AusPost Wants You to Build an Ecosystem. Its Own Data Says Build a Discount Habit.

This week Mal's flying solo — Alex is out, so it's just opinions, no pushback. It's a mixed bag: a couple of quick cost-and-consequence stories, then three deep dives that all circle the same question in different ways — what happens when a business chases the top line instead of the bottom one.

The most interesting one might be the last: Mal goes deep on Australia Post's "brilliantly Australian" pitch to retailers, and finds a pretty awkward contradiction sitting inside AusPost's own data.

Liquidators reveal Stax's real debt load is $24 million, three times what the company itself disclosed — plus an unconfirmed rumour that a buyer may already be locked in.
Australia's fuel excise reprieve ends on 3 August, pushing petrol back toward 194c/L and adding both a freight-cost and a consumer-confidence problem for retailers.
A new 12.5% US tariff on Australian imports is officially about "modern slavery" — practically, it's just more margin pressure for brands selling into America.
Barbeques Galore's collapse and sale to ACOM International lays out, in forensic detail, what a private equity dividend recap actually does to a business.
Country Road Group and Michael Hill both chose margin discipline over top-line growth this reporting season — and the market rewarded both of them for it.
Mal takes on Australia Post's "ecosystem" keynote and finds it sitting awkwardly next to AusPost's own numbers on marketplace share and discount-addicted shoppers.

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AI Is Making Too Many Ads

Episode 156 is Wednesday 7 October, and Mal is recording from a booth at WeWork Pitt Street in Sydney, still getting going after the long weekend. Alex spent hers at a packed Bunnings, photographing p...

9 Loka 26min

Rates Just Hit 4.6%. Black Friday Is Going to Be Huge

Episode 155 is Wednesday 30 September, the last day of Q3. Adelaide can't decide if it's summer, and Mal is recording in shorts. The warm snap is pulling summer buying forward. A couple of Mal's clien...

30 Syys 20min

60% of Shoppers Won't Pay Full Price. We Trained Them.

Episode 154 opens with the date, because you asked for it: Thursday 24 September. Mal is just back from eTail in Melbourne, where day one was all AI and day two was loyalty. R.M. Williams and Oz Hair ...

24 Syys 18min

Proud Poppy's Comeback, Cue's Collapse, and the RBA's Surcharge Ban: TWIE 153

Black Friday prep is well underway, and this week opened with something you don't get often on this show — genuinely good news. Tara McKeon has won back control of Proud Poppy after creditors voted to...

15 Syys 25min

Gen Z Isn't Broke, They're Just Not Buying Houses

Alex is back in the hot seat after two solo weeks, and it's a lean, sharp episode: five stories, no filler, in and out in twenty-odd minutes. The headline number this week belongs to Shein, whose Hong...

9 Syys 14min

Ooshies, AI Music Bans and a Golf Brand's Worst Week: TWIE 151

Solo week. Alex is off carving up the slopes in New Zealand (allegedly back next week — you said that last week too), which means it's just Mal, a jam-packed lineup, and a moment to mark a brutal 48 h...

1 Syys 14min

Why City Chic's 'Forced' Retreat From the US Might Be Its Best Move Yet

Episode 150 — and Mal's flying solo this week with Alex over in New Zealand, so the proper 150th milestone celebration is on hold until next week. In the meantime, it's a big one: seven stories, four ...

26 Elo 21min