Merger and acquisition activity among consumer products companies took a breather in the first half of the year as valuations were reset amid rising interest rates. … READ MORE >
Consumer products
July retail sales show upside surprise, helped by discounting and back-to-school events: RSM analyst perspective
Retail sales rose 0.7% in July from the prior month, beating analysts’ expectations for a 0.4% rise, likely driven by a series of July discount events at major retailers and the start of back-to-school shopping. The rise marked the fourth consecutive month of increases.
Stripping out spending on gas, food, autos and building materials, retail sales increased by 1.0%, double analysts’ expectations for a 0.5% increase, according to Commerce Department data released Tuesday. This control group is a key barometer for discretionary spending. … READ MORE >
Robust retail sales data in July raises Q3 GDP forecast
American consumers continued to show a robust spending appetite in July as sales from retail and food services came in much hotter than expected. … READ MORE >
Back-to-school outlook: Inventory levels point to sustained discounting strategies
Retailers will continue discounting through the back-to-school shopping season and beyond. … READ MORE >
Back-to-school outlook: Channel surfing bargains
Back-to-school consumers are mindful of bargains and the various channels to find the best deals. … READ MORE >
Back-to-school outlook: Consumers will seek value
The back-to-school season is influenced by shifting consumer behavior as families prioritize value-oriented choices. … READ MORE >
Mixed signals from retail sales and industrial production data ahead of Fed meeting
Underlying retail sales showed a strong increase in June while industrial production posted another sharp drop, giving mixed signals on the health of the economy heading toward a pivotal period for rate hike decisions. … READ MORE >
Have consumers maxed out their spending?
As consumer liquidity begins to dwindle, middle market businesses in the consumer products industry need adaptable tools to ensure profitability. … READ MORE >
Are the good times in consumer spending coming to an end?
Consumers have shown remarkable resilience as the economy has rebounded from the depths of the pandemic, but that could be changing. … READ MORE >
Consumer products M&A insights
Consumer products closed deal activity slowed for the fourth consecutive quarter. … READ MORE >