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A lot of firms got hurt with retail investments during COVID, but the space seems much more attractive now. Multiples have come down a lot. Compare that to tech or HC where any attractive asset trades much higher, have to believe there’s opportunity to put money to work within consumer.
Would be interested to learn more as well. My general sense is that many MF and/or UMM have deprioritized consumer (or at least the pure CPG/retail side of things) given its been challenging to reliable predict consumer trends, which tend to be fickle at best
I'm sure the shops like Roark that have a certain specialize have done well but from what I hear, Roark's latest funds haven't been too hot either
The headline here is consumer broadly continues to be challenged since the post COVID years, with MF's (as stated above) de-emphasizing their consumer strategies and MM/UMM funds that play in that space (including those that specialized or even exclusively focused on consumer) pivoting away from the sector.
The deeper dive nuanced view is that performance (and PE interest) across each sub vertical varies substantially. Some quick hits from my perspective
Why in the world would you invest in consumer discretionary in this day and age - trends come and go so much faster than before. Feel the only opportunities are highly established, baseline brands like Nike or really diversified brand umbrellas.
Who would have predicted 10 years ago that Vans was going to become almost totally irrelevant in youth culture by 2025...
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