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@drewfallon12 Drew Fallon
Drew Fallon posts on X about market cap, $20b, $32b, $30b the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXXX +10%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +58%
- X Year XXXXXXXXX +269%
Mentions: XX #
- X Week XX +56%
- X Month XXX +21%
- X Months XXX +2.20%
- X Year XXXXX +584%
Followers: XXXXXX #
- X Week XXXXXX +0.30%
- X Month XXXXXX +2%
- X Months XXXXXX +33%
- X Year XXXXXX +117%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance XXXXX% stocks XXXX% exchanges XXXX% vc firms XXXX% currencies XXXX% social networks XXXX% technology brands XXXX% countries XXXX% agencies XXXX% luxury brands XXXX%
Social topic influence market cap 4.23%, $20b 4.23%, $32b 4.23%, $30b 4.23%, $36b 4.23%, 3m 2.82%, mars 2.82%, $3b 2.82%, ferrero 2.82%, wk kellogg XXXX%
Top accounts mentioned or mentioned by @joelrunyon @lukethompson360 @nickypcpg @jordanhaswings @richiemashiko @sovereignbot @grok @rosenzone @getinkbox @jforjacob @owenmartinetti @_rileytrotter @catholicgop2016 @judgegoodell @tshea0314 @dnewthegiant @joewelstead @mainspringetfs @shaiunterslak @famousalan
Top assets mentioned WK Kellogg Co (KLG) Kellanova (K) British American Tobacco (BTI) Hundred Million (100M) PepsiCo, Inc. (PEP)
Top Social Posts #
Top posts by engagements in the last XX hours
"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, 5987 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, 3221 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, 3474 engagements
"who remembers when it wasnt conventional wisdom that facebook spend drives amazon sales" @drewfallon12 on X 2025-07-23 00:45:45 UTC 14.2K followers, 6823 engagements
"1/ Growth Started in 2012 Represent took about XX years to reach the 100m revenue mark and only really saw rapid growth starting in 2020 in 2023 the brand grew XX% YoY & started really printing cash; its frst X figure EBITDA year" @drewfallon12 on X 2025-07-22 15:07:47 UTC 14.2K followers, 6533 engagements
"@jordanhaswings @richiemashiko i probably agree - tts infra well behind amzn its the same why" @drewfallon12 on X 2025-07-23 02:44:52 UTC 14.2K followers, XXX engagements
"NexPhase capital - a PE fund formed by former principals from Moelis Capital - had acquired Zing Zang in 2016 for $35m Zing Zang was founded in 1997 in Chicago" @drewfallon12 on X 2025-07-11 13:37:56 UTC 14.2K followers, XXX 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, 1769 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, 4482 engagements
"Some stats: Backers: - Greycroft - Imaginary - Debut capital - L'Oreal (recently in September 2024) Total raised: $3.84m" @drewfallon12 on X 2025-07-17 19:01:38 UTC 14.2K followers, XXX 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
"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
"Kraft Heinz business segment growth YoY What are you DOING" @drewfallon12 on X 2025-07-17 13:05:42 UTC 14.2K followers, 3224 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, 23.6K 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" @drewfallon12 on X 2025-07-24 14:55:35 UTC 14.2K followers, 1142 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, 72K engagements
"LEVI'S TO SELL DOCKERS BRAND FOR $311M Levi's created Dockers in 1986 and grew the brand largely thanks to the rise of casual fridays in the 90s. Fast forward to 2024 and the brand Docker's sales for 2024 were $323m about X% of Levi's $6.4B of revenue and shrinking X% YoY. That makes this sales multiple just over 1x not including the earnout of 80m This is more of the same in a struggling apparel sector where Authentic Brands Group WHP and others are seemingly the only ones willing to pick up the scraps - Authentic Brands Group as the buyer here As a reminder the following apparel/fashion" @drewfallon12 on X 2025-05-21 15:26:29 UTC 14.2K followers, 1877 engagements
"Zyn sold XXX MILLION cans of Zyn last quarter in the U.S. ONE HUNDRED NINETY MILLION CANS OF ZYN. That's enough zyn cans to give every person in Slovenia X can every day. If you stacked each of those zyn cans on each other they would reach higher than X Mount Everests" @drewfallon12 on X 2025-07-23 13:04:38 UTC 14.2K followers, 7300 engagements
"EDIT: PEPSI ACQUIRED KEVITA NOT COCA COLA I GET IT IM AN IDIOT F" @drewfallon12 on X 2025-07-23 21:18:02 UTC 14.2K followers, XXX 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, 20.9K 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, 1144 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
"Last week it was announced that KraftHeinz is exploring the spinoff of its grocery business from its condiments business in an effort to unlock shareholder value. The news comes on the heels of the recently completed Kellogg's spinoff in which Kellogg's ($25B market cap) broke itself up into Kellanova (acquired for $36B by Mars) & W.K. Kellogg (acquired by Ferrero for $3b). That move created $14B of shareholder value - and KraftHeinz is clearly interested in doing the same thing less than X months after Berkshire Hathaway rolled off its two board seats in May - which has led many to believe" @drewfallon12 on X 2025-07-16 13:55:06 UTC 14.2K followers, 1139 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" @drewfallon12 on X 2025-07-17 19:01:37 UTC 14.2K followers, 6571 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
"4/ Opex In the same period Represent grew from XX employees to over just XXX or a little shy of 1m per employee with staff costs settling shy of XX% of revenue around the 100m topline mark" @drewfallon12 on X 2025-07-22 15:07:50 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, 3066 engagements
"Allbirds just reported its worst earnings ever The stock-split adjusted price is now a mere XX cents per share. Most people just chalk it up to apparel being hard or ecom being dead - when in reality this is a story of horrible mismanagement Lets dive into the report👇" @drewfallon12 on X 2025-03-12 15:49:53 UTC 14.2K followers, 26.2K engagements
"Health Ade's $500m acquisition is the Kombucha Industry's biggest outcome ever. After hitting the mainstream around 2010 XX years later we have the first $500m+ acquisition of a brand in the space. The Kombucha market was worth about $4.3B in 2024 and for now - the market has mostly played out Winners: - KeVita (acquired in 2016 by Coca Cola for $260m) - Health Ade (acquired for $500m by Generous Brands) - GTs Living Foods (Holdco of Kombucha brands like Synergy) TBD: -Juneshine (was exploring sale in 2023) - Better Booch (raised $8m in 2023) - Brew Dr ($9m raised) - Better Booch What other" @drewfallon12 on X 2025-07-23 19:41:46 UTC 14.2K followers, 2932 engagements
"More of the same pain in apparel Caleres (Allen Edmonds) has agreed to purchase footwear brand Stuart Weitzman from Tapestry (Kate Spade) for $105M or 0.4x sales Stuart Weitzman has done $262M in TTM sales down from $272M prior Tapestry originally bought SW for $574M" @drewfallon12 on X 2025-02-20 17:39:43 UTC 14.2K followers, 4263 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, 14.1K 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, 8213 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, 2436 engagements
"2/ Gross Margins That wicked profitability was really thanks to one main driver - gross margin expansion. In a year where XX% of brands saw gross margin contraction from overstocking in 2021 Represent saw gross margins jump XXX basis points (NINE HUNDRED) from '21-'22" @drewfallon12 on X 2025-07-22 15:07:47 UTC 14.2K followers, 1230 engagements
"1.b/ $20B of equity value in this case imputes $30B of EV which at EBITDA of $3.6B imputes around 8.5x EBITDA. Given KHC currently trades at 8.3x EBITDA Im fine with it - I buy the $20B number BUT - that also tells me the value has to be in the condiments business" @drewfallon12 on X 2025-07-18 13:29:14 UTC 14.2K followers, XXX engagements
"2/ Condiments - $11.37B Sales // $2.8B EBITDA Condiments is presumably higher margin and its not shrinking as fast - so what if its worth say 11.5x EBITDA In that case we have over $32B more of EV" @drewfallon12 on X 2025-07-18 13:29:14 UTC 14.2K followers, XXX engagements