Consumer Market Intelligence

Q4 2025 Industry Report

Navigate shifting consumer behaviors and retail transformation with expert market insights

The consumer landscape is experiencing significant shifts. Private label brands are gaining market share as inflation-conscious consumers trade down, while retailers invest heavily in elevating their store brands. From evolving spending patterns to supply chain volatility, consumer businesses face complex decisions about pricing, positioning, and growth strategies in an uncertain economic environment.

What's Inside the Q4 2025 Consumer Industry Report

Market Trends & Analysis

  • Why private label growth is reshaping competitive dynamics across retail
  • Which consumer behaviors are creating unexpected profit opportunities

Financial Performance Data

  • Which consumer categories are defying economic headwinds
  • The margin expansion stories that will surprise industry veterans

M&A Activity & Transactions

  • Why consumer M&A activity slowed and what it means for valuations
  • The multi-billion dollar deals signaling sector transformation

Economic Environment Impact

  • How tariff uncertainty is creating winners and losers in consumer markets
  • Which business models are proving recession-resilient

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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.