GCG’s Q3 2024 Consumer Discretionary Industry Update provides an overview of the latest trends in the Beauty & Wellness, eCommerce, Footwear & Apparel, Home Furnishings, Jewelry, Juvenile Products, Pet Products, Sporting Goods, and Travel & Hospitality sectors, including recent operating margin performance, valuation multiples, and the state of the middle-market M&A environment.

Key findings include the following:

• • Key trends include a strong desire among younger consumers for sustainability, as well as purpose-driven and transparent brands, a growing focus on enhancing online content to ensure a seamless omnichannel shopping experience, improved inventory planning technologies, and the integration of smart technology and AI products.
  • M&A deal activity decreased in Q3 2024, but there is optimism for a strong start to 2025 driven by anticipated Fed rate cuts and hopeful post-election political stability. Consumer Discretionary total M&A deal volume took a slight dip from 910 deals in Q2 to 877 in Q3, reflecting a 3.8% decrease in volume.
  • Based on a representative set of publicly traded companies across the Consumer Discretionary industries, average trading multiples were 10.1x LTM EBITDA.

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