Wesfarmers Ltd

WES: XASX (AUS)

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Wesfarmers: Inflation a Risk to Consumer Demand in the Near Term, but Not the Longer Term

Johannes Faul

Jan 7, 2026

The near-term outlook for consumer cyclicals is positive. After a multiyear slump, consumer sentiment is improving. Real household incomes are growing again. The savings rate is back to normal levels, and interest rate cuts help household budgets. But rising inflation introduces some downside risk.

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Wesfarmers Ltd

Wesfarmers: Inflation a Risk to Consumer Demand in the Near Term, but Not the Longer Term

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