Our team hosted a great breakfast event for our CFO and COO CPG network in conjunction with the Value Creation team at Deloitte yesterday. If you'd like to be involved in future events - drop our team a note ⬇️
Thanks to all those that joined our CPG Breakfast with the Deloitte Value Creation team yesterday - a great, interactive discussion on Consumer Trends, M&A, and Working Capital & Supply Chain initiatives. Key takeaways in what we’re seeing as we head into 2026… → Deal-making is back - deal volumes below 2021 peaks but deal sizes increasing: shift toward higher conviction, strategically driven transactions → PE returning, we’re seeing a lot of bolt-ons to existing portfolios/platforms. → Premium, authentic, exportable brands with pricing power still command attention: in particular low/no alcohol, functional beverages, clean label, and personal care. → Digital and D2C capabilities = valuation uplift. Owning your customer data matters. → Regulation (HFSS, packaging, sustainability reporting) is reshaping portfolios. → GenAI is transformation deal execution: faster data analysis, real-time insights, scenario modelling. Finance is at the centre of this… → Pre-deal: stress-testing theses, quantifying synergies. → Diligence: forward-looking resilience and quality of earnings. → Post-deal: integrating, tracking RGM KPIs, landing value in the P&L. There is plenty of opportunity in supply chain value now... → Logistics is a big deflationary opportunity post-Covid—20%+ savings are possible. → Network optimisation, routing, and data-driven procurement can unlock quick wins. If you’re a CPG founder, CFO, or PE operator navigating this, happy to swap notes. #ConsumerM&A #ConsumerTrends #CFO #M&A #supplychain #workingcapital