Tapas Strickland

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3,313 appearances 30 recordings 1 series first heard Sep 2024 last heard Aug 2025

Tapas Strickland’s voice in public audio — every appearance, attributed to the second.

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NAB Morning Call · Bunker down and pizza · 22 Jun 2025 podcast

to see if that core inflation.

Yeah, exactly.

Yeah, it's really interesting the uh retail sales volumes figure.

So um core was down two point eight percent month to month versus uh minus zero point seven percent expected, and uh fall was expected because that really big rise uh previously, as you're saying, because of all the weather impacts.

Um now when you look at the details, uh two really big components are over it.

So a big fall in food store volumes down five percent in the month, and also household goods down by two point five percent in the month.

On the food

Stores, there was a lot of retailer comments talking about inflation and customer cutbacks alongside reduced sales of alcohol and tobacco products.

And uh just wanted to highlight the reduced sales of alcohol products.

So globally, what you're seeing is uh a big structural change in the consumption habits regarding alcohol.

So uh people of younger generations uh are drinking less, is quite well known.

And uh people who may be on weight loss, weight loss struggle.

Such as OZEP, around 30% of those become more nauseous in the sense when they smell and taste alcohol.

So you're seeing alcohol sales fall right around the world.

You look at the listed share prices of alcohol retailers or alcohol producers, they're they're also down as well.

So that may actually be a structural force occurring within the household sector itself, but a 5% fall is very, very big.

And so that suggests a little bit of data volatility, but also maybe something else as well.

And then uh in regards to household goods, although you're saying the weather was uh okay in May, they also cited okay weather, the stats office, for reducing volumes of household goods.

So they said reduce footfall and consumers having completed home projects earlier than usual this year because of good weather leading to lower sales in May.

So uh it looks like there's a bit of data volatility there, but no doubt a relatively soft number.

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