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COVID-19: Consumer Insights, New Normal Trends & Investment Implications

Harris Williams and L.E.K. Consulting recently collaborated on a webinar entitled COVID-19: Consumer Insights, New Normal Trends & Investment Implications. 

 
 
More than 700 industry professionals and investors joined the discussion, which covered major consumer shifts arising from COVID-19 and their impacts on five essential consumer product and service subsectors:
  • Food and Beverage
  • Vitamins, Minerals and Supplements
  • Beauty and Personal Care
  • Pet
  • Fitness

Tim Alexander, a managing director in the Harris Williams Consumer Group, highlights some of the most noteworthy trends: “Across categories, the direct-to-consumer channel has picked up volume lost by brick-and-mortar retail. We’re also seeing a drop in the spending power of the middle class. That’s putting pressure on mid-priced retailers, and accelerating private label growth.”

Harris Williams and L.E.K. Consulting professionals also discussed the M&A implications of these shifts, including the most attractive investment themes and the areas of buyer diligence that matter most today:

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For more insights on COVID-19’s impact on the M&A market, click here. 

Published May 2020