Changing Consumer Values: Building a Competitive Proposition
Understanding shifts in consumer values lies at the heart of survival for many retail and consumer brands. Successive waves of disruption have permanently altered much of the landscape, with the rise of digital, the shift to online, a global pandemic and geopolitical tensions all forcing changes in ways that were once unimaginable.
Our latest report, Changing consumer values: Building a competitive proposition, contains data-driven insights developed from nationally representative consumer panel surveys comprising over 5,250 households across France, Germany, Italy, Spain, Switzerland, UAE and the U.K. Our key findings cover:
• Defining value and the five consumer archetypes - The consumer value proposition
• Megatrends shaping change in consumer values - Flight to value as cost-of-living rises
- Consumer values differ by category and channel
- Environmental, sustainability and governance (ESG) and the conscious consumer
• The evolution of consumer values and how retailers and consumer brands must urgently react
- Defining a strong value proposition
- Redefining customer experiences
- Evolving operating models
- Flexible supply chains
- Data, insights and personalisation
To better understand the future of physical space in U.K. retail A&M has partnered with Retail Economics to provide new data-backed insights into the ‘perfect storm’ sweeping through the industry.
Shareholder activism has become one of the most influential forces shaping corporate strategy, capital allocation and value creation across Europe. In an environment where investors are increasingly willing to challenge management teams and boards, understanding activist priorities has never been more important.
As European corporates navigate economic uncertainty, shifting capital allocation priorities, rapid advances in artificial intelligence and increasing scrutiny of strategic decision-making, shareholder activism continues to evolve. While public campaigns remain an important tool, activist investors are increasingly seeking to influence boards behind closed doors, applying pressure privately while remaining ready to wield the “big stick” of acting publicly when necessary.
Shareholder activism is accelerating, and the root cause is consistent: sustained operational underperformance relative to peers. In a feature for CFO.com, A&M Managing Director Ron Orsini outlines a more disciplined path: close performance gaps early, build a credible value creation plan, and retain control of your strategy before activists define it for you.
Jay Frankl and Annie Peabody discuss current M&A activism trends in The Deal’s Activist Investing Today podcast, highlighting insights from A&M’s US Activist Alert (AAA) report.
