Great morning earlier this week at our CPG Breakfast with the Deloitte Value Creation team, an insightful conversation on where Consumer, M&A, and Supply Chain are heading as we move into 2026.
Big thank you to Dominic Carter and his team for all of their insights.
A few headlines that really stood out:
→ M&A confidence is returning. Fewer deals than the 2021 boom, but bigger, more strategic, and more disciplined.
→ PE is very active again - lots of buy-and-build across wellness, functional food & drink, and premium brands.
→ Strong, authentic, exportable brands still cut through. Pricing power + clear positioning = investor attention.
→ Digital capability continues to drive valuation - especially first-party data, D2C readiness, and retail media.
→ GenAI is now embedded across the deal cycle - synergy modelling, diligence, forecasting, integration.
On the operations side, the value story is just as compelling:
→ Demand volatility, labour costs and inventory challenges continue - but AI-driven forecasting and network optimisation are showing real potential to unlock significant gains.
→ Logistics and procurement remain major levers for margin resilience.
→ One source of truth for demand, cost-to-serve and supply chain data is becoming essential.
And throughout all of this, Finance department remain the anchor - shaping deal logic, validating resilience, and ensuring value lands in the P&L post-close.
If you’re a CPG founder, CFO, or investor navigating growth, M&A, or supply chain optimisation, I'd be happy to share the slides from the event.
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