The Compelling Dynamics Driving the Consumer Sector
Consumer behavior across the world is more similar than dissimilar as a direct result of technology and globalization
The world is fully connected; there are 15 billion mobile devices in circulation
People under 40 comprise 60% of the global population – they are the largest generation in history, have not yet reached their peak consumption, and are fueling growth
The golden era of new ideas and consumer-focused entrepreneurialism has been brought on by the confluence of technology, demographics, and capital
The non-durable portion of the consumer sector, where we focus, observes brands and services with less volatility and low elasticity of demand
Our propriety research informs the immutable secular trends in which we invest….
sustainable products
Retail disruption
lab-to-table food
disruption in mobility
Automation in restaurants and retail
outdoor adventure lifestyle
humanization of pets
consumerization of financial services