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Houlihan Capital

Consumer Products Market Intelligence

Consumers triaged spending as price, not volume, drove growth and sentiment stayed deep in recessionary territory

Consumer spending held up in Q2 2026, but the composition shifted. Households prioritized groceries, entertainment, and pet care while pulling back on apparel, electronics, and dining out, even as price increases did more of the work than actual demand. Consumer sentiment stayed pinned near recession-era lows despite retail sales reaching a 12-month high, a disconnect that kept retailers cautious. This report examines what these shifting spending patterns mean for valuations and deal activity across consumer markets.

Q2 2026 Report

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Q2 2026 Consumer Products Quarterly Update

 


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Our Experience

Consumer Products 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 specialists at info@houlihancapital.com or 312.450.8600

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

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