
Consumer packaged goods and retail: US Deals 2025 midyear outlook
Even with ongoing uncertainty around tariffs, rising costs and shifting consumer demand, companies are still doing deals — they're just being more careful.
Consumer markets (CM): accounting and reporting insights is a quarterly summary for the consumer markets industry. It provides an overview of emerging economic, accounting, reporting and regulatory matters relevant to the industry.
This edition includes the following hot topics:
Even with ongoing uncertainty around tariffs, rising costs and shifting consumer demand, companies are still doing deals — they're just being more careful.
The consumer markets industry stands at a defining moment as AI transitions from isolated deployments to the cornerstone of enterprise-wide transformation.
President Trump's policies and executive orders have significantly expanded the scope of products and countries subject to tariffs impacting the Consumer Products industry.
Companies are steering towards the low end of their long-term growth guidance, but analysts/investors seemed skeptical of those conservative outlooks.