Which six consumer categories PE should watch

In this episode, our speakers explore the consumer product categories, behaviors and trends investors should keep an eye on.

Related topics Private equity

The consumer products and retail sectors have certainly been ones to watch. The COVID-19 pandemic both accelerated existing trends and forced the industry to accommodate novel consumer need states and demand shifts.

Evaluating the sustainability of growth in these categories has become a key part of the diligence process as investors struggle to predict future consumer demand. In today’s competitive deal environment, investors are seeking proprietary deals or early LOI more aggressively and are also pivoting to industries that support consumer goods and services (i.e. contract manufacturing, logistics, technology).  

Consumer behaviors have shifted as they spend more time researching products online, increasingly favor masstige price points and demand next-level experiences from brands and retailers both online and offline. These shifts are causing investors to more heavily scrutinize a brand’s online presence, pricing model and cost models.

Interesting categories for investors to watch include:

  • Consumer health
  • Pet health
  • Home products
  • In-home entertainment and hobbies
  • Online retail
  • Supporting industries

For your convenience, full text transcript of this podcast is also available. Read the transcript.

Presenters

Photographic portrait of Lindsey Kiely
Lindsey Kiely
Principal, EY Parthenon, Ernst & Young LLP
Photographic portrait of Bhakti Nagalla
Bhakti Nagalla
Senior Director, EY Corporate & Growth Strategy Practice, Consumer Sector
Winna Brown
EY Americas Financial Accounting Advisory Services Private Equity Leader

Podcast

Episode 31

Duration 27m 00s

In this series

series overview
(Event List - Manual)

Which six consumer categories PE should watch

In this episode, our speakers explore the consumer product categories, behaviors and trends investors should keep an eye on.
Podcast

Episode 31

Duration
27m 00s

Presenters

Lindsey Kiely

Principal, EY Parthenon, Ernst & Young LLP

Bhakti Nagalla

Senior Director, EY Corporate & Growth Strategy Practice, Consumer Sector

How academic research can measure and predict PE performance

In this episode, our speakers discuss what the academic research says about PE’s performance and the role private capital plays in the global economy.
Podcast

Episode 30

Duration
27m 00s

Presenters

Greg Brown

Executive Director at the Institute for Private Capital and Finance Professor at the University of North Carolina (UNC) Kenan-Flagler Business School

Winna Brown

EY Americas Financial Accounting Advisory Services Private Equity Leader

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In this episode, Tricia Glynn, a Partner at Advent International, discusses how PE can build more diverse, equitable and inclusive (DEI) companies.
Podcast

Episode 28

Duration
22m 30s

Presenters

Tricia Glynn

Partner, Advent International

Winna Brown

EY Americas Financial Accounting Advisory Services Private Equity Leader

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In this episode, Pete Witte, EY Global Private Equity Lead Analyst, explores the key themes and market dynamics from Q1 2021 that are top of mind for PE investors.
Podcast

Episode 27

Duration
09m 22s

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Pete Witte

EY Global Private Equity Lead Analyst

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Episode 26

Duration
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DeJeana Chappell

EY National Workplace Leader

Winna Brown

EY Americas Financial Accounting Advisory Services Private Equity Leader

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Episode 25

Duration
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Ángel Estrada

EY-Parthenon Partner, EY Latin America North

Juan David Taboada

EY-Parthenon Partner, EY Latin America North Financial Services Partner, EY Colombia

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In this episode, our speakers explore why SPACs attract PE investors and advise how they should manage SPAC transactions.
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Episode 24

Duration
24m 00s

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Karim Anani

EY Americas Financial Accounting Advisory Services Transactions Leader; SPAC Co-Leader

Alex Zuluaga

Partner, Financial Accounting Advisory Services, Ernst & Young LLP; SPAC Co-Leader

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In this episode, our speakers recap the current state of Brexit and advise PE executives how to navigate the transition.
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Episode 23

Duration
28m 00s

Presenters

Sally Jones

EY UK Trade Strategy and Brexit Leader

Winna Brown

EY Americas Financial Accounting Advisory Services Private Equity Leader