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@drewfallon12 Drew Fallon
Drew Fallon posts on X about $20b, $36b, debt, $32b 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 XXXXXX -XX%
- X Month XXXXXXX +0.01%
- X Months XXXXXXXXX +59%
- X Year XXXXXXXXX +269%
Mentions: XX #
- X Week XX +2.90%
- X Month XXX +40%
- X Months XXX +7%
- X Year XXXXX +576%
Followers: XXXXXX #
- X Week XXXXXX +0.19%
- X Month XXXXXX +2.10%
- X Months XXXXXX +33%
- X Year XXXXXX +117%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance XXXXX% stocks XXXX% exchanges XXXX% countries XXXX% agencies XXXX% vc firms XXXX% travel destinations XXXX%
Social topic influence $20b 7.02%, $36b 7.02%, debt 5.26%, $32b 5.26%, $30b 5.26%, 3m 3.51%, mars 3.51%, $3b 3.51%, ferrero 3.51%, wk kellogg XXXX%
Top accounts mentioned or mentioned by @sovereignbot @grok @getinkbox @jforjacob @shaiunterslak @aaroncnsltng @nickypcpg @daverekuc @justin_xyz @catholicgop2016 @conngarrity @mikelukashewich @peterczepiga @rokhladnik @deathlyharvest @charlesbeaufait @mattdoll
Top assets mentioned WK Kellogg Co (KLG) Kellanova (K) British American Tobacco (BTI) Hundred Million (100M)
Top Social Posts #
Top posts by engagements in the last XX hours
"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, 86.3K 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, 3186 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, 3440 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, 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
"🚨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, 3172 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
"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
"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, 1875 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, 13K engagements
"The founder has been quite public about the journey and the closure of the brand has been picked up by TechCrunch The Cut and several others" @drewfallon12 on X 2025-07-17 19:01:38 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, 1100 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, 6473 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, 2986 engagements
"1/ Grocery - $14.5B Sales // $3.6B EBITDA The rumor is that this business segment could be worth $20B alone. Given the business segments are of similar revenue scales I am going to assume that the two business segments will split the $20B of debt equally (unlikely)" @drewfallon12 on X 2025-07-18 13:29:13 UTC 14.2K followers, XXX engagements
"Partners Group a $78B AUM PE fund based in the UK has acquired MPM Products a portfolio of cat food brands for 400m They say everyone is focused on dog food but cat ownership is growing and owners are underserved MPM owns applaws reveal and encore" @drewfallon12 on X 2025-06-18 16:53:02 UTC 14.2K followers, 1548 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, 12.7K 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
"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