What we learnt: The great juggle between costs and growth has begun
Whether you’re selling toilets (GWA), salmon (Tassal), advertising (Seven West Media and Seek) or scrap metals (Sims) demand is rising. But so are costs.
One of the best things about reporting season is the opportunity it provides for a sort of Cook’s tour of the economy – a chance to peek into multiple sectors over the course of a month (and even a day) and discover big-picture themes.
Tuesday provided a perfect example. As we zoomed across companies selling toilets (GWA Group), salmon (Tassal Group), advertising (Seven West Media and Seek) or scrap metals (Sims Metal Management), two clear narratives emerged.
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James Thomson is senior Chanticleer columnist based in Melbourne. He was the Companies editor and editor of BRW Magazine. Connect with James on Twitter. Email James at j.thomson@afr.com
