Q4 2025 Consumer & Retail Industry Update
Back to news articles
GCG’s Q4 2025 Consumer & Retail 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:
- Consumer behavior in Q4 2025 showed sharper separation across winners and losers, with capital flowing to brands with clearer relevance, repeat behavior, and stronger positioning.
- M&A activity rebounded in Q4 2025, with 69 U.S. transactions (vs. 62 in Q3), led by strategic buyers (77%) and supported by consolidation and portfolio reshaping.
- Consumer & Retail public markets showed divergent performance in Q4 2025, with leading sectors outperforming as valuations held around 16.3x EBITDA and 2.0x revenue.
Related Professionals
Get in Touch
Tell us a little about yourself and we will get in touch as soon as we can.
Recent News Articles
Andrew Dickow Quoted in Mergers & Acquisitions: Margin Squeeze Spurs Food Distribution M&A Wave
Latest News, Perspectives
Andrew Dickow shares his take on mid-market M&A trends in food distribution with Mergers & Acquisitions Magazine.
Q4 2025 Consumer and Retail Industry Update
Industry Update
Q4 2025 Consumer & Retail update on M&A activity, valuation trends, and where capital is flowing across the middle market.
Q4 2025 Food & Beverage Industry Update
Industry Update, Perspectives
GCG’s Food & Beverage Industry Update offers a data-driven analysis on transaction volumes and values, activity by sector, and private equity deal flow.