Event Date: 02/09/2026

The American Consumer: A Macro Perspective from L Catterton

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Location: Virtual Event
Date: February 9, 2026
Time: 1:00 p.m. – 1:45 p.m. CT
11a PT | 12p MT | 2p ET

The U.S. consumer has often been viewed as an indicator of broader economic health, but today’s environment is anything but ordinary.

In this webinar, Kevin Kingman, Managing Partner and Global Director of Consumer Insights at L Catterton, and Michael Farello, Managing Partner at L Catterton, share a data-driven perspective on the current macroeconomic environment and its implications for the American consumer.

L Catterton is a global consumer-focused investment firm, partnering with brands across food and beverage, retail, beauty, wellness, and lifestyle. With a global footprint and a long-term view of consumer behavior, the firm focuses on economic cycles, demographic change, and evolving consumer preferences.

Drawing on experience navigating multiple market cycles, Kevin and Michael will discuss how today’s economic pressure points are translating into real-world behavior—and areas of resilience and adaptation that have been observed.

This conversation will explore:

  • The macroeconomic forces impacting the U.S. consumer today
  • How inflation, interest rates, and labor dynamics are influencing spending patterns
  • Structural shifts in consumer preferences
  • What history and past cycles may suggest about potential future trends

Designed as an educational, market-focused discussion—and not investment advice—this session is relevant for anyone seeking a deeper understanding of the consumer economy and its broader implications.

About Kevin Kingman

Mr. Kingman is a Managing Partner and the Global Director of Consumer Insights at L Catterton. Prior to joining the firm, he was Head of Strategy at Melissa & Doug, a leading specialty toy and educational products company.

Earlier in his career, Mr. Kingman was a Senior Principal at the Parthenon Group (now Parthenon-EY), a strategy consultancy. Over an eight-year period, he worked closely with L Catterton on strategic due diligence, category assessments, and growth strategy projects across consumer products, retail, and restaurants.

Mr. Kingman earned a BA from Williams College and an MBA from Harvard Business School

About Michael J. Farello

Mr. Farello is a Managing Partner at L Catterton focused on the Middle Market fund. He has worked in the consumer sector since the late 1980s as a consultant, senior executive, and investor. Prior to joining L Catterton in 2006, he held several executive positions at Dell, where he led the company's consumer marketing and $8 billion e-business following a strategic role in the Office of the Chairman. Previously, Mr. Farello spent 12 years at McKinsey & Company, most recently as a Partner focusing on the firm’s retail, hospitality, media, entertainment, and consumer clients facing growth or customer service challenges. Following McKinsey, he served as a senior executive at a venture-backed enterprise and SaaS software company.

Over the course of his career, he has served on the Boards of more than 30 public and private companies. He is a member of the Board of Trustees of the National Board of Review of Motion Pictures and the Board of Overseers at the Hoover Institution at Stanford University. He previously served on the Board of the American Ballet Theater.

Mr. Farello earned a BS with distinction in Industrial Engineering from Stanford University and an MBA with distinction from Harvard Business School.

*Third-party prepared biographies are provided for informational purposes only; Cresset does not validate their accuracy or completeness.

Featuring

Kevin Kingman

Kevin Kingman

Managing Partner, Global Director of Consumer Insights, L Catterton
Michael J. Farello

Michael J. Farello

Managing Partner, L Catterton

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