Skip to main navigation

Consumer Products Deals Quarterly - Q4 2011 - Big deals are back in the household and personal care sector - EY - Global

Consumer products deals quarterly: Q4 11

Big deals are back in the household and personal care sector

  • Share
The household and personal care sector recorded the largest proportionate increase in both value and volume in the fourth-quarter.

After a two-quarter absence, household and personal care transactions returned to the list of top 10 deals, and overall sector activity levels increased. Beverage deals featured strongly once more in the top 10, but total value dropped in the absence of sector megadeals.

Household and personal care

The household and personal care sector recorded the largest proportionate increase in both value and volume in the fourth-quarter. The number of household and personal care deals increased by 11 to 40 deals (38%), and disclosed transaction value increased to $3.51b in the quarter from only $0.85b in Q3 2011.

Volume and value of HPC deals, Q1 2009 to Q4 2011


Volume and value of HPC deals, Q1 2009 to Q4 2011

Source: EY’s analysis of FactSet Mergerstat data.


Beverage

Transaction activity in the beverage sector increased modestly in Q4 2011 compared with the previous quarter, increasing by 3% to 74 deals from 72. However, for the second-quarter in succession, the sector was prominent in the top 10 deals, accounting for 5 of the largest transactions in the fourth-quarter. In value terms, Q4 2011 total disclosed value dropped sharply by 63% from $19.8b to $7.4b compared with Q3 2011, which contained the $10.8b SABMiller/Fosters megadeal.

Volume and value of beverage deals, Q1 2009 to Q4 2011


Volume and value of beverage deals, Q1 2009 to Q4 2011

Source: EY’s analysis of FactSet Mergerstat data.


Food

The food sector was once again the largest sector in terms of deals, although deal volumes decreased by 3% from 186 in Q3 2011 to 180 in Q4 2011. Disclosed deal value, however, increased by 4% to $8.7b from $8.4b in Q3 2011. Three of the top 10 deals in the fourth-quarter were in the food sector.

Volume and value of food deals, Q1 2009 to Q4 2011


Volume and value of food deals, Q1 2009 to Q4 2011

Source: EY’s analysis of FactSet Mergerstat data.


Tobacco

The number of tobacco deals dropped from six in Q3 2011 to four in Q4 2011. Total value also dropped sharply from $0.8b in Q3 2011 to $25m in the fourth-quarter. On an annual basis, tobacco sector deal volume increased by 214% from 7 deals to 22, with a total 2011 deal value of $1.6b.

Volume and value of tobacco deals, Q1 2009 to Q4 2011


Volume and value of tobacco deals, Q1 2009 to Q4 2011

Source: EY’s analysis of FactSet Mergerstat data.
*Value demonstrates disclosed deal values only and “0” shows that there were no disclosed deals in the quarter.




<< Previous | Next >>

Contents

Consumer Products Deals Quarterly: Q4 2011

Related content

Read the previous issues.

Contact us

Back to top