Cov khw muag khoom thiab cov neeg siv khoom lag luam IPOs, M&A kev ua haujlwm qeeb ntawm kev nce nqi: KPMG

Cov khoom lag luam mob taub hau, nce cov paj laum thiab kev ua tsov ua rog hauv Ukraine tau ua ke los tiv thaiv IPOs thiab kev ua lag luam hauv cov neeg siv khoom thiab cov khw muag khoom kom deb li deb xyoo no.

Tag nrho tus naj npawb ntawm cov neeg siv khoom thiab cov khw muag khoom muag hauv thawj peb lub hlis twg poob 31.9% los ntawm lub sijhawm ua ntej, tus kws tshaj lij thoob ntiaj teb KPMG tau hais hauv tsab ntawv tshaj tawm hnub Wednesday. Deal ntim tau poob 39.8%.

Qhov ntawd txhais tau hais tias qee qhov kev thim rov qab los ntawm qhov kev hloov pauv tsis ntev los no, thaum tus naj npawb ntawm kev pom zoo cuam tshuam nrog Asmeskas cov neeg siv khoom lag luam thiab cov tuam txhab muag khoom muag yuav luag sib luag ua ntej kev sib kis.

Kev nthuav dav xyoo tas los tau txhawb nqa, feem ntau, los ntawm kev lag luam e-lag luam loj hlob hauv khw muag khoom thiab tsom mus rau kev noj qab haus huv thiab kev noj qab haus huv, KPMG tau hais. Hauv xyoo 2021, Levi Strauss & Co. yuav Beyond Yoga, Wolverine World Wide tau txais Sweaty Betty, thiab Crocs yuav Hey Dude. Cov khw muag khoom xws li Allbirds, Warby Parker, Ntawm Khiav, Lulu's, Ci ntsa iab ntiaj teb, ThredUp, Xauj Tawm Kev Cais thiab AKA Brands - tsuas yog rau npe ob peb - ​​tag nrho pib ua lag luam ntawm kev sib pauv pej xeem.

Thaum pib ntawm lub xyoo, cov neeg siv khoom lag luam thiab cov khw muag khoom lag luam tau npaj siab kom pom kev nthuav dav ntxiv hauv kev sib cog lus thiab thawj zaug muab rau pej xeem, hais tias Kevin Martin, tus thawj coj KPMG US Consumer and Retail division. Tab sis kev lag luam tsis hloov pauv thiab tsis paub meej txog kev siv nyiaj nyob ze rau cov neeg siv khoom tau ua rau cov thawj coj thiab cov tub ua lag luam ncua, raws li muaj ib ntu ntawm kev ua tsis tau zoo los ntawm qhov hu ua ncaj qha rau cov neeg siv khoom darlings 'cov khoom lag luam txheeb ze rau kev lag luam dav, suav nrog Warby Parker thiab Allbirds.

Thaum Martin tsis tau kwv yees tias kev ua haujlwm tau npaj yuav nce sai sai rau xyoo no, nws pom ntau cov neeg siv khoom lag luam, cov khw muag khoom thiab cov lag luam ntiag tug sib npaug teeb tsa lawv qhov kev pom ntawm 2023 hloov. Nws cia siab tias cov tsiaj txhu, suav nrog cov neeg tsim khoom noj tsiaj, yuav yog qhov tseem ceeb, nrog rau cov neeg siv cawv.

Qee cov khw muag khoom, lub sijhawm no, tuaj yeem raug yuam kom muag tawm ntawm lawv cov lag luam. Ob peb qhov kev saib xyuas zoo tuaj yeem tuaj sai dua tom qab. Piv txwv li, cov khw muag khoom hauv tsev Pw Hauv Paus & Tshaj Tshaj tau tshaj tawm nyob rau hauv nruab nrab ntawm kev txiav txim siab muab rau nws txoj kev lag luam BuyBuy Baby, suav nrog ib qho los ntawm lub tuam txhab ntiag tug ntiag tug Cerberus Capital Management. Hu kuj tseem nce ntxiv rau Kaw txhawm rau faib nws txoj kev loj hlob sai ntawm Athleta faib los ntawm nws lwm hom.

"Lub tuam txhab tseem tab tom ua ntej raws li yog - pedal rau hlau hauv qee kis - nrog lub tswv yim tias los ntawm 2023 rolls nyob ib ncig ntawm qee qhov kev txhawj xeeb uas peb tau saib tam sim no thoob ntiaj teb yuav raug hloov ntawm lawv," Martin hais. "Yuav muaj kev thov siab heev."

Cov khw muag khoom thiab cov neeg siv khoom lag luam uas tau tshaj tawm tias tab tom nrhiav IPO suav nrog online sneaker pauv StockX, Rihanna's Savage X Fenty lingerie kab, yogurt txiag Chobani, Kev lag luam e-lag luam Zazzle thiab rooj tog hom Serena & Lily. Consumer private Equity giant L Catterton kuj yog tshaj tawm xav txog IPO.

Cov neeg sawv cev ntawm cov lag luam no tsis tau teb tam sim ntawd rau CNBC qhov kev thov tawm tswv yim.

Muab cov nqi nce sai, Martin xav tias yog ib lub sijhawm muaj tseeb tshaj plaws rau kev sib cog lus, tsawg kawg rau qhov seem ntawm lub xyoo no, tuaj yeem khi rau cov khoom noj khoom haus ntiag tug.

"Nws tsis paub meej npaum li cas ntawm cov neeg siv khoom pov tseg cov nyiaj tau los lossis cov nyiaj khaws cia yuav raug nqus los ntawm tus nqi siab dua mus tom ntej," nws hais. "Yog li muaj ntau cov neeg siv khoom noj-thiab-dej haus cov tuam txhab lag luam loj uas yuav nrhiav muag lawv cov ntawv ntiag tug lossis tau txais cov ntawv ntiag tug," txhawm rau muab cov neeg yuav khoom xaiv pheej yig dua hauv khw muag khoom noj, nws hais.

Lub sijhawm thib ob rau kev lag luam loj hlob nyob ib puag ncig cov teeb meem ntawm cov khoom siv, nws hais tias, vim tias ntau lub lag luam tseem tab tom cuam tshuam nrog kev xa khoom qeeb ntawm cov khoom tiav lossis cov khoom siv los ntawm txawv teb chaws nrog rau cov nqi thauj mus los siab.

"Koj puas tsim ib yam dab tsi, lossis koj puas yuav ib yam dab tsi kom muaj cov khoom siv hauv zos ntxiv rau koj cov neeg siv khoom? Qhov ntawd yuav yog tus tsav tsheb ntawm M&A cov haujlwm thiab qee yam uas yuav ua kom nrawm dua li ntawm 2022, "nws hais.

Nyob rau hauv cov ntaub ntawv no, lub khw muag khaub ncaws American dav dawb hau Outfitters Xyoo tas los no tau txais ob lub tuam txhab - ib qho tsom mus rau cov chaw faib khoom, lwm qhov ntawm kev thauj khoom - los pab nws tsim kom muaj kev sib koom ua ke ntawm cov khoom lag luam sib txuas. Nws yog tam sim no qhib rau lwm cov khw muag khoom.

Ib qho piv txwv thib peb tuaj yeem tshwm sim los ntawm kev tsom mus rau ESG, lossis kev tswj hwm ib puag ncig, hais Martin, hais txog Yeej Brands GroupQhov kev nrhiav tau tsis ntev los no ntawm Love Your Melon, ib hom kev ua neej nyob sab nraum zoov uas muab 50% ntawm nws cov nyiaj tau los rau cov tsis muaj txiaj ntsig uas tawm tsam mob qog noj ntshav.

Qhov tseem ceeb, kev sib koom ua lag luam ntiag tug tau tawm ntau tshaj plaws hauv thawj peb lub hlis twg, KPMG pom, poob 51% los ntawm lub quarter thib plaub ntawm 2021. Tsoom Fwv Teb Chaws Reserve txoj kev nruj dua rau cov paj laum tau ua pov thawj tias yog ib qho tseem ceeb cuam tshuam, Martin hais.

Nws tau hais tias "Tus nqi siab dua ntawm peev cuam tshuam rau cov tswv yim lossis cov koom tes hauv txoj kev loj," nws hais. "Thiab qhov ntawd pub rau lawv qhov kev txiav txim siab matrix nyob ib ncig ntawm cov khoom xa rov qab uas lawv yuav tau txais khoom vaj khoom tsev. Thiab qhov zoo sib xws, nws cuam tshuam rau kev ncaj ncees ntawm tus kheej ... qee zaum txawm tias nyob hauv txoj kev loj dua. "

Kom paub meej, Martin tau hais tias tseem muaj ntau "cov hmoov qhuav" hauv tes ntawm cov neeg siv khoom lag luam tsom mus rau kev ncaj ncees; lawv tsuas yog siv sijhawm los nrhiav cov cuab tam zoo tshaj plaws hauv thaj chaw tom qab kis thoob qhov txhia chaw. Ntxiv rau L Catterton, qee lub tuam txhab ua si hauv qhov chaw no suav nrog Sycamore Partners, Bain Capital, Ares Management thiab Leonard Green & Partners.