The link provides a presentation associated with a webinar we held. The webinar addressed the updated outlook for retail spending in FY24e and beyond. We are approaching the trough in retail spending in Australia. In the presentation, we address the shape of the retail cycle and how various categories may perform. The ability of households to drawdown on savings has helped cushion retail spending and housing indicators are starting to stabilise, which will help the sector. We also outline the challenges retailers face including higher wages and rents in the presentation.

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 FY23 reporting season across the retail market providing fresh insights about the sector.

This is a chart pack for subscribers that has a wealth of information about Australian retail spending, the retail outlook, as well as factors that will impact retail profitability. This chart pack can be used for internal presentations. Please contact us for anything in Excel or PowerPoint form.

We provide a presentation of the retail outlook including the key factors to consider for the year ahead. We expect retail spending to be challenging in FY24e with an improvement likely in FY25e. Excess household savings, price inflation and interest rates are all factors to watch for the year ahead. Retailers are lowering inventory levels and looking for labour productivity initiatives to offset wage inflation.