Our latest insights

Despite a decrease in M&A deal volumes and IPO activity in the face of economic uncertainty, Australia’s retail sector remains appealing to investors. Through our analysis of Australian retail M&A and equity markets in the 18 months to 31 December 2023, we saw the retail sector face a mix of challenges and opportunities.

It is clear that consumers are demanding more from retail brands. Today our relationships with retail companies has moved past the transactional buy and sell contract, to one that has growing demands around transparency, diversity and good citizenship.

The conversation around workplace culture is shifting fast. Team members, customers and shareholders are demanding greater transparency from company leaders on how they are leading and truly embedding a cultural shift.

We are seeing the emergence of a new type of shopping experience. One where shopping, restaurants and entertainment all come together to provide the ultimate consumer experience - some of our major centers such as Chadstone & Doncaster are already taking this approach.

Day two of the NRF 2022, Retail’s Big Show in New York City was centered on emerging trends and the future of the industry more broadly

Retail worker shortages will be one of the biggest issues faced for the majority of retailers during Christmas and into 2022.

Retail workers have been on the frontline of the pandemic since the beginning and much has been written about the day-to-day challenges that they face.