Author: roymorgansocial

ANZ-Roy Morgan Inflation Expectations are at 5% in late September – the same as for the full month of August

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Original article by Roy Morgan
Market Research Update – Page: Online : 24-Sep-25

The weekly ANZ-Roy Morgan Inflation Expectations were 5% for the week of 15-21 September, the same as for the full month of August. A look at monthly Inflation Expectations for August shows the measure at 5% for the month, up 0.2% points from July and the highest monthly Inflation Expectations since January 2025 (also 5%). Looking back over the last year, weekly Inflation Expectations have moved in a band of 4.2% to 5.2% since the start of August 2024 and averaged 4.8%. A look at Monthly Inflation Expectations on a State-based level for August shows mixed results, with increases in Queensland, Western Australia, New South Wales, unchanged in Victoria and Tasmania, and down in South Australia. The data for the Inflation Expectations series is drawn from the Roy Morgan Single Source, which has interviewed an average of around 5,300 Australians aged 14+ per month over the last decade, and includes interviews with 4,099 Australians aged 14+ in August 2025.

CORPORATES
ROY MORGAN LIMITED, AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED – ASX ANZ

Paracetamol safe but study link to autism

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Original article by Natasha Robinson
The Australian – Page: 7 : 24-Sep-25

Australia’s Therapeutic Goods Administration has advised that paracetamol is considered safe for use during pregnancy. The TGA adds that it has no current safety investigations regarding a potential link between the widely-used analgesic and autism. The issue has come under scrutiny after US President Donald Trump claimed that using paracetamol during pregnancy can contribute to a higher risk of autism. Professor Anne-Louise Ponsonby from the Florey Institute for Neuroscience & Mental Health says a number of high-quality studies have consistently found some positive links between Panadol and autism, and the issue merits further investigation.

CORPORATES
AUSTRALIA. THERAPEUTIC GOODS ADMINISTRATION, UNITED STATES. EXECUTIVE OFFICE OF THE PRESIDENT, THE FLOREY INSTITUTE OF NEUROSCIENCE AND MENTAL HEALTH

ANZ-Roy Morgan Consumer Confidence down 1.3pts to 84.6; lowest rating since the Federal Election in early May

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Original article by Roy Morgan
Market Research Update – Page: Online : 24-Sep-25

ANZ-Roy Morgan Consumer Confidence fell 1.3pts to 84.6 in the week to 21 September. Consumer Confidence is now 0.3 points below the same week a year ago (84.9), and 2.2pts below the 2025 weekly average of 86.8. Analysis by State shows a broad trend, with Consumer Confidence falling in the four largest States of New South Wales, Victoria, Queensland and Western Australia, but up in South Australia. Now 21% of Australians (down 1ppt) say their families are ‘better off’ financially than this time last year, while 42% (up 2ppts) say their families are ‘worse off’. Looking forward, 27% (up 1ppt) of respondents expect their family to be ‘better off’ financially this time next year, while 32% (down 1ppt) expect to be ‘worse off’. Meanwhile, just 8% (down 2ppts) of respondents expect ‘good times’ for the Australian economy over the next 12 months, while 29% (unchanged) expect ‘bad times’. Only 21% (down 3ppts) of Australians say now is a ‘good time to buy’ major household items, while 34% (up 2ppts) say now is a ‘bad time to buy’.

CORPORATES
ROY MORGAN LIMITED, AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED – ASX ANZ

HBO Max scores over 850,000 viewers in first quarter streaming content

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Original article by Roy Morgan
Market Research Update – Page: Online : 24-Sep-25

New data from Roy Morgan shows that streaming video service HBO Max, which launched in Australia on 31 March, has captured an impressive audience of 851,000 Australians aged 14+ in its first full quarter online (April-June 2025). A look at the broader market for subscription video on demand shows that 17.6 million Australians (76.9%) watched a streaming video service in an average four weeks in the 12 months to June 2025, up 452,000 (+3%) from a year ago. The leading streaming video service is again Netflix with 14,339,000 viewers (63% of Australians) in an average four weeks – more than double any other streaming video service. The contest for second place is tight between Disney Plus with 6,474,000 viewers (28%), just ahead of Amazon Prime Video with 6,464,000 viewers (28%) and Stan on 5,097,000 (22%). In fifth place is DAZN’s streaming video service Binge with 2,754,000 viewers (12%).

CORPORATES
ROY MORGAN LIMITED, HBO MAX, NETFLIX INCORPORATED, DISNEY+, AMAZON PRIME VIDEO, STAN ENTERTAINMENT PTY LTD, DAZN, BINGE

ALP two-party preferred lead reduced in September but in line with Federal Election result: ALP 55.5% cf. L-NP 44.5%

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Original article by Roy Morgan
Market Research Update – Page: Online : 24-Sep-25

In September the ALP has a commanding two-party preferred lead, although this lead has been cut since August. The ALP is on 55.5% (down 1% from August), ahead of the L-NP Coalition on 44.5% (up 1%), according to the latest Roy Morgan survey. The Albanese Government’s two-party preferred lead in September is in line with the Federal Election result in early May: ALP 55.2% cf. L-NP 44.8%. In the month of September primary support for both major parties was unchanged with the ALP at 34%, ahead of the Liberal-National Coalition on 30%. Support for all other parties and independents was unchanged at 36% in September. This includes the Greens (unchanged at 12%), One Nation (up 0.5% to 9.5%), and Independents/Other Parties (down 0.5% to 14.5%). The latest Roy Morgan survey is based on interviewing a representative cross-section of 5,084 Australian electors from 25 August 25 to 21 September 2025.

CORPORATES
ROY MORGAN LIMITED, MORGAN POLL, AUSTRALIAN LABOR PARTY, LIBERAL PARTY OF AUSTRALIA, NATIONAL PARTY OF AUSTRALIA, AUSTRALIAN GREENS, ONE NATION PARTY

Westpac cuts 200 teller jobs for digital

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Original article by David Ross
The Australian – Page: 15 : 24-Sep-25

Westpac is set to retrench 200 of its bank tellers as part of its latest restructuring program. The Finance Sector Union’s national secretary Julia Angrisano says it is "callous and short sighted" for Westpac to get staff to migrate customers to its digital services and then sack them. She adds that the FSU will hold Westpac to account "every step of the way", arguing that workers whose roles are cut must be re-skilled and redeployed, rather than discarded. Angrisano adds that Westpac only agreed to establish a $5m development fund for displaced staff due to pressure from the FSU, and that there has been no clarity as to how this fund will work and whether it will genuinely protect jobs.

CORPORATES
WESTPAC BANKING CORPORATION – ASX WBC, FINANCE SECTOR UNION

MinRes chairman in line for $11m windfall

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Original article by Mark Wembridge
The Australian Financial Review – Page: 14 & 19 : 24-Sep-25

The annual salary of Mineral Resources’ non-executive chairman Malcolm Bundey comprises $750,000 in cash and shares. However, Bundey will also be entitled to 780,000 stock options, subject to approval by shareholders at the iron ore and lithium miner’s AGM in November. His stock options will vest between $30 and $40 a share, and they have an exercise price of $25.40. Bundey’s options will be worth about $11.39m if the company’s shares remain above $40 at certain points over the next three years. Mineral Resources’ shares are currently trading at around $40, having reached a low of $14 in April.

CORPORATES
MINERAL RESOURCES LIMITED – ASX MIN

Buybacks boom but investors see a downside

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Original article by Cecile Lefort
The Australian Financial Review – Page: 27 : 24-Sep-25

Recent data from MST Marquee showed that a record 47 companies in the benchmark S&P/ASX 200 have announced plans for share buybacks this year; this compares with just 10 in 2020. However, analysis shows that there has been a decline in the share prices of seven out of 12 companies that undertook buybacks in late 2024. Luke McMillan from Ophir Asset Management says buybacks can be a better option than dividends for returning excess cash to shareholders, given that they expect dividends to increase each year.

CORPORATES
MST MARQUEE, STANDARD AND POOR’S ASX 200 INDEX, OPHIR ASSET MANAGEMENT PTY LTD

Sydney Swans are Australia’s most widely supported AFL club for 20 straight years

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Original article by Roy Morgan
Market Research Update – Page: Online : 24-Sep-25

The Sydney Swans have topped the annual Roy Morgan AFL supporter ladder for a 20th straight year, with 1,297,000 supporters. The Swans are more than 300,000 ahead of Grand Finalist the Brisbane Lions with 954,000 supporters, according to the 2025 annual Roy Morgan AFL club supporters survey. Beaten Preliminary Finalist Collingwood is the most widely supported Victorian club with 873,000 supporters, ahead of ‘Minor Premier’ the Adelaide Crows with 738,000 supporters. Two traditional Victorian powerhouses fill out the top six despite disappointing years, led by Essendon with 722,000 supporters (an increase of 59,000 on a year ago) and Carlton on 688,000 supporters (an increase of 107,000 – the largest annual increase of any club). Meanwhile, 9.72 million Australians now support an AFL club, up 860,000 (+9.7%) compared with four years ago. In addition, there are 8,589,000 Australians who watched at least one AFL match on TV, up more than 1 million (+13.3%) compared to 2021.

CORPORATES
ROY MORGAN LIMITED, AUSTRALIAN FOOTBALL LEAGUE, SYDNEY SWANS FOOTBALL CLUB, BRISBANE LIONS FOOTBALL CLUB, ADELAIDE CROWS FOOTBALL CLUB, ESSENDON FOOTBALL CLUB, CARLTON FOOTBALL CLUB

Bunnings is Australia’s most trusted brand – while the big four banks (CBA, NAB, ANZ and Westpac) surge up the rankings

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Original article by Roy Morgan
Market Research Update – Page: Online : 24-Sep-25

Bunnings is the most trusted brand in the 12 months to June 2025 – a seventh consecutive quarterly victory for the hardware retailer stretching back to late 2023. Bunnings was also recognised last week as Australia’s ‘Best of the Best’ Most Trusted Brand for 2025. For the third straight quarter the top five places remain unchanged with budget supermarket Aldi in second place, discount department store Kmart in third, technology and consumer products giant Apple in fourth and leading car manufacturer Toyota in fifth place. There were two notable trends in the latest trust rankings with all four major banks improving their rankings, and two prominent discount department stores rising to more closely challenge market leader Kmart. Meanwhile, Woolworths and Coles are Australia’s two most distrusted brands for a third straight quarter.

CORPORATES
ROY MORGAN LIMITED, BUNNINGS GROUP LIMITED, ALDI STORES SUPERMARKETS PTY LTD, KMART AUSTRALIA LIMITED, APPLE PTY LTD, TOYOTA MOTOR CORPORATION AUSTRALIA LIMITED, WOOLWORTHS GROUP LIMITED – ASX WOW, COLES GROUP LIMITED – ASX COL