Q2 2025 Consumer Discretionary Industry Update
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GCG’s Q2 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:
- Q2 2025 spending held resilient but value-driven, with selective gains in beauty, wellness, and small luxuries, softness in broadline apparel/home, and widening gaps between premium and mainstream discretionary brands.
- M&A activity in the sector rose 7% to 282 deals in Q2, led by strategic acquirers prioritizing conviction over volume, while private equity selectively pursued carve-outs and high-growth brands in wellness and digital niches.
- Consumer discretionary equities ended Q2 2025 unevenly, as early gains faded amid slowing demand, cost pressures, and macro uncertainty.
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