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Presentation: Where Macro Meets Micro: Navigating Harsh Economic Headwinds While Tackling Consumer Evolution
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Household squeeze deepens – The Budget tightens already fragile finances intensifying the polarisation of household finances
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Margins under pressure – Rising costs and weaker volumes leave little room for error; operational efficiency is critical
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Behaviour reset – Consumers are trading down, delaying and focusing on value, eroding traditional brand loyalty
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Disruption intensifies – AI, social commerce and new marketplace models are fragmenting demand and raising competitive pressure
