Mergers & Acquisitions

Consolidation has long been a key growth strategy across retail and CPG. Big companies have spent decades buying up competitors, acquiring niche brands, and expanding into new categories. Why? Ideally, a large, varied portfolio would drive scale, diversification, market share, consumer trend alignment, and business growth. But as the industry evolves, are portfolio cracks starting…

Bed Bath & Beyond has entered into a definitive merger agreement to buy The Container Store in a transaction valued at $150 million. In a regulatory filing, the retailer said its newly created subsidiary, Falcon Merger Sub, will be merged into The Container Store, leaving the latter as a wholly owned unit of Bed Bath…

While dealmakers aren't stepping back from consumer mergers and acquisitions (M&A), they are getting more selective. New data from KPMG shows deal value jumped 52 percent in 2025, even as deal volume fell 7 percent. Early 2026 looks similar. New global consumer deals in the first two months of the year fell 6 percent year-over-year…

American Exchange Group, whose brand portfolio includes Aerosoles, has agreed to buy direct-to-consumer footwear brand Allbirds for about $39 million, reports Yahoo Finance. The transaction is expected to close in the second quarter of 2026. Allbirds once reached a peak valuation of $4.2 billion, filed an IPO in 2021, and had planned to open hundreds…

U.S. private ⁠equity ⁠firm KKR has signed a deal to acquire the bakery chain Nothing Bundt Cakes for over $2 billion, Reuters reported Wednesday. Nothing Bundt Cakes is currently owned by Roark Capital. The fast-growing, Dallas-based chain — made up of mostly franchises — was founded by Dena Tripp and Debbie Schetz in 1997, and…

Destination XL Group and FullBeauty have agreed to combine in what the companies described as a “merger of equals,” bringing together a publicly listed brick-and-mortar retailer with a large private online platform focused on extended sizes. As part of the deal, FullBeauty will be folded into a newly created subsidiary of Destination XL, which will…

Retail M&A is entering a pivotal moment as holiday season nears its conclusion and we begin a new year. The next few months will shape deal pipelines, valuations, and redefine strategies for 2026. Retail dealmakers will be watching closely. Holiday performance will set the tone for what comes next. Holiday Performance and 2026 Deal Pipelines…

Dick’s Sporting Goods is planning to close a number of Foot Locker stores now that its acquisition of the sneaker company is complete, the company said Tuesday when announcing fiscal third-quarter earnings, reports CNBC. The company declined to say how many Foot Locker stores would be impacted and whether the restructuring will include layoffs. As…

The parent company managing brands such as Harry's, Flamingo, Lume, and Mando announced that it has acquired Coterie, the rapidly growing premium direct-to-consumer baby care and diapering brand. It's unclear how much Mammoth Brands paid for Coterie, but Forbes reported the deal could value Coterie — a six-year-old brand — at over $1 billion. Coterie…

The ODP Corporation, which owns office supply retailers Office Depot and OfficeMax, agreed to be taken private by an affiliate of Atlas Holdings for approximately $1 billion, the companies said on Monday. Investment firm Atlas will pay $28 per share to buy ODP, which also owns ODP Business Solutions, representing a 34 percent premium to…