[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@drewfallon12 Avatar @drewfallon12 Drew Fallon

Drew Fallon posts on X about investment, food, ceo, acquisition the most. They currently have XXXXXX followers and 2141 posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

Engagements Line Chart

Mentions: XX #

Mentions Line Chart

Followers: XXXXXX #

Followers Line Chart

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence

Social category influence finance stocks countries exchanges currencies cryptocurrencies luxury brands technology brands vc firms fashion brands

Social topic influence investment, food, ceo #1840, acquisition #1263, products, health, $700m #10, monogram, $12m #44, ai

Top accounts mentioned or mentioned by @irisfinanceco @seanecom @cpgprecision @mehtabkarta @taylorholiday @andrewjfaris @rabahrahil @adheckmann @codyplof @billda @iiiitsandrea @dtcjacob @secretcfo @restructuring @lioranpi @privateinequity @aaronjnosbisch @moizali @hansdosedoes @theisaacmed

Top assets mentioned COCOCOIN (COCO) Coca-Cola Co (KO) PepsiCo, Inc. (PEP) Unilever plc (UL) Microsoft Corp. (MSFT) Presearch (PRE) Kellanova (K) Morgan Stanley (MS)

Top Social Posts

Top posts by engagements in the last XX hours

"VITA COCO STOCK SOARS ON HUGE SALES BEAT & GUIDANCE RAISE Vita Coco (NASDAQ: $COCO) shares are trading up X% after reporting sales growth of +37.2% YOY to $182m in the quarter. Adjusted EBITDA came in at $32.39m vs analyst estimates of $24.28m Who's buying all the coconut water"
X Link 2025-10-29T13:34Z 16.2K followers, 3171 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 2025-10-21T12:58Z 16.2K followers, XXX engagements

"COCA COLA ANNOUNCES NEW CEO The Coca-Cola Company has picked COO Henrique Braun to move up once James Quincey leaves the top job in March. Quincey became CEO in 2017. The beverage giant added more than XX billion-dollar brands under Quincy. Henrique has a XX year tenure at Coca Cola and has been serving as the COO since January. He was previously President at Greater China & Korea Brazil Latin America and President of International Development"
X Link 2025-12-11T17:32Z 16.2K followers, 1070 engagements

"PEPSICO INVESTS $585M INTO CELSIUS BOOSTING STAKE TO XX% The increase in position comes after Pepsi's initial acquisition of an XXX% stake for $550m in 2022. Notably Alani Nu will move into PepsiCo's distribution system. Celsius paid $1.8B for Alani Nu earlier this year when the brand had about $600m in trailing twelve month revenue and it was reported in Celsius' last earnings call that Alani Nu had reached a $900m run rate. I'm not sure what the ceiling is for Alani Nu but it just got higher. This is already shaping up to be one of the best consumer acquisitions of the 2020s"
X Link 2025-08-29T15:36Z 16.2K followers, 3907 engagements

"NEWELLS XX% PLUNGE REWINDS THE CLOCK TO 1987 Newell Brands shares cratered nearly XX% after another weak quarter and a guidance cut hitting their lowest level since 1987. Sales fell X% to $1.80B missing the $1.88B consensus as tariff-driven price hikes softer international markets and leaner retail inventories weighed on demand. Margins compressed again with gross margin sliding to XXXX% from XXXX% a year ago. Despite cost-cutting efforts profitability remains thin and net leverage still sits above 4x EBITDA leaving limited flexibility for further shocks"
X Link 2025-10-31T16:23Z 16.2K followers, 1257 engagements

"SHARKNINJA STOCK SOARS XX% ON BIG Q3 BEAT & RAISE SharkNinja just won't get stopped. Despite a hugely difficult backdrop right now for durables products SharkNinja expects sales to grow XXXXX% in FY25 up from originally anticipated +14% Adjusted EBITDA came in at 18.8%"
X Link 2025-11-06T14:45Z 16.2K followers, XXX engagements

"DIAGEO STOCK SURGES AS DRASTIC DAVE LEWIS TAKES THE REINS The Johnnie Walker and Guinness maker Diageo jumped nearly X % after naming Dave Lewis former Tesco chief and longtime Unilever executive Drastic Dave - as its next CEO. Nicknamed Drastic Dave for his cost-cutting and marketing chops at Unilever Lewis earned acclaim for reviving Tesco after its 2014 accounting scandal - restoring profits morale and market share through ruthless simplification and sharper brand focus. He will step in in January 2026 succeeding Debra Crew who left in July. The hire comes after a guidance cut and flat Q1"
X Link 2025-11-10T20:18Z 16.2K followers, 1466 engagements

"EDGEWELL TO SELL FEMININE CARE BUSINESS TO ESSITY FOR $340M Another week another big cpg divestiture. Edgewell Personal Care has agreed to sell off its feminine care business (brands include: Playtex Products Carefree O.b. Stayfree) to Essity a leading global health and hygiene company based inSweden for$340 million in an all cash deal with a breakup fee of $15m. The feminine care division has held sales mostly flat for a few years but down recently - generating $262m in TTM sales (implying a 1.3x sales multiple) and 16m in segment profit (21x earnings). Essity also acquired Knix in 2022 for"
X Link 2025-11-13T15:06Z 16.2K followers, XXX engagements

"MONOGRAM CLOSES $350M FUND III The California based consumer PE fund announced its oversubscribed Fund III bringing AUM to $1.75B. Fund III is about XX% larger than its predecessor at $250M. Established in 2014 Monogram Capital Partners works with founders and family-owned consumer businesses usually as their first institutional investor. Monogram works with consumer brands and the supply chain/services businesses that support them leveraging operational synergy. Monograms portfolio has 3x'ed revenue and pushed a 600bps EBITDA margin expansion from investments made 5+ years ago. Notable"
X Link 2025-11-21T18:07Z 16.2K followers, 1263 engagements

"PAINE SCHWARTZ ANNOUNCES NEW PLATFORM IN BETTER FOR YOU CATEGORY PUSH I keep yapping about Paine Schwartz Partners as they continue to do interesting things in the CPG space - most recently the NYC based PE fund announced a platform they're calling 'BetterCo Holdings' that is focused on investing in companies 'that are reshaping the food and beverage landscape through innovation sustainability and a commitment to health and wellness.' Its first investments include: Crisp an AI driven supply chain platform for cpg and Lucky Energy which recently announced a $25m series B investment from the"
X Link 2025-11-26T16:47Z 16.2K followers, 1414 engagements

"1/ About Adanola Founded in 2015 by brothers Hyrum Cook & Josh Cook Adanola is centered around apparel that performs in the gym but is also suitable for activities say a brunch afterwards. Adanola is positioned as a premium brand with a lower price point like a Vuori"
X Link 2025-12-02T14:43Z 16.2K followers, 5147 engagements

"2/ Revenue Growth Adanola is a classic 'overnight success' - founded in 2015 and took X years to reach $8m in revenue in 2022 Since then though the brand has been an absolute rocket ship 2022 - 6.8m 2023 - 27.8m 2024 - 57m 2025 - 84m ($110m USD)"
X Link 2025-12-02T14:43Z 16.2K followers, 4162 engagements

"As 2025 winds down it was overall a big year for private equity/vc fundraising in consumer Heavy industry hitters like VMG Partners Prelude Growth Partners Shore Capital Partners Monogram Capital Partners Lerer Hippeau Aria Growth Meaningful Partners all raised fresh funds in 2025 combining for over $3b. Here are a few of my takes on where that capital will go in 2026 👇 👉 Health wellness and daily rituals From VMS and ingestible beauty to functional health and longevity nearly every fund is leaning into products tied to repeatable daily habits This includes everything from GLP-1adjacent"
X Link 2025-12-04T15:32Z 16.2K followers, 2068 engagements

"MONOGRAM ACQUIRES MAJORITY STAKE IN LUCKYSCENT Monogram Capital Partners acquired a majority stake in luckyscent the niche perfume retailer which established itself as a curatorial authority in the crowded scent category. Luckyscent was founded in 2002 and scaled significantly through e-commerce before expanding into retail through its three-unit concept Scent Bar in 2006. Luckyscent employs 30+ people and sells XXX brands and 3000 fragrances with its stores serving as launching pads for indie scents. This deal expands Monograms already large exposure in the fragrance category following"
X Link 2025-12-04T15:43Z 16.2K followers, 1100 engagements

"Lifetime Living is one of the coolest concepts ever In Coral Gables a compound of multiple city blocks of Lifetime Fitness owned apartment units - has to be 1k+ Along with a huge lifetime gym trader joes & restaurants Feels like a healthy & futuristic wellness community"
X Link 2025-12-04T17:50Z 16.2K followers, 1247 engagements

"LOREAL RUMORED TO ACQUIRE STAKE IN GIORGIO ARMANI The L'Oreal buying spree continues. CFO Christophe Babule confirmed this week L'Oral is seriously examining the acquisition of the iconic Italian brand. Giorgio Armani maintained control of his fashion and beauty empire until his death this September. His will demands XX% of shares be sold within XX months of his death. L'Oral already holds a license to develop Armani fragrances skincare and makeup valid until 2050. These assets generate $1.5B for LOreal per year representing XXXX% of the groups total revenue at $47.7B in 2024. Converting the"
X Link 2025-12-05T15:57Z 16.2K followers, 1380 engagements

"BEAUTY TECH COMPANY YUV RAISES $12M SERIES A Founded in 2020 Yuv helps hair salons create millions of customized hair dyes replacing traditional single-use tubes with refillable aluminum cartridges. The system which the company called Yuv Lab is connected to an app and uses AI and Swiss formulas to create desired blends of hues and tones. The $12M round was led by Swedens Nineyards Equity with participation from VNV Global and the companys founder Francisco Gimenez. Funds will be used to continue growth in the U.K. and prepare for expansion into the U.S. in 2026. Yuv had previously received"
X Link 2025-12-09T21:17Z 16.2K followers, XXX 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 2025-09-18T13:52Z 16.2K followers, XXX engagements

"ANHEUSER-BUSCH IN TALKS TO BUY BEATBOX FOR $700M Word on the street that is beer giant AB InBev is in talks to acquire BeatBox maker of alcoholic fruit punch and tea drinks known for its colorful presentation. Backed by Mark Cuban as an early investor BeatBox grew sales from just $1m in 2017 to $175M in 2024 meaning this multiple is somewhere between 3-5x sales BeatBox was founded in 2011 and has built a strong following among younger consumers with its $5/box price. ABI has been struggling to capture new markets as its sales have stagnated after 2021. Adding BeatBox to its portfolio"
X Link 2025-11-18T19:59Z 16.2K followers, 2351 engagements

"real question say microsoft paid $100b for ramp. How does that money get paid out like is it just an army of lawyers and accountants sending out thousands of huge wires directly to shareholders if so that seems like a huge waste of extra cost"
X Link 2025-11-19T19:46Z 16.2K followers, 27K engagements

"4/ Marketing efficiency Adanola is a great example of thoughtful marketing dollars. From 2023 to 2025 spend grew XXX% in the same period revenue grew XXX% Yet profit GREW XXX% A great display of gross margin expansion & scale allowing a brand to increase spend & decrease MER"
X Link 2025-12-02T14:43Z 16.2K followers, 2510 engagements

"5/ Profits Operating profit grew to nearly $30m USD (22m GBP) up from $24.6m the year prior EBT margins are consistently above XX% which is amazing This means Story3 capital paid about 14x 2025 EBT for the $530m valuation from earlier this year"
X Link 2025-12-02T14:43Z 16.2K followers, 2461 engagements

"EPISODE X OF MAKING CENTS WITH @DannyYeung_ IS NOW LIVE This week we have Danny Yeung CEO of publicly traded Prenetics (NASDAQ: $PRE) - the parent company of IM8 Health diving deep with us on how he scaled the fastest-growing supplement brands ever reaching $100M ARR IN UNDER A YEAR. Danny has built and scaled companies for 20+ years. Hes led Groupon East Asia executed a X revenue ramp with COVID testing and is now building IM8 into a future billion-dollar global wellness brand. In this episode we talk about: 👉 Dannys 20-year journey scaling businesses pivoting into COVID testing and"
X Link 2025-12-02T19:49Z 16.2K followers, 1684 engagements

"UNILEVER SELLS SNACK BRAND GRAZE TO CANDY KITTENS FOR $48M Unilever announced it is selling British snack brand Graze which it originally acquired for $194m to Katjes International the owner of gummies brand Candy Kittens. Unilever is exiting from food as to focus on beauty/wellbeing. This deal follows other British food brands such as Marmite Colmans and Bovril which Unilever is considering to divest in as well. Graze was founded in 2008 and specializes in trail mixes and snack bars made without artificial ingredients. The company raised $2.5M from Octopus Ventures was then acquired by"
X Link 2025-12-03T17:52Z 16.2K followers, 1743 engagements

"AKA FOODS SECURES $17.2M SEED ROUND TO LAUNCH AI FOOD INNOVATION Foodtech startup AKA Foods was founded in 2021 by David Sack and based in the Netherlands. The company develops plant-based food products serving as alternatives to animal-based foods. The fresh capital will be used to launch AKA Studio an AI SaaS platform that enables food companies to innovate more efficiently. The platform consolidates a companys knowledge and R&D then incorporates texture aroma and taste data from sensory research facilities. AI assistants are then applied to guide formulation to shorten the innovation cycle"
X Link 2025-12-03T18:06Z 16.2K followers, 1881 engagements

"LOREAL DOUBLES INVESTMENT IN CETAPHIL PARENT TO XX% News came out this morning that LOreal is increasing its investment in the Swiss skin care company Galderma - owner of skincare & injectables brands like Cetaphil Epiduo and more that combine to do $4.4B in net sales. LOreal founded Galderma with Nestle 40+ years ago and exited its position in 2014. Last year it returned to buy a XX% stake and is now acquiring an extra XX% from a consortium formed by PE firm EQT the Abu Dhabi Investment Authority and Auba Investment. Although the financial terms weren't disclosed the package of 24M shares"
X Link 2025-12-08T15:34Z 16.2K followers, XXX engagements

"MARS OFFICIALLLY GAINS REGULATORY APPROVAL TO CLOSE ON KELLANOVA ACQUISITION Last August nearly XXX years ago Mars announced it would acquire Kellanova the snacking division of the Kellogg Company for $36B or 2.77x the groups $13B in sales and 18x EBITDA of $2B. This is the 4th largest acquisition in CPG history where number X came just a few weeks ago when Kimberly-Clark announced its $48B acquisition of Kenvue"
X Link 2025-12-08T15:50Z 16.2K followers, 1495 engagements

"The AB InBev & BeatBox deal has officially been agreed upon with AB acquiring XX% of beatbox for $490m valuing the company at $576m Last month it was reported by The Wall Street Journal that the deal was valued around $700m or $146m more than what was actually reported. How could that be This is a good opportunity to talk about price optics and earn outs. Price optics: Typically when a company (especially a public company) is making an acquisition they want it to look like they are getting the best deal possible to shareholders. Usually this involves emphasizing the up front guaranteed"
X Link 2025-12-09T14:10Z 16.2K followers, 2879 engagements

"CAFFE LUXXE ACQUIRED BY CANDY CHAIN SUGARFINA FOR $24.5M Premium candy chain Sugarfina USA LLC acquired LA-based specialty coffee brand Caffe Luxxe in a XXX% common stock deal valued at $24.5M. Caffe Luxxe was founded in 2006 and operates in the specialty coffee scene known for its European-inspired cafes. The company operates X retail locations in affluent LA neighborhoods as well as ecommerce and wholesale. Sugarfina is a luxury candy boutique founded in 2012 known for its champagne bears gummies and recorded $10.8M in revenue 1H 2025. The company raised a $35M growth equity round from"
X Link 2025-12-09T14:10Z 16.2K followers, 2129 engagements

"BEAUTY TECH COMPANY YUV RAISES $12M SERIES A Founded in 2020 Yuv helps hair salons create millions of customized hair dyes replacing traditional single-use tubes with refillable aluminum cartridges. The system which the company called Yuv Lab is connected to an app and uses AI and Swiss formulas to create desired blends of hues and tones. The $12M seed round was led by Swedens Nineyards Equity with participation from VNV Global and the companys founder Francisco Gimenez. Funds will be used to continue growth in the U.K. and prepare for expansion into the U.S. in 2026. Yuv had previously"
X Link 2025-12-09T21:47Z 16.2K followers, XXX engagements

"Here's the number one metric the fastest growing supplements brand of all time tracks hint its not LTV:CAC"
X Link 2025-12-10T14:13Z 16.2K followers, 3277 engagements

"CD&R TO TAKE FOOD PACKAGING GIANT SEALED AIR PRIVATE IN $10.3B DEAL Sealed Air Corporation makes protective and food-grade packaging from bubble wrap to automated packaging systems used in e-commerce food and industrial supply chains - like providing the bubble wrap in e-commerce packages for companies like Best Buy CD&R an $50B AUM PE fund focused on consumer industrials and more is taking Sealed Air private in one of those quiet but important moments for the CPG ecosystem. PE only writes a check this big when they see under-priced operational upside. CD&Rs previous investments in consumer"
X Link 2025-11-17T20:04Z 16.2K followers, XXX engagements

"what are the best marketing ideas for b2b saas this is unfortunately a serious question"
X Link 2025-12-02T00:13Z 16.2K followers, 5378 engagements

"NESTLE HIRES MORGAN STANLEY TO EXPLORE SALE OF BLUE BOTTLE COFFEE Nestle acquired a majority stake in the company in 2017 valuing the company at $700m - and according to Reuters this sale would come at a discount to that figure Add it to the roster of ongoing bigCPG divesting"
X Link 2025-12-02T14:51Z 16.2K followers, 2138 engagements

"ALLBIRDS COFOUNDER LAUNCHES SUPPLEMENTS BRAND WITH $7M SEED Allbirds cofounder Joey Zwillinger & his wife Liz Zwillinger are entering the health and wellness space with women's supplement brand Biologica The $7M seed round was led by Addition along with Greycroft & True Beauty Ventures"
X Link 2025-12-10T14:46Z 16.2K followers, 15.1K engagements

"I am officially XX episodes into my podcast Making Cents. The goal of the podcast is to create a source of content that helps operators founders investors and bankers in the consumer goods ecosystem get a handle on markets - capital & otherwise. The lineup so far has been UNREAL - these people are legitimately the best in the world at what they do their hourly rates would put big law to shame and they come on to share their knowledge with me and you FOR FREE. This is truly an elite squadron: - Wayne Wu GP at VMG Partners; a tier X consumer investment fund on how founders should navigate"
X Link 2025-12-11T18:12Z 16.2K followers, 10.4K 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 2025-09-19T14:27Z 16.2K followers, 6050 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 2025-09-23T15:26Z 16.2K followers, 1225 engagements

"With TRIP's $40m fundraise the brand becomes the latest functional beverage brand to raise meaningful capital recently 👉 TRIP $40m raise from Coefficient Capital 👉 Recess $30m raise from CAVU Consumer Partners 👉hiyo $20m raise from Constellation Brands 👉 Magic Mind $12m raise from BFG Partners & Rocana Venture Partners 👉 Odyssey Wellness $6m raise from EI Ventures There is a lot of capital flowing into this unique class of brands that I consider to be slightly outside core functionality like energy hydration protein or THC - but rather are using herbs/nootropics/adaptogens as a wedge"
X Link 2025-11-10T15:13Z 16.2K followers, 1816 engagements

"Mark Cuban's shark tank portfolio is saved With the rumored acquisition of BeatBox by AB InBev yesterday 2025 has produced the two biggest shark tank exits ever both in beverage On Season X episode X aired 2014 Mark Cuban invested $1M into BeatBox founders at a $3M valuation. If the $700m exit holds true Marks investment will have 230xd (sans dilution). Beatbox raised a follow on round of $15m from Concentric Equity Partners in 2022. On Season XX episode X aired 2018 Rohan Oza invested $400k into poppi at a $1.6M valuation. Poppi was acquired for $2B by pepsico earlier this year (1250x)."
X Link 2025-11-19T15:34Z 16.2K followers, 29.9K engagements

"ADANOLA REPORTS 2025 FINANCIALS REVENUE PASSES $100m Adanola is a DTC athleisure brand in the UK that caught headlines earlier this year when it caught a $530m valuation from Story3 Capital and they just took down the kimono on 2025 results let's break it down👇"
X Link 2025-12-02T14:43Z 16.2K followers, 125K engagements

"ESTEE LAUDER EXPLORING SALE OF DR.JART+ Rumor is out that the french beauty giant is considering selling its Korean beauty brand Dr.Jart+. The news come as part of a border review of Estee Lauders portfolio including plans to divest Too Faced and Smashbox. Estee Lauder acquired Dr.Jart+ in 2019 along with mens grooming brand Do The Right Thing for $1.7B. Dr.Jart is reported to have experienced significant revenue contraction with sources saying revenue is expected to be around $150M in 2025 a XX% decrease from the $500M in 2019. Other beauty companies like Coty Waldencast and LVMH are also"
X Link 2025-12-10T14:25Z 16.2K followers, 1082 engagements

"FBC HOLDING ACQUIRES SUPPLEMENTS BRAND MUSHROOM MADNESS Mushroom Madness a producer of premium functional mushroom supplements established in 2024 was acquired by consumer brand holding company FBC Holdings Limited. FBC plans to scale manufacturing volume launch new SKUs and target the booming adaptogen space with competitive pricing and high-margin product lines. Industry analysts expect the functional mushroom category to exceed $34B in global revenue by 2023 and a XX% annual increase in the demand for nootropics and adaptogens. Other deals/activity in the mushroom space include: - Odyssey"
X Link 2025-12-11T17:41Z 16.2K followers, 1642 engagements

"LULULEMON CEO TO STEP DOWN AFTER X YEARS Calvin McDonald CEO of the athletic wear giant is stepping down in January as the company remains under pressure from its founder to reverse from being out of control. Under McDonald Lululemon navigated through the pandemic and tripled in revenue. Recently US sales lost momentum and the company is under attack from founder Chip Wilson for speaking Wall Street but killing innovation McDonald will relinquish board seats but remain an advisor through March to support the transition. While LULU looks for the next person to take the top seat Meghan Frank"
X Link 2025-12-12T15:37Z 16.2K followers, 1028 engagements

"@brezscales the chief issue with this is that your data sources are likely reporting in different time zones making your daily reporting off then also mixing cash and accrual acccounting methods with regards to refunds and returns from shopify data quality matters"
X Link 2025-12-12T18:52Z 16.2K followers, XX engagements