Consumer, Retail & Distribution
The Consumer, Retail & Distribution team has developed multiple investment theses through a disciplined evaluation of the key drivers in the consumer and retail industries, including:
Demographic and consumer behavior trends
Evolving channel dynamics and operating strategies associated with winning retail concepts
Change agents, such as technology and globalization
Macroeconomic factors influencing consumer expenditure patterns
Our thesis-driven approach enables us both to target attractive opportunities with best-in-class management teams and add strategic value to our portfolio companies post investment. We are specifically targeting opportunities in the following areas:
Strong consumer brands
Branded and private label strategic suppliers to retail channel winners
Multi-channel direct-to-consumer business models
Specialty retailers
Value-added distributors
