The coronavirus pandemic has changed what people buy and how they buy dramatically. Nearly two dozen retailers have declared bankruptcy since the middle of March when the Covid-19 quarantines began. The last time we saw this volume of retail bankruptcies was in 2010 during the Great Recession.
Not all retailers suffered, however. Those focused on home goods did well. That includes mass merchants like Walmart, Target and Costco, as well as home goods providers with strong e-commerce strategies, including Wayfair, Overstock and At Home.
And some sectors of the consumer landscape are thriving under the new conditions. In our November/December cover story, Mergers & Acquisitions identifies and explores five consumer sectors that are receiving strong interest from strategic buyers and private equity firms: exercise equipment, cleaning products, food delivery, pets and mobile homes.
For more, see Mergers & Acquisitions’ series on The New Consumer: