As would be expected the grocery, health, and well-being sectors have benefited from people spending more time at home. Spending on DIY and pets has increased, and other key investment targets range from sports goods to furnishings.
With a new focus on sustainability and climate change, some consumer attitudes once associated with premium and niche products are now considered mainstream. Smaller assets that may previously have been overlooked may offer a chance to grow a market share in these areas.
In the UK retail industry, innovation and digital transformation are increasing in response to changing preferences and emerging business models, creating new opportunities for M&A deals.