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@drewfallon12 "hot take for the day not having a family is a competitive advantage sorry"
@drewfallon12 on X 2025-07-10 14:06:01 UTC 14.2K followers, 86.4K engagements

"Alright the beverage crowd is officially going way too far😭 Protein + superfoods vodka brand called I'm parched just launched AND ITS FDA APPROVED Tam on 1"
@drewfallon12 on X 2025-07-22 19:56:37 UTC 14.2K followers, 2516 engagements

"Awake Chocolate - a caffeinated chocolate bar brand - has raised 8m CAD ($6m) - 5m equity from British American Tobacco (NYSE: $BTI) venture arm - 3m from BDC Capital Brand will do 30m in sales this year"
@drewfallon12 on X 2025-07-16 18:49:21 UTC 14.2K followers, 3197 engagements

"🚨 CPG MEGA MERGER 🚨 Ferrero is nearing a deal for WK Kellogg (NYSE: $KLG) for $3B. Stock up XX% after hours woof This deal comes less than a year after Kelloggs split into Kellanova and WK Kellogg. Kellanova was then acquired by Mars for $13B At $3B KLG is being valued at 1.12x sales and 52x () earnings. KLG has been profitable X of the last X quarters and saw revenue shrink YoY in 2024. 1Q2025 EBITDA was $56m putting this deal at 14x EV/EBITDA. 2024 EBITDA of $302m puts it at 9.9x 24A EBITDA Ferrero acquired PowerCrunch earlier this year for $275m and acquired wells group for an"
@drewfallon12 on X 2025-07-09 21:12:52 UTC 14.2K followers, 3458 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"
@drewfallon12 on X 2025-07-22 14:41:44 UTC 14.2K followers, 1436 engagements

"Some interesting happenings over at Black Rifle Coffee BRC ($360m mkt cap) announced that it raised $35m of equity in a follow on public offering at $1.25/share That price that represents -XX% from all time highs. Engaged Capital an activist insider put money in at preferred terms and is significantly increasing its ownership when it is already the second biggest shareholder behind the founder/CEO. D.A. Davidson was the underwriter and the offering costs $XXX million in fees. This is silly. Perfect example of a company that should be taken private and save all sorts of money on needless"
@drewfallon12 on X 2025-07-21 17:16:26 UTC 14.2K followers, 4401 engagements

"3/ Sum of the Parts $30B EV from Grocery + $32B EV from Condiments = $62B EV = 9.82x EV/EBITDA vs the current 8.3x Subtract the $20B of debt back out and we've landed on around $43B of market cap for the two entities or a XX% increase in value to shareholders"
@drewfallon12 on X 2025-07-18 13:29:15 UTC 14.2K followers, XXX engagements

"🚨Inflation numbers are out 🚨 Here's a look by consumer product category - consensus is that tariff impacts are being reflected in this print Overall CPI XXX% - Food Away from Home: +3.8% - Home Furnishing: +3.3% - Major Appliances: +2.4% - Furniture: +1.3% - Outdoor Equipment: XXX% - Cosmetics: +0.3% - Computers: -XXX% - Pet Food: -XXX% - Apparel: -XXX% - Motor Oil/Fluid: -XXX% - Sporting Goods: -XXX% Computers sporting goods & furniture and bedding are the only categories that saw a more than X% sequential increase from May"
@drewfallon12 on X 2025-07-15 16:00:02 UTC 14.2K followers, XXX engagements

"Kraft Heinz business segment growth YoY What are you DOING"
@drewfallon12 on X 2025-07-17 13:05:42 UTC 14.2K followers, 3202 engagements

"5/ Profits Revenue growth gross margin expansion controlled opex increases - all a delicious formula for profit growth EBITDA reached over 15m ($20m USD) in 2024"
@drewfallon12 on X 2025-07-22 15:07:50 UTC 14.2K followers, XXX engagements

"LesserEvil is reportedly in talks for a sale around a $1B valuation In 2023 the brand did over $100m in revenue and took outside capital from Aria growth the same investors that invested in Hero Cosmetics less than 2yrs before the sale to Church + Dwight Quick breakdown👇"
@drewfallon12 on X 2025-02-16 20:54:28 UTC 14.2K followers, 11.7K engagements

"Represent Clothing just dropped their 2024 financial results & despite apparel struggles broadly the market they're bucking the trend The brand reached over $100m in sales & secured investment from True Capital in 2024 & I think its a homerun Let's underwrite Represent👇"
@drewfallon12 on X 2025-07-22 15:07:45 UTC 14.2K followers, 13.8K engagements

"Bloody Mary mix brand Zing Zang was acquired by Mizakn America a subsidiary of Olam Group - a multibillion dollar publicly traded company. Zing Zang joins a family of brands that includes Ragu pasta sauce Bertolli Angostura bitters & more"
@drewfallon12 on X 2025-07-11 13:37:55 UTC 14.2K followers, 1031 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👇"
@drewfallon12 on X 2025-05-13 13:10:35 UTC 14.2K followers, 71.9K engagements

"Im going to regret this but I have an X figure health/wellness customer looking for agency intros - whos the best Needs; - creative - media buying"
@drewfallon12 on X 2025-07-16 22:19:18 UTC 14.2K followers, 13.1K engagements

"April 2020 is the only remaining month in history where e-commerce as a % of retail sales is higher than it was for May of 2025. After X years of getting wiped out left and right the online merchant has prevailed"
@drewfallon12 on X 2025-07-22 19:31:05 UTC 14.2K followers, 4420 engagements

"7/ The Exit In this case - which I believe to be conservative - a 12x multiple on EBITDA implies an exit value of 389m or a XX% IRR and 3.33x MOIC"
@drewfallon12 on X 2025-07-22 15:07:52 UTC 14.2K followers, XXX engagements

"6.c/ On the revenue side let's just say that Represent can grow revenue to 150m by 2028. Realistically I think launching the US market (17m revenue today) more aggressively could easily surpass that number but lets just say Represent can get to 150m in revenue & 32m EBITDA"
@drewfallon12 on X 2025-07-22 15:07:52 UTC 14.2K followers, XXX engagements

"6.b/ On the balance sheet - we see something interesting; PPE investments trending up meaningfully I think True Capital is investing in manufacturing capabilities in order to drive continued gross margin expansion"
@drewfallon12 on X 2025-07-22 15:07:51 UTC 14.2K followers, XXX engagements

"Oh Norman raised $2M from Leap Venture Studio & Brown University The brand founded in 2023 creates eco friendly and ethically sourced products for dogs. Interestingly the CEO/founder was the former Chief Brand Officer a the dating app Hinge & employee X at Warby Parker"
@drewfallon12 on X 2025-07-18 13:53:59 UTC 14.2K followers, 3020 engagements

"On the heels of the successful Dr Squatch campaign - Sydney Sweeney is launching a lingerie brand with backing from Coatue Could be the next Skims or Rhode as far as celebrity backed wins"
@drewfallon12 on X 2025-07-16 17:40:51 UTC 14.2K followers, 13.1K engagements

"today i accidentally learned the hard way that coffee concentrate is different from regular cold brew approx 1400mg later do not recommend. whats the point of that stuff"
@drewfallon12 on X 2025-07-22 00:40:05 UTC 14.2K followers, 6868 engagements

"6/ The Underwriting Given that Represent was doing around 80m & 14m ebitda at the time of the deal I am just going to conservatively guess that the valuation was around 120m post money or 8x ebitda - ye olde apparel discount. So let's call our entry 120m valuation"
@drewfallon12 on X 2025-07-22 15:07:51 UTC 14.2K followers, XXX engagements

"Sum of the parts valuation on Kraft Heinz - Grocery: $14.5B Sales // $3.6B EBITDA - Condiments: $11.37B Sales // $2.8B EBITDA KHC currently has a market cap of $32B along with $20B of debt or a $30B EV total I want to create at least +10% value in the spinoff Let's see👇"
@drewfallon12 on X 2025-07-18 13:29:13 UTC 14.2K followers, 2273 engagements

"@jforjacob i wonder if the ones who dont cancel would have bought twice without the discount and how many purchases that would have to be on subscription to equal same contribution profit"
@drewfallon12 on X 2025-07-20 15:04:35 UTC 14.2K followers, XXX engagements