A continuing boom in e-commerce and store re-openings (despite the Delta outbreak) are driving a sustained wave of deal-making in the consumer and retail sector. While there was a small decline in the number of deals in Q3’21, deal value grew 10.1 percent Q-o-Q over Q2’21. (Please see the interactive charts below for highlights.)
In Q3’21, we observed several major trends in C&R deal making:
- Private equity is playing an ever-increasing role in the market.
- Acquirers are investing in assets that are more healthy and sustainable and fit the work-from-home lifestyle.
- Companies are also focusing on the growing demand for pet food and pet products since the pandemic began.
- SPACs have lost their luster among investors in C&R, declining to just four deals in Q3’21, compared with 10 deals in 1Q’21.
- There is growing use of active portfolio management—divesting assets that are non-essential and have below-average returns and replacing them with faster growers (see Think Like An Activist Investor).
C&R Deal Volume and Deal Value
Consumer Deal Volume and Deal Value
Retail Deal Volume and Deal Value
In this quarterly report we unpack the trends across each of the sectors as well as deep dives on key areas, including:
Download the full report to uncover what is happening in these dynamic industries, how deals are being done today—and why.
