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“Travel in Europe is holding up…bookings for the summer are pacing up slightly. Demand is relatively in line with last year, but our rate is up low single digits year-over-year.”
Cars
“The competition in the Australian marketplace has never been greater.” Market Statement, Peter Waren Automotive Holdings Ltd
Consumer Goods
"We believe AI is changing how consumers research products and has the potential to be a significant opportunity for Costco given our pricing authority and our focus on quality." Ron Vachris, CEO, Costco Wholesale Corp.
Supply Chains
"The great thing about supply chain at the moment is you get 10 years' experience every 12 months." Lewis Gradon, CEO, Fisher & Paykel Healthcare Ltd
Domestic Refining
“There are some countries, like Australia, which had almost no reserve. They’ve shut down most of their refining capacity and were highly dependent on just-in-time product imports, which are at great risk.” Michael Wirth, Chairman, Chevron Corp.
AI Bubble
“We don't see a cliff. And in many ways, I think customers are prioritising getting access to technology now faster than ever before because nobody wants to be left behind when it comes down to deploying AI.” Antonio Neri, CEO, Hewlett Packard Enterprise Co.
European Summer
“Travel in Europe is holding up…bookings for the summer are pacing up slightly. Demand is relatively in line with last year, but our rate is up low single digits year-over-year.” Jennifer Mason, CFO, Marriott International Inc.
Telecommunications
"6G upgrades not expected to start before 2030." Market Statement, TPG Telecom Ltd
Food
“Trading conditions remain difficult for our Franchise Partners, and we have responded by focusing our marketing activity on simple, value-led campaigns." Peter George, Executive Chair, Retail Food Group Ltd
Agents vs Humans
"In two years, there'll be more agents using Slack than people." Marc Benioff, Chair & CEO, Salesforce, Inc.
“I'll just point to a couple of things, which is that humans always want to talk to other people. And in fact, I think in the AI world, there's an increasing value placed on authentic human connection and conversation. And that's ultimately what the Reddit product is.” Steven Huffman, CEO, Reddit Inc.
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Trade
"Trade in goods and services fell into a deficit for the first time since December quarter 2017, with exports of mining commodities falling and imports of data centre equipment and fuels rising." Market Statement, Australian Bureau of Statistics
Road Trips
"Domestic airline capacity and a reduction in offshore travel are anticipated to support short-stay and drive holidays, as reflected in spring school holiday and summer peak forward bookings, which remain 5-8% ahead of the prior year." Market Statement, Ingenia Communities Ltd
Domestic Economy
"As I have said before, improving productivity, getting more homes built and strengthening energy security should be Australia's top priorities." Andrew Irvine, CEO, National Australia Bank Ltd
Wine
“Lighter Styles [of wine] are expected to accelerate their share gains within the wine category.” Market Statement, Treasury Wine Estates Ltd
Peptides
“At a high level, we are very excited about this category because we do see immense consumer demand, and also early indications with a few of these peptides of real benefits.” Andrew Dudum, Ceo, Hims & Hers Inc.
Tech Sector & CGT
“If Australian investors are penalised more than overseas investors, that might skew who ends up owning our Australian companies.” Cameron Adams, Chief Product Officer, Canva
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