Sector focus

We have a high level of expertise and a robust network in our focus sectors. We understand our clients’ needs and goals from our own experience as M&A managers at large corporations which do regular M&A deals and entrepreneurs with personal exit experience.

We form international sector teams to work on cross-border transactions and regularly discuss market and M&A trends in meetings and teleconferences. On this page we have provided you with an overview of our management, issues and transactions in our focus sectors.

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M&A trends & market analysis

During the Dallas 2016 Globalscope conference, the network’s global Consumer sector team met to discuss recent transactions and the evolving underlying structural drivers of the global sector M&A landscape.

A key theme is the consolidation of businesses in the sector in the face of uncertain consumer demand. More details can be obtained from team members or regional heads – see contact details below.


Notable recent transactions

Johnson & Johnson acquires Vogue International

Johnson & Johnson has agreed to acquire Vogue International Inc, the US-based manufacturer and distributor of salon-heritage hair care and other personal care products from its founder Todd Christopher and The Carlyle Group for €2.95bn.

Revlon acquires Elizabeth Arden

Elizabeth Arden, Inc. has signed a definitive agreement to be acquired by Revlon, Inc. for €710m. The combined company will benefit from greater scale, expanded global footprint and diversified presence across all major beauty categories and channels.

Monster acquires American Fruits & Flavor 

Monster Beverage Corporation has agreed to acquire American Fruits & Flavor for €623m. The acquisition will provide Monster with an opportunity to leverage new flavour technologies and differentiate itself from its competitors.

Lower-mid market observations

Brand Entrants are More Focused

New micro, digital-only companies are flooding the market, riding on mobile consumer channels and the proliferation of social media. These retailers distinguish themselves by their well-defined niches and clever, often rebellious, promotional strategies.

Focus on Food Safety 

Researchers, food manufacturers, regulatory agencies, and suppliers will continue to focus attention on pathogens, developing new and improved methods of analysis, instruments, and detection supplies.

 Less is More

Food manufacturers will have to continue to make food products that are less processed as consumers demand more transparency and foods that are closer to their natural state.

Sector themes

Brands are “Healthifying“ Products

Some brands are trying to "healthify" foods by adding functional ingredients. A survey of the supermarket shelf shows ingredients like chia, flax and probiotics being added to sweet snacks. Brands will also try to better educate consumers on functional foods and ingredients.

Stores in Recession

Foot traffic is on the decline in the U.S. and Europe.  Meanwhile, as sales per square foot continue to decline after decades of growth, retailers are reconsidering size in favour of productivity, measured by profit per square foot and are utilising digital technologies to assist them.

Giants Personalize and Localize

Few consumer products companies have a direct relationship with the purchasers of their products, even as robust data analytics allow personalization and localization, leading to ever more differentiated shopper segments. However, bypassing their traditional retail partners — at least some of the time — in order to sell directly to consumers could produce hard-to-come-by growth for consumer packaged goods (CPG) companies. For example manufacturers and consumer companies such as Burberry, H&M, and Sport-Chek have launched technology-enabled outlets with minimal inventory and environments that invite consumers to enjoy an engaging, social, and interactive experience.


References

Schütz & Co

Consumer Goods, Retail & Leisure

2016

Details

Tigress

Consumer Goods, Retail & Leisure

2016

Details

Bonnyprints

Consumer Goods, Retail & Leisure

2016

Details

Autoschadehuis

Consumer Goods, Retail & Leisure

2015

Details

kirondo

Consumer Goods, Retail & Leisure Internet & Media

2015

Details

AFINUM Management GmbH

Consumer Goods, Retail & Leisure Services

2015

Details

Görtz Retail GmbH

Consumer Goods, Retail & Leisure

2014

Details

Sportsprofi Schmid GmbH

Consumer Goods, Retail & Leisure

2013

Details

Solag

Industrial & Automotive Software & Technology

2013

Details

Article Inc.

Consumer Goods, Retail & Leisure

2013

Details

GREENLIFE VALUE GmbH

Consumer Goods, Retail & Leisure

2013

Details

Picanova GmbH

Internet & Media

2013

Details

ORWO Net AG

Industrial & Automotive

2011

Details

Focus

Retail & Multi-Commerce

Food Producers and Retailers

Leisure Articles

Household and Consumer Electronics

Media and Print

Furniture

Personal Hygiene

Sports Equipment


Sector contacts

Andrea Pagliara

Andrea Pagliara

Palladio

Daniel Garlipp

Daniel Garlipp

CatCap

E-Mail contact
Nico Schmidt-Weidemann

Nico Schmidt-Weidemann

CatCap

Martijn Peters Solving Efeso

Martijn Peters Solving Efeso

Your CatCap-Sector contact is Daniel Garlipp:

daniel.garlipp@catcap.de