Travel remains the bright spot in an otherwise challenging market for the consumer M&A space, with continued activity anticipated to take place throughout the remainder of 2024, reports the consumer sector team in our latest update. This outperformance, and the sector’s attractiveness to investors, is a function of the proven resilience of travel spending.
As the impact of the pandemic fades, 2024 represents the first ‘normal’ year since 2019. Whilst progression hasn’t been linear, early indicators support the notion that the travel sector has grown substantially over the intervening period.
Confidence is returning to private equity investors, and we continue to see strong interest in M&A from corporate acquirers, however, a return to bull market conditions remains some way off.
Travel remains the bright spot in an otherwise challenging market for the consumer M&A space, with continued activity anticipated to take place throughout the remainder of 2024
In this report, we look at the key drivers, recent trends, and potential outlook for M&A activity in the UK travel industry.
Key insights from the team in this report include:
- Favorable market conditions for trade buyers
- A strong start to the year for TMC M&A
- UK consumers continuing to prioritise travel spending
- Competition for high-quality assets remaining strong
Speak to someone in our travel sector team
Insights
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