Ms Wirth also said some companies were already moving manufacturing out of (mainland) China due to the changed world environment. (Donald Trump and tariffs).
There is nothing immediate to reveal re properties. It'll be discussed more on investor day.
Re the lower costs with (eventually, and hopefully!) the NDC, the $5-$10 million in savings can not yet be quantified as to timing: more detail also expected on the May investor day.
Victoria is the toughest state in which to do business at present: i.e. consumers are spending less.
The 'first five weeks' of 2H 25 trading update includes the apparel brands (new acquisitions such as Jacqui E).
Apparel is a challenging component. Home and beauty have continued to perform well in comparison.
Capital expenditure is not a material factor during 2H 25.
MYR Price at posting:
73.5¢ Sentiment: Hold Disclosure: Held
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