Asia Summer School Webcast: Australia Consumer

First-page research excerpt

Not for redistribution without written consent of Morgan Stanley

M

Foundation

July 31, 2026 02:03 PM GMT

Investor Presentation | Asia Pacific

Morgan Stanley Australia Limited+

Melinda K Baxter

Equity Analyst

Asia Summer School Webcast:

Australia Consumer

Mac Ross, CFA

Equity Analyst

Julia M de Sterke

Equity Analyst

In this presentation, we discuss the current state of the

Australian consumer, and address some key sector themes

emerging in FY27. This webcast is ideal for those new to the

sector, or those wanting a refresher on the market.

Morgan Stanley does and seeks to do business with

companies covered in Morgan Stanley Research. As a result,

investors should be aware that the firm may have a conflict of

interest that could affect the objectivity of Morgan Stanley

Research. Investors should consider Morgan Stanley

Research as only a single factor in making their investment

decision.