Our Q1 2026 Consumer Sector Quarterly Update is now live, providing a comprehensive view of the evolving consumer landscape, from macroeconomic trends to transaction activity and sector performance.
In this quarter’s update, we cover:
• A detailed Consumer Market Overview shaped by recent tariff rulings and global geopolitical developments
• Consumer products trends across key subsectors
• A Leadership Spotlight featuring Daniel Mayer of Windmill
• Recent M&A transaction activity across the consumer space
• Public market performance and key U.S. economic indicators
Q1 brought a mix of resilience and uncertainty, with inflation, shifting consumer sentiment, and global events continuing to influence spending behavior and dealmaking dynamics.
For business owners, investors, and operators, preparation and positioning remain critical in navigating today’s market.
Take a closer look at the full report and connect with our Consumer Sector lead, Peter Costa, to discuss what these trends mean for your business.