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# ![@drewfallon12 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::768593971.png) @drewfallon12 Drew Fallon

Drew Fallon posts on X about acquisition, $500m, cash flow, linkedin the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::768593971/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::768593971/c:line/m:interactions.svg)

- X Week XXXXXXX +61%
- X Month XXXXXXX +50%
- X Months XXXXXXXXX +8.40%
- X Year XXXXXXXXX +122%

### Mentions: XX [#](/creator/twitter::768593971/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::768593971/c:line/m:posts_active.svg)

- X Week XX +38%
- X Month XXX +7.70%
- X Months XXX -XX%
- X Year XXXXX +299%

### Followers: XXXXXX [#](/creator/twitter::768593971/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::768593971/c:line/m:followers.svg)

- X Week XXXXXX +1.10%
- X Month XXXXXX +2.20%
- X Months XXXXXX +21%
- X Year XXXXXX +79%

### CreatorRank: XXXXXXX [#](/creator/twitter::768593971/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::768593971/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::768593971/influence)
---

**Social category influence**
[finance](/list/finance)  #5970 [stocks](/list/stocks)  XXXX% [technology brands](/list/technology-brands)  XXXX% [countries](/list/countries)  XXX% [social networks](/list/social-networks)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [luxury brands](/list/luxury-brands)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [celebrities](/list/celebrities)  XXXX% [musicians](/list/musicians)  XXXX%

**Social topic influence**
[acquisition](/topic/acquisition) #579, [$500m](/topic/$500m) #5, [cash flow](/topic/cash-flow) #237, [linkedin](/topic/linkedin) #18, [private equity](/topic/private-equity) #48, [$100m](/topic/$100m) 0.93%, [market cap](/topic/market-cap) 0.93%, [deeper](/topic/deeper) 0.93%, [mindset](/topic/mindset) 0.93%, [$13m](/topic/$13m) XXXX%

**Top accounts mentioned or mentioned by**
[@justnblock](/creator/undefined) [@deathlyharvest](/creator/undefined) [@smallparcelguy](/creator/undefined) [@blabolaba](/creator/undefined) [@eugenekhayman](/creator/undefined) [@marinadgal](/creator/undefined) [@tickerplus](/creator/undefined) [@sabrams7](/creator/undefined) [@megmake](/creator/undefined) [@jpecom](/creator/undefined) [@swhnorton](/creator/undefined) [@antoniogm](/creator/undefined) [@grok](/creator/undefined) [@reecewabara](/creator/undefined) [@nickywonka](/creator/undefined) [@connerfleming13](/creator/undefined) [@jakewillmake](/creator/undefined) [@denehyxxl](/creator/undefined) [@kevinespiritu](/creator/undefined) [@alsplacesf](/creator/undefined)

**Top assets mentioned**
[Hundred Million (100M)](/topic/$100m) [PepsiCo, Inc. (PEP)](/topic/$pep) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Unilever plc (UL)](/topic/$ul)
### Top Social Posts [#](/creator/twitter::768593971/posts)
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Top posts by engagements in the last XX hours

"2) Cost of Delivery Cost of Delivery is also 19%. This is why I wanted to see lower product costs. theres only so much you can do here at this point and these costs will eat away gross margin so the higher the product margin the better Rating: A- about as good as it gets"  
[X Link](https://x.com/drewfallon12/status/1980988359763022274) [@drewfallon12](/creator/x/drewfallon12) 2025-10-22T13:23Z 15.2K followers, 1421 engagements


"3) Marketing Rhode pulled in over a 9x MER in the year prior to its acquisition or just XX% of sales - so contribution margin lands at XX% (READ: FIFTY ONE PERCENT) So despite slightly lower GMs Rhode is still seeing 'beauty like' contribution margins"  
[X Link](https://x.com/drewfallon12/status/1980988361482584192) [@drewfallon12](/creator/x/drewfallon12) 2025-10-22T13:23Z 15.2K followers, 1339 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](https://x.com/drewfallon12/status/1978098904357839202) [@drewfallon12](/creator/x/drewfallon12) 2025-10-14T14:01Z 15.2K followers, 71K engagements


"Make sure you subscribe to my newsletter to get the full breakdown line by line PLUS Rhode's latest quarter of results that E.L.F. shared for an update on how the brand is performing since the acquisition Link to subscribe is pinned to my profile 😄"  
[X Link](https://x.com/drewfallon12/status/1980988373801246908) [@drewfallon12](/creator/x/drewfallon12) 2025-10-22T13:23Z 15.2K followers, 1323 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](https://x.com/drewfallon12/status/1830995359361048660) [@drewfallon12](/creator/x/drewfallon12) 2024-09-03T15:44Z 15.2K followers, 462.6K engagements


"Congratulations to the Coterie team on the acquisition by Mammoth Brands You'll see plenty of investors taking victory laps here so I figured I'll consolidate for them American Pacific Group Karlie Kloss BELIADE RiverPark Willow Growth Partners Align Ventures Michael Silverstein ICLUB TA Ventures Ashley Graham Light Street Capital Mindset Venture Group Ltd Black Jays Ventures"  
[X Link](https://x.com/drewfallon12/status/1979243597519020449) [@drewfallon12](/creator/x/drewfallon12) 2025-10-17T17:50Z 15.2K followers, 8138 engagements


"@SmallParcelGuy i wonder why"  
[X Link](https://x.com/drewfallon12/status/1981035453181526121) [@drewfallon12](/creator/x/drewfallon12) 2025-10-22T16:30Z 15.2K followers, XXX engagements


"5) Profitability Intact So this is clearly a huge shift for MDV. Most brands would be hemorrhaging cash during this transition but MDV is still net income and cash flow positive pulling in nearly XX% EBITDA for 2024"  
[X Link](https://x.com/drewfallon12/status/1978098932472238152) [@drewfallon12](/creator/x/drewfallon12) 2025-10-14T14:01Z 15.2K followers, 3757 engagements


"6) Lewis Morgan buyout The cash generating ability of the brand are what allowed it to perform a massive $13m buyout What kind of brand can buy out a shareholder for X figures in a year where revenue is down 20%"  
[X Link](https://x.com/drewfallon12/status/1978098936171688079) [@drewfallon12](/creator/x/drewfallon12) 2025-10-14T14:01Z 15.2K followers, 3861 engagements


"GRUNS PASSES $300M IN REVENUE In a post on linkedin founder Chad Janis shared that Grns has passed $300m in revenue and that the company is profitable. Truly a generational run by this team which was valued at $500m earlier this year by Headline in a $35m Series B. Gruns is officially in company with Prime Alani Nu and other billion dollar brands"  
[X Link](https://x.com/drewfallon12/status/1981043433109369122) [@drewfallon12](/creator/x/drewfallon12) 2025-10-22T17:02Z 15.2K followers, 50.1K 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](https://x.com/drewfallon12/status/1978459634965831874) [@drewfallon12](/creator/x/drewfallon12) 2025-10-15T13:55Z 15.2K followers, 10.8K engagements


"In PepsiCo's latest earnings release the F&B giant went through its innovation pipeline in great detail Here's what Pepsi is focused on in 2026 👇 1) Core Brand re-launches - Re-launching Lays & Tostitos with cleaner labels (clean chips trend) - Gatorade re-launch with more focus on superior hydration (hydration trend) - Quaker / Doritos protein SKUs; i.e. Doritos protein. 2) Hydration - Turning propel into a broader hydration platform - apparently will try this before attempting M&A in hydration space. - Propel for GLP-1 users; new formula with higher fiber and added protein 3) PROTEIN -"  
[X Link](https://x.com/drewfallon12/status/1980335069442011189) [@drewfallon12](/creator/x/drewfallon12) 2025-10-20T18:07Z 15.2K followers, 1769 engagements


"Linkedin has become a lot more powerful than X. I've gone from 0-15k followers after starting to post on LI really starting in january a year ago activity was zero and so were followers Most of our business comes from there now Sry to anyone I disagreed with on this before"  
[X Link](https://x.com/drewfallon12/status/1980335710193451269) [@drewfallon12](/creator/x/drewfallon12) 2025-10-20T18:10Z 15.2K followers, 25.8K engagements


"Last week lululemon founder Chip Wilson took out a full page ad in the Wall Street Journal titled 'Lululemon in a nosedive' Which is certainly true $LULU stock is currently trading at 2019 levels except today is has nearly 3x the revenue it did the last time it was worth $20B in 2019; and has seen its EBITDA multiple contract from 28x in 2019 to under 7x today as several consecutive qtrs of top-line under performance. For context here are some other current EV/EBITDA multiples in apparel: - Nike: 20x - Adidas: 14.6x - Levi Strauss: 10x - Under Armour: 8.7x - Lululemon: 6.7x The poor"  
[X Link](https://x.com/drewfallon12/status/1980355184439025670) [@drewfallon12](/creator/x/drewfallon12) 2025-10-20T19:27Z 15.2K followers, 6472 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](https://x.com/drewfallon12/status/1980619610039710172) [@drewfallon12](/creator/x/drewfallon12) 2025-10-21T12:58Z 15.2K followers, XXX engagements


"Here is your crazy stat of the day that not enough people talk about In 2012 The Coca-Cola Company started fairlife LLC as a joint venture with a co-op of dairy farmers known as Select Milk Producers made up of XXX large dairy farms. By 2015 Fairlife had grown to $90m in sales. By 2019 that number was $500m. In 2020 Coca Cola acquired the remaining XXXX% of Fairlife that it didn't own paying $XXX million and valuing the brand at $1.7B. In that acquisition there were earnouts to be paid in 2021 2023 and 2025. From the SEC Filing: "These milestone payments are based on agreed-upon formulas"  
[X Link](https://x.com/drewfallon12/status/1980628300394332336) [@drewfallon12](/creator/x/drewfallon12) 2025-10-21T13:32Z 15.2K followers, 19.9K engagements


"🚨ATTN: LOS ANGELES CONSUMER FOUNDERS🚨 Here is your guide to local consumer products investors around the area who are actively investing in consumer products businesses across the VC PE spectrum. Lots of activity in LA so I'm sure I missed some - let me know who in the comments 👇 👉 Anthos Capital 👉 Monogram Capital Partners 👉 BAM Ventures 👉 Willow Growth Partners 👉 RX3 Growth Partners 👉 Science 👉 Guild Capital 👉 Butterfly Equity 👉 PLUS Capital 👉 The Family Fund & Founder Community 👉 Muse Capital 👉 Crosscut Ventures 👉 STORY3 Capital Partners 👉 Dreamers VC"  
[X Link](https://x.com/drewfallon12/status/1980690102297751652) [@drewfallon12](/creator/x/drewfallon12) 2025-10-21T17:38Z 15.2K followers, 4221 engagements


"6) Overall P&L Grade: A The only thing keeping this from being an A+ is the gross margin / MER combo - it all boils down to a best in class EBITDA margin so the P&L as it is today is definitely an A but durability is less clear"  
[X Link](https://x.com/drewfallon12/status/1980988372240982225) [@drewfallon12](/creator/x/drewfallon12) 2025-10-22T13:23Z 15.2K followers, 1366 engagements


"BREAKING: LVMH EXPLORING SALE OF RHIANNA'S FENTY BEAUTY French luxury giant incubated Fenty Beauty by Rihanna in 2017 and owns XX% of the business - has tapped Evercore to explore options. It was reported in 2021 by Global Cosmetic Industry that Fenty Beauty recorded $570m in revenue. Based on other celebrity backed beauty brands it's likely Fenty could be worth on $1-2B. Google searches for 'Fenty Beauty' peaked in 2023 when Rihanna performed at the super bowl halftime show. It's worth noting that LVMH owns Sephora"  
[X Link](https://x.com/drewfallon12/status/1980997321547543033) [@drewfallon12](/creator/x/drewfallon12) 2025-10-22T13:59Z 15.2K followers, 5016 engagements


"Is 10x in X years the craziest personal care private equity deal of all time 🧐 In October 2017 Castanea Partners invested $15m into TATCHA for XX% ownership of the company - valuing it at $50m. At the time Tatcha was on track for $75m in total retail sales implying an entry sales multiple likely somewhere between 2-3x for Castanea. Just XX months later in June 2019 Tatcha had grown net sales to $100m and Unilever paid $500m (5x sales) for the brand. That means Castanea turned a $15m investment into $150m in just two years grossing an unlevered IRR of XXX% and MOIC of 10x 🤯 Contrast that"  
[X Link](https://x.com/drewfallon12/status/1981030038527979776) [@drewfallon12](/creator/x/drewfallon12) 2025-10-22T16:09Z 15.2K followers, 5202 engagements


"why do people act like every exit is a good one literally XX% of exits are for zero and ppl will still celebrate"  
[X Link](https://x.com/drewfallon12/status/1981141193431142519) [@drewfallon12](/creator/x/drewfallon12) 2025-10-22T23:30Z 15.2K followers, 29.4K 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"  
[X Link](https://x.com/drewfallon12/status/1945921853207289970) [@drewfallon12](/creator/x/drewfallon12) 2025-07-17T19:01Z 15.1K followers, 6776 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"  
[X Link](https://x.com/drewfallon12/status/1947668390883057664) [@drewfallon12](/creator/x/drewfallon12) 2025-07-22T14:41Z 15.2K followers, 2003 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](https://x.com/drewfallon12/status/1955303907799798263) [@drewfallon12](/creator/x/drewfallon12) 2025-08-12T16:22Z 15.1K followers, 1763 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](https://x.com/drewfallon12/status/1971232476350890033) [@drewfallon12](/creator/x/drewfallon12) 2025-09-25T15:17Z 15.1K 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](https://x.com/drewfallon12/status/1976334476268474765) [@drewfallon12](/creator/x/drewfallon12) 2025-10-09T17:10Z 15.2K followers, 5493 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](https://x.com/drewfallon12/status/1976374444005409030) [@drewfallon12](/creator/x/drewfallon12) 2025-10-09T19:49Z 15.2K followers, 1955 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](https://x.com/drewfallon12/status/1978481436131791252) [@drewfallon12](/creator/x/drewfallon12) 2025-10-15T15:21Z 15.2K followers, 1146 engagements


"when the AWS outage didnt effect iris"  
[X Link](https://x.com/drewfallon12/status/1980313357078196721) [@drewfallon12](/creator/x/drewfallon12) 2025-10-20T16:41Z 15.2K followers, 1561 engagements


"L'OREAL TO PAY $4.66B FOR KERING'S BEAUTY PORTFOLIO L'Oral is continuing its shopping spree as Kering is the latest conglomerate to shed assets offloading its beauty unit that includes anchor asset Creed which it acquired for 3.5B just last year. In the deal L'Oreal will get Creed outright along with XX year licenses to Gucci Balenciaga Bottega Veneta beauty and more - L'Oreal will own the brand but pay a royalty to Kering as soon as the existing license agreement for Gucci with Coty expires. Coty shares are down XXX% today as the market digests what is estimated to be a loss of a $460m line"  
[X Link](https://x.com/drewfallon12/status/1980329441394835838) [@drewfallon12](/creator/x/drewfallon12) 2025-10-20T17:45Z 15.2K followers, 2486 engagements


"CONSUMER EARNINGS SEASON IS BACK IN FULL SWING Reports this week include The Coca-Cola Company Phillip Morris USA Procter & Gamble and more. Follow me to get analyses on all of it throughout the week"  
[X Link](https://x.com/drewfallon12/status/1980361943685951625) [@drewfallon12](/creator/x/drewfallon12) 2025-10-20T19:54Z 15.2K followers, 2068 engagements


"@EugeneKhayman 8-9 figure brands"  
[X Link](https://x.com/drewfallon12/status/1980488286025236600) [@drewfallon12](/creator/x/drewfallon12) 2025-10-21T04:16Z 15.2K followers, XXX engagements


"@nickywonka i wonder if thats how they think about it lol"  
[X Link](https://x.com/drewfallon12/status/1980628921545527343) [@drewfallon12](/creator/x/drewfallon12) 2025-10-21T13:35Z 15.2K followers, 1355 engagements


"@ConnerFleming13 separate banks and credit cards for each and separate cash flow models that roll up into one depending on complexity"  
[X Link](https://x.com/drewfallon12/status/1981032531022565691) [@drewfallon12](/creator/x/drewfallon12) 2025-10-22T16:18Z 15.2K followers, XX engagements


"EPISODE X OF MAKING CENTS WITH Wayne Wu IS LIVE Wayne is the general partner at one of the most renowned consumer private equity investors of the last X decades VMG Partners Having joined after the close of Fund X Wayne has backed names like Goli Nutrition Lily's Sweets (acquired by The Hershey Company) Perfect Snacks (acquired by Mondelz International) Justin's (acquired by Hormel Foods) and many other bangers. Wayne was generous enough to share some time with us to chat about: 👉 When is a brand ready for capital 👉 The evolution of health & wellness and the new crop of scaling brands 👉"  
[X Link](https://x.com/drewfallon12/status/1981386963249742332) [@drewfallon12](/creator/x/drewfallon12) 2025-10-23T15:47Z 15.2K followers, XXX engagements