd
Cruises
"Booking trends have continued to improve since our last update, nicely outpacing capacity growth at higher prices and setting a record for bookings made on sailings 2 years out." Josh Weinstein, CEO, Carnival Group plc.
Global Real Estate Markets
“What the industry really struggles with is very large and quick changes in the cost of capital, whether that's debt or the equity markets…and the real estate industry struggles with indigestion when that happens. So a stable environment, if interest rates continue to slowly moderate down, then that will be advantageous. But we also have a very competitive debt market with spreads already tightening because of that competition.” Richard Bloxam, CEO – Capital Markets, Jones Lang LaSalle Inc.
Music & Streaming
“When you sort of look out and you sort of see what's left on the table for Spotify, there's some amazing opportunities. One of them, of course, is there's the next generation of consumers that are now coming online in a very big way. We have a huge part of the world that still isn't really accustomed to streaming as much as we take it for granted today.” Daniel Ek, CEO, Spotify Technology
Free-To-Air TV
“Free-to-air television needs sport more than ever...If you think about free-to-air, it’s all news, sport, and reality TV. It needs sport for the future of the business.” Peter V'landys, Chair, Australian Rugby League Commission
Construction & Infrastructure
“Construction and infrastructure is local. We talk about it globally, and we talk about it at the national level, but all construction and infrastructure is done at a local level, and that's why we operate at a local level with local leading brands.” Jim Mintern, CEO, CRH plc [major multinational building materials company, inc. recent owner of Adbri]
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