Investing in Consumer Apps: The Next Hotspots for Growth

Consumer apps are big business.

They have become the natural ‘go-to’ for a broad range of daily activities and consumer willingness to pay for digital products and services continues to grow.

Established app categories such as dating and social media prove the commercial potential of successfully building and monetising a large, engaged user base.

In our latest thinking we’ve identified the next cohort of consumer app categories that could represent hotspots for investment:

1)     Health and Wellness

2)     Casual Learning

3)     Fitness and Outdoors

Favourable dynamics, including intersection with global mega-trends, will support category growth and we see evidence of businesses increasingly hitting ‘PE scale’, or with markers that they will.

The opportunity potential is large. But before investors take the plunge, there are important questions that need to be answered – how attractive is the headroom, what are the drivers of competitive moat, and what are the lines of defence against Big Tech replicating functionality for free?

At OC&C, our vast experience working across the mobile economy puts us in prime position to answer these questions for emerging app brands and investors looking to capture early-mover advantage.

To discuss the potential contact our industry experts today.

For more on Consumer Apps, access our latest thinking below.