The Weekly Consensus™ brings to your inbox every Monday a summary of the major stories that impacted consumer businesses in the prior week. It also includes “The Big Story” – and editorial by a Consensus professional commenting on an item of significance to the industry.


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What a difference a year makes. At this time last year, the plant-based meat (PBM) category was riding high.  Impossible Foods was about to announce a new $500 million financing round amid record revenue growth, and public company bellwether Beyond Meat was trading at about $100 per share, or about 14x revenue. Today, the PBM […]

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Kroger announced on October 14th that the company has signed a definitive merger agreement to acquire all of Albertsons stock for an estimated consideration of $34.10 per share, implying an enterprise value of approximately $24.6 billion. This purchase price represents a premium of 29.7% to the 30-day average share price. Kroger is eager to join […]

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Halloween is a favorite time of year in my house.  The weather gets crisper, there are plenty of seasonal activities to enjoy, like pumpkin picking, hayrides, walking around the neighborhood looking at spooky decorations, carving pumpkins, dressing up, and, of course, there is candy. It’s a time for people to debate the value of candy […]

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It’s not often in the consumer space that we hear about transactions where both the buyer and seller are publicly owned. However, one such transaction was announced last week, when the Korea-based business Naver indicated it had reached an agreement to purchase the U.S. based company Poshmark for $1.2 billion, subject to certain approvals. The […]

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Last month, my colleague Maeghan Thompson wrote about how consumers and retailers are planning to cope with what could be a recessionary Holiday season.  In the meantime, forecasters have now given their predictions of Holiday sales.  At first sight, the estimates seem rather jolly, but the fuller picture shows Scrooge in the background. To provide […]

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