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@drewfallon12 Avatar @drewfallon12 Drew Fallon

Drew Fallon posts on X about all the, $800m, investment, make a 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 XXXX% vc firms #562 stocks XXXX% countries XXXX% luxury brands XXXX% fashion brands XXXX% social networks XXXX% technology brands XXXX% exchanges XXXX%

Social topic influence all the 0.72%, $800m #8, investment 0.48%, make a 0.24%, canada 0.24%, $14b 0.24%, bain capital 0.24%, $964m 0.24%, $168m 0.24%, $880mm XXXX%

Top accounts mentioned or mentioned by @tickerplus @mehtabkarta @joelrunyon @iiiitsandrea @adamdraper @jacobposel @thebillrom @jacob_posel @deathlyharvest @richiemashiko @mikemorg55 @daverekuc @taylorholiday @swhnorton @sabrams7 @nickypcpg @evanzhao6 @seanecom @irisfinanceco @lukethompson360

Top assets mentioned Lazard Ltd. Class A (LAZ) Unilever plc (UL) Hundred Million (100M)

Top Social Posts #

Top posts by engagements in the last XX hours

"3.b) But if I were going to make a guess I would say MDV is raising prices letting non-core customers get priced out increasing their margins while revenue falls with less customers and maintaining profitability. And I think I know why this is happening"
X Link @drewfallon12 2025-10-14T14:01Z 15K followers, 3876 engagements

"WHO IS BUYING ALL THESE ELECTROLYTES"
X Link @drewfallon12 2025-08-22T21:34Z 15K followers, 27K 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 15K followers, 1437 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 15K followers, 72.2K engagements

"4) Strategy shift it seems as though MDV is going all in on luxury. Driving margins higher and opening stores rapidly"
X Link @drewfallon12 2025-10-14T14:01Z 15K followers, 3721 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 15K followers, 8462 engagements

"isnt it obvious why is this getting so many replies. does anyone think this isnt true"
X Link @drewfallon12 2025-10-10T16:20Z 15K followers, 8745 engagements

"Sequoia Capital is calling for AI to produce the next trillion dollar opportunity in retail A summary of their analysis👇🏻 There have been X pivotal technological shifts that have fundamentally altered the SEVEN TRILLION DOLLAR retail industry and how people shop. 1) Manufacturing (17601840s) produced off the rack goods & the modern store as we know it 2) Public railways (1820s - 1860s) produced department stores 3) Telephone (1870-1900) produced the first mail order catalogs where consumers could phone or mail in to place orders 4) Cash Registers (1880s-1910) produced chain stores like"
X Link @drewfallon12 2025-09-02T15:52Z 15K followers, 3209 engagements

"COTY RETAINS CITI TO LAUNCH STRATEGIC REVIEW OF CONSUMER BEAUTY BUSINESS The review will focus on the $1.2B mass color cosmetics segment including brands like CoverGirl Rimmel Sally Hansen Max Factor as well as a collection of Brazilian brands. Similarly Waldencast (another public beauty holding company) recently announced in August it retained Lazard to conduct its own strategic review. Kenvue announced it is working with Goldman Sachs to explore divestment options within its beauty unit (though it intends on keeping Neutrogena & Aveeno). Estee Lauder announced earlier this year it is"
X Link @drewfallon12 2025-09-30T13:48Z 15K followers, XXX 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 15K followers, 5543 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 15K followers, 4109 engagements

"this january is going to be an absolute BLOODBATH for all the health/wellness brands that have been ripping all year to acquire customers 🫡"
X Link @drewfallon12 2025-10-10T13:15Z 15K followers, 23.6K engagements

"@antoniogm @grok what is he referring to"
X Link @drewfallon12 2025-10-13T15:11Z 15K 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 15K followers, XXX engagements

"8) Outlook Maniere De Voir is forecasting growth in the next year and if the brand can return to profitability levels it saw in 2023 when it had NEGATIVE growth with growth - then this is going to be one of the best stories in recent memory"
X Link @drewfallon12 2025-10-14T14:01Z 15K followers, 3194 engagements

"BEAUTY TECH GROUP RAISES $142M IN IPO Last week The Beauty Tech Group the UK-based parent company of red light laser brand Current Body IPOed on the LSE valuing the company at around $400M. Lets break it down & reveal how this consumer brand made it to IPO"
X Link @drewfallon12 2025-10-09T13:52Z 15K followers, 4177 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 15K followers, 1186 engagements

"7) Reece is now the only shareholder Ben Francis exited years ago and now with the Lewis Morgan buyout @ReeceWabara is the sole owner of Maniere De Voir a brand that has generated over 20m of EBITDA in just X years"
X Link @drewfallon12 2025-10-14T14:01Z 15K followers, 2962 engagements

"MALBON GOLF RAISES $28M OF PLANNED $43M ROUND Founded in 2017 in Santa Monica Malbon Golf is led by CEO by Aaron Heiser a former Global VP of apparel who spent nearly XX years at Nike. The $28m slug so far has come from just X investors - signaling that this is smart money backing up the truck. The brand positions itself as blending streetwear culture with the traditionally conservative world of gold; essentially a fashion forward brand that resonates with younger players. Malbon's only prior funding came in January 2023 from Avenir Growth - a NYC based PE fund that has made investments in"
X Link @drewfallon12 2025-10-07T13:47Z 15K followers, 15.3K engagements

"Veracity Self Care raised a $X million series A from Maveron & Melitas Ventures Veracity is science first modern metabolic health company - interesting to see the 'ozempic economy' develop as more Americans look to address their metabolic health"
X Link @drewfallon12 2025-06-18T13:27Z 15K followers, 3417 engagements

"DTC twitter feels like all the same people for the last X years i need to find some new folks to follow whos up and coming on here"
X Link @drewfallon12 2025-10-07T01:29Z 15K followers, 11.8K 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 15K 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, 5301 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 15K followers, 1022 engagements

"Grove Collaborative (NYSE: $GROV) has accepted HumanCo Investments' activism related to a letter sent on July 8th urging GROV to explore avenues (mainly M&A) to unlock shareholder value HumanCo & its affiliates own approx 2.2m shares (5.3% of the share count) valued at $3.06m"
X Link @drewfallon12 2025-08-12T16:22Z 15K followers, 1761 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 15K followers, 1903 engagements

"ok but whos actually the fastest growing company of all time"
X Link @drewfallon12 2025-09-15T17:50Z 15K followers, 6884 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 15K followers, 63.5K 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 15K followers, 2656 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 15K followers, 462.6K engagements