Key Highlights

  • Goodman (ASX:GMG) lifted its global power bank to 6.6 GW, with 3.6 GW secured.
  • Scentre (ASX:SCG) reported 452 million customer visitations and 99.8% portfolio occupancy to 1 November 2026.
  • City Chic (ASX:CCX) reported full-price ANZ store sales up 19.6% and group Revenue down 1.7% over 18 weeks.
  • Each company frames its update around demand, with separate operating measures for each business.

Three ASX-listed companies published updates on 4 November 2026 that touch on Demand across different sectors. Goodman Group (ASX:GMG) described demand for data centre and logistics capacity, Scentre Group (ASX:SCG) reported visitation and leasing across its Westfield centres, and City Chic Collective Limited (ASX:CCX) gave a trading update covering its fashion stores.

Goodman and Digital Infrastructure Demand

Goodman says demand for digital infrastructure continues to grow in major cities while Supply remains constrained by power, scarce sites and complex planning. Its global power bank has risen to 6.6 gigawatts, with 3.6 gigawatts secured, and the company says its data centre program is on track for forecast dates.

Goodman's update focuses on power and site availability rather than reported financial results. The company says it continues to secure sites globally, and its data centre program is being delivered against forecast dates.

Scentre and Centre Visitation

Scentre recorded 452 million customer visitations from the start of the year to 1 November 2026, an increase of 3.2%. Portfolio occupancy reached 99.8%, and the company completed 2,085 leasing deals, with average specialty rent escalations of 5.6% over nine months.

Scentre's occupancy and rent escalations are presented alongside a growing membership base. The company links membership growth to member benefits and experiences, and the leasing figures cover a large number of transactions across the portfolio.

City Chic and Full-Price Trading

City Chic reported that group revenue, excluding wholesale, fell 1.7%, while gross Margin dollars rose 2.2%. ANZ full-price store sales increased 19.6%, which the company attributes to reduced discounting, and online sales in the region fell 7.4%.

City Chic's update includes a US component, where comparable sales fell 12.0% while trading gross margin dollars rose 7.1%. The company describes reduced discounting as the reason for this change in mix.

Reading the Three Updates Separately

Each update uses its own measures and time frame, so the figures are not directly comparable. Goodman's data relates to power and project capacity, Scentre's to customer flows and leasing, and City Chic's to retail trading over an 18-week window.

The three companies operate in different markets and report under different measures, so the updates are best read individually. Each one gives a view of demand in its own sector and time frame rather than a combined indication of market conditions.

Final Word

The three updates describe demand in different forms, from infrastructure capacity to shopper visits and fashion sales. The announcements contain operating data rather than full financial results, and each company sets out its own assumptions and time frame. Further reporting periods will show how these measures develop. The three updates also use different reporting periods, which means they cannot be compared on a like-for-like basis. Readers should refer to each company's full disclosures for the measures and definitions that apply to its own business.