This quarterly perspective from Lincoln International examines the consumer health sector in Q1 2025, highlighting recent mergers and acquisitions (M&A) activities and providing insights into public market trends. It discusses the potential impact of new reciprocal tariffs, particularly on ingredients imported from China and India, and how these tariffs could encourage domestic manufacturing and reshape supply chains. 

The report also presents data on leading categories within the vitamins, minerals, and supplements (VMS) and over-the-counter (OTC) markets, noting shifts in consumer preferences and largely flat performance in major OTC areas. Finally, it offers a strategic playbook for companies navigating the evolving trade environment and presents valuation metrics for both large-cap and mid-cap consumer health companies.

Check out that full document here: https://www.linkedin.com/posts/christopher-stradling-069ba410_q1-2025-consumer-health-quarterly-perspective-activity-7325873760996118528-0Xsu?utm_source=share&utm_medium=member_desktop&rcm=ACoAABGzL5gBDtJNUCsnAPn6tKYpDHZSNFxIWh8

About Christopher Stradling: Managing Director and Co-Head of Consumer at Lincoln International

Follow him here: https://www.linkedin.com/in/christopher-stradling-069ba410/

DISCLAIMER: The BizNexus Roundup podcast features AI hosts whose analysis is based entirely on pattern recognition and reports created by actual human experts. While our hosts can process vast amounts of data, they've never actually closed a deal or sat in a boardroom.

Our discussions draw from publicly available sources and expert insights, but we strongly encourage listeners to consult the original documents and reports referenced in each episode for the complete context and analysis. The AI hosts' market predictions and deal assessments, while data-driven, are no substitute for professional human judgment and due diligence.

For actual M&A advice, please consult qualified human experts and always go to the source materials to get the full story.

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Show Credits

Intro Music Artist: DJ Freedem | Track: Pretty Boy