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"Chart Pack" (19 articles found)

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The Australian grocery industry has returned to sluggish growth with challenges in both top-line sales growth and bottom-line cost pressures.  This chart pack addresses the risks and opportunities ahead for the Australian grocery industry. The presentation has three sections. 1) Consumers have more money to spend but will remain budget-conscious. 2) Retailers are struggling to deliver sufficient growth. 3) Volumes are weak, so where are the opportunities?

Retail Mosaic chart pack - Retailer market share 2024

Who's winning and losing

21 May 2025

We have published our periodical chart pack of retailer performance vs market. See attached PDF.  This market share report provides two insights – 1) which retailers are winning and to what extent. 2) Insights about market structure.  If you would like any of the data in Excel at any point, just contact us.

Presentation: Retail forecasts update April 2025

What happens next?

02 May 2025

This is a chart pack from our webinar presentation following our April 2025 updated retail forecasts. The chart pack addresses the retail sales outlook, household income growth and savings. We also address the topical issues of US tariffs, the Australian dollar and wage rate growth. The presentation pack has a link to the webinar recording.

Most retailers have highlighted how much tougher their NZ operations have been over the past year. The magnitude of the interest rate pain combined with lower levels of household savings has created a much tougher backdrop. However, conditions are improving and rate cuts have been significant with more to come. NZ retail sales should recover over 2025, more so in the second-half. We have pulled together a chart pack that provides a perspective on the NZ economic outlook, retail sales forecasts and financial performance of major retailers in that market. We include both ASX-listed retailers and NZ-centric retailers.

Presentation: Retail forecasts for 2025

A supportive 12 months ahead

31 January 2025

The link provides a presentation associated with a webinar we held. The webinar addressed our retail sales forecasts for 2025. In the presentation, we answered some of the big questions on everyone’s minds, the impact of interest rate cuts, how elections impact spending and the outlook for retail sales across categories.

Retail Mosaic chart pack - Australian online retail

Rebounding to double-digit growth

16 December 2024

We have produced a chart pack showing the growth trends for online retail in Australia. It is in double-digit growth again after a pause in the 2023 calendar year. The growth is strongest for those with the biggest presence online – supermarkets, Amazon, Temu and Shein are all growing rapidly. While online is growing fast, it is happening with a stronger emphasis on profitability than five years ago. We expect retailers with a stronger online presence to have faster sales growth. However, the medium-term risk remains margin dilution for incumbent bricks & mortar retailers as the online sales may not be incremental.

Retail Mosaic chart pack - Australian liquor industry outlook

Category forecasts for the Australian liquor industry

19 November 2024

We have produced a chart pack with category forecasts for the Australian liquor industry reset (see PDF report). This liquor outlook provides two insights – 1) The weakness in sales is more a function of the COVID-19 spike in demand than a structural concern. 2) The recalibration of liquor demand differs across categories, with wine and RTDs likely to see better demand from affordability and drinking preference. The data includes actual consumption trends for Australian households to the end of FY23.

Presentation: Update to retail sales forecasts in FY25e

Recovery is underway

25 October 2024

The link provides a presentation associated with a webinar we held. The webinar addressed our updated outlook for retail sales and the drivers of a recovery in retail spending. In the presentation, we answer the question of whether consumers will spend or save their income growth, quantifying the impact of rate cuts and tax cuts, which retail categories we expect to outperform in FY25e, and a comparison of Australia with offshore markets.

Retail Mosaic chart pack - Key insights post FY24 reporting season

Insights about the consumer and retail profitability 

01 October 2024

This chart pack provides subscribers with insights about the retail operating environment and outlook for wages, floor space and profit margins. The chart pack has been compiled post the FY24 reporting season across the retail market providing fresh insights about the sector.

Retail Mosaic chart pack - FY24 retailer market share

Who's winning and losing in Australian retail

20 September 2024

We have produced a chart pack of retailer performance vs market (see PDF report). This market share report provides two insights – 1) Performance of key ASX-listed retailers compared with market growth. 2) Market structure and individual retailer performance over time. The data includes actual six-monthly growth in industry sales to end of June 2024.

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