Industry Update

Configure Partners is proud to release the Consumer & Retail Industry Snapshot for the first half of 2024, highlighting the macro trends and personal economics impacting consumer shopping habits and retailer sales.

Despite the decline of inflation through 2023, the price of goods remains steeper than pre-COVID-19 levels, leaving consumers bearing continuous caution around spending. Market players can expect a continuation of 2023 trends – brands struggling to make ends meet will creep towards distress while companies with strong liquidity positions have sufficient runway to keep the lights on.

In addition to a detailed market analysis, the report explores three trends our consumer and retail coverage team has identified:

• Continued increases in retail bankruptcy activity
• Labor turnover concerns, particularly prevalent at the C-suite level
• De-stocking and the ability for retailers to reduce inventory while retaining margins

View the Consumer & Retail Industry Snapshot here: 1H 2024 Consumer & Retail Industry Snapshot