22 Jul 2022

Emerging deal themes in consumer space

deal-themes-in-consumer

The consumer markets have witnessed a stark change in macro trends post-COVID-19. Fundamental shifts that were already occurring in the consumer markets have been accelerated with the pandemic. Consumers are increasingly looking for omnichannel, sustainable, and transparent solutions to their problems. Consumption is driven by higher disposable incomes, more awareness, and higher access to the internet and smartphones.

With the increasing consumerism, the interest of the investor community in this sector has piqued. In 2021 and 2022 YTD, with e-commerce (incl. quick commerce and D2C), F&B and beauty and personal care attracting many investments, we have witnessed the following key themes play out in the consumer sector.