Consumer Products Market Intelligence

Q4 2025 Industry Report

Navigate shifting consumer behaviors and retail transformation with expert market insights

Consumer businesses operated in a cautious environment throughout Q4 2025 as inflation sensitivity and shifting spending priorities weighed on discretionary demand.

Value positioning, private label growth, and disciplined cost management became critical differentiators as companies navigated uneven demand and ongoing supply chain complexity. This report examines how these forces are shaping valuations and transaction activity across consumer markets.

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What's Inside the Q4 2025 Consumer Industry Report

Market Trends & Consumer Behavior

  • Price sensitivity continuing to outweigh brand loyalty across many categories
  • How private label strategies are reshaping competitive dynamics

Financial Performance & Valuation Insights

  • Market performance highlighting pressure on earnings durability
  • Why margin recovery remains constrained despite moderating inflation

M&A Activity & Transactions

  • Deal volume slowing as buyers reassess risk and timing
  • What valuation gaps are signaling about near-term transaction expectations

Economic & External Drivers

  • Trade policy and tariff uncertainty influencing sourcing and pricing decisions
  • How freight volatility continues to complicate inventory and cost planning

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About Houlihan Capital's Consumer Expertise

Houlihan Capital has provided specialized valuation and investment banking services to consumer businesses for over 25 years. Our team understands the unique challenges facing consumer goods companies, retailers, and hospitality businesses, from supply chain complexity to changing consumer preferences and competitive pressures.

Consumer Services: Business Valuations | Fairness Opinions | Transaction Advisory | Strategic Planning Support | Consumer M&A Analysis

Questions? Contact our consumer industry specialists at info@houlihancapital.com or 312.450.8600

This content is for informational purposes only and does not constitute investment advice.