I-Global Consumer and Retail M&A Outlook 2022

Ibingunyaka onomdla kubathengi kunye nokuthengisa (i-C&R) imakethi, eneendawo ezininzi zejografi ezifumana ukuphinda-phinda okunamandla njengoko kulula ukuvalwa kunye nokuzithemba kwabathengi kubuyela umva. Umthamo opheleleyo weM&A yehlabathi, kuwo onke amacandelo, ukukhula kwerekhodi okubhalisiweyo, kunye nomthamo wesivumelwano seC&R bonwabele iminyaka engama-20 ephezulu. Lilonke, amathemba ka-2022 akhangeleka eqaqambile.

Imarike yehlabathi ye-C&R M&A ikhule ngeepesenti ezi-6 ukufikelela kwizivumelwano ze-5,917 ezixabisa i-USD311 yeebhiliyoni (i-12 yepesenti yokwanda kwexabiso). Inani elikhulayo lentengiselwano likhuthazwe kukukhula okuphezulu e-US, e-UK nase China, abathi ngokudibeneyo benze iipesenti ezingama-40 zazo zonke izivumelwano zehlabathi. Abathengi bezemali ngoku bathatha isiqingatha sazo zonke izivumelwano - ukuya kwi-3 yeepesenti ngo-2020, kunye ne-private equity (PE) abatyali-zimali ngokukodwa.

Phakathi kwamacandelwana, ukutya kunye nesiselo (bobabini abanini-brand kunye nabathengisi) babone umsebenzi we-M&A ophezulu, ngasemva kwempilo kunye nokuba sempilweni ukuchuma. Iimveliso zabathengi iM&A inyuke nge 5 pesenti unyaka nonyaka, ngenxa yomdla okhulayo wokhathalelo lwezilwanyana zasekhaya. Kwaye i-intanethi kunye neentengiso zekhathalogu ziqhubekile nokunyuka kwazo, zikhula ngeepesenti ezingama-22, zikhokelwa kukunyuka kweepesenti ezingama-29 kwizivumelwano ezibandakanya abatyali-mali bemali.

Ukusingqongileyo, intlalo nolawulo (ESG) iye yaba ngumqhubi omkhulu ngakumbi, nokuba kukutya okunempilo, izithako ezisekelwe kwizityalo, ikhonkco lobonelelo oluzinzileyo okanye izenzo ezisesikweni zabasebenzi. Abatyali-mali nabo baye baqaphela ngakumbi imingcipheko yekhonkco lokubonelela. Itekhnoloji yenye impembelelo enkulu, ivula amathuba ahlukeneyo okufumana iithagethi ze-e-commerce kunye neendlela ezithe ngqo kubathengi.

Omnye umkhwa ophambili kuhlengahlengiso lwepotfoliyo, ukuziqhelanisa neemfuno zabathengi ezitshintsha ngokukhawuleza, kunye nokulungelelanisa ukhuphiswano apho iinkampani zomelele. Ngeliso kwikamva, abathengisi abangekho kwi-intanethi bahlala betshintshela kurhwebo lwe-intanethi, kunye nabathengisi babo be-intanethi banda kwelinye icala kwizitena kunye nodaka.

Abatyali-zimali be-PE bahlala bezithembile malunga namathemba ecandelo labathengi, behlonipha iinkampani eziphumelele ngempumelelo isaqhwithi se-COVID-19. Ngezalathisi ezithembisayo zoqoqosho olukhulu, aba badlali babalulekileyo kufuneka baqhubeke bedlala indima ebonakalayo.

Ngelixa ukungaqiniseki nge-COVID-19 kusekho, silindele ukuba utyalo-mali luqhubeke ukuhlangana kwimarike eqhelane neemeko zobhubhane kwaye ilungele naluphi na utyando kwiimeko zentsholongwane ezahlukeneyo. Nokuba kunokunyuka izinga lenzala kunye nokunyuka kwamaxabiso, u-2022 kufanele ukuba ngunyaka oqaqambileyo kwi-C&R M&A. Khuphela ingxelo epheleleyo ukuze ufumane ulwazi malunga nomthengi ka-2022 kunye nemarike yokuthengisa.

Khuphela ingxelo epheleleyo Ukufumana ulwazi malunga nomthengi ka-2022 kunye nendawo yentengiso yokuthengisa.

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