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@drewfallon12 Avatar @drewfallon12 Drew Fallon

Drew Fallon posts on X about acquisition, $800m, $20b, has been the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

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Social category influence finance XXXXX% stocks XXXX% countries XXXX% social networks XXX% technology brands XXX% luxury brands XXX% fashion brands XXX% vc firms XXX% travel destinations XXXX%

Social topic influence acquisition #1167, $800m #22, $20b #17, has been 1.9%, $500m 1.9%, $14b 1.9%, investment #1939, linkedin 0.95%, cofounder 0.95%, aws outage XXXX%

Top accounts mentioned or mentioned by @deathlyharvest @justnblock @eugenekhayman @megmake @blabolaba @reecewabara @tickerplus @sabrams7 @nickywonka @jpecom @swhnorton @antoniogm @grok @walied4socials @denehyxxl @ahlemmhr @jack_raines @antonioccollins @aczubko @thomas_salamus_

Top assets mentioned Lululemon Athletica Inc (LULU) PepsiCo, Inc. (PEP) Hundred Million (100M) Unilever plc (UL) Shopify Inc (SHOP)

Top Social Posts #

Top posts by engagements in the last XX hours

"Linkedin has become a lot more powerful than X. I've gone from 0-15k followers after starting to post on LI really starting in january a year ago activity was zero and so were followers Most of our business comes from there now Sry to anyone I disagreed with on this before"
X Link @drewfallon12 2025-10-20T18:10Z 15.1K followers, 25.1K engagements

"Manire De Voir is an 8-figure fashion brand that prints more cash than most 9-figure ones. Their latest financials just dropped & founder Reece Wabara now appears to own this cash printing machine for himself after buying out cofounder Lewis Morgan. Let's break it down👇"
X Link @drewfallon12 2025-10-14T14:01Z 15.1K followers, 69.6K engagements

"when the AWS outage didnt effect iris"
X Link @drewfallon12 2025-10-20T16:41Z 15.1K followers, 1536 engagements

"L'OREAL TO PAY $4.66B FOR KERING'S BEAUTY PORTFOLIO L'Oral is continuing its shopping spree as Kering is the latest conglomerate to shed assets offloading its beauty unit that includes anchor asset Creed which it acquired for 3.5B just last year. In the deal L'Oreal will get Creed outright along with XX year licenses to Gucci Balenciaga Bottega Veneta beauty and more - L'Oreal will own the brand but pay a royalty to Kering as soon as the existing license agreement for Gucci with Coty expires. Coty shares are down XXX% today as the market digests what is estimated to be a loss of a $460m line"
X Link @drewfallon12 2025-10-20T17:45Z 15.1K followers, 2445 engagements

"Last week lululemon founder Chip Wilson took out a full page ad in the Wall Street Journal titled 'Lululemon in a nosedive' Which is certainly true $LULU stock is currently trading at 2019 levels except today is has nearly 3x the revenue it did the last time it was worth $20B in 2019; and has seen its EBITDA multiple contract from 28x in 2019 to under 7x today as several consecutive qtrs of top-line under performance. For context here are some other current EV/EBITDA multiples in apparel: - Nike: 20x - Adidas: 14.6x - Levi Strauss: 10x - Under Armour: 8.7x - Lululemon: 6.7x The poor"
X Link @drewfallon12 2025-10-20T19:27Z 15.1K followers, 6290 engagements

"CONSUMER EARNINGS SEASON IS BACK IN FULL SWING Reports this week include The Coca-Cola Company Phillip Morris USA Procter & Gamble and more. Follow me to get analyses on all of it throughout the week"
X Link @drewfallon12 2025-10-20T19:54Z 15.1K followers, 2025 engagements

"@justnblock i checked this its closer to 20"
X Link @drewfallon12 2025-10-20T19:47Z 15.1K followers, XX engagements

"🚨UPDATED Q3 '25 CPG M&A TRACKER IS BACK 🚨 That's right - you yes YOU have an exclusive opportunity to get a database of over XXX M&A deals in the CPG industry complete with valuations multiples and deal analyses - for FREE Brands like Dr. Squatch BYOMA L.A.B. Golf and many more tipped over in Q3. Here's the catch - you must act FAST If you like reshare and comment "DEALS" in the next X hours I will DM you the link to the database. Plus an even better deal if you subscribe to my newsletter - I'll be sending out the same M&A database but with deals going back to the beginning of 2023 That's"
X Link @drewfallon12 2025-09-19T14:27Z 15.1K followers, 5616 engagements

"In PepsiCo's latest earnings release the F&B giant went through its innovation pipeline in great detail Here's what Pepsi is focused on in 2026 👇 1) Core Brand re-launches - Re-launching Lays & Tostitos with cleaner labels (clean chips trend) - Gatorade re-launch with more focus on superior hydration (hydration trend) - Quaker / Doritos protein SKUs; i.e. Doritos protein. 2) Hydration - Turning propel into a broader hydration platform - apparently will try this before attempting M&A in hydration space. - Propel for GLP-1 users; new formula with higher fiber and added protein 3) PROTEIN -"
X Link @drewfallon12 2025-10-20T18:07Z 15.1K followers, 1705 engagements

"@EugeneKhayman 8-9 figure brands"
X Link @drewfallon12 2025-10-21T04:16Z 15.1K followers, XXX engagements

"MOLSON COORS TO LAY OFF XXX JOBS IN AMERICA "The restructuring aims to enhance Molson Coors ability to reinvest in its business including its priority brands and must-win initiatives." Molson Coors has been active on the M&A front acquiring Zoa Energy & Fever Tree recently"
X Link @drewfallon12 2025-10-21T12:58Z 15.1K followers, XXX engagements

"Here is your crazy stat of the day that not enough people talk about In 2012 The Coca-Cola Company started fairlife LLC as a joint venture with a co-op of dairy farmers known as Select Milk Producers made up of XXX large dairy farms. By 2015 Fairlife had grown to $90m in sales. By 2019 that number was $500m. In 2020 Coca Cola acquired the remaining XXXX% of Fairlife that it didn't own paying $XXX million and valuing the brand at $1.7B. In that acquisition there were earnouts to be paid in 2021 2023 and 2025. From the SEC Filing: "These milestone payments are based on agreed-upon formulas"
X Link @drewfallon12 2025-10-21T13:32Z 15.1K followers, 10.7K engagements

"@nickywonka i wonder if thats how they think about it lol"
X Link @drewfallon12 2025-10-21T13:35Z 15.1K followers, XXX engagements

"Allbirds stock trades below $X per share or $100m market cap Most people just say 'DTC is hard' when telling the story of allbirds - but there's a deeper lesson in this story and one that I think every DTC operator should hear let's break down where Allbirds went wrong 👇👇"
X Link @drewfallon12 2024-09-03T15:44Z 15.1K followers, 462.6K engagements

"CHURCH & DWIGHT HAS AGREED TO ACQUIRE TOUCHLAND FOR UP TO $880MM After a few years of a long pause on the M&A front C+D is back with a splash - acquiring hand sanitizer brand Touch land for almost a billion dollars. Let's break it down👇"
X Link @drewfallon12 2025-05-13T13:10Z 15.1K followers, 72.2K engagements

"Ami Cole - a makeup brand for those with darker skin colors - is going out of business after raising $3m in VC funding from Greycroft Imaginary Ventures and more. Last disclosed revenue was in 2022 when the brand was on track for $2.5m in sales"
X Link @drewfallon12 2025-07-17T19:01Z 15.1K followers, 6775 engagements

"HEALTH-ADE KOMBUCHA NEARS SALE TO GENEROUS BRANDS (BUTTERFLY EQUITY) FOR $500M Health-ade was bought out in 2021 by First Bev (the PE fund that owns Essentia water & Drizly) & Manna Tree. Butteryfly equity just acquired the wine brand Duckhorn Portfolio for nearly $2B late last year"
X Link @drewfallon12 2025-07-22T14:41Z 15K followers, 2000 engagements

"Keurig Dr. Pepper reported earnings this morning - I tuned in to try to get some commentary on the GHOST acquisition and how that's playing out KDP hit ATH sales at $4.2B for the quarter and its clear GHOST is becoming a meaningful growth driver. - Volume/Mix Contribution: GHOST accounted for X percentage points of KDPs overall X% volume growthindicating it was the primary driver behind increased volumes in the U.S. Refreshment Beverages segment - Revenue Impact: The U.S. Refreshment Beverages unit saw a XXXX% increase in sales (to $XXX B) with GHOST acquisition contributing meaningfully to"
X Link @drewfallon12 2025-07-24T14:55Z 15.1K followers, 1332 engagements

"CANADA GOOSE RECEIVES $1.4B TAKEOVER OFFER FROM BOYU CAPITAL & ADVENT INTERNATIONAL Bain Capital acquired XX% of Canada Goose in 2011 and IPOed it in 2023 and is the controlling shareholder. Canada Goose did $964M in sales and $168M in EBITDA last year After the reported sales process of Bob's Discount Furniture a few weeks ago another Bain Capital portfolio company At a valuation of $1.4B Canada Goose would be 1.4x sales / 8x EBITDA Compared to - GUESS Inc. (acquired by ABG) - 0.5x sales / 5.7x ebitda - Champion (acquired by ABG) - 0.6x sales / 6x ebitd - Supreme (Luxottica) - 2.5x sales /"
X Link @drewfallon12 2025-08-27T15:33Z 15.1K followers, 1438 engagements

"New reports indicate Byoma was generating just over $50m in EBITDA for the prior year when Bansk Group announced its majority stake Given the disclosed $300m top line number this imputes around an XX% EBITDA margin Based on comps we estimate the transaction would have occurred around the 15x EBITDA mark (median of the below comps) which could have valued Byoma at nearly $800m This is familiar range for Bansk Group as they paid $1.5B for PetIQ a little over a year ago"
X Link @drewfallon12 2025-09-18T13:52Z 15.1K followers, XXX engagements

"General Atlantic's recent investment in OSEA Malibu feels a lot like GA's successful flip of Too Faced Cosmetics to The Este Lauder Companies Inc. in 2016 In June 2015 General Atlantic made a majority investment into Too Faced when the brand was doing about $150m in sales. In November 2016 just XX months after GA's investment Too Faced had grown to $270m in sales (+80% YoY) & Estee Lauder announced that it would acquire Too Faced for $1.45B (5.4x sales) If we assume GA entered at a similar sales multiple at 5x sales the entry would be a $750m valuation - meaning GA racked up an unlevered IRR"
X Link @drewfallon12 2025-09-25T15:17Z 15.1K followers, XXX engagements

"Scott Norton (@swhnorton) achieved every CPG entrepreneurs dream - he sold his brand to Unilever for $140m Now hes an investor both as an angel and with Anthos Capital and has a truly unique and informed perspective on our industry. In episode X of Making Cents I sit down with my good friend Scott who I admire very much to talk about: - His journey staring Sir Kensington's & its acquisition by Unilever - The big CPG divestiture wave were seeing with WK Kellogg Co / Kellogg Company Kraft Heinz Keurig Dr Pepper Inc. and more - Whats going on in Private equity markets now - What Scott gets"
X Link @drewfallon12 2025-10-09T17:10Z 15K followers, 5402 engagements

"6.b) At the start of 2024 MDV had nearly 12m in cash and managed to generate another 2.5m Then the company used 9.44m to redeem Lewis Morgan's XX% stake effectively valuing the company at 55m - or 8x 2023 EBITDA and 22x 2024 EBITDA"
X Link @drewfallon12 2025-10-14T14:01Z 15.1K followers, 3337 engagements

"LIQUID DEATH HIRES FORMER HEALTH ADE CFO Liquid Death has hired XX year food & bev vet Ricky Khetarpaul as it expands into new categories. CFO movements are always a strong indicator of SOMETHING in my opinion. Khetarpaul most recently became CFO of Health-Ade which recently sold to Generous Brands. Before that he led FP&A at Sabra Dipping Company which was subsequently acquired by PepsiCo. The hire comes on the heels of a June report that Liquid Death was looking to raise up to $20m in extra capital. Liquid Death has raised hundreds of millions through series F. Could an M&A for LD be coming"
X Link @drewfallon12 2025-10-15T14:59Z 15K followers, 3382 engagements

"CARTERS ADOPTS POISON PILL AFTER HEDGE FUND BUILDS XX% STAKE Carters adopted a shareholder rights plan after a little known hedge fund called RWWM Inc. quietly bought nearly XX% of its shares raising concern over a potential hostile move. RWWM has not replied to Carter's requests for communication - and RWWM has filed the position under form 13G indicating that the position is passive and 'not seeking to influence control of the issuer.' The plan triggers if any investor exceeds XX% (or XX% for passive holders) protecting managements control and giving the board time to assess potential"
X Link @drewfallon12 2025-10-15T15:21Z 15.1K followers, 1132 engagements

"Congratulations to the Coterie team on the acquisition by Mammoth Brands You'll see plenty of investors taking victory laps here so I figured I'll consolidate for them American Pacific Group Karlie Kloss BELIADE RiverPark Willow Growth Partners Align Ventures Michael Silverstein ICLUB TA Ventures Ashley Graham Light Street Capital Mindset Venture Group Ltd Black Jays Ventures"
X Link @drewfallon12 2025-10-17T17:50Z 15.1K followers, 7883 engagements

"all this hooplah about XXX and its like XX% less than anyone in finance works regularly lol"
X Link @drewfallon12 2025-10-18T17:00Z 15K followers, XXX engagements

"REPORTING LIVE FROM BEANSTALK: BANSK GROUP TO BUY MAJORITY STAKE IN BYOMA FROM YELLOWWOOD PARTNERS Byoma a brand founded on products that boost the skin's barrier with simple and effective formulations is being acquired by Bansk Group after being controlled by Yellow Wood Partners since 2020 Both of these PE groups are operating out of similar sized funds; with Yellow Woods most recent fund coming in at $750m in 2022 and Bansk at $800m in 2023. Bansk also owns beauty brands Amika Ethique and Eva NYC. Financial terms were not disclosed but Byoma is reported to do around $300m in global retail"
X Link @drewfallon12 2025-09-09T16:12Z 15.1K followers, 4126 engagements

"Protein-oriented brands transactions round up year-to-date👇 David (bars)- $75m Series A led by Greenoaks Slate Milk (RTD) - $23m Series B led by Foundership Slimfast (RTD)- sold from Glanbia to Heartland Food Products Group Equip Foods (bars)- 'Significant investment from HighPost Capital Protein Pints (Ice cream)- $2M debt fundraise NuCicer (protein chickpeas) - $14m Series A Supply6 (Powders) - $1.1m fundraise Khloud (popcorn) - $12m raise from Serena Ventures VME & Shrug Capital Jot (coffee) - $8.6m Series B Raw Nutrition (powders) - acquired by The Quality Group Power Crunch (bars)"
X Link @drewfallon12 2025-09-23T15:26Z 15.1K followers, 1195 engagements

"Wow this morning Estee Lauder owned GLAMGLOW has shut down its direct-to-consumer e-commerce operations & is directing all customers to Amazon. Glamglow was founded in 2010 and acquired in 2014 by EL for an undisclosed sum that has been widely estimated in the low X figures"
X Link @drewfallon12 2025-10-06T13:20Z 15.1K followers, 2716 engagements

"TOMS APPOINTS JESSICA ALSING AS FIRST FEMALE CEO Alsing has 20+ years of experience across brands and footwear including XX years at Crocs and X years at Grendene Global Brands"
X Link @drewfallon12 2025-10-09T19:49Z 15.1K followers, 1948 engagements

"6) Lewis Morgan buyout The cash generating ability of the brand are what allowed it to perform a massive $13m buyout What kind of brand can buy out a shareholder for X figures in a year where revenue is down 20%"
X Link @drewfallon12 2025-10-14T14:01Z 15.1K followers, 3726 engagements

"BUILT PROTEIN EXPLORING SALE AT $X BILLION The protein rage continues as Utah based Built Protein has tapped Houlihan Lokey to explore a sale that could value it north of $1B. When Clif Bar was acquired by Mondelez in 2022 for $2.9B it had about $800m in annual sales (3.6x sales) When Quest Nutrition was acquired by Simply Good Foods Company in 2019 for $1B the brand had $345m in sales (2.89x sales) and $50m in EBITDA (20x) If I had to take a shot in the dark on a strategic buyer im going with Hershey's"
X Link @drewfallon12 2025-10-15T13:55Z 15.1K followers, 10.7K engagements

"Q4 and holiday shopping is upon us and as your marketing team comes up with Black Friday offers its important to keep them in check from a unit economics perspective. Discounting is easily the biggest mistake I see people make - you need to thoroughly understand the impact that a XX or 30%+ discount has on your business. You can very easily get into a 'sell more lose more' situation if you don't do this exercise. Here's the quick and dirty way to do it: To breakeven your CAC must fall by the same dollar amount as your lost gross profit per order - which translates to a much larger % drop in"
X Link @drewfallon12 2025-10-16T15:18Z 15.1K followers, 2794 engagements

"Interesting few data points specifically in beauty M&A is that big acquisitions lately have been happening for brands who are exclusively DTC Lots of people will tell you you have to have X amount of retail but with the signing of Coterie to officially be acquired by Mammoth Brands that narrative is being challenged. rhode skin an entirely DTC business at the time sold to E.L.F. BEAUTY earlier this year as well. I don't know if I would call it a reversal based on these two data points alone but interesting nonetheless"
X Link @drewfallon12 2025-10-16T15:51Z 15.1K followers, 3770 engagements

"With Chobani's latest $650m equity raise & $20B valuation its solidifying itself as a true juggernaut in the food & beverage space. Revenue over time: - 2020 - $1.4B - 2025E - $3.8B The company is expecting about $800m in EBITDA (20% EBITDA margin) this year and is fetching premium multiples on a sales and profitability basis"
X Link @drewfallon12 2025-10-17T17:30Z 15.1K followers, 3293 engagements

"🚨ATTN: LOS ANGELES CONSUMER FOUNDERS🚨 Here is your guide to local consumer products investors around the area who are actively investing in consumer products businesses across the VC PE spectrum. Lots of activity in LA so I'm sure I missed some - let me know who in the comments 👇 👉 Anthos Capital 👉 Monogram Capital Partners 👉 BAM Ventures 👉 Willow Growth Partners 👉 RX3 Growth Partners 👉 Science 👉 Guild Capital 👉 Butterfly Equity 👉 PLUS Capital 👉 The Family Fund & Founder Community 👉 Muse Capital 👉 Crosscut Ventures 👉 STORY3 Capital Partners 👉 Dreamers VC"
X Link @drewfallon12 2025-10-21T17:38Z 15.1K followers, 3301 engagements