Private investment in retail has landed below US $2bn for two months running. With retail spending down, investors are moving their bets to new investments. Can the industry fight back – or even make it to the next round?
Our new market brief, produced in conjunction with PitchBook, dives into:
- Expected consumer discretionary spending, post-COVID-19
- The precipitous drop in retail M&A deals year-to-date
- Have we already reached the bottom, or are retail valuations primed to take another hit?
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