Consumer & Retail |

Quarterly M&A Update | Q3 2025

Latest market trends, valuation levels and deals

Between inflationary pressures and subdued consumption

After a broadly stable summer quarter, the market environment in the consumer & retail sector remains tense. Rising inflation in Europe and the US meets weak industrial data and cautious consumer sentiment in Germany – defensive segments remain resilient, while cyclical ones stay under pressure and hope for easing tensions. As we head into the final quarter, attention turns to the crucial holiday season – and whether it can reinvigorate market momentum.

We are delighted to share the latest issue of our Consumer & Retail Quarterly M&A Update for the third quarter of 2025. In this report, we provide an update on latest industry trends plus insights into valuation levels and recent transactions.  

We hope you enjoy the read and look forward to your feedback.

Oaklins Consumer & Retail Quarterly M&A Update Q3 2025.pdf Download PDF

Your Consumer & Retail experts at Oaklins Germany

Dr. Lutz Becker Hamburg, Germany
Associate Partner
View profile

Karsten Maschler Hamburg, Germany
Managing Director

View profile

Christian Ernst Hamburg, Germany
Associate Director
View profile

Thorben Hinderks Hamburg, Germany
Senior Associate
View profile

Kevin Johannes Kambach Hamburg, Germany
Senior Associate
View profile

Moritz N. Jaeger Hamburg, Germany
Associate
View profile

Maren Tietz Frankfurt, Germany
Associate
View profile