Our Q2 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 highlighting the widening gap between resilient spending and depressed consumer sentiment
- Consumer products trends across key subsectors, including Pet Products, Infant & Juvenile, Sporting Goods, Apparel & Accessories, and Household Goods & Furnishings
- A Leadership Spotlight featuring Glen Miles of Summit CFO Services
- Recent M&A transaction activity across the consumer space
- Public market performance and key U.S. economic indicators
Q2 2026 was a quarter where the data said “resilient” and the surveys said “worried”, a gap Deloitte, McKinsey, and Atlas all flagged. Some analysts see strength approaching a “midyear peak,” with tax-refund timing and promotions masking softer demand into late 2026.
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.