Audra Cohen, Co-Head of Sullivan & Cromwell’s Consumer & Retail Group, discussed trends expected to shape retail M&A deals in 2026 at the ICR Conference in January. In a recent article, Reuters highlighted her comments on how shareholder activism could impact the industry, noting that activist investors could spur more deals and corporate breakups in the sector.
Read: “Dealmakers See More Retail Mergers and IPOs in 2026 After Tariffs Sidelined M&A Last Year”