consumer

Kerry Craig

McDonalds’ McRib is a barbecue-flavoured, pork-based sandwich that was first introduced to customers in the 1980s and is made available for only a very brief period each year. For fast-food fans, the tangy but elusive sandwich has a cult like status and has spawned many dedicated McRib locator websites, just... Show More

Chris Watling

Structurally, Australia’s growth model has been deteriorating for most of the past two decades and is now arguably one of the poorer examples in the developed world. In the years of the last commodity bull cycle, instead of saving in its ‘times of plenty’, Australia funded a large consumption and... Show More

Callum Thomas

Just wanted to quickly share this chart - it shows consumer sentiment across developed and emerging economies (GDP weighted) using the Reuters/Ipsos Consumer Sentiment Indexes. The chart (from my latest report) shows a clear trend towards new highs in consumer confidence for developed economies, and while emerging markets stumbled in... Show More

Livewire Exclusive

Matt Haupt, Portfolio Manager at Wilson Asset Management, says that he expects more downgrades to be announced on the ASX in the coming months. Since Malcolm Turnbull raised the possibility of an early election they’ve seen softness in the consumer sector. He raises retail as a particular concern of his.... Show More

Fidelity International

This term, which sounds silly taken literally, acknowledges the importance of the US consumer to the global economy ever since the US became the world’s largest economy in 1916. US GDP is about 68% consumption, which is a bigger number than for other large economies. Chinese consumers, for instance, only... Show More

PM Capital

There are 3 major areas of the economy PM CAPITAL watch closely, says Portfolio Manager Uday Cheruvu: industrial, consumer and services. The industrial sector is indicating a slight slowdown, but not a recession. Consumers are spending, and they’re growing their spending - they’re starting to spend their oil savings. He... Show More

Livewire News

Scott Krisiloff and his team at Avondale Asset Management read dozens of transcripts from earnings calls in the US in order to get a sense for what’s happening in the ‘real economy’. This week, the message has been that despite problems in resources and European banks, the US consumer is... Show More

Elliot Clarke

This week sees the release of a number of key data points: Q4 China GDP; Westpac-MI consumer sentiment for January; and inflation updates in NZ and the US. Also the Bank of Canada will likely err towards another rate cut; in contrast, we expect little change from the ECB, with... Show More

Elliot Clarke

This week saw positive updates on consumer sentiment and the labour market. Together they give the RBA strong justification to remain on hold and await further information on the health of the domestic and global economy come 2016. The November Westpac-MI Consumer Sentiment release provided a number of interesting contrasts:... Show More

Wilson Asset Management

Biostime International, a Hong Kong-listed producer of infant formula and milk powder, has purchased 83% of Swisse Wellness for $1.39 billion. The transaction is expected to be funded by the issue of 20.5 million shares and a $450 million bridge loan. Financial metrics related to the transaction have not been... Show More

Mathan Somasundaram

Slowing growth and underperforming old economy stocks, like banks and miners, have not taken the wind away from the outperforming Australian technology stocks. The MITCH (Media, Information, Telecommunication, Consumer and Health) universe allows us to sieve the market for sectors where the growth outlook is heavily aligned to change in... Show More

Jordan Eliseo

Much stronger than expected payroll growth, rising wages, and an unemployment rate close to the Fed's estimate of the longer-run normal rate. With that as a backdrop, you'd expect the American consumer to thrive. But this is not the case, with the latest spending data essentially flat. Show More

Elliot Clarke

This week the focus was squarely on the RBA and Australian Q1 GDP. While the 'no change' result met expectations, the open ended nature of the guidance was arguably a little more bullish than the market had anticipated, particularly given it came just a week after the poor Q1 Capex... Show More

Saxo Capital Markets Australia

Has Coca Cola lost its fizz? Saxo Bank Head of Equity Strategy Peter Garnry says the market is expecting negative results for Coca Cola as the consumption of soft drinks is declining in Coca Cola's core markets United States and Europe. The strong USD and changing preferences for healthier drinks have... Show More