Industry Reports

Q4 2018
Due to disruptions in the Retail market, leading brick-and-mortar retailers have felt pressure to revive business models to encompass omnichannel sales solutions. The prioritization to expand into e-commerce markets, enhance customer experiences, and improve supply chain efficiencies has driven consolidation among e-commerce companies. Acquisitions of well-established brands with proven e-commerce traffic have allowed traditional brick-and-mortar retailers to evolve and capture shifting consumer preferences.
Q4 2018
The Recreational Products industry has been supported by historical levels of disposable income and significant shifts in consumer preferences towards products and activities that promote healthy lifestyles. According to the Outdoor Industry Association’s “2018 Outdoor Participation Report,” 49.0% of the US population in 2017 participated in outdoor recreational activities, a slight increase from 2016.
Q4 2018
With 91 deals announced or completed in the Personal Care Products & Services industry year-to-date 2018, merger and acquisitions activity is poised to exceed or match that of 2017. This year, historic levels of consumer confidence and per capita disposable income have strengthened demand for personal care products & services. Capstone Headwaters’ Personal Care Products & Services public company index indicates average revenue growth of 9.8% for the last twelve months ending in September.
Q3 2018
Due to increasing Millennial pet ownership (35.0% of all pets are owned by Millennials), the trends towards pet pampering and humanization will continue to accelerate. As owners look to pamper their dogs and cats, they invest more than ever in pet care products that can contribute to the health, well-being, and happiness of their companions. For this reason, provisional estimates by the American Pet Products Association indicate that spending across pet products in the US will grow 4.0% in 2018 despite relatively modest growth in the total US pet population.
Q3 2018
Growth in the Juvenile Products industry has been driven by robust macroeconomic fundamentals, as historically high levels of consumer confidence and a 2.3% year-over-year increase in real disposable income per capita have generated increased consumer demand.  Low cost toy sales ($5.00-$19.99) have driven sales growth of 7.0% in the US Toy industry to reach $7.9 billion in the first half of 2018, according to The NPD Group.  The Toy & Game industry is expected to reach a global market value of $132.2 billion by 2022, a compounded annual growth rate of 6.2%, according
Q3 2018
New technology, shifting consumer preferences, and the expanding US economy have all been driving factors for the continued growth of the E-Commerce & Internet Retailing industry. Merger and acquisition (M&A) activity has been robust year-to-date, with 53 deals announced or closed through August 27.
Q3 2018
The robust economy, driven by historic levels of real disposable income per capita and consumer sentiment, which rose 2.3% and 3.4% year-over-year, respectively, continues to foster growth in the Personal Care Products & Services industry.  The market value of the Personal Care industry is expected to reach $89.7 billion in 2018, a 4.1% increase from 2017, according to Statista. 
Q3 2018
Merger and acquisition (M&A) activity in the Food & Beverage industry continues to show robust activity year-to-date (YTD) 2018 with 157 transactions announced or completed, compared to 163 in the same period in 2017. Historically high levels of real disposable personal income and consumer confidence have contributed to shifting consumer preferences and revenue growth in the Food & Beverage industry. 
Q3 2018
Changing consumer preferences regarding what consumers want to eat, and how and where they want to eat, are causing a dramatic shift in the restaurant industry. For many reasons, that shift is also creating tremendous opportunities for restaurants in the business of breakfast.
Q2 2018
Historic levels of disposable income and consumer confidence has helped to propel consumer spending by 2.8% in the last twelve months (LTM) ending in April 2018, which has resulted in a corresponding uptick in Recreational Products industry performance. Following a 1.0% year-over-year (YOY) decline in the average revenue for eight public companies tracked by Capstone Headwaters’ Recreational Products index ending in June 2017, the Index rebounded with a 10.3% YOY increase in average revenue, ending June 2018.

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