Ecommerce & Consumer Products Summer Report 2024

Ecommerce M&A Activity Following a stellar 2021, ecommerce M&A volume experienced a correction, declining by 12% in both 2022 and 2023. The total number of deals in Q1 2024 has already reached 274 and is expected to remain at a similar level as last year.

Ecommerce M&A by Year (In Billions of USD)

Total Deal Size in ($B) # of Deals

706

623

Annualized

547

501

387

Key trends:

274

7.4 13.6

• Anticipating a Major Uptick: The acquisitions of On the Dot and Herbal Essentials, amounting to $1.5 billion and $1.2 billion respectively, brought substantial value to ecommerce M&A. This heightened level of activity could lead to a significant increase in M&A transactions. • Global Surge in M&A Activity Across Geographies: M&A activity in the first half of 2024 encompassed diverse regions, including the US, Sweden, Saudi Arabia, Singapore, South Korea, and others. Overall, the ecommerce M&A landscape is showcasing a positive outlook in 2024.

17.7

39.7

19.7

23.1

2020

2021

2022

2023

YTD 2024

M&A Volume by Quarter (In Billions of USD)

Total Deal Size in ($B) # of Deals

211

189

155

151

149 147

149 143

135 134

134

131

182

118

113

111

79

73

5.6 3.2 2.6 6.2 3.0 18.4 6.1 12.2 6.2 7.6 1.7 4.0 3.1 6.0 13.1 0.9 5.6 1.8

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 2020 2021 2022 2023 2024

Source: Pitchbook as of July 2024. Data consists of those transactions also where deal value was not disclosed.

22

Made with FlippingBook - professional solution for displaying marketing and sales documents online