Deals

JPMorgan’s Van Oyen on Consumer M&A Drivers

Consumer M&A is running more than 10% higher than 2025 levels.

Bottles of Hellmann's mayonnaise in a supermarket in London, UK, on Friday, March 20, 2026. Unilever Plc is in talks to sell its food business to McCormick & Co., in what would be the biggest overhaul of the owner of Hellmann’s mayonnaise since it was founded almost a century ago.Photographer: Betty Laura Zapata/Bloomberg

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By Dinesh Nair

April 28, 2026 at 2:47 PM UTC

This article is for subscribers only.

Hi, it’s Dinesh Nair in Dubai, recapping my conversation with the head of consumer and retail banking at JPMorgan about M&A trends in the sector. Also today, we have some new activist campaigns for Elliott and Starboard.

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