Sector spotlight

Consumer Wellness & DTC Brands

A $5.6 trillion global spending category, with dedicated women-focused funds already active.

$5.6T

global consumer wellness spending, 2026

The demand side of this category is enormous and not slowing down.

97%

DTC venture funding drop, peak to trough

But mega-funds still deploy: L Catterton ($11B), VMG Partners ($1B), CAVU ($325M, Feb 2026).

< $1M

median consumer seed round, Q1 2025

Early-stage funding has genuinely gotten harder even as demand stays large.

Where the money is moving

Inside the category

Funded wellness & beauty DTC brands

Recent rounds across the women-founded and women-focused consumer wellness wave.

  • Glossier ($266M raised)
  • Perelel ($27M, incl. $6M Series A)
  • Westman Atelier ($15M)
  • Ceremonia ($3.5M)
  • Three Ships ($2.5M)

Women’s health & sexual wellness brands

A specialized niche within consumer wellness with dedicated fund coverage.

  • Covered by Amboy Street Ventures (Seed/Series A specialist)

Why this fits women investors specifically

Female Founders Fund and Amboy Street Ventures are dedicated examples of funds built specifically around women’s health, beauty and wellness consumer brands — one of the few sectors here where women-led fund vehicles targeting it already exist and are actively deploying.

How to get exposure

Dedicated funds (Female Founders Fund, Amboy Street Ventures) are a direct, thesis-aligned entry point; mega-funds (L Catterton, VMG Partners) offer later-stage exposure to already-proven brands.

What to weigh before writing a cheque

  • Early-stage consumer funding has contracted sharply — this is a bifurcated market where mega-rounds and seed rounds behave very differently.
  • DTC brand economics depend heavily on customer acquisition costs, which are volatile and platform-dependent.

Sources

Figures reflect the most recent public reporting as of 2026. Named companies are illustrative of funding activity, not investment recommendations.

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