Q1 2025 Consumer Discretionary Industry Update

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GCG’s Q1 2025 Consumer Discretionary Industry Update provides an overview of the latest trends in the sector, including recent performance, valuation multiples, and the state of the middle-market M&A environment.

Key findings include the following:

    • GCG observed several key trends in the Consumer Discretionary sector during Q1 2025, including a pullback in discretionary spending among middle-income consumers, with nearly 40% delaying non-essential purchases amid inflation and tariff concerns.
    • Deal volume declined 16% from Q4 and 21% year-over-year, as buyers grew more selective and navigated persistent macro uncertainty and renewed tariff risk, particularly in categories with high import exposure.
    • Based on a representative set of publicly traded companies across the F&B industry, companies traded at an average multiple of 13.9x EBITDA in Q1 2025.

Click here for the full update.

 

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