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Retail Digitally Native Consumer Brands sector

Strategic acquirers, private equity (buyout funds and growth funds) firms, and valuation benchmarks for Retail Digitally Native Consumer Brands

1.1 - About Retail Digitally Native Consumer Brands sector

Companies in the Retail Digitally Native Consumer Brands category design, manufacture, and market branded consumer products launched online and sold primarily direct. They leverage owned ecommerce storefronts, subscription replenishment, and data-driven merchandising to deliver convenient purchasing, personalized fit or shade selection, and premium product experiences across grooming, beauty, wellness, home tech, apparel, and beverages, while extending reach through selective wholesale and marketplace channels.

Portfolios typically include razors and blade systems with ergonomic metal handles, and smart sonic or oscillating electric toothbrushes connected to companion apps. Beauty lines provide shade‑matched foundations and anti‑aging skincare, while wellness offerings span percussion massage guns and hose‑free compression boots. Home tech features autonomous robot vacuums with mapping plus handheld cleaners, and some brands expand into lifestyle apparel or AR headsets. Products are supported by subscription refills, personalization engines, first‑party data, and omnichannel fulfillment.

They primarily serve online consumers across beauty, grooming, wellness, home care, and apparel, along with specialty retailers that stock select lines. Customers realize greater convenience through direct delivery and auto-replenishment, time savings and improved results from smart devices, better personalization for fit and shade, and broader product availability that drives retail sell‑through and category expansion.

2. Buyers in the Retail Digitally Native Consumer Brands sector

2.1 Top strategic acquirers of Retail Digitally Native Consumer Brands companies

Harry's Logo

Harry's

HQ: United States Website
  • Description: Provider of men’s grooming and personal care products, offering high-quality razors, shave, body, hair and skin-care lines sold direct-to-consumer and through retail, aiming to meet unmet consumer needs and make quality grooming affordable.
  • Key Products:
  • Harry’s Plus Razor System: Advanced pivoting cartridge adapts to facial contours, uses five German-engineered blades, aloe lubricating strip and ergonomic metal handle to deliver closer, smoother shaves
  • Shave Products Line: Range of razors, blades and related grooming items designed to redefine the shaving experience while providing exceptional value and convenience via direct-to-consumer sales
  • Body Care Range: High-quality body wash and related products formulated for everyday routines, extending the brand’s grooming expertise beyond shaving
  • Hair & Skin Care Range: Grooming solutions for hair and skincare needs, giving customers products for every step of their routine with the same focus on quality and value.
  • Rationale: Provider of Harry’s Plus Razor advanced five-blade razor, Shave Products Line DTC grooming, and Body Care Range subscription body wash.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
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2.2 - Strategic buyer groups for Retail Digitally Native Consumer Brands sector

Description: Retail Direct-to-Consumer Fashion Brands are online-native apparel and accessories companies that design, source, and sell directly via owned e-commerce and emerging physical formats. They deliver trend-led assortments, streamlined pricing, and frictionless checkout, shipping, and returns, using data to merchandise and forecast demand. These brands create loyal communities and predictable repeat purchases through curated collections, content-driven engagement, and convenient omnichannel experiences.
ThirdLove

ThirdLove

Website HQ: United States
  • Type: N/A
  • Employees: ●●●●●
  • Description: Provider of women's undergarments and activewear sold online, offering bras, underwear and sports bras engineered for comfort, precise fit and style, including half-cup sizing and cooling, supportive designs.
  • Key Products:
  • 24/7® Classic T-Shirt Bra: Everyday bra engineered for ultimate comfort and perfect fit, offering unique half-cup sizes for precise sizing and seamless wear beneath clothing
  • 24/7® Underwear: Cooling, barely-there underwear crafted for superior comfort so wearers "barely notice it's there," ideal for all-day use
  • Kinetic Sports Bra: High-support sports bra featuring maximum support construction and convenient hook-eye closure, keeping athletes comfortable during intense workouts
  • ComfortStretch Underwear: Soft, stretchy underwear line made from flexible fabric that moves with the body, delivering enhanced comfort for daily wear.
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Key Products: ████████, ████████, ████████, ████████
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Buyer group 3: ████████ ████████

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Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms in Retail Digitally Native Consumer Brands sector

3.1 - Buyout funds in the Retail Digitally Native Consumer Brands sector

Buyout Funds investing in Retail Digitally Native Consumer Brands companies

51+ funds
Description: Buyout funds focused on Retail Digitally Native Consumer Brands companies globally.

Verdane

Website HQ: Norway
  • Type: Buyout
  • Fund Size: $●●●m
  • Investment Range: $●●-●●●m
  • Focus: Technology companies in Retail Digitally Native Consumer Brands
  • Relevant M&A transactions / similar portfolio companies:
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2.2 - Strategic buyer groups for Retail Digitally Native Consumer Brands sector

Growth Equity Funds in Retail Digitally Native Consumer Brands companies

41+ funds
Description: Growth equity funds focused on Retail Digitally Native Consumer Brands companies globally.

Partech

Website HQ: France
  • Type: Growth
  • Fund Size: $●●●m
  • Investment Range: $●●-●●●m
  • Focus: High-growth companies in Retail Digitally Native Consumer Brands
  • Relevant investments / similar portfolio companies:
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4 - Top valuation comps for Retail Digitally Native Consumer Brands companies

4.2 - Public trading comparable groups for Retail Digitally Native Consumer Brands sector

Valuation benchmark group 1: Direct-to-Consumer Online Retailers

5 companies View group →
Description: Companies in this trading comparables group are inventory-led, direct-to-consumer online retailers selling owned or curated products via proprietary e-commerce platforms. They monetize primarily through product sales, subscriptions, and ancillary services, controlling merchandising, pricing, and fulfillment. They are grouped as comparables given similar digital demand generation, unit economics, and margin structures associated with inventory ownership and last‑mile logistics across fashion, meal kits, gifts, and vehicles.
AUTO1 Group logo

AUTO1 Group

  • Enterprise value: $●●●m
  • Market Cap: $●●●m
  • EV/Revenue: ●.●x
  • EV/EBITDA: ●●.●x
  • Description: Provider of digital automotive platform solutions for buying, selling, and financing used cars. The company's multi-brand platform offers consumers and professional car dealers in Europe efficient and transparent car trading services through its various brands and digital tools.
  • Key Products:
  • Autohero: Offers technology-driven car buying experience for consumers
  • wirkaufendeinauto.de: Purchasing branch network providing easy car selling for consumers
  • Remarketing Solutions: Helps partners sell vehicles faster for highest price
  • Financing Services: Provides financing solutions for car dealers and consumers
  • Dealer Network Platform: Facilitates seamless buying and selling of used cars for dealers across Europe.
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Revenue growth
Median
15.7%
2025E
16.0%
2026E
EBITDA margin
Median
28.2%
2025E
28.6%
2026E
Cash EBITDA margin
Median
27.6%
2025E
28.0%
2026E
EV/Revenue
Median
8.4x
2025E
6.8x
2026E
EV/EBITDA
Median
28.9x
2025E
24.4x
2026E
EV/Cash EBITDA
Median
29.0x
2025E
25.5x
2026E
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4.3 - M&A Transactions in the Retail Digitally Native Consumer Brands sector

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
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Frequently Asked Questions

Buyers & Acquirers in Retail Digitally Native Consumer Brands sector

Who are the top strategic acquirers of Retail Digitally Native Consumer Brands companies?

Top strategic buyers in this sector include Harry's, a provider of men’s grooming and personal care products, offering high-quality razors, shave, body, hair and skin-care lines sold direct-to-consumer and through retail, aiming to meet unmet consumer needs and make quality grooming affordable. .

Which buyer groups are most relevant for Retail Digitally Native Consumer Brands companies?

Relevant strategic buyer groups similar to the Retail Digitally Native Consumer Brands sector include Internet First Fashion Brands because they share similar customer segments and product capabilities.

Financial Investors in Retail Digitally Native Consumer Brands sector

Which are the top PE firms investing in Retail Digitally Native Consumer Brands companies?

Potential investors in the broader Retail Digitally Native Consumer Brands space include Partech and Verdane.

Who are the top buyout funds acquiring Retail Digitally Native Consumer Brands companies?

Active PE funds and buyout funds acquiring companies in the Retail Digitally Native Consumer Brands space include Verdane.

Who are the top growth equity funds investing in Retail Digitally Native Consumer Brands companies?

Growth funds investing in the broader Retail Digitally Native Consumer Brands sector include Partech.

Valuation of Companies in Retail Digitally Native Consumer Brands sector

Which are the key public companies that are relevant trading comps for Retail Digitally Native Consumer Brands companies?

Key trading comparable groups include AUTO1 Group, a provider of digital automotive platform solutions for buying, selling, and financing used cars. the company's multi-brand platform offers consumers and professional car dealers in europe efficient and transparent car trading services through its various brands and digital tools..

Which are the key trading comparable groups for Retail Digitally Native Consumer Brands companies?

Similar trading comparable companies include Direct-to-Consumer Online Retailers. Our platform tracks detailed trading comparable groups in the Retail Digitally Native Consumer Brands sector with complete valuation multiples, growth metrics, and profitability data. Access the full database to benchmark your company against relevant public comparables.

What are recent M&A transactions in the Retail Digitally Native Consumer Brands sector?

Our platform tracks M&A transactions in the Retail Digitally Native Consumer Brands sector with complete deal terms, valuation multiples, and strategic rationale. Access the full database to benchmark pricing and identify active acquirers.

What are recent capital raises and funding rounds in Retail Digitally Native Consumer Brands?

Access recent funding rounds in the Retail Digitally Native Consumer Brands sector including growth equity, venture capital, and buyout investments. Our database includes round size, lead investors, valuations, and use of proceeds.

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