Consumer & Internet

The consumer goods and e-commerce market has structurally repositioned itself after the exceptional years of 2020–2021. Valuation logic has fundamentally shifted: buyers today pay for profitability and customer loyalty — no longer for pure growth. EBITDA multiples of 4x to 6x are realistic for profitable companies with strong own brands; pure trading models without differentiation fall significantly short. Three buyer profiles dominate: strategic brand groups and retail conglomerates consolidating niche segments and acquiring customer access; private equity investors focusing on high-margin direct-to-consumer models with scalable infrastructure; and international buyers — particularly from the US and UK — seeking access to the European end customer. What buyers scrutinise most critically today: dependency on single platforms like Amazon or Google, brand recognition beyond paid channels, and repeat purchase rate as an indicator of genuine customer loyalty. How your business stands in this valuation framework — we are happy to discuss this personally.

The consumer goods and e-commerce market has structurally repositioned itself after the exceptional years of 2020–2021. Buyers have become more selective: companies with strong brands, loyal customer bases and profitable growth are in demand — not just revenue growth. Strategic buyers are consolidating niche segments, while private equity investors focus on high-margin direct-to-consumer models. Those selling now need to clearly position their business model. Which buyers are relevant for your company and how the market currently values your profile — we are happy to discuss this personally.