Hidden value in consumer healthcare

August 30, 2023 – The consumer healthcare market has reached an inflection point, with plentiful opportunities for global players to emerge in a highly fragmented market.

Stifel IRIS’s latest white paper, “Hidden Value in Consumer Healthcare”, showcases trends in this evolving market. Opportunities for investors emerge in a still-fragmented sector due to increasing consumer demand. The array of recent consumer health and OTC business spin-offs from large pharma companies epitomize the renewed interest in capital allocation towards this growing industry.

Following widespread research in the consumer healthcare space, we identify five key success factors based on current trends and key success stories that will mold the next generation of leaders. We expect winners in this sector to be ones that break free from the pharma mindset into a consumer-centric approach. Today’s eco-conscious self-care consumers increasingly desire natural products, while omni-channel strategies for distribution tie-up with Gen Z and millennials’ mindsets. To emerge as a leader, companies need to think strategically about opportunities for M&A.

Request this whitepaper to learn more about the key success factors that will shape future leaders in this market, which is set to grow to a size of USD 450bn by 2030.