Crealytics�� Post

M&A activity is expected to pick up in consumer markets in the second half of 2024! “Still reeling from the last few years’ volatility and squeeze on purchasing power, consumers are cautious and selective on how they spend their money. We expect investors to be no different—but the market for opportunities is opening up.” 64% of respondents in PwC’s Voice of the Consumer Survey 2024, published in May, cited inflation among their top three concerns for the decline in activity sparked since the pandemic. Hotspot M&A sub-sectors in the coming months: Health and Wellbeing: - The Simply Good Foods Company announced plans to acquire protein shake brand Only What You Need for $280m. Consumer Goods: - Large FMCG companies continue to review their portfolios. A recent notable example is Unilever’s announcement to separate its ice cream business. Packaging: - The sector is structurally affected by environmental, social and governance (ESG) concerns, creating significant need for investment in new capabilities. Read the June 2024 report by PwC, linked below. https://lnkd.in/e3YjgRXD

Just a little prediction here.... CPG funding will continue to dry up and smart retailers will begin to take on the investor role. They will provide creative solutions like prepaying for product to fund production runs, creating incubator programs with resources, and committing to displays/ other marketing vehicles for equity in brands. They will help grow the brands and get their return in the long game. If the brand doesn't work out, all they lose is time spend and maybe a little cashflow. Frankly, it's a better model for both the brands and the retailers. If I were a CPG brand right now and I was strapped for cash, I would be pitching this model to retailers. #cpg #investment

After examining recent deals in the last year, we’ve highlighted four 2024 M&A deal trends for the #consumerproducts industry. Read about each of the below trends here: https://lnkd.in/dAB5q_vY 1) Companies Investing in Premium Brands Spurred by Consumer Trends 2) Restructuring Portfolios to Promote Long-term Growth 3) Companies Seek Opportunistic Adjacent Category Expansion 4) Mid-Market Players Expanding Reach and Capabilities

Major brands are trimming their SKU counts to rebuild margins and invest in winning products. BDO's R.J. Romano explains how this strategy helps manage supply chain disruptions more effectively in Modern Retail’s piece [Subscription req.]. #BrandBuilding #Retailers

Major brands are trimming their SKU counts to rebuild margins and invest in winning products. BDO's R.J. Romano explains how this strategy helps manage supply chain disruptions more effectively in Modern Retail’s piece [Subscription req.]. #BrandBuilding #Retailers

Major brands are trimming their SKU counts to rebuild margins and invest in winning products. BDO's R.J. Romano explains how this strategy helps manage supply chain disruptions more effectively in Modern Retail’s piece [Subscription req.]. #BrandBuilding #Retailers

After examining recent deals in the last year, we’ve highlighted four 2024 M&A deal trends for the #consumerproducts industry. Read about each of the below trends here: https://lnkd.in/ghq_fJs4 1) Companies Investing in Premium Brands Spurred by Consumer Trends 2) Restructuring Portfolios to Promote Long-term Growth 3) Companies Seek Opportunistic Adjacent Category Expansion 4) Mid-Market Players Expanding Reach and Capabilities

After examining recent deals in the last year, we’ve highlighted four 2024 M&A deal trends for the #consumerproducts industry. Read about each of the below trends here: https://lnkd.in/g_8j-uyW 1) Companies Investing in Premium Brands Spurred by Consumer Trends 2) Restructuring Portfolios to Promote Long-term Growth 3) Companies Seek Opportunistic Adjacent Category Expansion 4) Mid-Market Players Expanding Reach and Capabilities

After examining recent deals in the last year, we’ve highlighted four 2024 M&A deal trends for the #consumerproducts industry. Read about each of the below trends here: https://lnkd.in/g_rqVj2D 1) Companies Investing in Premium Brands Spurred by Consumer Trends 2) Restructuring Portfolios to Promote Long-term Growth 3) Companies Seek Opportunistic Adjacent Category Expansion 4) Mid-Market Players Expanding Reach and Capabilities

After examining recent deals in the last year, we’ve highlighted four 2024 M&A deal trends for the #consumerproducts industry. Read about each of the below trends here: https://lnkd.in/gzE6rzJ7 1) Companies Investing in Premium Brands Spurred by Consumer Trends 2) Restructuring Portfolios to Promote Long-term Growth 3) Companies Seek Opportunistic Adjacent Category Expansion 4) Mid-Market Players Expanding Reach and Capabilities