People
Randy Burt
Partner & Managing Director, Americas Leader, Consumer Products
Chicago
Q3 2025 saw varied results across consumer product sectors. Health & Beauty and Home & Outdoor categories reported revenue growth compared to Q2 2025, whereas the Apparel & Luxury, Durables, and Food & Beverage categories recorded declines. Tariffs have affected the Durables sector, resulting in a 68 basis point margin decrease over Q2 2025. The macroeconomic environment remains dynamic, with some categories now exempt from tariffs as consumers experience price increases attributed to these measures. All eyes are on Q4, as the holiday season’s financial results will ultimately determine whether consumer companies finish the year strong or struggle over the finish line.
On a monthly basis, AlixPartners charts sales, sentiment and supply chains in consumer-facing businesses. Learn more about the Consumer Products Corner newsletter and read previous articles, here.
