UK consumer stocks have been out of favour with investors for several years now due to the well-publicised cost-of-living crisis, higher-for-longer interest rates and unhelpful government policy resulting in additional pressure on margins. The result is that there are now many stocks sitting with depressed valuations; this has attracted private equity and trade buyers sniffing out a bargain, and we believe there could be further activity. We focus on companies with a market capitalisation of sub ....