The link provides a presentation associated with a webinar we held. The recording is embedded in the email and details our revised forecasts for retail in the year head. We addressed the impact of higher interest rates, lower house prices and retail price inflation. All these factors will shape the timing and shape of a retail sales slowdown in FY27e. The presentation deck is now live on the website. 

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.