I am delighted to introduce the inaugural edition of Window Shopping, Cavendish’s monthly review of the UK-listed company consumer sector. The consumer landscape continues to present a fascinating mix of opportunity and challenge. While investors remain selective, the sector is seeing increasing divergence between winners and losers, creating attractive opportunities for companies able to demonstrate resilient growth, strong brands and sustainable earnings delivery. Against a backdrop of evolving consumer behaviour, shifting capital markets sentiment and ongoing M&A activity, staying close to sector trends has never been more important.
Matt Goode – Head of Consumer Capital Markets, Cavendish
