#  @drewfallon12 Drew Fallon Drew Fallon posts on X about business, acquisition, brand, in the the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::768593971/interactions)  - [--] Week [-------] -91% - [--] Month [---------] +302% - [--] Months [---------] +21% - [--] Year [---------] +115% ### Mentions: [--] [#](/creator/twitter::768593971/posts_active)  - [--] Week [---] -14% - [--] Month [---] +45% - [--] Months [---] +22% - [--] Year [-----] +51% ### Followers: [------] [#](/creator/twitter::768593971/followers)  - [--] Week [------] +0.38% - [--] Month [------] +11% - [--] Months [------] +27% - [--] Year [------] +66% ### CreatorRank: [-------] [#](/creator/twitter::768593971/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 48.68% [stocks](/list/stocks) 18.42% [technology brands](/list/technology-brands) 9.21% [social networks](/list/social-networks) 4.61% [vc firms](/list/vc-firms) #87 [exchanges](/list/exchanges) #3783 [countries](/list/countries) 2.63% [financial services](/list/financial-services) 2.63% [currencies](/list/currencies) 1.97% [fashion brands](/list/fashion-brands) 1.97% **Social topic influence** [business](/topic/business) #1525, [acquisition](/topic/acquisition) #1525, [brand](/topic/brand) 7.89%, [in the](/topic/in-the) 7.24%, [investment](/topic/investment) 6.58%, [ceo](/topic/ceo) #3171, [ipo](/topic/ipo) #218, [$1b](/topic/$1b) #407, [$100m](/topic/$100m) #49, [health](/topic/health) 3.95% **Top accounts mentioned or mentioned by** [@tshea0314](/creator/undefined) [@secretcfo](/creator/undefined) [@joeljackson](/creator/undefined) [@abdulazeem_s](/creator/undefined) [@abdushodmonov](/creator/undefined) [@taylorholiday](/creator/undefined) [@mpauldaniels](/creator/undefined) [@fawiatrowski](/creator/undefined) [@tjbongiorno](/creator/undefined) [@mehtabkarta](/creator/undefined) [@paulvoges](/creator/undefined) [@helloharuko](/creator/undefined) [@irisfinanceco](/creator/undefined) [@glasswingvc](/creator/undefined) [@fcollective](/creator/undefined) [@hpavc](/creator/undefined) [@barrelventures](/creator/undefined) [@revolution](/creator/undefined) [@solidtraffic](/creator/undefined) [@tadasgedgaudas](/creator/undefined) **Top assets mentioned** [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Presearch (PRE)](/topic/$pre) [Metadium (META)](/topic/$meta) [Kroger Co (KR)](/topic/kroger) ### Top Social Posts Top posts by engagements in the last [--] hours "How do you know the consumer industry is changing When [--] public companies changed their CEO in the last [--] months. Kroger the latest to join the list named Greg Foran a former exec at Walmart as its next CEO. Shares are up 6%. The company wanted to bring an outside candidate to bring a fresh perspective and having someone from its top rival comes in handy. Foran oversaw the turnaround of Walmart US business from [----] to [----] focusing on improving the fresh food selection as consumers shifted away from ultra-processed foods. Kroger is also challenged by hard discounters like Lidl and Aldi." [X Link](https://x.com/drewfallon12/status/2021636020186312773) 2026-02-11T17:22Z 18.3K followers, [----] engagements "Allbirds stock trades below $1 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) 2024-09-03T15:44Z 18.3K followers, 462.9K engagements "UPDATED M&A TRACKER IS BACK FOR 1H25 Yes- YOU have an exclusive opportunity to access this database tracking key M&A deals across consumer BUT - there's a catch. You have to act quick. For [--] hours I'll DM you the link if you Follow me like this post & comment "COMPS"" [X Link](https://x.com/drewfallon12/status/1923377121713398243) 2025-05-16T13:56Z 18.3K followers, 14.7K engagements "Adanola a UK active womanswear brand announced a 'significant investment' from Story3 Capital that values the brand at $530m🤯 Because they're based in the U.K. we can peek at their financials. and there's a lot to unpack Is this the next Gymshark Let's break it down👇" [X Link](https://x.com/drewfallon12/status/1955269031616819474) 2025-08-12T14:03Z 18.3K followers, 13K engagements "WHO IS BUYING ALL THESE ELECTROLYTES" [X Link](https://x.com/drewfallon12/status/1959006247862378540) 2025-08-22T21:34Z 18.3K followers, 27.5K engagements "I think Ive found a potential [--] bagger Meet Prenetics (NASDAQ: $PRE); a micro-cap that most investors have completely overlooked Once a COVID testing SPAC its transformed into a David Beckhambacked DTC supplements company & is the fastest growing brand ever Let's dive in👇" [X Link](https://x.com/drewfallon12/status/1983910084473213075) 2025-10-30T14:53Z 18.3K followers, 100.1K engagements "HIMS & HERS REPORTS 3Q25 EARNINGS BLOWS REVENUE EXPECTATIONS OUT OF THE WATER Hims reported all time high revenues of $598m vs consensus $580m and provided narrowed guidance for FY25 sales to be $2.3-$2.4B along with $310m of adj. EBITDA - todays close was 32x adj. ebitda. Adjusted EBITDA was up 99% YoY at $78.4m (13% margin) despite continuing to see gross margin headwinds due to GLP1 growth; gross margin of 73.8% is down from 79.2% a year prior and down from a peak of nearly 83% in 4Q23 The company reported one of its best MER quarters on record however at 2.6x and its second strongest" [X Link](https://x.com/drewfallon12/status/1985462158964949087) 2025-11-03T21:40Z 18.3K followers, [----] engagements "CONSUMER GOODS EQUITIES IN TURMOIL - CELSIUS $CELH -23% on key distribution deal termination - E.L.F. BEAUTY $ELF -33.35% () on soft rhode skin numbers and a weak guide - Traeger Inc. $COOK -7% after reporting tariff impacts & exiting DTC business - Canada Goose $GOOS -17% on earnings miss - hims & hers $HIMS -7% after initial earnings pop - Sleep Number Corporation $SNBR -10% on earnings miss - Purple Mattress $PRPL -6% to all time low after revenue miss Close the markets https://twitter.com/i/web/status/1986469091406680079 https://twitter.com/i/web/status/1986469091406680079" [X Link](https://x.com/drewfallon12/status/1986469091406680079) 2025-11-06T16:21Z 18.3K followers, [----] engagements "Laird Superfoods is a publicly traded brand that had a GENERATIONAL head start in all the hottest DTC categories of today: protein electrolytes greens etc Despite being early to all these trends the stock is down 95% Heres what went wrong & how they fix it👇" [X Link](https://x.com/drewfallon12/status/1990798449164628025) 2025-11-18T15:05Z 18.3K followers, [----] engagements "2.b/ Adanola executed the gymshark playbook wonderfully for their category recruiting thousands of micro influencers at the same time COVID lockdowns hit & TikTok really exploded - it was the perfect storm wonderfully timed But their true competitive advantage profit" [X Link](https://x.com/drewfallon12/status/1995866522213122437) 2025-12-02T14:43Z 18.3K followers, [----] engagements "5/ Profits Operating profit grew to nearly $30m USD (22m GBP) up from $24.6m the year prior EBT margins are consistently above 25% which is amazing This means Story3 capital paid about 14x [----] EBT for the $530m valuation from earlier this year" [X Link](https://x.com/drewfallon12/status/1995866531402748041) 2025-12-02T14:43Z 18.3K followers, [----] engagements "This week in my newsletter we'll be doing a deep dive on Adanola's latest financial results how the investment from story3 is looking so far and what's next for the brand Make sure to subscribe at the link pinned to my profile" [X Link](https://x.com/drewfallon12/status/1995866534154281223) 2025-12-02T14:43Z 18.3K followers, [----] engagements "LOREAL DOUBLES INVESTMENT IN CETAPHIL PARENT TO 20% News came out this morning that LOreal is increasing its investment in the Swiss skin care company Galderma - owner of skincare & injectables brands like Cetaphil Epiduo and more that combine to do $4.4B in net sales. LOreal founded Galderma with Nestle 40+ years ago and exited its position in [----]. Last year it returned to buy a 10% stake and is now acquiring an extra 10% from a consortium formed by PE firm EQT the Abu Dhabi Investment Authority and Auba Investment. Although the financial terms weren't disclosed the package of 24M shares" [X Link](https://x.com/drewfallon12/status/1998053491625886101) 2025-12-08T15:34Z 18.3K followers, [----] engagements "MARS OFFICIALLLY GAINS REGULATORY APPROVAL TO CLOSE ON KELLANOVA ACQUISITION Last August nearly [---] years ago Mars announced it would acquire Kellanova the snacking division of the Kellogg Company for $36B or 2.77x the groups $13B in sales and 18x EBITDA of $2B. This is the 4th largest acquisition in CPG history where number [--] came just a few weeks ago when Kimberly-Clark announced its $48B acquisition of Kenvue https://twitter.com/i/web/status/1998057575779012797 https://twitter.com/i/web/status/1998057575779012797" [X Link](https://x.com/drewfallon12/status/1998057575779012797) 2025-12-08T15:50Z 18.3K followers, [----] engagements "ALLBIRDS COFOUNDER LAUNCHES SUPPLEMENTS BRAND WITH $7M SEED Allbirds cofounder Joey Zwillinger & his wife Liz Zwillinger are entering the health and wellness space with women's supplement brand Biologica The $7M seed round was led by Addition along with Greycroft & True Beauty Ventures https://twitter.com/i/web/status/1998766250797801717 https://twitter.com/i/web/status/1998766250797801717" [X Link](https://x.com/drewfallon12/status/1998766250797801717) 2025-12-10T14:46Z 18.3K followers, 15.7K engagements "CHURCH & DWIGHT OFFLOADS VMS BRANDS VITAFUSION AND LIL CRITTERS Following the announcement of a strategic review of the vitamin brands this August Church & Dwight Co. Inc. revealed today they are divesting VitaFusion Doctors and Lil Critters to Piping Rock Health Products. VMS makes up less than 5% of the companys anticipated [----] sales approximately $310M of $6.19B. C&D had acquired the brands in [----] for $650M at 2.82x sales and 11.2x ebitda. C&D said in a press release that the sale makes the companys portfolio stronger and enables it to focus on remaining power brands. C&D owns a wide" [X Link](https://x.com/drewfallon12/status/1998828508899061765) 2025-12-10T18:53Z 18.3K followers, [----] engagements "LARGEST CHOCOLATE MAKER EYEING SEPARATION OF $12B COCOA BUSINESS According to a Reuters report Barry Callebaut Group is considering separating its cocoa unit to reduce price exposure. The company is considering all options and not ruling out a merger or complete sale. The cocoa unit supplies cocoa beans to Barrys own chocolate production and other chocolate companies contributing $12.2B revenue in [----]. In contrast the chocolate business contributed $11.8B. Separating the cocoa business helps the company focus on its chocolate business with higher margins. Barrys revenue expanded 49% to" [X Link](https://x.com/drewfallon12/status/2001351085932364064) 2025-12-17T17:57Z 18.3K followers, [----] engagements "LAIRD SUPERFOOD TO ACQUIRE NAVITAS ORGANICS FOR $38.5M News out just now that Laird Superfood is strengthening its food and bev platform with the acquisition of Navitas Organics. Navitas portfolio centers around nutrient rich and minimally processed foods such as Acai Cacao Chia and Maca in powder form as well as snacks like acai and goji bites. The deal will expand Lairds portfolio into the superfood space including cooking baking smoothie and snack ingredients. The news follows Lairds announcement to shutter Picky Bars Inc. in November. Laird acquired Picky in [----] for $12M. Laird reported" [X Link](https://x.com/drewfallon12/status/2003143421880340641) 2025-12-22T16:39Z 18.3K followers, [----] engagements "NEXUS CAPITAL MANAGEMENT TAKES OVER LAIRD SUPERFOODS IN $50M PIPE DEAL Yesterday Laird Superfood announced it had raised $50m from Nexus Capital Management (who recently acquired Dollar Shave Club from Unilever) and acquired Navitas Organics for $38m. On the surface this looked like a pretty typical growth equity + acquisition announcement; but in reality that's far from the case. About a month ago I wrote about how Laird superfood is a compelling business trading at cheap multiples despite being a first mover in a very attractive market. Link to my substack post in the comments. Nexus" [X Link](https://x.com/drewfallon12/status/2003465199173488843) 2025-12-23T13:58Z 18.3K followers, [----] engagements "DAILY HARVEST RELAUNCHES DTC ELIMINATING SUBSCRIPTION REQUIREMENT Seven months after selling to Chobani for $35m Daily Harvest is relaunching its DTC business with new smoothies and oat bowls. Founded in [----] the plant-based smoothie and meal brand realized HelloFresh Blue Apron and the like required too much work as the consumer still had to cook for themselves. Daily Harvest provided a simpler solution where the user simply needs to assemble the ingredients with little effort. The brand has raised over $133M to date backed by VMG Partners Lone Pine Capital and Serena Williams. Here is a" [X Link](https://x.com/drewfallon12/status/2006374409498472612) 2025-12-31T14:38Z 18.3K followers, [----] engagements "2025s return was +36% about 20% of the monies invested in index funds then $HIMS (still hold sold 20% in 50s) $OPEN (sold +3x) $FIGS (still hold) $PRE (still hold) $NVDA (sold) $UNH (sold) $META (hold - second largest position behind $PRE Q4 sell off dragged down overall return dramatically) $MNST (hold) $LULU (bought and flipped +20% quickly) $UBER https://twitter.com/i/web/status/2006803872334098648 https://twitter.com/i/web/status/2006803872334098648" [X Link](https://x.com/drewfallon12/status/2006803872334098648) 2026-01-01T19:05Z 18.3K followers, [----] engagements "ECOMPLETE GROUP ACQUIRES FRAGRANCE BRAND NOTED AROMAS FOR $42M eComplete Group a specialist in growing DTC brands and NVM a UK PE fund have backed a $42M (31M) management buyout for UK-based Noted Aromas. Noted was founded in [----] by brothers Thomas and James Gibson and specializes in manufacturing fragrances that replicate high-end designer scents at a fraction of their luxury retail prices. Their DTC business has a loyal customer base of 1M+ people. Noted reported $1.3M in revenues in its first year and posted $27M in revenues prior to the MBO an approximately 175% CAGR in revenue over the" [X Link](https://x.com/drewfallon12/status/2008563876816723974) 2026-01-06T15:38Z 18.3K followers, 16K engagements "BUFFETT-BACKED MARUBENI GROUP BUYS JACOBSON GROUP OWNER OF GOLA Marubeni Corporation the Japanese trading conglomerate backed by Warren Buffett has completed the acquisition of Britain's Jacobson Group the 28-year owner and reviver of heritage footwear brand Gola. Financial details for the deal were not disclosed. Jacobson Group is a British footwear company founded in [----] it operates a portfolio of [--] brands including retro-shoe maker Gola Lotus and footwear licensed by Dunlop and Lonsdale. The group sells its products DTC and through retailers. Jacobson reported $45.7M in [----] revenue (+38%" [X Link](https://x.com/drewfallon12/status/2009281051600826683) 2026-01-08T15:08Z 18.3K followers, [---] engagements "REVIVED COCONUT WATER BRAND ZICO SECURES $2.2M IN FUNDING ZICO was founded by Mark Rompolla who later went on to start GroundForce Capital a powerhouse consumer PE fund. Here is the story👇 - Zico was launched by Rompolla in [----] and gained early traction as a pioneer in the coconut water category. - [----] Coca-Cola acquired a 20% minority stake in Zico for $15M valuing Zico at $75M - [----] Coca-Cola fully acquired ZICO - [----] Coke sold the brand to Rompollas PE firm Power Plant ventures which later rebranded to GroundForce Capital for an undisclosed amount. Zico was a forgotten asset under" [X Link](https://x.com/drewfallon12/status/2009644277450650011) 2026-01-09T15:11Z 18.3K followers, [----] engagements "CONSUMER PE FUND BANSK GROUP CLOSES $1.45B FUND II Bansk Group the PE group that recently acquired a majority stake in Byoma just announced the final close of its second fund with $1.45B total commitments significantly higher than their $1B target. Bansk was founded in [----] Bart Becht previously CEO of Reckitt Benckiser for [--] years to build a fund dedicated to CPG. The group closed its inaugural fund at $800M in [----]. Fund I is fully deployed into [--] companies: Woodstream Corporation Ethique Beauty Foundation Wellness Arcadia Consumer Healthcare amika Eva NYC Reds All Natural and No Mans Land" [X Link](https://x.com/drewfallon12/status/2011098994307461418) 2026-01-13T15:32Z 18.3K followers, [----] engagements "KEURIG DR. PEPPER FORMALIZES JDE PEETS $18B TAKEOVER KDP has launched all-cash $37.85/share offer to acquire JDE Peets for $18B. Peets recorded $10.5B in TTM sales valuing the deal at $1.7x sales and 11.6x EBITDA. The takeover was announced last August. After completing the deal Keurig Dr Pepper plans to separate into [--] independent U.S.-listed companies: a global one and one focused on North-America. Recent comparable transactions in the food and beverage industry include: - PAI Partners $17.6B buyout of of Haagen-Dazs maker Froneri at 3x sales - Ferreros acquisition of WK Kellogg for $3.1B" [X Link](https://x.com/drewfallon12/status/2011800809822982402) 2026-01-15T14:01Z 18.3K followers, [----] engagements "EURAZEO SHUTS DOWN CONSUMER FUND The PE firm that invested in FARFETCH and PAT McGRATH LABS is in the process of dissolving its consumer investment branch. According to Business of Fashion report this morning. The French firm established the consumer fund in [----] with investments in beauty brands like Beekman [----] Gisou by Negin Mirsalehi NEST NEW YORK Herschel Supply Company and Axel Arigato. Some of Eurazeo's brands have faced challenges with Pat McGrath Labs undergoing an asset sale process managed by Hilco Global. Eurazeo reportedly paid $60M at a $1B valuation in [----]. This past December" [X Link](https://x.com/drewfallon12/status/2011812187543650732) 2026-01-15T14:46Z 18.3K followers, [----] engagements "L CATTERTON TAKES MINORITY STAKE IN EX NIHILO L Catterton agreed to acquire a significant minority stake in Ex Nihilo the Paris-based luxury fragrance house as Eurazeo exits its position. The co-founders are reinvesting alongside the PE firm. Ex Nihilo founded in [----] doubled in scale with Eurazeo and reached $117M in retail sales. The brand has established cult status in the luxury segment. Eurazeo invested $30M in Ex Nihilo back in [----] when the company was generating $58M in sales. The firm is expected to generate a 2.5x multiple on its initial investment pricing L Cattertons stake at" [X Link](https://x.com/drewfallon12/status/2013616206025052359) 2026-01-20T14:14Z 18.3K followers, [----] engagements "LEGGETT & PLATTS BOARD REJECTS ACQUISITION BID AGREES TO NEGOTIATE Somnigroup proposed acquiring Leggett & Platt (LEG) at $12/share ($1.6B) in an all-stock deal. The Board rejected the offer but agreed to a six-month NDA and standstill signaling serious negotiations ahead. This vertical integration play would merge the world's largest mattress company with the industry's leading innerspring supplier creating meaningful cost synergies. LEG currently trades at 0.7x EV/Sales. The catch The combined company could control 80% of the U.S. mattress market inviting FTC scrutiny. Meanwhile Leggett &" [X Link](https://x.com/drewfallon12/status/2013703001546916186) 2026-01-20T19:59Z 18.3K followers, [----] engagements "SMITHFIELD FOODS ACQUIRES ICONIC NATHANS FAMOUS FOR $450M Smithfield Foods will acquire Nathan's Famous for $102/share in an all-cash deal for $450M. Nathan's Famous founded in [----] generated $155M TTM revenue valuing the deal at 2.9x sales and 12.4x EBITDA. Smithfield operates the largest packaged meats portfolio in the US. Nathan's acquisition strengthens Smithfield's position in packaged meats the company's largest and most profitable segment while capitalizing on growing consumer demand for convenient premium proteins. Recent transactions in the food industry include: - Campbells" [X Link](https://x.com/drewfallon12/status/2014031604285329661) 2026-01-21T17:45Z 18.3K followers, [---] engagements "WONDERBELLY ACQUIRED BY PROCTER & GAMBLE Let's kick off the year with an emerging brand acquisition by a bigCo Wonderbelly a modern OTC wellness brand founded in [----] by brothers Noah Kraft & Lucas Kraft that serves as an alternative to Tums was acquired by Procter & Gamble for an undisclosed sum. P&G's last acquisition was Rolaids another antacid that has traded hands several times - most recently to P&G in March 2024; so we're seeing P&G step back into the buyer's seat. Wonderbelly raised approximately $15.4m over two rounds most recently a Series A led by Loft Growth Partners and was on" [X Link](https://x.com/drewfallon12/status/2014388534094831641) 2026-01-22T17:23Z 18.2K followers, [----] engagements "PE FUND POWER SUSTAINABLE LIOS ACQUIRES CROFTERS ORGANIC PE food platform Power Sustainable Lios has led the acquisition of Crofter's Organic for an undisclosed amount. Co-investors include Farm Credit Canada and BMO Capital Partners. Crofters founded in [----] is the largest supplier of BFY organic jams and spreads in North America its spreads range from $5 to $12 at major retailers. In [----] Chicago based PE Firm Frontenac acquired a majority stake in Crofters. Frontenac targets companies with $5-20M EBITDA. Power Sustainable Lios is the agri-food Platform of Power Sustainable (AUM of $3B) the" [X Link](https://x.com/drewfallon12/status/2014411522487820586) 2026-01-22T18:55Z 18.3K followers, [----] engagements "NESTL TO SELL $5.8B GLOBAL WATER BUSINESS Nestl formally launched the sale of its global water business engaging Rothschild & Co. Blackstone PAI KKR and Bain Capital have all signaled interest with lenders preparing $2.4-$3.5B in acquisition financing 4x to 6x the units estimated ebitda at $587M. The $5.8B unit houses premium brands including Perrier and S.Pellegrino. The divestment is part of Nestles refocus on strategic brands. Water contributes less than 4% to revenues. Nestle trimmed Harta Foods and Cremora. In [----] Nestle sold its North American water assets to One Rock Capital and" [X Link](https://x.com/drewfallon12/status/2014726057966887260) 2026-01-23T15:44Z 18.3K followers, [----] engagements "what brand sells the best duvet" [X Link](https://x.com/drewfallon12/status/2015504774410424763) 2026-01-25T19:19Z 18.3K followers, [----] engagements "BRYNWOOD PARTNERS SELLS GREAT KITCHENS TO RICHS Rich Products completed the acquisition of Great Kitchens Food a portfolio company of PE firm Brynwood Partners. Great Kitchens was formed by Brynwood in [----] to acquire ARYZTAs North American private label take & bake pizza business. In [----] the company acquired iconic brand Uno Foods a key milestone that makes today Great Kitchens the #1 in take & bake pizza in North America. Brynwood partners with over $2.4B in AUM has an established track record of scaling brands in the consumer sector most notably in [----] it acquired Chef Boyardee from" [X Link](https://x.com/drewfallon12/status/2015844481153532076) 2026-01-26T17:49Z 18.3K followers, [----] engagements "ANTA SPORTS ACQUIRES 29% STAKE IN PUMA Anta Sports just finalized a $1.8B deal for a 29% stake in Puma. Puma shares were up 10% upon announcement. Puma has faced tepid growth amid fierce competition from new performance brands like Hoka and On and plans to cut [---] jobs by the end of [----]. Chinese apparel giant Anta reported 14% YoY TTM sales growth to $10.4B and has built a portfolio of foreign brands via acquisitions like: - Amer sports owner of Arcteryx Wilson among others (acquired in [----] for $5.2B now holding 39% stake after IPO) - Jack Wolfskin acquired in [----] for $290M Anta is buying" [X Link](https://x.com/drewfallon12/status/2016167023781269535) 2026-01-27T15:10Z 18.3K followers, [---] engagements "BAIN-BACKED BOBS DISCOUNT FURNITURE SEEKS $2.5B VALUATION IN IPO Bobs is looking to raise $370M in fresh capital at a $2.5B valuation (offering 19.45M shares at $17-19) in its planned IPO. Founded in [----] Bobs operates over [---] showrooms nationwide. Bain Capital bought Bobs in [----] for about $350M on $750M sales (0.47x sales). Under Bain Bobs sales have risen to $2.3B in [----] with ebitda of $240M and going from [--] to 200+ locations. If successful the deal represents a 7.1x MoM for Bains original investment. Bain Capital has $215B+ in AUM and made a successful exit from French furniture maker" [X Link](https://x.com/drewfallon12/status/2016168116171026792) 2026-01-27T15:15Z 18.3K followers, [----] engagements "SOLO BRANDS STOCK UP 60% AFTER Q4 EARNINGS BEAT The outdoor apparel and equipment maker SBDS surprised analysts with a sneak peak into their Q4 financials today to be released on March 19th. Stocks up 60% this week. At the end of [----] SBDS had $12m in cash and $150.7M in debt. The company said in their 10k they had substantial doubt of their ability to continue operations. SBDS drew $277m of revolving credit and has been cutting expenses to turn the company around. Questions about the companys ability to pay back debt and remain in operations has since surged but the latest news of Adj." [X Link](https://x.com/drewfallon12/status/2016173763969044842) 2026-01-27T15:37Z 18.3K followers, [----] engagements "BEATBOX LAYS OFF [---] EMPLOYEES FOLLOWING AB INBEV ACQUISITION Beatbox will begin laying off [---] employees beginning February [--] through March [--] based on a filing with the Texas Workforce Commission. Layoffs have been rumored shortly after AB InBev acquired 85% of BeatBox for $490M with plans to acquire the other 15% over the next five years. The deal is expected to close 26Q1 making AB InBev the third largest vendor of flavored alcoholic beverages. https://twitter.com/i/web/status/2016200875316789561 https://twitter.com/i/web/status/2016200875316789561" [X Link](https://x.com/drewfallon12/status/2016200875316789561) 2026-01-27T17:25Z 18.3K followers, [----] engagements "GENERAL MILLS SELLS MUIR GLEN TO VIOLET FOODS Violet Foods a portfolio company of Amphora Equity Partners has acquired Muir Glen from General Mills. Financials undisclosed. General Mills acquired Muir Glenn in [----] to expand into organic foods. The company divested Food Should Taste Good in [----] and its North American yogurt business ($2.1B to Lactalis in 2025). Amphora is a F&B specialist PE firm launched in [----] by two Brynwood partners veterans and has been moving aggressively in the tomato category acquiring Don Pepino and Sclafani from B&G Foods. Another deal on the wave of CPG" [X Link](https://x.com/drewfallon12/status/2016218086731374898) 2026-01-27T18:33Z 18.3K followers, [---] engagements "US CONSUMER CONFIDENCE LOWEST SINCE [----] According to a survey results published by The Conference Board yesterday January's consumer confidence fell [---] points MoM surpassing covid depths and lowest point since [----]. Short-term expectation for income business conditions and job market sank [---] points to [----] with [--] being the threshold for a recession signal. The fed is meeting this afternoon and most economists expect interest rates to remain unchanged https://twitter.com/i/web/status/2016509385405592048 https://twitter.com/i/web/status/2016509385405592048" [X Link](https://x.com/drewfallon12/status/2016509385405592048) 2026-01-28T13:51Z 18.3K followers, [----] engagements "JERSEY MIKE'S IPO: FROM FAMILY SANDWICH SHOP TO $12B+ PUBLIC COMPANY Jersey Mike's Subs is gearing up for one of the most compelling IPO stories of the year. Just over a year after Blackstone's $8B the sandwich chain is preparing to go public with Morgan Stanley and JPMorgan leading the charge. The Numbers tell a strong story: 👉$12B+ valuation target 👉Expected Capital Raise: $1B+ 👉3000+ locations across U.S. and Canada Jersey Mikes same store sales sustained growth over two decades and sales volumes increasing by 57% since [----]. This IPO is a textbook PE execution at scale and fast." [X Link](https://x.com/drewfallon12/status/2016976042737459261) 2026-01-29T20:45Z 18.3K followers, [----] engagements "Yesterday I attended a great event in miami with hours of great info but only one thing really stood out to me The founders of Comfrt Clean Skin Club Hotel Collection & GLAMNETIC spent hours divulging some really useful growth tactics particularly related to TikTok Shop; basically how to grow extremely quickly And then Kevin Gould said something almost in passing that I thought went very underrated not all revenue is created equal In an industry where brands are seemingly growing to $100m overnight Kevins comment here deserved a little bit of a double click. Let me explain Imagine you built a" [X Link](https://x.com/drewfallon12/status/2017288616888659993) 2026-01-30T17:27Z 18.3K followers, [----] engagements "CHURCH & DWIGHT DISCLOSES TOUCHLAND THERABREATH & HERO REVENUES During their analyst day today Church & Dwight disclosed revenue figures for Touchland Thera Breath and Hero Cosmetics. And the growth is epic - Hero was acquired for 630M at 5.5x sales and 14x ebitda in [----] - Touchland at an even higher multiple of 6.8x sales and 16x ebitda last year. - TheraBreath HIGHER at $580M at 6.7x sales and 21.5x ebitda in [----] Using the multiples from the deals all three brands are worth over a billion: - Touchland at 1.2B representing a 1.4x valuation step up in [--] year - Therabreath at at 2.7B 4x" [X Link](https://x.com/drewfallon12/status/2017300403973447993) 2026-01-30T18:14Z 18.3K followers, [----] engagements "EP. [--] OF MAKING CENTS WITH Isaac Mertens IS NOW LIVE This week we have Isaac Mertens founder & CEO of Flux Footwear bootstrapping barefoot shoes to $43M revenue. From quitting CPA exams to scaling an Etsy furniture brand pivoting to holistic health and launching via Indiegogo amid COVID chaos. Isaac shares real DTC pain: 6-month lead times earning repeat buys in footwear and supply crunches despite demand. Key takeaways: 👉 $300K $3M $14M $43M trajectory on self-funding + SBA loans. 👉 80% gross margins first-order profitability and obsessing over contribution margins. 👉 Barefoot shoes as" [X Link](https://x.com/drewfallon12/status/2017316091165388926) 2026-01-30T19:16Z 18.3K followers, [----] engagements "ROUNDTABLE HEALTHCARE PARTNERS ACQUIRES COLORESCIENCE Heres an interesting move in suncare RoundTable Healthcare Partners acquired Colorescience represented once again by Raymond James Colorescience started in [----] with strong investor-backing raising over $70M. The company started looking for new partners in October. The brand was on track to book $100M in sales and a reported $15M of ebitda in [----]. RoundTable is a healthcare pe fund with $4.25B in committed capital. In [----] RoundTable sold Revision Skincare to Gryphon Investors after growing the brand for [--] years. This deal follows" [X Link](https://x.com/drewfallon12/status/2018426482385641762) 2026-02-02T20:49Z 18.3K followers, [----] engagements "MONOGRAM CAPITAL ACQUIRES JUNIORS SMOKEHOUSE Monogram Capital Partners continues to build out the Western Smokehouse Platform acquiring Juniors smokehouse a Texas based private-label jerky manufacturer founded in [----]. Monogram reacquired Western Q1 last year after selling it to AUA Private Equity in [----] and has since doubled production capacity to meet demand. Monograms investment strategy reminds me of Encore Consumer Partners who recently closed Fund V at $350M. Both funds bet on an entire category investing in manufacturing instead of just specific brands. Monogram also owns Mountaintop" [X Link](https://x.com/drewfallon12/status/2018443438123843829) 2026-02-02T21:56Z 18.3K followers, [----] engagements "THE MARZETTI COMPANY ACQUIRES BACHAN'S ANOTHER sauce brand snatched up in less than two weeks. News out now that Marzetti is acquiring Bachans the Japanese BBQ sauce brand for $400M. Founded by Justin Gill in [----] Bachan's (Japanese for "granny") started at local farmer's markets before expanding to Amazon and Whole Foods and is now available at 25k+ locations. Bachan booked $87M in [----] valuing the deal at 4.6x sales:. Their latest round is a $13M series A led by Sonoma Brands Capital in [----] for a total raised of $17M. Marzetti is a $2B strategic and owns heritage dressing dips and snack" [X Link](https://x.com/drewfallon12/status/2018693790647689391) 2026-02-03T14:31Z 18.3K followers, 16.1K engagements "2. Book a demo or try it at the link below. Thank me later and remember to tell your financial consultant that McDonalds is always hiring http://bit.ly/4adFUvo http://bit.ly/4adFUvo" [X Link](https://x.com/drewfallon12/status/2018733425541439697) 2026-02-03T17:08Z 18.3K followers, 15.8K engagements "3. Ask ChatGPT if your cash balance is sustainable and you will get thoughts and theory Ask Fin and it will pull the data then answer the question based on thousands of data points its been trained on" [X Link](https://x.com/drewfallon12/status/2018733427374137588) 2026-02-03T17:08Z 18.3K followers, 13K engagements "4. JPMorgan lost $6.5B from a copy-paste error. But you think your CFO with a degree and excel can do better" [X Link](https://x.com/drewfallon12/status/2018733429089587303) 2026-02-03T17:08Z 18.3K followers, 10.9K engagements "9. Giveaway. Ill send you a personal AI agent that scans your bank account 24/7. It saved us $150k. RT + comment FIN on the main launch and you can try it out today" [X Link](https://x.com/drewfallon12/status/2018733439491440841) 2026-02-03T17:08Z 18.2K followers, [----] engagements "@SecretCFO Thanks @SecretCFO - what part of the demo did you like most 👀" [X Link](https://x.com/drewfallon12/status/2018845603535757602) 2026-02-04T00:34Z 18.3K followers, [---] engagements "CLOROX EARNINGS: SLOWING SALES AND COMPRESSED MARGINS I recently talked about Clorox acquiring Purell maker GOJO but dont honestly expect Purell to add much in [----]. Clorox is feeling the bite from private label brands and consumer exhaustion. Here are the numbers: 👉 Sales beat a very low bar (-1% YoY vs -3% consensus) but gross margin deteriorated 60bps 👉 EPS came below expectations due to margin pressure ($1.39 vs $1.44 consensus) 👉 Segment performance was mixed: Household and lifestyle sales declined by 6% and 5% respectively while Health & Wellness sales ticked up by 2%. 👉 the bright" [X Link](https://x.com/drewfallon12/status/2019141777794449801) 2026-02-04T20:11Z 18.3K followers, [----] engagements "AG1 O POSITIV NUTRABOLT AND OTHER POTENTIAL VMS DEALS OF [----] Potential Vitamins Minerals and Supplement Deals in [----]. Some of these are so big they might have to go public while others have engaged bankers. Here is the list: 👉 O Positiv: Projecting $275M in [----] Revenue. Rumored to have engaged Jefferies for sale at $1B valuation. 👉 Drink LMNT: Recorded $200M+ in sales [----] growing 260% YoY with 56% gross margin. 👉 AG1: Booked $600M in [----] revenue. Valued at $1.2B in [----]. 👉 Momentous: Reported to be on track to surpass $80M in [----] Revenue growing 642% from [----] to [----]. 👉 Nutrabolt:" [X Link](https://x.com/drewfallon12/status/2019448575747367106) 2026-02-05T16:30Z 18.3K followers, [----] engagements "WILLIES REMEDY+ RAISES $15M SERIES A Willie Nelsons THC drink has closed a $15M series A led by Left Lane Capital [--] year old Willie Nelson is making rounds with his new THC infused drink. The money will fund the first THC drink in Willie's Remedy's line-up which includes CBD drinks hemp cigarettes and vapes. Willies Remedy+ was launched in March [----] and sold out in a month With 400k bottles sold by now and projected $80M sales for [----] it became Americas #1 THC beverage. The drink is marketed as a functional beverage meant to be a substitute for alcohol and helpful against the biggest" [X Link](https://x.com/drewfallon12/status/2019469619728203947) 2026-02-05T17:54Z 18.3K followers, [----] engagements "WESTCAP MANAGEMENT INVESTS IN FIT FOODS Interesting move in VMS: Westcap Mgt. Ltd. has invested in Canadian VMS player Fit Foods. Founded in [----] Fit Foods owns several sports nutrition brands (including PVL - Pure Vita Labs CAN-WHEY and North Coast Nturals) with over [---] SKUs available omnichannel in 80+ countries. The company employs 200+ people and manages manufacturing in house with a 200k sqft production facility in Canada. Westcap Management is a Canadian PE fund with $1B+ in AUM historically concentrated in Biotech. Westcaps president Grant Kook plans to use Fit Foods as a platform to" [X Link](https://x.com/drewfallon12/status/2019473654216585698) 2026-02-05T18:10Z 18.2K followers, [---] engagements "OSMO RAISES $70M SERIES B Exciting move in beauty-tech. Digital scent company Osmo raised a $70M series led by Two Sigma Ventures. Launched in [----] Osmo brings machine learning to the lengthy process of developing new scents. The company formed as a spin-off from Google Brain (now deepmind). What I find interesting about this is Osmos capacity to dramatically lower the barriers to start their own fragrance brand. Large fragrance houses like LVMH and LOreal have historically partnered with large manufacturers like Givaudan which require high MoQs but Osmo democratizes scent design using AI." [X Link](https://x.com/drewfallon12/status/2019528038107541803) 2026-02-05T21:46Z 18.3K followers, [----] engagements "@abdushodmonov bc applovin taking meta credit 😭" [X Link](https://x.com/drewfallon12/status/2019599137273245951) 2026-02-06T02:28Z 18.3K followers, [----] engagements "GALLO TO ACQUIRE FOUR ROSES FOR $715M GALLO will buy Four Roses Distillery from Kirin in a $715M deal with a $50M earn-out. In October Four Roses was rumored to be exploring a sale for $1B the current price is quite a markdown though not surprising. Four Roses was acquired by Kirin in [----] in 25Q3 it reported sales of $120M. With a multiple of 5.96x sales the deal still comes at a premium over comparable Alc transactions. This marks the return of Four Roses to American hands. Gallo founded in [----] is a $5B distillery that made its first move into American Whiskey by investing in Horse Soldier" [X Link](https://x.com/drewfallon12/status/2019780023029260767) 2026-02-06T14:27Z 18.3K followers, [----] engagements "Following Church & Dwights analyst day last friday Hero Cosmetics co-founder Ju Rhyu announced she will remain at CHD working with corporate development aside from helping Hero a bullish signal for CHD. CHDs recent acquisitions have been very successful. Touchlands sale increased 1.4x under a year Therabreath 4x sales in [--] years and Hero 3x sales in [--] years. We estimate that the valuations of Hero Touchland and Therabreat have increased 200% 38% and 200% accordingly since acquisition. CHD currently trades at a fwd p/e of 25x compared to the S&Ps 25x. In [----] CHD delivered $1.2B in cash flow" [X Link](https://x.com/drewfallon12/status/2019782980877607034) 2026-02-06T14:39Z 18.3K followers, [----] engagements "HERSHEY CO. POSTS SWEET EARNINGS BEAT Hershey Cos earnings are out and they were sweet. The company beat expectations and lifted guidance on the back of lower consumer sensitivity to higher chocolate prices. The big picture: 👉 22% EPS beat ($1.71 vs $1.40 consensus) and organic sales up by 5.7% 👉 Confectionery up by 5.3% YoY lower impact from price hikes than expected 👉 The highlight: salty snacks up by 18.2% YoY with Lesser Evil driving [--] points of growth. Hersheys posted a solid quarter across the board but what stands out is the guidance for [----]. Consumers are willing to pay higher" [X Link](https://x.com/drewfallon12/status/2019784045110964356) 2026-02-06T14:43Z 18.2K followers, [----] engagements "$HIMS is a classic example of what happens when the market gets carried away and stock prices disconnect from company reality this thing was never worth $50/sh let alone $70. My price target has been $27-$30 the whole time and the stock has fallen to a level where that price target represents an attractive return so im re-investing the proceeds from my earlier sale into the name https://twitter.com/i/web/status/2019787133339206100 https://twitter.com/i/web/status/2019787133339206100" [X Link](https://x.com/drewfallon12/status/2019787133339206100) 2026-02-06T14:55Z 18.2K followers, [----] engagements "E: [--] OF MAKING CENTS BEST ADVICE TO GROW A BEAUTY AND PERSONAL CARE BRAND This weeks episode is a compilation of our strongest beauty and personal care conversations featuring Tara Hyland Sean Riley (Dude Wipes) and Geologie founders Nick Allen and Dave Skaff" [X Link](https://x.com/drewfallon12/status/2019851368249319667) 2026-02-06T19:11Z 18.3K followers, [----] engagements "WEEKLY CONSUMER GOODS TRANSACTION ROUNDUP - 2.06.26 VC Deals: 👉 Digital scent company Osmo raised a $70M series led by Two Sigma Ventures 👉 SEMCAP invested an additional $55M in Good Culture following L Catterton's $500M+ acquisition of the brand last month 👉 Willie Nelsons THC drink Willies Remedy+ has successfully closed a $15M Series A funding round which was led by Left Lane Capital. 👉 Proper Wild a company that launched in [----] as a healthier alternative to 5-hour energy has recently raised $10M from existing investors the new capital is earmarked for a pivot to energy gummies. 👉" [X Link](https://x.com/drewfallon12/status/2019868305670938855) 2026-02-06T20:18Z 18.3K followers, [----] engagements "@TaylorHoliday its like building your own website instead of buying shopify" [X Link](https://x.com/drewfallon12/status/2020619770203398235) 2026-02-08T22:04Z 18.3K followers, [---] engagements "Its earnings season and time for us to take a peek into the performance of public consumer companies. Stay tuned for the following companies this week: 👉 Edgewell sold their femcare business 👉 AbInbev acquired Beatbox 👉 Hain Celestial sold their snack business 👉 Kering acquired Raselli Franco Group and sold beauty division 👉 Coca-Cola sold a controlling stake in Coca-Cola Beverages Africa 👉 Kraft-Heinz gears up for its planned separation 👉 Heineken acquired Florida Ice & Farm Co. 👉 Unilever spun off its ice cream business 👉 LOreal acquired Kerings beauty division" [X Link](https://x.com/drewfallon12/status/2020938255185621226) 2026-02-09T19:10Z 18.3K followers, [----] engagements "The Once Upon a Farm IPO is perhaps the most important capital market event of the decade in consumer. Last week Jennifer Garners Once Upon a Farm raised $198M in its IPO priced at $18/share OFRM is currently trading at $21/sh a market cap of $844m; or 4.4x TTM sales of $226m. OFRM revenues grew at 64.6% CAGR between [----] and [----]. The company issued 7.6M shares while existing investors tendered 3.4M. In my opinion this IPO has HUGE implications. The public markets have been basically shut down for years for consumer brands; choking off a key liquidity pathway for the industry. If this IPO" [X Link](https://x.com/drewfallon12/status/2021235839204745576) 2026-02-10T14:52Z 18.3K followers, [----] engagements "the bigger we get the more im realizing basically the only thing that matters is documentation & processes" [X Link](https://x.com/drewfallon12/status/2021238973096480811) 2026-02-10T15:04Z 18.3K followers, [----] engagements "MONDEVITA ACQUIRES CARUSO Lanvin Group is divesting from mens fashion brand Caruso. Rumors had that Lanvin owned by Chinese holding Fosun International was considering the sale since late last year. In [----] Lanvin Groups sales fell by 23% and netted a $225M loss. Founded in [----] Caruso was acquired by Fosun in [----] and generates about $41M in annual sales. Mondevo Group is a Dubai-based AI-native financial holding that includes wealth management VC and now fashion Caruso is MondeVitas first acquisition. Some comps include: - EssilorLuxottica $1.5B acquisition of Supreme (2.50x sales 15x" [X Link](https://x.com/drewfallon12/status/2021252001049284949) 2026-02-10T15:56Z 18.3K followers, [---] engagements "Sydney Sweeney rang the opening bell this morning and youre bearish" [X Link](https://x.com/drewfallon12/status/2021257104221249727) 2026-02-10T16:17Z 18.3K followers, [----] engagements "COCA COLA TAKES $960M WRITE DOWN ON BODY ARMOR In its latest earnings yesterday The Coca-Cola Company Cola wrote down $960m of its BODYARMOR Sports Nutrition investment which it acquired in [----] for $5.6B. Last year Coca Cola took a $760m impairment charge in [----] meaning this latest write down amounts to $1.7B of total written off value or about 30%. Importantly this was an indefinite-lived intangible (trademark) impairment; not a goodwill impairment. Meaning that the asset was written down due to the present value of its expected free cash flows and not Coca Cola waving the white flag as is" [X Link](https://x.com/drewfallon12/status/2021340695663989035) 2026-02-10T21:49Z 18.3K followers, [----] engagements "only one of these is true 1) $HIMS litigation is existential and will torpedo the companys future growth prospects 2) the stock is unfathomably cheap in general I believe headlines get overblown in the short term. Think cambridge analytica when $META lost $100B in EV" [X Link](https://x.com/drewfallon12/status/2021600371429327280) 2026-02-11T15:01Z 18.3K followers, [----] engagements "SHARKNINJA RELEASES RECORD [----] RESULTS & $750M BUYBACK SharkNinja just capped off its strongest year ever reporting a massive 17.6% jump in Q4 net sales to $2.1B. While the top-line growth is explosive the real story is how they are maintaining marketing efficiency while scaling. Lets break down the [----] performance 👇 1/ The Numbers SharkNinja is growing at a clip that most legacy appliance makers would dream of. For the full year 2025: - Net Sales: $6.4B(+15.7% YoY) - Adjusted EBITDA: $1.13B (+19.4% YoY) - Net Income: $701.4M (+59.9% YoY) Efficiency is also ticking up with adj. gross" [X Link](https://x.com/drewfallon12/status/2021609862271053986) 2026-02-11T15:38Z 18.3K followers, [----] engagements "so like is meta gonna change its name back" [X Link](https://x.com/drewfallon12/status/2021615276626747634) 2026-02-11T16:00Z 18.3K followers, [----] engagements "CRIMSON WINE GROUP ACQUIRES RAEBURN Napa Valleys Crimson Wine group has acquired the Raeburn brand of wines from Purple brands for $35.2M. Founded in [----] under the purple brands umbrella Raeburn leads the luxury Chardonnay and white wine categories. They produce over 250k cases annually retailing between $15 and $25. Crimson reported LTM sales falling by more than 5% to $68M in September reflecting the challenging environment for alcoholic bev producers. The acquisition gives the company access to a higher margin premium wine portfolio making them less dependent on volume. Some comps" [X Link](https://x.com/drewfallon12/status/2021621759414276536) 2026-02-11T16:26Z 18.3K followers, [---] engagements "@joeljackson no it wouldnt kill the company and ive invested in hims since wayyy before glp1 was a thing and probably will well after" [X Link](https://x.com/drewfallon12/status/2021727637350072361) 2026-02-11T23:26Z 18.3K followers, [---] engagements "FORMER LULULEMON CEO NAMED CEO OF WELLA COMPANY Calvin McDonald was named new CEO of Wella Company joining the KKR-backed beauty giant as it gears up for a massive IPO effective this April. We covered Lululemons leadership change in December and Wellas rumored IPO last week. Now two stories converge. McDonald is coming off a 7-year run as CEO of Lululemon where he famously tripled revenue to over $10B. He previously led Sephoras North American business for [--] years. Wella was carved out of Coty in [----] at a $4.3B valuation. Since then it has delivered continuous double-digit profit growth and" [X Link](https://x.com/drewfallon12/status/2021992232560042349) 2026-02-12T16:58Z 18.3K followers, [----] engagements "@mpauldaniels @fawiatrowski its called investment banking" [X Link](https://x.com/drewfallon12/status/2022179967573148021) 2026-02-13T05:24Z 18.3K followers, [--] engagements "its dumb shit like this that hurts the companys that have actual ARR companies like iris go through real sales cycles real implantation cycles with real multi year contracts and then these idiots show up book a couple customers in a few hours and throw around ARR like its a joke We launched OpenClaw for Slack. 3h ago. We hit $1M ARR just now. Wild. We launched OpenClaw for Slack. 3h ago. We hit $1M ARR just now. Wild" [X Link](https://x.com/drewfallon12/status/2022182188465435021) 2026-02-13T05:32Z 18.3K followers, 34K engagements "CANADA GOOSE RECEIVES $1.4B TAKEOVER OFFER FROM BOYU CAPITAL & ADVENT INTERNATIONAL Bain Capital acquired 70% of Canada Goose in [----] and IPOed it in [----] 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](https://x.com/drewfallon12/status/1960727307460731293) 2025-08-27T15:33Z 18.3K followers, [----] engagements "ADANOLA REPORTS [----] FINANCIALS REVENUE PASSES $100m Adanola is a DTC athleisure brand in the UK that caught headlines earlier this year when it caught a $530m valuation from Story3 Capital and they just took down the kimono on [----] results let's break it down👇" [X Link](https://x.com/drewfallon12/status/1995866513635770869) 2025-12-02T14:43Z 18.3K followers, 125.7K engagements "CLOROX ACQUIRES PURELL-MAKER GOJO FOR $2.25B [----] is KICKING OFF with consumer M&A. News out just now Clorox is buying Gojo Industries maker of hand sanitizer brand Purell for $2.25B in an all cash deal funded through debt. GOJO was founded in [----] and has $800M in sales growing 5% CAGR over the last three years. Net purchase price comes to $1.92B after accounting for $330M of tax benefits. The deal values Purell at 2.4x sales and 11.9x ebitda. Comps: - Kimberly Clark acquired Kenvue for $48.7B at 1.5x Sales and 14.3x ebitda - Church & Dwight acquired Touchland for $880M at 6.8x sales and 16x" [X Link](https://x.com/drewfallon12/status/2014458151639065074) 2026-01-22T22:00Z 18.3K followers, [----] engagements "EP. [--] OF MAKING CENTS WITH Sam McBride IS NOW LIVE This week we have Sam McBride a long time friend and founder of consumer VC fund Colter Ventures and former COO of RXBar. Sam built and sold RXBar to Kellogg in [----] for $600M. Sam has since switched from an operator to an investor role with Colter Ventures investing in brands like Oddball Olipop and Kettle & Fire. In this episode we cover: 👉 Founders shaving their bodies to avoid hair falling in the bars 👉 How Sam scaling RXBar from CrossFit gyms to $120M+ in four years 👉 Transitioning from D2C to massive retail distribution 👉 Why" [X Link](https://x.com/drewfallon12/status/2014716929546588541) 2026-01-23T15:08Z 18.3K followers, [----] engagements "Introducing Fin: The worlds first AI Chief Financial Officer. Fin outperforms humans 100% of the time. RT + Comment FIN and Ill send you an AI agent that saves 6-7 figures/year" [X Link](https://x.com/drewfallon12/status/2018733421200134225) 2026-02-03T17:08Z 18.3K followers, 1.6M engagements "1. We built an AI agent that watches your QuickBooks bank accounts and credit cards 24/7. It tells you exactly where you're overspending. It saved us $150k. RT and comment FIN on the main launch post and Ill send it to you" [X Link](https://x.com/drewfallon12/status/2018733423146467824) 2026-02-03T17:08Z 18.3K followers, 25.3K engagements "I just found out the Bachan's founder Justin Gill (acquired earlier this week for $400m by The Marzetti Company) worked on the brand for SIX YEARS from 2013-2019 before getting it commercialized some people just built different😭" [X Link](https://x.com/drewfallon12/status/2019782392211202457) 2026-02-06T14:37Z 18.3K followers, [----] engagements "KRAFT HEINZ PAUSES SPLIT Last month I talked about Kraft Heinz's planned split a move that would unwind the merger orchestrated by Berkshire Hathaway and 3G Capital in [----]. Since then KHCs stock has shed 60%+ in value a rare mistake for Buffet. However new CEO Steve Cahillane is optimistic about the marriage saying the problems are fixable. The company plans to spend $600M in marketing and development in FY26. The rationale for the split was to create two better-focused companies eliminating the complexity of KHCs massive portfolio. KHC reported results below wall street expectations amid" [X Link](https://x.com/drewfallon12/status/2021619761847636015) 2026-02-11T16:18Z 18.3K followers, [---] engagements "HEINEKEN TO CUT 6K JOBS AS DEMAND FOR BEER FALLS Dry January may be going for longer at The HEINEKEN Company. The beer giant will cut 6k jobs in AI productivity savings over the next [--] years. The company has over 87k employees. The savings plan will cut around 7% of the workforce as the brewers beer volumes declined 2.4% over the course of [----]. Shares went up over 4% and are up 7%YTD. The company committed to savings of up to $600M. The context for alc beverage companies has been rough the past years as consumption continues to plummet particularly among gen-z. Heinekens guidance for [----] is" [X Link](https://x.com/drewfallon12/status/2021966046983270644) 2026-02-12T15:14Z 18.3K followers, [----] engagements "CAMBIOTICS SECURES $4.8M IN SEED FUNDING A really interesting move in Wellness Danish startup Cambiotics raised $4.8M in a seed funding round led by Collaborative Fund Founded in [----] Cambiotics has one noble mission to flush your body from forever chemicals. How Through a probiotic supplement that supports the removal of PFAS. The funding will enable Cambiotics to take its product to market named 46& Cambiotics expects to launch the product first in the US. Collaborative fund invests in entrepreneurs addressing major global challenges with a focus on category disrupting brands investments" [X Link](https://x.com/drewfallon12/status/2021989417569616001) 2026-02-12T16:46Z 18.3K followers, [----] engagements "GLOSSIER BEGINS RESTRUCTURING AXES 30% OF WORKFORCE The latest to join the list of beauty restructurings Glossier Inc. CEO Colin Walsh just laid off [--] employees roughly 30% of the companys 170-person corporate team. Walsh CEO since October is halting new product launches and pulling back on wholesale expansion to focus on branding and profitability. So a bit of background. Glossier was founded in [----] by Emily Weiss and quickly became the DTC darling reaching a peak valuation of $1.8B after raising $265M+ from Sequoia Capital Forerunner and Thrive Capital. Glossier like many other DTC brands" [X Link](https://x.com/drewfallon12/status/2021997375791759707) 2026-02-12T17:18Z 18.3K followers, [----] engagements "1m arr in [--] hours is such an insane claim😂 We launched OpenClaw for Slack. 3h ago. We hit $1M ARR just now. Wild. We launched OpenClaw for Slack. 3h ago. We hit $1M ARR just now. Wild" [X Link](https://x.com/drewfallon12/status/2022138767956758646) 2026-02-13T02:40Z 18.3K followers, 47.2K engagements "@TJ_Bongiorno iris is currently 600m ARR according to this (non gaap) method" [X Link](https://x.com/drewfallon12/status/2022141072307277839) 2026-02-13T02:49Z 18.3K followers, [----] engagements "BAIN CAPITAL ACQUIRES FINETODAY Bain Capital has acquired FineToday for $1.29B (1.87x sales based on FY24 figures) from CVC Capital Partners. The sale comes after FineTodays postponed IPO that would have valued the company at $1.08B. A figure short of another planned $1.41B IPO in [----]. FineToday emerged in [----] as a carve-out of Shiseido. CVC acquired the company for $1.03B with the sale representing a 25% premium over this value. Under CVC FineTodays annual sales and earnings grew by 10% and it expanded across Asian markets. FineToday reported sales of $365M in the first half of [----] with" [X Link](https://x.com/drewfallon12/status/2022323924701204853) 2026-02-13T14:56Z 18.3K followers, [----] engagements "LOYAL RAISES $100M SERIES C FOR DOG LONGEVITY Animal health startup Loyal just closed a massive $100M Series C led by age1 to help dogs live longer. The round included participation from Baillie Gifford and brings the companys total funding to over $250M. Loyal is developing LOY-002 a daily pill for senior dogs designed to target metabolic drivers of aging. It's on track to be the first FDA-approved drug for lifespan extension in any species. The company is currently running the STAY study with [----] dogs across [--] clinics the largest clinical trial in the history of veterinary medicine. The" [X Link](https://x.com/drewfallon12/status/2022325273723560427) 2026-02-13T15:01Z 18.3K followers, [----] engagements "E:17 OF MAKING CENTS WITH Horatio IS NOW LIVE Last month we covered the news of Buda Juice (NYSE: BUDA) going public. Many of you had questions about why a company with a $12M top line opts for public over private equity. Well this week we have no one other than the CEO of Buda Juice himself Horatio on the pod breaking down their decision. We talk about: 👉 How Horatio prioritized wholesale over retail early 👉 How Buda built a supply chain moat (35F end-to-end cold chain) for the ultra-fresh edge 👉 Budas rationale to go public when profitable without debt allowing them to develop faster" [X Link](https://x.com/drewfallon12/status/2022361040151834685) 2026-02-13T17:23Z 18.3K followers, [----] engagements "WEEKLY CONSUMER GOODS TRANSACTION ROUNDUP - 2.9.26 VC Deals: 👉 Animal health startup Loyal just closed a massive $100M Series C led by age1 to help dogs live longer. 👉 Danish startup Cambiotics raised $4.8M in a seed funding round led by Collaborative Fund. 👉 Fitness influencer Alex Eubank acquired Fresh Supplements from industry veteran Greg Helton. M&A Deals: 👉 Bain Capital has acquired FineToday for $1.29B (1.87x FY24 sales) from CVC Capital Partners. 👉 Napa Valleys Crimson Wine group acquired the Raeburn brand of wines from Purple brands for $35.2M. 👉 Warpaint acquired rival" [X Link](https://x.com/drewfallon12/status/2022373925187907955) 2026-02-13T18:14Z 18.3K followers, [----] engagements "i have bad news DTC twitter isnt gonna like this but i reviewed the data In the last [--] years (extent of my data) not one founder/ceo who has achieved a publicly disclosed [--] figure exit in consumer was a digital marketer by trade / spent most of their time on ads Mostly product (think dermatologist influencer) or straight business people youre focused on the wrong thing" [X Link](https://x.com/drewfallon12/status/2022533884605292978) 2026-02-14T04:50Z 18.3K followers, 18.8K engagements "@Tshea0314 link" [X Link](https://x.com/drewfallon12/status/2022759655160844782) 2026-02-14T19:47Z 18.3K followers, [--] engagements "Hims & Hers just reported Q2 earnings - and this company is on fire Quick look (YoY): Revenue: +52% Free Cash Flow: + 377% HIMS continues to be the perfect application of the DTC business model expanding margins at a bonkers rate - lets dive into the report👇👇" [X Link](https://x.com/drewfallon12/status/1821216727117787382) 2024-08-07T16:07Z 18.3K followers, 120.8K engagements "Huel dropped its [----] results and the business continues to impress. Posting record sales & profits for [----] Huel is a textbook case for any brand scaling to 9-figures & turning the profitability spigot on🚀 And yes this ones a long one - let's dive in 👇" [X Link](https://x.com/drewfallon12/status/1864004543555523029) 2024-12-03T17:51Z 18.3K followers, 48.1K engagements "Usana Health Sciences (NYSE: USNA) a producer of science backed nutritional and personal care products with a market cap of $650M announced that it has acquired Hiya - a leading kids supplement brand - for $260M Let's dive into the deal👇" [X Link](https://x.com/drewfallon12/status/1871232417442230790) 2024-12-23T16:32Z 18.3K followers, 26.6K engagements "Boohoo Group $1.5B revenue fast fashion DTC brand in the UK just released their financial results and they disclose MORE data than any brand I've ever analyzed. This breakdown is about how revenue stalling can kill a consumer business. Strap in because were going deep👇👇" [X Link](https://x.com/drewfallon12/status/1876674392341598458) 2025-01-07T16:56Z 18.3K followers, 70.4K engagements "The owner of CurrentBody a popular red light therapy brand is reportedly planning an IPO this year at a $450m valuation Theyve laid out the playbook for going from cash burning brand to profitable platform They're UK based so all financials are public Let's break it down👇" [X Link](https://x.com/drewfallon12/status/1889351471184965796) 2025-02-11T16:31Z 18.3K followers, 49.6K engagements "First they gave you Operators THEN they gave you Marketing Operators AND NOW theyre giving you FINANCE OPERATORS Excited to share that Im hosting the new finance operators podcast w/ @MehtabKarta to bring weekly insights into whats moving CPG markets. Make sure to tune in" [X Link](https://x.com/drewfallon12/status/1890490804239520137) 2025-02-14T19:58Z 18.3K followers, 37.4K engagements "Aura Bora a sparkling water brand that raised $22M has been acquired by Next i Natural - a PE firm based in NYC. "if Aura Bora were much smaller and hadnt raised institutional capital it might be able to survive as a nice lifestyle business.or if Aura Bora were much larger with wider marginssay a profitable business doing $30 million in sales annually-it could raise a monster Series B. Aura Bora is neither. Its a successful national boutique brand and thats a tricky position to be in today" @PaulVoge's transparency in the Inc article is admirable and highly valuable. Many CPG entrepreneurs" [X Link](https://x.com/drewfallon12/status/1891971575437570223) 2025-02-18T22:02Z 18.3K followers, 23.2K engagements "CELSIUS HAS AGREED TO PURCHASE ALANI NU FOR $1.8 BILLION The latest deal in an absolutely scorching energy drink market Let's break down the deal👇" [X Link](https://x.com/drewfallon12/status/1892713053025603751) 2025-02-20T23:08Z 18.3K followers, 40.3K engagements "HIMS & HERS (NYSE: $HIMS) 4Q24 EARNINGS REPORT IS OUT Hims continues to be the most perfect application of the DTC business model I've ever seen Company reported $481m in revenues (+95% YoY) and $54.1m adj. EBITDA (+451% YoY) Let's break down the report👇" [X Link](https://x.com/drewfallon12/status/1894150398468133302) 2025-02-24T22:20Z 18.3K followers, 25.8K engagements "With their $2B acquisition Poppi's rebrand from Mother Beverage is undoubtedly one of the most successful rebrands of all time which got me thinking. What other epic re-brands have we seen in CPG RXBAR famously didn't catch on until they revamped into modern simple packaging - $600m exit to Kellog's CELSIUS I just don't know what they were doing before but they had a huge run up as a public stock from sub $1B to over $10b at one point once they changed their look Oatly also had a massive brand identify overhaul which turned into a $10B IPO Who else am I missing" [X Link](https://x.com/drewfallon12/status/1902716028951408921) 2025-03-20T13:37Z 18.3K followers, 35.4K engagements "soo it seems like chatgpt just nuked all the ai ad makers" [X Link](https://x.com/drewfallon12/status/1904878746185638106) 2025-03-26T12:50Z 18.3K followers, 50.4K engagements "now that im on the chamath train. I find so much peace just knowing that im so much cooler than people who post pictures of themselves and their SOs being rich on twitter always remember no amount of money can make u simply not a loser its also interesting that these guys are now mostly seeking power & social validation (sacks in white house). it seems clear that once you succeed financially the remaining hole is social status; and this type was most likely the nerdy kind in high school / college so they are consistently compensating for that post-money but they will likely never find it" [X Link](https://x.com/drewfallon12/status/1908851246896758916) 2025-04-06T11:56Z 18.3K followers, 198.1K engagements "chat is this a green flag or red flag (alex is a recruiter we hired)" [X Link](https://x.com/drewfallon12/status/1916254444800643428) 2025-04-26T22:13Z 18.3K followers, 758.8K engagements "@helloharuko i would generally agree except my life doesnt really have personal/professional boundaries so im kind of the right audience" [X Link](https://x.com/drewfallon12/status/1916271712137871609) 2025-04-26T23:22Z 18.3K followers, 29.1K engagements "GYMSHARK [----] FINANCIAL RESULTS RELEASED Revenues of 607m(+9% YoY) Net Income $7.2m (-29% YoY) Follow me for the detailed breakdown thread tomorrow and the ultra deep dive in my newsletter this Friday" [X Link](https://x.com/drewfallon12/status/1917023107811844278) 2025-04-29T01:08Z 18.3K followers, 202.6K engagements "LULULEMON HAS ACCELERATED INVENTORY SHIPMENTS THROUGH Q2 TO OFFSET TARIFFS I think this is a worthwhile headline - Lulu does not plan to mitigate tariff impacts with all around price hikes but with supply chain tactics. By pulling forward all their shipments they buy time. Now that their existing stock supports sales through Q2 Lulu has bought itself some time. We will see how this move impacts their liquidity and gross margin vs peers at the next earnings" [X Link](https://x.com/drewfallon12/status/1917933486012534795) 2025-05-01T13:25Z 18.3K followers, 75.4K engagements "Ok so heres an interesting stat for you Couples-founded CPG brands have been acquired for $4.7B Alani Nu - $1.8b Poppi - $2b Touchland - $880m Add another $1.2B for Siete Foods if you want to include a brother / sister combo Is starting a business with a loved one the path" [X Link](https://x.com/drewfallon12/status/1923014478817272221) 2025-05-15T13:55Z 18.3K followers, 32.9K engagements "Prediction: The Farmer's Dog is the next big IPO in consumer in the next [--] months 👀 The Farmer's Dog is the hottest consumer products brand no one is talking about having recently passed the $1B in annual revenue and $10m/month in net profits from a pitchbook report. The company has raised around $267M through series E according to equity zen - and that series E has a 'qualified IPO' defined as the following: "The sale of Common Stock to the public in an underwritten public offering with a share price not less than $157.2262 per share and with gross proceeds of at least $100M to the" [X Link](https://x.com/drewfallon12/status/1927753049755283957) 2025-05-28T15:45Z 18.3K followers, 17.2K engagements "David Protein - [--] year old $725m valuation Gruns - [--] years old $500m valuation Rhode - [--] years old $1B valuation For the last several years extremely high growth brands have been catching a discount in the capital markets due to perceived fad risk It's very clear that longevity is becoming less important to capital allocators in the consumer space which means buyers are back to betting on the potential for the future vs the certainty of the past Been saying it since January - we're back" [X Link](https://x.com/drewfallon12/status/1928114022613729333) 2025-05-29T15:39Z 18.3K followers, 110.9K engagements "L'OREAL TO ACQUIRE SKINCARE BRAND MEDIK8 for $1.07B Medik8 will do $115m in sales this year meaning the valuation is 8-10x sales🤯officially the highest sales exit multiple in my skincare comp set Medik8 is based in the UK so their financials are public Let's dive in👇" [X Link](https://x.com/drewfallon12/status/1932804512311378116) 2025-06-11T14:18Z 18.3K followers, 28.6K engagements "Youve probably heard of my friend Ryan Babenzien co-founder of Jolie Skin. Ryans been very public about the brand's numbers & has attracted a lot of attention. We were catching up the other day and agreed I should do THE FIRST EVER PRIVATE US COMPANY breakdown Breaking down Jolie Skin Co👇👇" [X Link](https://x.com/drewfallon12/status/1942582606672842830) 2025-07-08T13:52Z 18.3K followers, 46K engagements "Represent Clothing just dropped their [----] 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 [----] & I think its a homerun Let's underwrite Represent👇" [X Link](https://x.com/drewfallon12/status/1947674937394913607) 2025-07-22T15:07Z 18.3K followers, 24.5K engagements "Update here - I hired Ray he started about [--] days ago The verdict - this was overwhelmingly a green flag. He is hard working takes initiative and is very bright Here's a picture of him unexpectedly in the office on Saturday when I walked in; to which i told him to go home chat is this a green flag or red flag (alex is a recruiter we hired) https://t.co/qQRsEPWTFZ chat is this a green flag or red flag (alex is a recruiter we hired) https://t.co/qQRsEPWTFZ" [X Link](https://x.com/drewfallon12/status/1960004833521648017) 2025-08-25T15:42Z 18.3K followers, 194.2K engagements "MILESTONE DAY 🥂 We just raised $6.2M in seed funding to scale @IrisFinanceCo - the AI-native CFO platform for CPG brands As the former CFO of a venture backed [--] figure beauty brand I know how hard finance is in CPG first hand & this is the co-pilot I wish I had Running finance at a CPG brand is uniquely challenging because you're selling multiple things in multiple places all with different margins. This makes sales planning difficult which makes inventory planning difficult which drains your cash flow. We've built a verticalized FP&A platform for brands that are moving physical goods and" [X Link](https://x.com/drewfallon12/status/1967945633131630786) 2025-09-16T13:36Z 18.3K followers, 28.9K 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](https://x.com/drewfallon12/status/1970510108326060099) 2025-09-23T15:26Z 18.3K followers, [----] 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) 2025-10-14T14:01Z 18.3K followers, 77.6K engagements "RARE BEAUTY BY SELENA GOMEZ NOW ESTIMATED TO BE WORTH $2.7B It's becoming increasingly likely that Rare Beauty will be the largest pure-play beauty acquisition in the history of the beauty industry. Last year it was reported that Rare Beauty was worth about $2B having reached $400m in sales in [----] (+33% YoY) placing the sales multiple at 5x - which is fairly in line with what we would expect. With the new valuation of $2.7B at the same sales multiple we can guess that Rare Beauty's revenues are now in excess of $500m. There are two direct comps I like for this one: 1) Aesop - acquried by" [X Link](https://x.com/drewfallon12/status/1982837979279233526) 2025-10-27T15:53Z 18.3K followers, 86.8K engagements "FRUITIST RAISES $150M TO POWER THE NEXT WAVE OF HEALTHY SNACKING Fruitist has closed a $150M funding round led by J.P. Morgan Asset Management with Ray Dalio doubling down on his stake valuing the berry powerhouse at over $1B. The round also brought in Oaktrees Steve Kaplan and Aliment Capital bringing total equity raised to $443M. The snacking company - best known for its jumbo blueberries and new grab-and-go Snack Cups - generated more than $400M in revenue last year with blueberry sales tripling as Fruitist expanded to 12500+ stores across [--] countries including Costco Whole Foods and" [X Link](https://x.com/drewfallon12/status/1984298888748994963) 2025-10-31T16:38Z 18.3K followers, 627.7K engagements "DJOKOVIC CO-FOUNDS COB AND LEADS $5M SEED TO REINVENT POPCORN Novak Djokovic is entering the snack world as co-founder and lead investor of Cob a new popcorn brand made from sorghum instead of corn. The tennis star led Cobs $5M seed round alongside Bullish Blanck Capital Daxos Furthermore and Venrex. Cobs twist: it swaps corn for sorghum an ancient grain thats gluten-free nutrient-dense and more sustainable to grow. Created by Jessica Davidoff the idea came from her search for corn-free snacks for her son. Djokovic is stepping into a $3.5B popcorn market thats expanded 31% in five years and" [X Link](https://x.com/drewfallon12/status/1985378760607035400) 2025-11-03T16:09Z 18.3K followers, 145.1K engagements "Every founder in the subscription DTC space can learn an immense amount from IM8's financials First and foremost - 'am i scaling my brand healthily' In essence it comes down to the mix of repeat customers vs returning customers balanced with the payback. In Q1 87% of IM8's revenue was from new customers; in Q2 that number dropped sharply to 58% This meant that repeat customer revenue grew 484% QoQ vs new customer revenue growing just 18% QoQ which would be pretty reasonable for any fast growth DTC brand By the time you are doing $10m/mo its virtually required that the majority of that revenue" [X Link](https://x.com/drewfallon12/status/1985714287604637696) 2025-11-04T14:22Z 18.3K followers, 30.7K engagements "Investment bankers have a very interesting POV on markets It doesnt matter if youre not looking to sell your business I encourage founders to chat with a few bankers they like once a quarter - its a really good way to a) understand how the goal posts are moving over time from a strategic m&a perspective as you build your business b) get to know your those bankers for when that day comes in a few years or whenever They are very knowledgeable and generous with their time becuase they know their deals are won over multiple years by building trust Talking to bankers is a great excercise" [X Link](https://x.com/drewfallon12/status/1989397225710010774) 2025-11-14T18:17Z 18.3K followers, 59.5K engagements "ENCORE CONSUMER CLOSES FUND V AT $350M Encore Consumer Capital was founded in [----] and invests in consumer companies with [--] to 150m in revenue. The latest round was oversubscribed and is a 36% step up from Fund IV at 258m. Some of their latest investments include Lion Beverages LYS Beauty and Delorios Foods. Recent exits include - Ancient Harvest and Pamelas to Saco Foods - Baneton Bakery to Vandemoortele The fund is unique as they invest in manufacturers betting on the overall demand for the need of co-packers instead of solely brands. Encore was founded by Robert Brown and Scott Sellers" [X Link](https://x.com/drewfallon12/status/2017308372060532764) 2026-01-30T18:46Z 18.3K followers, [----] engagements "🚨HERE IT IS🚨 Database of over [---] consumer transactions in the past two years PLUS a FREE VALUATION CALCULATOR for your business based on revenue & EBITDA multiples + DCF Like this post Reshare and Comment "comps" and I will DM you the link" [X Link](https://x.com/drewfallon12/status/1875208740791791727) 2025-01-03T15:52Z 18.3K followers, 90.3K engagements "It has been a crazy year in consumer products M&A Dr. Squatch Unilever Poppi Pepsi Alani Nu Celsius Siete Pepsi Rhode E.L.F. Medik8 L'Oreal All deals in excess of $1 Billion and without the rate cut we originally expected in the first half of this year" [X Link](https://x.com/drewfallon12/status/1937176361560596934) 2025-06-23T15:50Z 18.3K followers, 17.7K engagements "Snif-Snax a Miami-based producer of human-grade dog snacks has been acquired by PE firm Firelight Capital for an undisclosed amount. Financial data on Snif Snax not disclosed but Firelight generally plays in the lower middle market - investing $10-30m of equity in companies with revenues between $25-100 million and EBITDA of $3-20 million. Other recent pet m&a: - Dec 2024: Whitebridge acquired by General Mills for $1.45B (4.5x sales) - Feb 2025: Prima100 acquired by Hill's Pet Nutrition (Colgate-Palmolive) - Apr 2025: Natural Dog Company acquired by FoodScience - Jul 2025: Bright Planet Pet" [X Link](https://x.com/drewfallon12/status/1953139710752079967) 2025-08-06T17:02Z 18.3K followers, [----] engagements "1/ About Adanola Founded in [----] by brothers Hyrum Cook & Josh Cook Adanola is centered around apparel that performs in the gym but is also suitable for activities say a brunch afterwards. Adanola is positioned as a premium brand with a lower price point like a Vuori" [X Link](https://x.com/drewfallon12/status/1955269033848090780) 2025-08-12T14:03Z 18.3K followers, [---] engagements "1.b/ Adanola was anything but an overnight success in [----] the siblings parted ways and reportedly couldn't crack the $10k/mo in sales mark for THREE YEARS Until [----] - when the brand really started to take off thanks a viral launch of a leggings SKU Their [----] P&L:" [X Link](https://x.com/drewfallon12/status/1955269036423467239) 2025-08-12T14:04Z 18.3K followers, [---] engagements "2/ Adanola's Growth By [----] the brand had grown to about 7m annually & had a real breakout year growing to 28m in [----] and shortly thereafter appointed Niran Chana a former Gymshark Exec to be its new CEO By [----] profits grew to be over 14m (25% margin) on 57m in sales" [X Link](https://x.com/drewfallon12/status/1955269038860349860) 2025-08-12T14:04Z 18.3K followers, [---] engagements "3/ Story3 Capital comes Knocking With 112M in TTM sales Adanola drew Story3 Capitals attention - a major consumer PE firm behind Harrys Saks and more recently a $1B take-private bid for Figs in December which was rejected https://x.com/drewfallon12/status/1881736300262519255 Figs a medical apparel brand just rejected a $1 Billion take over offer from Story3 Capital an LA based private equity fund. The stock is up [---] million bucks today Figs is an ecom brand 99% of entrepreneurs dream of building. Why Let's break it down👇 https://t.co/lkhJdwI232" [X Link](https://x.com/drewfallon12/status/1955269043906084884) 2025-08-12T14:04Z 18.3K followers, [---] engagements "3.b/ Story3 Capital invests $40-250m in brands with revenues in excess of $50m" [X Link](https://x.com/drewfallon12/status/1955269046884073860) 2025-08-12T14:04Z 18.3K followers, [---] engagements "4/ Underwriting Adanola The valuation paid for Adanola was $530m or 4.7x TTMs sales at the reported 112m TTM sales and 14x EBITDA a super reasonable entry valuation Here's how that compares to some other apparel companies & deals recently:" [X Link](https://x.com/drewfallon12/status/1955269049094389916) 2025-08-12T14:04Z 18.3K followers, [---] engagements "4.b/ For the sake of IRR math let's just say Story3 bought all of Adanola (they didnt) Assuming Story3 is targeting 30%+ IRR the plan is most likely for Adanola to achieve a valuation of $1.5B by [----] The same mark as Gymshark's last valuation" [X Link](https://x.com/drewfallon12/status/1955269051489362328) 2025-08-12T14:04Z 18.3K followers, [---] engagements "This seems like a bet on Adanola becoming the next Gymshark and given the brand's momentum and opportunity to expand into the U.S. - it doesn't feel like a bad bet at all to me 112m in mostly U.K. sales is a huge number and I think they can pull it off. What do you think" [X Link](https://x.com/drewfallon12/status/1955269053443871011) 2025-08-12T14:04Z 18.3K followers, [---] engagements "Every Friday I send out a new institutional grade research report - this week is the rise of Adanola and where the brand will go from here If you want to sharpen your finance mind SUBSCRIBE at the link in my pinned tweet for the deep dive coming out Friday" [X Link](https://x.com/drewfallon12/status/1955269055343923311) 2025-08-12T14:04Z 18.3K followers, [---] engagements "PATTERN GROUP FILES FOR $321M IPO TO VALUE CO AT $2.6B Pattern Group is an e-commerce accelerator that provides brands with software tools analytics logistics advertising content optimization and fulfillment support is the next e-commerce unicorn IPO. On a day where Klarna's IPO is popping there is clearly a huge rush of capital into ecommerce enablement lately; - Klarna $1.4B IPO - Pattern $321m IPO - Fermat $45m Series B - Highbeam $30m Series A Investors are taking note as e-commerce has returned to growth after some tough covid comps especially as AI continues to accelerate the online" [X Link](https://x.com/drewfallon12/status/1965843989837525465) 2025-09-10T18:25Z 18.3K followers, [----] engagements "FORWARD CONSUMER PARTNERS ACQUIRES 51% OF JUSTIN'S FROM HORMEL FOODS REINSTATES FOUNDERS The big CPG divestiture seems to add a new victim every day - Forward Consumer Partners has acquired 51% of Justin's from Hormel Foods (NYSE: $HRL owner of Skippy PeanutButter Planter's Nuts and SPAM) that allows Justin's to become a standalone company. Founded in [----] by Justin Gold in Boulder Colorado Justin's raised just one growth equity round in [----] from VMG Partners before ultimately being acquired by Hormel Foods in [----] for $286m. Almost [--] years later that partnership is being unwound. Financial" [X Link](https://x.com/drewfallon12/status/1983291608759185456) 2025-10-28T21:55Z 18.3K followers, [----] engagements "NEWELLS 30% PLUNGE REWINDS THE CLOCK TO [----] Newell Brands shares cratered nearly 30% after another weak quarter and a guidance cut hitting their lowest level since [----]. Sales fell 7% to $1.80B missing the $1.88B consensus as tariff-driven price hikes softer international markets and leaner retail inventories weighed on demand. Margins compressed again with gross margin sliding to 34.5% from 35.4% a year ago. Despite cost-cutting efforts profitability remains thin and net leverage still sits above 4x EBITDA leaving limited flexibility for further shocks." [X Link](https://x.com/drewfallon12/status/1984295066404327793) 2025-10-31T16:23Z 18.3K followers, [----] engagements "MOLSON COORS MISSES EARNINGS MOVES GUIDANCE LOWER AS ALCOHOL MARKET REMAINS SOFT Molson Coors reported earnings this morning with sales declining -2.3% YoY Americas shipments down 6.5% YoY Revenues have still not crossed 2Q23 levels" [X Link](https://x.com/drewfallon12/status/1985714416948773082) 2025-11-04T14:23Z 18.3K followers, [---] engagements "1/ About Adanola Founded in [----] by brothers Hyrum Cook & Josh Cook Adanola is centered around apparel that performs in the gym but is also suitable for activities say a brunch afterwards. Adanola is positioned as a premium brand with a lower price point like a Vuori" [X Link](https://x.com/drewfallon12/status/1995866516760526863) 2025-12-02T14:43Z 18.3K followers, [----] engagements "2/ Revenue Growth Adanola is a classic 'overnight success' - founded in [----] and took [--] years to reach $8m in revenue in [----] Since then though the brand has been an absolute rocket ship [----] - 6.8m [----] - 27.8m [----] - 57m [----] - 84m ($110m USD)" [X Link](https://x.com/drewfallon12/status/1995866519679775133) 2025-12-02T14:43Z 18.3K followers, [----] engagements "4/ Marketing efficiency Adanola is a great example of thoughtful marketing dollars. From [----] to [----] spend grew 373% in the same period revenue grew 200% Yet profit GREW 147% A great display of gross margin expansion & scale allowing a brand to increase spend & decrease MER" [X Link](https://x.com/drewfallon12/status/1995866528668119492) 2025-12-02T14:43Z 18.3K followers, [----] engagements "HORMEL FOODS TO REVIEW PORTFOLIO LEAN INTO PROTEIN It legitimately seems like every day we get another bigCPG company taking the cheese grater to its portfolio. Hormel Foods owner of brands like Skippy PeanutButter SPAM Corn Nuts and more is the latest to announce a purging of the portfolio. Hardly a month ago Hormel announced the spin off of Justin's the brand it had acquired in [----] for $286m - citing confectionary as a non-core category. Hormel owns dozens of classic food brands https://twitter.com/i/web/status/1996951527802523843 https://twitter.com/i/web/status/1996951527802523843" [X Link](https://x.com/drewfallon12/status/1996951527802523843) 2025-12-05T14:35Z 18.3K followers, [---] engagements "SLEEP AND SKINCARE BRAND THIS WORKS ENTERS FRAGRANCE Sleep skin and bodycare brand This Works is the newest brand to expand into the scent category. The brand was founded in [----] and based in the UK focusing on cleaners moisturizers bath oils and candles. Canopy Growth acquired This Works from Tengram Capital Partners in [----] for $73.8M in [----] and then sold to Inspirit Capital for an estimated $11.9M in [----]. This Works has been struggling with revenues contracting from $23M in [----] to $19M in [----] before the sale to Inspirit. The new Eau de Parfum was formulated as a neural transition cue" [X Link](https://x.com/drewfallon12/status/2001346828130799783) 2025-12-17T17:40Z 18.3K followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@drewfallon12 Drew Fallon
Drew Fallon posts on X about business, acquisition, brand, in the the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
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Social Influence
Social category influence finance 48.68% stocks 18.42% technology brands 9.21% social networks 4.61% vc firms #87 exchanges #3783 countries 2.63% financial services 2.63% currencies 1.97% fashion brands 1.97%
Social topic influence business #1525, acquisition #1525, brand 7.89%, in the 7.24%, investment 6.58%, ceo #3171, ipo #218, $1b #407, $100m #49, health 3.95%
Top accounts mentioned or mentioned by @tshea0314 @secretcfo @joeljackson @abdulazeem_s @abdushodmonov @taylorholiday @mpauldaniels @fawiatrowski @tjbongiorno @mehtabkarta @paulvoges @helloharuko @irisfinanceco @glasswingvc @fcollective @hpavc @barrelventures @revolution @solidtraffic @tadasgedgaudas
Top assets mentioned Hims & Hers Health, Inc. (HIMS) Lululemon Athletica Inc (LULU) Presearch (PRE) Metadium (META) Kroger Co (KR)
Top Social Posts
Top posts by engagements in the last [--] hours
"How do you know the consumer industry is changing When [--] public companies changed their CEO in the last [--] months. Kroger the latest to join the list named Greg Foran a former exec at Walmart as its next CEO. Shares are up 6%. The company wanted to bring an outside candidate to bring a fresh perspective and having someone from its top rival comes in handy. Foran oversaw the turnaround of Walmart US business from [----] to [----] focusing on improving the fresh food selection as consumers shifted away from ultra-processed foods. Kroger is also challenged by hard discounters like Lidl and Aldi."
X Link 2026-02-11T17:22Z 18.3K followers, [----] engagements
"Allbirds stock trades below $1 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 2024-09-03T15:44Z 18.3K followers, 462.9K engagements
"UPDATED M&A TRACKER IS BACK FOR 1H25 Yes- YOU have an exclusive opportunity to access this database tracking key M&A deals across consumer BUT - there's a catch. You have to act quick. For [--] hours I'll DM you the link if you Follow me like this post & comment "COMPS""
X Link 2025-05-16T13:56Z 18.3K followers, 14.7K engagements
"Adanola a UK active womanswear brand announced a 'significant investment' from Story3 Capital that values the brand at $530m🤯 Because they're based in the U.K. we can peek at their financials. and there's a lot to unpack Is this the next Gymshark Let's break it down👇"
X Link 2025-08-12T14:03Z 18.3K followers, 13K engagements
"WHO IS BUYING ALL THESE ELECTROLYTES"
X Link 2025-08-22T21:34Z 18.3K followers, 27.5K engagements
"I think Ive found a potential [--] bagger Meet Prenetics (NASDAQ: $PRE); a micro-cap that most investors have completely overlooked Once a COVID testing SPAC its transformed into a David Beckhambacked DTC supplements company & is the fastest growing brand ever Let's dive in👇"
X Link 2025-10-30T14:53Z 18.3K followers, 100.1K engagements
"HIMS & HERS REPORTS 3Q25 EARNINGS BLOWS REVENUE EXPECTATIONS OUT OF THE WATER Hims reported all time high revenues of $598m vs consensus $580m and provided narrowed guidance for FY25 sales to be $2.3-$2.4B along with $310m of adj. EBITDA - todays close was 32x adj. ebitda. Adjusted EBITDA was up 99% YoY at $78.4m (13% margin) despite continuing to see gross margin headwinds due to GLP1 growth; gross margin of 73.8% is down from 79.2% a year prior and down from a peak of nearly 83% in 4Q23 The company reported one of its best MER quarters on record however at 2.6x and its second strongest"
X Link 2025-11-03T21:40Z 18.3K followers, [----] engagements
"CONSUMER GOODS EQUITIES IN TURMOIL - CELSIUS $CELH -23% on key distribution deal termination - E.L.F. BEAUTY $ELF -33.35% () on soft rhode skin numbers and a weak guide - Traeger Inc. $COOK -7% after reporting tariff impacts & exiting DTC business - Canada Goose $GOOS -17% on earnings miss - hims & hers $HIMS -7% after initial earnings pop - Sleep Number Corporation $SNBR -10% on earnings miss - Purple Mattress $PRPL -6% to all time low after revenue miss Close the markets https://twitter.com/i/web/status/1986469091406680079 https://twitter.com/i/web/status/1986469091406680079"
X Link 2025-11-06T16:21Z 18.3K followers, [----] engagements
"Laird Superfoods is a publicly traded brand that had a GENERATIONAL head start in all the hottest DTC categories of today: protein electrolytes greens etc Despite being early to all these trends the stock is down 95% Heres what went wrong & how they fix it👇"
X Link 2025-11-18T15:05Z 18.3K followers, [----] engagements
"2.b/ Adanola executed the gymshark playbook wonderfully for their category recruiting thousands of micro influencers at the same time COVID lockdowns hit & TikTok really exploded - it was the perfect storm wonderfully timed But their true competitive advantage profit"
X Link 2025-12-02T14:43Z 18.3K followers, [----] engagements
"5/ Profits Operating profit grew to nearly $30m USD (22m GBP) up from $24.6m the year prior EBT margins are consistently above 25% which is amazing This means Story3 capital paid about 14x [----] EBT for the $530m valuation from earlier this year"
X Link 2025-12-02T14:43Z 18.3K followers, [----] engagements
"This week in my newsletter we'll be doing a deep dive on Adanola's latest financial results how the investment from story3 is looking so far and what's next for the brand Make sure to subscribe at the link pinned to my profile"
X Link 2025-12-02T14:43Z 18.3K followers, [----] engagements
"LOREAL DOUBLES INVESTMENT IN CETAPHIL PARENT TO 20% News came out this morning that LOreal is increasing its investment in the Swiss skin care company Galderma - owner of skincare & injectables brands like Cetaphil Epiduo and more that combine to do $4.4B in net sales. LOreal founded Galderma with Nestle 40+ years ago and exited its position in [----]. Last year it returned to buy a 10% stake and is now acquiring an extra 10% from a consortium formed by PE firm EQT the Abu Dhabi Investment Authority and Auba Investment. Although the financial terms weren't disclosed the package of 24M shares"
X Link 2025-12-08T15:34Z 18.3K followers, [----] engagements
"MARS OFFICIALLLY GAINS REGULATORY APPROVAL TO CLOSE ON KELLANOVA ACQUISITION Last August nearly [---] years ago Mars announced it would acquire Kellanova the snacking division of the Kellogg Company for $36B or 2.77x the groups $13B in sales and 18x EBITDA of $2B. This is the 4th largest acquisition in CPG history where number [--] came just a few weeks ago when Kimberly-Clark announced its $48B acquisition of Kenvue https://twitter.com/i/web/status/1998057575779012797 https://twitter.com/i/web/status/1998057575779012797"
X Link 2025-12-08T15:50Z 18.3K followers, [----] engagements
"ALLBIRDS COFOUNDER LAUNCHES SUPPLEMENTS BRAND WITH $7M SEED Allbirds cofounder Joey Zwillinger & his wife Liz Zwillinger are entering the health and wellness space with women's supplement brand Biologica The $7M seed round was led by Addition along with Greycroft & True Beauty Ventures https://twitter.com/i/web/status/1998766250797801717 https://twitter.com/i/web/status/1998766250797801717"
X Link 2025-12-10T14:46Z 18.3K followers, 15.7K engagements
"CHURCH & DWIGHT OFFLOADS VMS BRANDS VITAFUSION AND LIL CRITTERS Following the announcement of a strategic review of the vitamin brands this August Church & Dwight Co. Inc. revealed today they are divesting VitaFusion Doctors and Lil Critters to Piping Rock Health Products. VMS makes up less than 5% of the companys anticipated [----] sales approximately $310M of $6.19B. C&D had acquired the brands in [----] for $650M at 2.82x sales and 11.2x ebitda. C&D said in a press release that the sale makes the companys portfolio stronger and enables it to focus on remaining power brands. C&D owns a wide"
X Link 2025-12-10T18:53Z 18.3K followers, [----] engagements
"LARGEST CHOCOLATE MAKER EYEING SEPARATION OF $12B COCOA BUSINESS According to a Reuters report Barry Callebaut Group is considering separating its cocoa unit to reduce price exposure. The company is considering all options and not ruling out a merger or complete sale. The cocoa unit supplies cocoa beans to Barrys own chocolate production and other chocolate companies contributing $12.2B revenue in [----]. In contrast the chocolate business contributed $11.8B. Separating the cocoa business helps the company focus on its chocolate business with higher margins. Barrys revenue expanded 49% to"
X Link 2025-12-17T17:57Z 18.3K followers, [----] engagements
"LAIRD SUPERFOOD TO ACQUIRE NAVITAS ORGANICS FOR $38.5M News out just now that Laird Superfood is strengthening its food and bev platform with the acquisition of Navitas Organics. Navitas portfolio centers around nutrient rich and minimally processed foods such as Acai Cacao Chia and Maca in powder form as well as snacks like acai and goji bites. The deal will expand Lairds portfolio into the superfood space including cooking baking smoothie and snack ingredients. The news follows Lairds announcement to shutter Picky Bars Inc. in November. Laird acquired Picky in [----] for $12M. Laird reported"
X Link 2025-12-22T16:39Z 18.3K followers, [----] engagements
"NEXUS CAPITAL MANAGEMENT TAKES OVER LAIRD SUPERFOODS IN $50M PIPE DEAL Yesterday Laird Superfood announced it had raised $50m from Nexus Capital Management (who recently acquired Dollar Shave Club from Unilever) and acquired Navitas Organics for $38m. On the surface this looked like a pretty typical growth equity + acquisition announcement; but in reality that's far from the case. About a month ago I wrote about how Laird superfood is a compelling business trading at cheap multiples despite being a first mover in a very attractive market. Link to my substack post in the comments. Nexus"
X Link 2025-12-23T13:58Z 18.3K followers, [----] engagements
"DAILY HARVEST RELAUNCHES DTC ELIMINATING SUBSCRIPTION REQUIREMENT Seven months after selling to Chobani for $35m Daily Harvest is relaunching its DTC business with new smoothies and oat bowls. Founded in [----] the plant-based smoothie and meal brand realized HelloFresh Blue Apron and the like required too much work as the consumer still had to cook for themselves. Daily Harvest provided a simpler solution where the user simply needs to assemble the ingredients with little effort. The brand has raised over $133M to date backed by VMG Partners Lone Pine Capital and Serena Williams. Here is a"
X Link 2025-12-31T14:38Z 18.3K followers, [----] engagements
"2025s return was +36% about 20% of the monies invested in index funds then $HIMS (still hold sold 20% in 50s) $OPEN (sold +3x) $FIGS (still hold) $PRE (still hold) $NVDA (sold) $UNH (sold) $META (hold - second largest position behind $PRE Q4 sell off dragged down overall return dramatically) $MNST (hold) $LULU (bought and flipped +20% quickly) $UBER https://twitter.com/i/web/status/2006803872334098648 https://twitter.com/i/web/status/2006803872334098648"
X Link 2026-01-01T19:05Z 18.3K followers, [----] engagements
"ECOMPLETE GROUP ACQUIRES FRAGRANCE BRAND NOTED AROMAS FOR $42M eComplete Group a specialist in growing DTC brands and NVM a UK PE fund have backed a $42M (31M) management buyout for UK-based Noted Aromas. Noted was founded in [----] by brothers Thomas and James Gibson and specializes in manufacturing fragrances that replicate high-end designer scents at a fraction of their luxury retail prices. Their DTC business has a loyal customer base of 1M+ people. Noted reported $1.3M in revenues in its first year and posted $27M in revenues prior to the MBO an approximately 175% CAGR in revenue over the"
X Link 2026-01-06T15:38Z 18.3K followers, 16K engagements
"BUFFETT-BACKED MARUBENI GROUP BUYS JACOBSON GROUP OWNER OF GOLA Marubeni Corporation the Japanese trading conglomerate backed by Warren Buffett has completed the acquisition of Britain's Jacobson Group the 28-year owner and reviver of heritage footwear brand Gola. Financial details for the deal were not disclosed. Jacobson Group is a British footwear company founded in [----] it operates a portfolio of [--] brands including retro-shoe maker Gola Lotus and footwear licensed by Dunlop and Lonsdale. The group sells its products DTC and through retailers. Jacobson reported $45.7M in [----] revenue (+38%"
X Link 2026-01-08T15:08Z 18.3K followers, [---] engagements
"REVIVED COCONUT WATER BRAND ZICO SECURES $2.2M IN FUNDING ZICO was founded by Mark Rompolla who later went on to start GroundForce Capital a powerhouse consumer PE fund. Here is the story👇 - Zico was launched by Rompolla in [----] and gained early traction as a pioneer in the coconut water category. - [----] Coca-Cola acquired a 20% minority stake in Zico for $15M valuing Zico at $75M - [----] Coca-Cola fully acquired ZICO - [----] Coke sold the brand to Rompollas PE firm Power Plant ventures which later rebranded to GroundForce Capital for an undisclosed amount. Zico was a forgotten asset under"
X Link 2026-01-09T15:11Z 18.3K followers, [----] engagements
"CONSUMER PE FUND BANSK GROUP CLOSES $1.45B FUND II Bansk Group the PE group that recently acquired a majority stake in Byoma just announced the final close of its second fund with $1.45B total commitments significantly higher than their $1B target. Bansk was founded in [----] Bart Becht previously CEO of Reckitt Benckiser for [--] years to build a fund dedicated to CPG. The group closed its inaugural fund at $800M in [----]. Fund I is fully deployed into [--] companies: Woodstream Corporation Ethique Beauty Foundation Wellness Arcadia Consumer Healthcare amika Eva NYC Reds All Natural and No Mans Land"
X Link 2026-01-13T15:32Z 18.3K followers, [----] engagements
"KEURIG DR. PEPPER FORMALIZES JDE PEETS $18B TAKEOVER KDP has launched all-cash $37.85/share offer to acquire JDE Peets for $18B. Peets recorded $10.5B in TTM sales valuing the deal at $1.7x sales and 11.6x EBITDA. The takeover was announced last August. After completing the deal Keurig Dr Pepper plans to separate into [--] independent U.S.-listed companies: a global one and one focused on North-America. Recent comparable transactions in the food and beverage industry include: - PAI Partners $17.6B buyout of of Haagen-Dazs maker Froneri at 3x sales - Ferreros acquisition of WK Kellogg for $3.1B"
X Link 2026-01-15T14:01Z 18.3K followers, [----] engagements
"EURAZEO SHUTS DOWN CONSUMER FUND The PE firm that invested in FARFETCH and PAT McGRATH LABS is in the process of dissolving its consumer investment branch. According to Business of Fashion report this morning. The French firm established the consumer fund in [----] with investments in beauty brands like Beekman [----] Gisou by Negin Mirsalehi NEST NEW YORK Herschel Supply Company and Axel Arigato. Some of Eurazeo's brands have faced challenges with Pat McGrath Labs undergoing an asset sale process managed by Hilco Global. Eurazeo reportedly paid $60M at a $1B valuation in [----]. This past December"
X Link 2026-01-15T14:46Z 18.3K followers, [----] engagements
"L CATTERTON TAKES MINORITY STAKE IN EX NIHILO L Catterton agreed to acquire a significant minority stake in Ex Nihilo the Paris-based luxury fragrance house as Eurazeo exits its position. The co-founders are reinvesting alongside the PE firm. Ex Nihilo founded in [----] doubled in scale with Eurazeo and reached $117M in retail sales. The brand has established cult status in the luxury segment. Eurazeo invested $30M in Ex Nihilo back in [----] when the company was generating $58M in sales. The firm is expected to generate a 2.5x multiple on its initial investment pricing L Cattertons stake at"
X Link 2026-01-20T14:14Z 18.3K followers, [----] engagements
"LEGGETT & PLATTS BOARD REJECTS ACQUISITION BID AGREES TO NEGOTIATE Somnigroup proposed acquiring Leggett & Platt (LEG) at $12/share ($1.6B) in an all-stock deal. The Board rejected the offer but agreed to a six-month NDA and standstill signaling serious negotiations ahead. This vertical integration play would merge the world's largest mattress company with the industry's leading innerspring supplier creating meaningful cost synergies. LEG currently trades at 0.7x EV/Sales. The catch The combined company could control 80% of the U.S. mattress market inviting FTC scrutiny. Meanwhile Leggett &"
X Link 2026-01-20T19:59Z 18.3K followers, [----] engagements
"SMITHFIELD FOODS ACQUIRES ICONIC NATHANS FAMOUS FOR $450M Smithfield Foods will acquire Nathan's Famous for $102/share in an all-cash deal for $450M. Nathan's Famous founded in [----] generated $155M TTM revenue valuing the deal at 2.9x sales and 12.4x EBITDA. Smithfield operates the largest packaged meats portfolio in the US. Nathan's acquisition strengthens Smithfield's position in packaged meats the company's largest and most profitable segment while capitalizing on growing consumer demand for convenient premium proteins. Recent transactions in the food industry include: - Campbells"
X Link 2026-01-21T17:45Z 18.3K followers, [---] engagements
"WONDERBELLY ACQUIRED BY PROCTER & GAMBLE Let's kick off the year with an emerging brand acquisition by a bigCo Wonderbelly a modern OTC wellness brand founded in [----] by brothers Noah Kraft & Lucas Kraft that serves as an alternative to Tums was acquired by Procter & Gamble for an undisclosed sum. P&G's last acquisition was Rolaids another antacid that has traded hands several times - most recently to P&G in March 2024; so we're seeing P&G step back into the buyer's seat. Wonderbelly raised approximately $15.4m over two rounds most recently a Series A led by Loft Growth Partners and was on"
X Link 2026-01-22T17:23Z 18.2K followers, [----] engagements
"PE FUND POWER SUSTAINABLE LIOS ACQUIRES CROFTERS ORGANIC PE food platform Power Sustainable Lios has led the acquisition of Crofter's Organic for an undisclosed amount. Co-investors include Farm Credit Canada and BMO Capital Partners. Crofters founded in [----] is the largest supplier of BFY organic jams and spreads in North America its spreads range from $5 to $12 at major retailers. In [----] Chicago based PE Firm Frontenac acquired a majority stake in Crofters. Frontenac targets companies with $5-20M EBITDA. Power Sustainable Lios is the agri-food Platform of Power Sustainable (AUM of $3B) the"
X Link 2026-01-22T18:55Z 18.3K followers, [----] engagements
"NESTL TO SELL $5.8B GLOBAL WATER BUSINESS Nestl formally launched the sale of its global water business engaging Rothschild & Co. Blackstone PAI KKR and Bain Capital have all signaled interest with lenders preparing $2.4-$3.5B in acquisition financing 4x to 6x the units estimated ebitda at $587M. The $5.8B unit houses premium brands including Perrier and S.Pellegrino. The divestment is part of Nestles refocus on strategic brands. Water contributes less than 4% to revenues. Nestle trimmed Harta Foods and Cremora. In [----] Nestle sold its North American water assets to One Rock Capital and"
X Link 2026-01-23T15:44Z 18.3K followers, [----] engagements
"what brand sells the best duvet"
X Link 2026-01-25T19:19Z 18.3K followers, [----] engagements
"BRYNWOOD PARTNERS SELLS GREAT KITCHENS TO RICHS Rich Products completed the acquisition of Great Kitchens Food a portfolio company of PE firm Brynwood Partners. Great Kitchens was formed by Brynwood in [----] to acquire ARYZTAs North American private label take & bake pizza business. In [----] the company acquired iconic brand Uno Foods a key milestone that makes today Great Kitchens the #1 in take & bake pizza in North America. Brynwood partners with over $2.4B in AUM has an established track record of scaling brands in the consumer sector most notably in [----] it acquired Chef Boyardee from"
X Link 2026-01-26T17:49Z 18.3K followers, [----] engagements
"ANTA SPORTS ACQUIRES 29% STAKE IN PUMA Anta Sports just finalized a $1.8B deal for a 29% stake in Puma. Puma shares were up 10% upon announcement. Puma has faced tepid growth amid fierce competition from new performance brands like Hoka and On and plans to cut [---] jobs by the end of [----]. Chinese apparel giant Anta reported 14% YoY TTM sales growth to $10.4B and has built a portfolio of foreign brands via acquisitions like: - Amer sports owner of Arcteryx Wilson among others (acquired in [----] for $5.2B now holding 39% stake after IPO) - Jack Wolfskin acquired in [----] for $290M Anta is buying"
X Link 2026-01-27T15:10Z 18.3K followers, [---] engagements
"BAIN-BACKED BOBS DISCOUNT FURNITURE SEEKS $2.5B VALUATION IN IPO Bobs is looking to raise $370M in fresh capital at a $2.5B valuation (offering 19.45M shares at $17-19) in its planned IPO. Founded in [----] Bobs operates over [---] showrooms nationwide. Bain Capital bought Bobs in [----] for about $350M on $750M sales (0.47x sales). Under Bain Bobs sales have risen to $2.3B in [----] with ebitda of $240M and going from [--] to 200+ locations. If successful the deal represents a 7.1x MoM for Bains original investment. Bain Capital has $215B+ in AUM and made a successful exit from French furniture maker"
X Link 2026-01-27T15:15Z 18.3K followers, [----] engagements
"SOLO BRANDS STOCK UP 60% AFTER Q4 EARNINGS BEAT The outdoor apparel and equipment maker SBDS surprised analysts with a sneak peak into their Q4 financials today to be released on March 19th. Stocks up 60% this week. At the end of [----] SBDS had $12m in cash and $150.7M in debt. The company said in their 10k they had substantial doubt of their ability to continue operations. SBDS drew $277m of revolving credit and has been cutting expenses to turn the company around. Questions about the companys ability to pay back debt and remain in operations has since surged but the latest news of Adj."
X Link 2026-01-27T15:37Z 18.3K followers, [----] engagements
"BEATBOX LAYS OFF [---] EMPLOYEES FOLLOWING AB INBEV ACQUISITION Beatbox will begin laying off [---] employees beginning February [--] through March [--] based on a filing with the Texas Workforce Commission. Layoffs have been rumored shortly after AB InBev acquired 85% of BeatBox for $490M with plans to acquire the other 15% over the next five years. The deal is expected to close 26Q1 making AB InBev the third largest vendor of flavored alcoholic beverages. https://twitter.com/i/web/status/2016200875316789561 https://twitter.com/i/web/status/2016200875316789561"
X Link 2026-01-27T17:25Z 18.3K followers, [----] engagements
"GENERAL MILLS SELLS MUIR GLEN TO VIOLET FOODS Violet Foods a portfolio company of Amphora Equity Partners has acquired Muir Glen from General Mills. Financials undisclosed. General Mills acquired Muir Glenn in [----] to expand into organic foods. The company divested Food Should Taste Good in [----] and its North American yogurt business ($2.1B to Lactalis in 2025). Amphora is a F&B specialist PE firm launched in [----] by two Brynwood partners veterans and has been moving aggressively in the tomato category acquiring Don Pepino and Sclafani from B&G Foods. Another deal on the wave of CPG"
X Link 2026-01-27T18:33Z 18.3K followers, [---] engagements
"US CONSUMER CONFIDENCE LOWEST SINCE [----] According to a survey results published by The Conference Board yesterday January's consumer confidence fell [---] points MoM surpassing covid depths and lowest point since [----]. Short-term expectation for income business conditions and job market sank [---] points to [----] with [--] being the threshold for a recession signal. The fed is meeting this afternoon and most economists expect interest rates to remain unchanged https://twitter.com/i/web/status/2016509385405592048 https://twitter.com/i/web/status/2016509385405592048"
X Link 2026-01-28T13:51Z 18.3K followers, [----] engagements
"JERSEY MIKE'S IPO: FROM FAMILY SANDWICH SHOP TO $12B+ PUBLIC COMPANY Jersey Mike's Subs is gearing up for one of the most compelling IPO stories of the year. Just over a year after Blackstone's $8B the sandwich chain is preparing to go public with Morgan Stanley and JPMorgan leading the charge. The Numbers tell a strong story: 👉$12B+ valuation target 👉Expected Capital Raise: $1B+ 👉3000+ locations across U.S. and Canada Jersey Mikes same store sales sustained growth over two decades and sales volumes increasing by 57% since [----]. This IPO is a textbook PE execution at scale and fast."
X Link 2026-01-29T20:45Z 18.3K followers, [----] engagements
"Yesterday I attended a great event in miami with hours of great info but only one thing really stood out to me The founders of Comfrt Clean Skin Club Hotel Collection & GLAMNETIC spent hours divulging some really useful growth tactics particularly related to TikTok Shop; basically how to grow extremely quickly And then Kevin Gould said something almost in passing that I thought went very underrated not all revenue is created equal In an industry where brands are seemingly growing to $100m overnight Kevins comment here deserved a little bit of a double click. Let me explain Imagine you built a"
X Link 2026-01-30T17:27Z 18.3K followers, [----] engagements
"CHURCH & DWIGHT DISCLOSES TOUCHLAND THERABREATH & HERO REVENUES During their analyst day today Church & Dwight disclosed revenue figures for Touchland Thera Breath and Hero Cosmetics. And the growth is epic - Hero was acquired for 630M at 5.5x sales and 14x ebitda in [----] - Touchland at an even higher multiple of 6.8x sales and 16x ebitda last year. - TheraBreath HIGHER at $580M at 6.7x sales and 21.5x ebitda in [----] Using the multiples from the deals all three brands are worth over a billion: - Touchland at 1.2B representing a 1.4x valuation step up in [--] year - Therabreath at at 2.7B 4x"
X Link 2026-01-30T18:14Z 18.3K followers, [----] engagements
"EP. [--] OF MAKING CENTS WITH Isaac Mertens IS NOW LIVE This week we have Isaac Mertens founder & CEO of Flux Footwear bootstrapping barefoot shoes to $43M revenue. From quitting CPA exams to scaling an Etsy furniture brand pivoting to holistic health and launching via Indiegogo amid COVID chaos. Isaac shares real DTC pain: 6-month lead times earning repeat buys in footwear and supply crunches despite demand. Key takeaways: 👉 $300K $3M $14M $43M trajectory on self-funding + SBA loans. 👉 80% gross margins first-order profitability and obsessing over contribution margins. 👉 Barefoot shoes as"
X Link 2026-01-30T19:16Z 18.3K followers, [----] engagements
"ROUNDTABLE HEALTHCARE PARTNERS ACQUIRES COLORESCIENCE Heres an interesting move in suncare RoundTable Healthcare Partners acquired Colorescience represented once again by Raymond James Colorescience started in [----] with strong investor-backing raising over $70M. The company started looking for new partners in October. The brand was on track to book $100M in sales and a reported $15M of ebitda in [----]. RoundTable is a healthcare pe fund with $4.25B in committed capital. In [----] RoundTable sold Revision Skincare to Gryphon Investors after growing the brand for [--] years. This deal follows"
X Link 2026-02-02T20:49Z 18.3K followers, [----] engagements
"MONOGRAM CAPITAL ACQUIRES JUNIORS SMOKEHOUSE Monogram Capital Partners continues to build out the Western Smokehouse Platform acquiring Juniors smokehouse a Texas based private-label jerky manufacturer founded in [----]. Monogram reacquired Western Q1 last year after selling it to AUA Private Equity in [----] and has since doubled production capacity to meet demand. Monograms investment strategy reminds me of Encore Consumer Partners who recently closed Fund V at $350M. Both funds bet on an entire category investing in manufacturing instead of just specific brands. Monogram also owns Mountaintop"
X Link 2026-02-02T21:56Z 18.3K followers, [----] engagements
"THE MARZETTI COMPANY ACQUIRES BACHAN'S ANOTHER sauce brand snatched up in less than two weeks. News out now that Marzetti is acquiring Bachans the Japanese BBQ sauce brand for $400M. Founded by Justin Gill in [----] Bachan's (Japanese for "granny") started at local farmer's markets before expanding to Amazon and Whole Foods and is now available at 25k+ locations. Bachan booked $87M in [----] valuing the deal at 4.6x sales:. Their latest round is a $13M series A led by Sonoma Brands Capital in [----] for a total raised of $17M. Marzetti is a $2B strategic and owns heritage dressing dips and snack"
X Link 2026-02-03T14:31Z 18.3K followers, 16.1K engagements
"2. Book a demo or try it at the link below. Thank me later and remember to tell your financial consultant that McDonalds is always hiring http://bit.ly/4adFUvo http://bit.ly/4adFUvo"
X Link 2026-02-03T17:08Z 18.3K followers, 15.8K engagements
"3. Ask ChatGPT if your cash balance is sustainable and you will get thoughts and theory Ask Fin and it will pull the data then answer the question based on thousands of data points its been trained on"
X Link 2026-02-03T17:08Z 18.3K followers, 13K engagements
"4. JPMorgan lost $6.5B from a copy-paste error. But you think your CFO with a degree and excel can do better"
X Link 2026-02-03T17:08Z 18.3K followers, 10.9K engagements
"9. Giveaway. Ill send you a personal AI agent that scans your bank account 24/7. It saved us $150k. RT + comment FIN on the main launch and you can try it out today"
X Link 2026-02-03T17:08Z 18.2K followers, [----] engagements
"@SecretCFO Thanks @SecretCFO - what part of the demo did you like most 👀"
X Link 2026-02-04T00:34Z 18.3K followers, [---] engagements
"CLOROX EARNINGS: SLOWING SALES AND COMPRESSED MARGINS I recently talked about Clorox acquiring Purell maker GOJO but dont honestly expect Purell to add much in [----]. Clorox is feeling the bite from private label brands and consumer exhaustion. Here are the numbers: 👉 Sales beat a very low bar (-1% YoY vs -3% consensus) but gross margin deteriorated 60bps 👉 EPS came below expectations due to margin pressure ($1.39 vs $1.44 consensus) 👉 Segment performance was mixed: Household and lifestyle sales declined by 6% and 5% respectively while Health & Wellness sales ticked up by 2%. 👉 the bright"
X Link 2026-02-04T20:11Z 18.3K followers, [----] engagements
"AG1 O POSITIV NUTRABOLT AND OTHER POTENTIAL VMS DEALS OF [----] Potential Vitamins Minerals and Supplement Deals in [----]. Some of these are so big they might have to go public while others have engaged bankers. Here is the list: 👉 O Positiv: Projecting $275M in [----] Revenue. Rumored to have engaged Jefferies for sale at $1B valuation. 👉 Drink LMNT: Recorded $200M+ in sales [----] growing 260% YoY with 56% gross margin. 👉 AG1: Booked $600M in [----] revenue. Valued at $1.2B in [----]. 👉 Momentous: Reported to be on track to surpass $80M in [----] Revenue growing 642% from [----] to [----]. 👉 Nutrabolt:"
X Link 2026-02-05T16:30Z 18.3K followers, [----] engagements
"WILLIES REMEDY+ RAISES $15M SERIES A Willie Nelsons THC drink has closed a $15M series A led by Left Lane Capital [--] year old Willie Nelson is making rounds with his new THC infused drink. The money will fund the first THC drink in Willie's Remedy's line-up which includes CBD drinks hemp cigarettes and vapes. Willies Remedy+ was launched in March [----] and sold out in a month With 400k bottles sold by now and projected $80M sales for [----] it became Americas #1 THC beverage. The drink is marketed as a functional beverage meant to be a substitute for alcohol and helpful against the biggest"
X Link 2026-02-05T17:54Z 18.3K followers, [----] engagements
"WESTCAP MANAGEMENT INVESTS IN FIT FOODS Interesting move in VMS: Westcap Mgt. Ltd. has invested in Canadian VMS player Fit Foods. Founded in [----] Fit Foods owns several sports nutrition brands (including PVL - Pure Vita Labs CAN-WHEY and North Coast Nturals) with over [---] SKUs available omnichannel in 80+ countries. The company employs 200+ people and manages manufacturing in house with a 200k sqft production facility in Canada. Westcap Management is a Canadian PE fund with $1B+ in AUM historically concentrated in Biotech. Westcaps president Grant Kook plans to use Fit Foods as a platform to"
X Link 2026-02-05T18:10Z 18.2K followers, [---] engagements
"OSMO RAISES $70M SERIES B Exciting move in beauty-tech. Digital scent company Osmo raised a $70M series led by Two Sigma Ventures. Launched in [----] Osmo brings machine learning to the lengthy process of developing new scents. The company formed as a spin-off from Google Brain (now deepmind). What I find interesting about this is Osmos capacity to dramatically lower the barriers to start their own fragrance brand. Large fragrance houses like LVMH and LOreal have historically partnered with large manufacturers like Givaudan which require high MoQs but Osmo democratizes scent design using AI."
X Link 2026-02-05T21:46Z 18.3K followers, [----] engagements
"@abdushodmonov bc applovin taking meta credit 😭"
X Link 2026-02-06T02:28Z 18.3K followers, [----] engagements
"GALLO TO ACQUIRE FOUR ROSES FOR $715M GALLO will buy Four Roses Distillery from Kirin in a $715M deal with a $50M earn-out. In October Four Roses was rumored to be exploring a sale for $1B the current price is quite a markdown though not surprising. Four Roses was acquired by Kirin in [----] in 25Q3 it reported sales of $120M. With a multiple of 5.96x sales the deal still comes at a premium over comparable Alc transactions. This marks the return of Four Roses to American hands. Gallo founded in [----] is a $5B distillery that made its first move into American Whiskey by investing in Horse Soldier"
X Link 2026-02-06T14:27Z 18.3K followers, [----] engagements
"Following Church & Dwights analyst day last friday Hero Cosmetics co-founder Ju Rhyu announced she will remain at CHD working with corporate development aside from helping Hero a bullish signal for CHD. CHDs recent acquisitions have been very successful. Touchlands sale increased 1.4x under a year Therabreath 4x sales in [--] years and Hero 3x sales in [--] years. We estimate that the valuations of Hero Touchland and Therabreat have increased 200% 38% and 200% accordingly since acquisition. CHD currently trades at a fwd p/e of 25x compared to the S&Ps 25x. In [----] CHD delivered $1.2B in cash flow"
X Link 2026-02-06T14:39Z 18.3K followers, [----] engagements
"HERSHEY CO. POSTS SWEET EARNINGS BEAT Hershey Cos earnings are out and they were sweet. The company beat expectations and lifted guidance on the back of lower consumer sensitivity to higher chocolate prices. The big picture: 👉 22% EPS beat ($1.71 vs $1.40 consensus) and organic sales up by 5.7% 👉 Confectionery up by 5.3% YoY lower impact from price hikes than expected 👉 The highlight: salty snacks up by 18.2% YoY with Lesser Evil driving [--] points of growth. Hersheys posted a solid quarter across the board but what stands out is the guidance for [----]. Consumers are willing to pay higher"
X Link 2026-02-06T14:43Z 18.2K followers, [----] engagements
"$HIMS is a classic example of what happens when the market gets carried away and stock prices disconnect from company reality this thing was never worth $50/sh let alone $70. My price target has been $27-$30 the whole time and the stock has fallen to a level where that price target represents an attractive return so im re-investing the proceeds from my earlier sale into the name https://twitter.com/i/web/status/2019787133339206100 https://twitter.com/i/web/status/2019787133339206100"
X Link 2026-02-06T14:55Z 18.2K followers, [----] engagements
"E: [--] OF MAKING CENTS BEST ADVICE TO GROW A BEAUTY AND PERSONAL CARE BRAND This weeks episode is a compilation of our strongest beauty and personal care conversations featuring Tara Hyland Sean Riley (Dude Wipes) and Geologie founders Nick Allen and Dave Skaff"
X Link 2026-02-06T19:11Z 18.3K followers, [----] engagements
"WEEKLY CONSUMER GOODS TRANSACTION ROUNDUP - 2.06.26 VC Deals: 👉 Digital scent company Osmo raised a $70M series led by Two Sigma Ventures 👉 SEMCAP invested an additional $55M in Good Culture following L Catterton's $500M+ acquisition of the brand last month 👉 Willie Nelsons THC drink Willies Remedy+ has successfully closed a $15M Series A funding round which was led by Left Lane Capital. 👉 Proper Wild a company that launched in [----] as a healthier alternative to 5-hour energy has recently raised $10M from existing investors the new capital is earmarked for a pivot to energy gummies. 👉"
X Link 2026-02-06T20:18Z 18.3K followers, [----] engagements
"@TaylorHoliday its like building your own website instead of buying shopify"
X Link 2026-02-08T22:04Z 18.3K followers, [---] engagements
"Its earnings season and time for us to take a peek into the performance of public consumer companies. Stay tuned for the following companies this week: 👉 Edgewell sold their femcare business 👉 AbInbev acquired Beatbox 👉 Hain Celestial sold their snack business 👉 Kering acquired Raselli Franco Group and sold beauty division 👉 Coca-Cola sold a controlling stake in Coca-Cola Beverages Africa 👉 Kraft-Heinz gears up for its planned separation 👉 Heineken acquired Florida Ice & Farm Co. 👉 Unilever spun off its ice cream business 👉 LOreal acquired Kerings beauty division"
X Link 2026-02-09T19:10Z 18.3K followers, [----] engagements
"The Once Upon a Farm IPO is perhaps the most important capital market event of the decade in consumer. Last week Jennifer Garners Once Upon a Farm raised $198M in its IPO priced at $18/share OFRM is currently trading at $21/sh a market cap of $844m; or 4.4x TTM sales of $226m. OFRM revenues grew at 64.6% CAGR between [----] and [----]. The company issued 7.6M shares while existing investors tendered 3.4M. In my opinion this IPO has HUGE implications. The public markets have been basically shut down for years for consumer brands; choking off a key liquidity pathway for the industry. If this IPO"
X Link 2026-02-10T14:52Z 18.3K followers, [----] engagements
"the bigger we get the more im realizing basically the only thing that matters is documentation & processes"
X Link 2026-02-10T15:04Z 18.3K followers, [----] engagements
"MONDEVITA ACQUIRES CARUSO Lanvin Group is divesting from mens fashion brand Caruso. Rumors had that Lanvin owned by Chinese holding Fosun International was considering the sale since late last year. In [----] Lanvin Groups sales fell by 23% and netted a $225M loss. Founded in [----] Caruso was acquired by Fosun in [----] and generates about $41M in annual sales. Mondevo Group is a Dubai-based AI-native financial holding that includes wealth management VC and now fashion Caruso is MondeVitas first acquisition. Some comps include: - EssilorLuxottica $1.5B acquisition of Supreme (2.50x sales 15x"
X Link 2026-02-10T15:56Z 18.3K followers, [---] engagements
"Sydney Sweeney rang the opening bell this morning and youre bearish"
X Link 2026-02-10T16:17Z 18.3K followers, [----] engagements
"COCA COLA TAKES $960M WRITE DOWN ON BODY ARMOR In its latest earnings yesterday The Coca-Cola Company Cola wrote down $960m of its BODYARMOR Sports Nutrition investment which it acquired in [----] for $5.6B. Last year Coca Cola took a $760m impairment charge in [----] meaning this latest write down amounts to $1.7B of total written off value or about 30%. Importantly this was an indefinite-lived intangible (trademark) impairment; not a goodwill impairment. Meaning that the asset was written down due to the present value of its expected free cash flows and not Coca Cola waving the white flag as is"
X Link 2026-02-10T21:49Z 18.3K followers, [----] engagements
"only one of these is true 1) $HIMS litigation is existential and will torpedo the companys future growth prospects 2) the stock is unfathomably cheap in general I believe headlines get overblown in the short term. Think cambridge analytica when $META lost $100B in EV"
X Link 2026-02-11T15:01Z 18.3K followers, [----] engagements
"SHARKNINJA RELEASES RECORD [----] RESULTS & $750M BUYBACK SharkNinja just capped off its strongest year ever reporting a massive 17.6% jump in Q4 net sales to $2.1B. While the top-line growth is explosive the real story is how they are maintaining marketing efficiency while scaling. Lets break down the [----] performance 👇 1/ The Numbers SharkNinja is growing at a clip that most legacy appliance makers would dream of. For the full year 2025: - Net Sales: $6.4B(+15.7% YoY) - Adjusted EBITDA: $1.13B (+19.4% YoY) - Net Income: $701.4M (+59.9% YoY) Efficiency is also ticking up with adj. gross"
X Link 2026-02-11T15:38Z 18.3K followers, [----] engagements
"so like is meta gonna change its name back"
X Link 2026-02-11T16:00Z 18.3K followers, [----] engagements
"CRIMSON WINE GROUP ACQUIRES RAEBURN Napa Valleys Crimson Wine group has acquired the Raeburn brand of wines from Purple brands for $35.2M. Founded in [----] under the purple brands umbrella Raeburn leads the luxury Chardonnay and white wine categories. They produce over 250k cases annually retailing between $15 and $25. Crimson reported LTM sales falling by more than 5% to $68M in September reflecting the challenging environment for alcoholic bev producers. The acquisition gives the company access to a higher margin premium wine portfolio making them less dependent on volume. Some comps"
X Link 2026-02-11T16:26Z 18.3K followers, [---] engagements
"@joeljackson no it wouldnt kill the company and ive invested in hims since wayyy before glp1 was a thing and probably will well after"
X Link 2026-02-11T23:26Z 18.3K followers, [---] engagements
"FORMER LULULEMON CEO NAMED CEO OF WELLA COMPANY Calvin McDonald was named new CEO of Wella Company joining the KKR-backed beauty giant as it gears up for a massive IPO effective this April. We covered Lululemons leadership change in December and Wellas rumored IPO last week. Now two stories converge. McDonald is coming off a 7-year run as CEO of Lululemon where he famously tripled revenue to over $10B. He previously led Sephoras North American business for [--] years. Wella was carved out of Coty in [----] at a $4.3B valuation. Since then it has delivered continuous double-digit profit growth and"
X Link 2026-02-12T16:58Z 18.3K followers, [----] engagements
"@mpauldaniels @fawiatrowski its called investment banking"
X Link 2026-02-13T05:24Z 18.3K followers, [--] engagements
"its dumb shit like this that hurts the companys that have actual ARR companies like iris go through real sales cycles real implantation cycles with real multi year contracts and then these idiots show up book a couple customers in a few hours and throw around ARR like its a joke We launched OpenClaw for Slack. 3h ago. We hit $1M ARR just now. Wild. We launched OpenClaw for Slack. 3h ago. We hit $1M ARR just now. Wild"
X Link 2026-02-13T05:32Z 18.3K followers, 34K engagements
"CANADA GOOSE RECEIVES $1.4B TAKEOVER OFFER FROM BOYU CAPITAL & ADVENT INTERNATIONAL Bain Capital acquired 70% of Canada Goose in [----] and IPOed it in [----] 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 2025-08-27T15:33Z 18.3K followers, [----] engagements
"ADANOLA REPORTS [----] FINANCIALS REVENUE PASSES $100m Adanola is a DTC athleisure brand in the UK that caught headlines earlier this year when it caught a $530m valuation from Story3 Capital and they just took down the kimono on [----] results let's break it down👇"
X Link 2025-12-02T14:43Z 18.3K followers, 125.7K engagements
"CLOROX ACQUIRES PURELL-MAKER GOJO FOR $2.25B [----] is KICKING OFF with consumer M&A. News out just now Clorox is buying Gojo Industries maker of hand sanitizer brand Purell for $2.25B in an all cash deal funded through debt. GOJO was founded in [----] and has $800M in sales growing 5% CAGR over the last three years. Net purchase price comes to $1.92B after accounting for $330M of tax benefits. The deal values Purell at 2.4x sales and 11.9x ebitda. Comps: - Kimberly Clark acquired Kenvue for $48.7B at 1.5x Sales and 14.3x ebitda - Church & Dwight acquired Touchland for $880M at 6.8x sales and 16x"
X Link 2026-01-22T22:00Z 18.3K followers, [----] engagements
"EP. [--] OF MAKING CENTS WITH Sam McBride IS NOW LIVE This week we have Sam McBride a long time friend and founder of consumer VC fund Colter Ventures and former COO of RXBar. Sam built and sold RXBar to Kellogg in [----] for $600M. Sam has since switched from an operator to an investor role with Colter Ventures investing in brands like Oddball Olipop and Kettle & Fire. In this episode we cover: 👉 Founders shaving their bodies to avoid hair falling in the bars 👉 How Sam scaling RXBar from CrossFit gyms to $120M+ in four years 👉 Transitioning from D2C to massive retail distribution 👉 Why"
X Link 2026-01-23T15:08Z 18.3K followers, [----] engagements
"Introducing Fin: The worlds first AI Chief Financial Officer. Fin outperforms humans 100% of the time. RT + Comment FIN and Ill send you an AI agent that saves 6-7 figures/year"
X Link 2026-02-03T17:08Z 18.3K followers, 1.6M engagements
"1. We built an AI agent that watches your QuickBooks bank accounts and credit cards 24/7. It tells you exactly where you're overspending. It saved us $150k. RT and comment FIN on the main launch post and Ill send it to you"
X Link 2026-02-03T17:08Z 18.3K followers, 25.3K engagements
"I just found out the Bachan's founder Justin Gill (acquired earlier this week for $400m by The Marzetti Company) worked on the brand for SIX YEARS from 2013-2019 before getting it commercialized some people just built different😭"
X Link 2026-02-06T14:37Z 18.3K followers, [----] engagements
"KRAFT HEINZ PAUSES SPLIT Last month I talked about Kraft Heinz's planned split a move that would unwind the merger orchestrated by Berkshire Hathaway and 3G Capital in [----]. Since then KHCs stock has shed 60%+ in value a rare mistake for Buffet. However new CEO Steve Cahillane is optimistic about the marriage saying the problems are fixable. The company plans to spend $600M in marketing and development in FY26. The rationale for the split was to create two better-focused companies eliminating the complexity of KHCs massive portfolio. KHC reported results below wall street expectations amid"
X Link 2026-02-11T16:18Z 18.3K followers, [---] engagements
"HEINEKEN TO CUT 6K JOBS AS DEMAND FOR BEER FALLS Dry January may be going for longer at The HEINEKEN Company. The beer giant will cut 6k jobs in AI productivity savings over the next [--] years. The company has over 87k employees. The savings plan will cut around 7% of the workforce as the brewers beer volumes declined 2.4% over the course of [----]. Shares went up over 4% and are up 7%YTD. The company committed to savings of up to $600M. The context for alc beverage companies has been rough the past years as consumption continues to plummet particularly among gen-z. Heinekens guidance for [----] is"
X Link 2026-02-12T15:14Z 18.3K followers, [----] engagements
"CAMBIOTICS SECURES $4.8M IN SEED FUNDING A really interesting move in Wellness Danish startup Cambiotics raised $4.8M in a seed funding round led by Collaborative Fund Founded in [----] Cambiotics has one noble mission to flush your body from forever chemicals. How Through a probiotic supplement that supports the removal of PFAS. The funding will enable Cambiotics to take its product to market named 46& Cambiotics expects to launch the product first in the US. Collaborative fund invests in entrepreneurs addressing major global challenges with a focus on category disrupting brands investments"
X Link 2026-02-12T16:46Z 18.3K followers, [----] engagements
"GLOSSIER BEGINS RESTRUCTURING AXES 30% OF WORKFORCE The latest to join the list of beauty restructurings Glossier Inc. CEO Colin Walsh just laid off [--] employees roughly 30% of the companys 170-person corporate team. Walsh CEO since October is halting new product launches and pulling back on wholesale expansion to focus on branding and profitability. So a bit of background. Glossier was founded in [----] by Emily Weiss and quickly became the DTC darling reaching a peak valuation of $1.8B after raising $265M+ from Sequoia Capital Forerunner and Thrive Capital. Glossier like many other DTC brands"
X Link 2026-02-12T17:18Z 18.3K followers, [----] engagements
"1m arr in [--] hours is such an insane claim😂 We launched OpenClaw for Slack. 3h ago. We hit $1M ARR just now. Wild. We launched OpenClaw for Slack. 3h ago. We hit $1M ARR just now. Wild"
X Link 2026-02-13T02:40Z 18.3K followers, 47.2K engagements
"@TJ_Bongiorno iris is currently 600m ARR according to this (non gaap) method"
X Link 2026-02-13T02:49Z 18.3K followers, [----] engagements
"BAIN CAPITAL ACQUIRES FINETODAY Bain Capital has acquired FineToday for $1.29B (1.87x sales based on FY24 figures) from CVC Capital Partners. The sale comes after FineTodays postponed IPO that would have valued the company at $1.08B. A figure short of another planned $1.41B IPO in [----]. FineToday emerged in [----] as a carve-out of Shiseido. CVC acquired the company for $1.03B with the sale representing a 25% premium over this value. Under CVC FineTodays annual sales and earnings grew by 10% and it expanded across Asian markets. FineToday reported sales of $365M in the first half of [----] with"
X Link 2026-02-13T14:56Z 18.3K followers, [----] engagements
"LOYAL RAISES $100M SERIES C FOR DOG LONGEVITY Animal health startup Loyal just closed a massive $100M Series C led by age1 to help dogs live longer. The round included participation from Baillie Gifford and brings the companys total funding to over $250M. Loyal is developing LOY-002 a daily pill for senior dogs designed to target metabolic drivers of aging. It's on track to be the first FDA-approved drug for lifespan extension in any species. The company is currently running the STAY study with [----] dogs across [--] clinics the largest clinical trial in the history of veterinary medicine. The"
X Link 2026-02-13T15:01Z 18.3K followers, [----] engagements
"E:17 OF MAKING CENTS WITH Horatio IS NOW LIVE Last month we covered the news of Buda Juice (NYSE: BUDA) going public. Many of you had questions about why a company with a $12M top line opts for public over private equity. Well this week we have no one other than the CEO of Buda Juice himself Horatio on the pod breaking down their decision. We talk about: 👉 How Horatio prioritized wholesale over retail early 👉 How Buda built a supply chain moat (35F end-to-end cold chain) for the ultra-fresh edge 👉 Budas rationale to go public when profitable without debt allowing them to develop faster"
X Link 2026-02-13T17:23Z 18.3K followers, [----] engagements
"WEEKLY CONSUMER GOODS TRANSACTION ROUNDUP - 2.9.26 VC Deals: 👉 Animal health startup Loyal just closed a massive $100M Series C led by age1 to help dogs live longer. 👉 Danish startup Cambiotics raised $4.8M in a seed funding round led by Collaborative Fund. 👉 Fitness influencer Alex Eubank acquired Fresh Supplements from industry veteran Greg Helton. M&A Deals: 👉 Bain Capital has acquired FineToday for $1.29B (1.87x FY24 sales) from CVC Capital Partners. 👉 Napa Valleys Crimson Wine group acquired the Raeburn brand of wines from Purple brands for $35.2M. 👉 Warpaint acquired rival"
X Link 2026-02-13T18:14Z 18.3K followers, [----] engagements
"i have bad news DTC twitter isnt gonna like this but i reviewed the data In the last [--] years (extent of my data) not one founder/ceo who has achieved a publicly disclosed [--] figure exit in consumer was a digital marketer by trade / spent most of their time on ads Mostly product (think dermatologist influencer) or straight business people youre focused on the wrong thing"
X Link 2026-02-14T04:50Z 18.3K followers, 18.8K engagements
"@Tshea0314 link"
X Link 2026-02-14T19:47Z 18.3K followers, [--] engagements
"Hims & Hers just reported Q2 earnings - and this company is on fire Quick look (YoY): Revenue: +52% Free Cash Flow: + 377% HIMS continues to be the perfect application of the DTC business model expanding margins at a bonkers rate - lets dive into the report👇👇"
X Link 2024-08-07T16:07Z 18.3K followers, 120.8K engagements
"Huel dropped its [----] results and the business continues to impress. Posting record sales & profits for [----] Huel is a textbook case for any brand scaling to 9-figures & turning the profitability spigot on🚀 And yes this ones a long one - let's dive in 👇"
X Link 2024-12-03T17:51Z 18.3K followers, 48.1K engagements
"Usana Health Sciences (NYSE: USNA) a producer of science backed nutritional and personal care products with a market cap of $650M announced that it has acquired Hiya - a leading kids supplement brand - for $260M Let's dive into the deal👇"
X Link 2024-12-23T16:32Z 18.3K followers, 26.6K engagements
"Boohoo Group $1.5B revenue fast fashion DTC brand in the UK just released their financial results and they disclose MORE data than any brand I've ever analyzed. This breakdown is about how revenue stalling can kill a consumer business. Strap in because were going deep👇👇"
X Link 2025-01-07T16:56Z 18.3K followers, 70.4K engagements
"The owner of CurrentBody a popular red light therapy brand is reportedly planning an IPO this year at a $450m valuation Theyve laid out the playbook for going from cash burning brand to profitable platform They're UK based so all financials are public Let's break it down👇"
X Link 2025-02-11T16:31Z 18.3K followers, 49.6K engagements
"First they gave you Operators THEN they gave you Marketing Operators AND NOW theyre giving you FINANCE OPERATORS Excited to share that Im hosting the new finance operators podcast w/ @MehtabKarta to bring weekly insights into whats moving CPG markets. Make sure to tune in"
X Link 2025-02-14T19:58Z 18.3K followers, 37.4K engagements
"Aura Bora a sparkling water brand that raised $22M has been acquired by Next i Natural - a PE firm based in NYC. "if Aura Bora were much smaller and hadnt raised institutional capital it might be able to survive as a nice lifestyle business.or if Aura Bora were much larger with wider marginssay a profitable business doing $30 million in sales annually-it could raise a monster Series B. Aura Bora is neither. Its a successful national boutique brand and thats a tricky position to be in today" @PaulVoge's transparency in the Inc article is admirable and highly valuable. Many CPG entrepreneurs"
X Link 2025-02-18T22:02Z 18.3K followers, 23.2K engagements
"CELSIUS HAS AGREED TO PURCHASE ALANI NU FOR $1.8 BILLION The latest deal in an absolutely scorching energy drink market Let's break down the deal👇"
X Link 2025-02-20T23:08Z 18.3K followers, 40.3K engagements
"HIMS & HERS (NYSE: $HIMS) 4Q24 EARNINGS REPORT IS OUT Hims continues to be the most perfect application of the DTC business model I've ever seen Company reported $481m in revenues (+95% YoY) and $54.1m adj. EBITDA (+451% YoY) Let's break down the report👇"
X Link 2025-02-24T22:20Z 18.3K followers, 25.8K engagements
"With their $2B acquisition Poppi's rebrand from Mother Beverage is undoubtedly one of the most successful rebrands of all time which got me thinking. What other epic re-brands have we seen in CPG RXBAR famously didn't catch on until they revamped into modern simple packaging - $600m exit to Kellog's CELSIUS I just don't know what they were doing before but they had a huge run up as a public stock from sub $1B to over $10b at one point once they changed their look Oatly also had a massive brand identify overhaul which turned into a $10B IPO Who else am I missing"
X Link 2025-03-20T13:37Z 18.3K followers, 35.4K engagements
"soo it seems like chatgpt just nuked all the ai ad makers"
X Link 2025-03-26T12:50Z 18.3K followers, 50.4K engagements
"now that im on the chamath train. I find so much peace just knowing that im so much cooler than people who post pictures of themselves and their SOs being rich on twitter always remember no amount of money can make u simply not a loser its also interesting that these guys are now mostly seeking power & social validation (sacks in white house). it seems clear that once you succeed financially the remaining hole is social status; and this type was most likely the nerdy kind in high school / college so they are consistently compensating for that post-money but they will likely never find it"
X Link 2025-04-06T11:56Z 18.3K followers, 198.1K engagements
"chat is this a green flag or red flag (alex is a recruiter we hired)"
X Link 2025-04-26T22:13Z 18.3K followers, 758.8K engagements
"@helloharuko i would generally agree except my life doesnt really have personal/professional boundaries so im kind of the right audience"
X Link 2025-04-26T23:22Z 18.3K followers, 29.1K engagements
"GYMSHARK [----] FINANCIAL RESULTS RELEASED Revenues of 607m(+9% YoY) Net Income $7.2m (-29% YoY) Follow me for the detailed breakdown thread tomorrow and the ultra deep dive in my newsletter this Friday"
X Link 2025-04-29T01:08Z 18.3K followers, 202.6K engagements
"LULULEMON HAS ACCELERATED INVENTORY SHIPMENTS THROUGH Q2 TO OFFSET TARIFFS I think this is a worthwhile headline - Lulu does not plan to mitigate tariff impacts with all around price hikes but with supply chain tactics. By pulling forward all their shipments they buy time. Now that their existing stock supports sales through Q2 Lulu has bought itself some time. We will see how this move impacts their liquidity and gross margin vs peers at the next earnings"
X Link 2025-05-01T13:25Z 18.3K followers, 75.4K engagements
"Ok so heres an interesting stat for you Couples-founded CPG brands have been acquired for $4.7B Alani Nu - $1.8b Poppi - $2b Touchland - $880m Add another $1.2B for Siete Foods if you want to include a brother / sister combo Is starting a business with a loved one the path"
X Link 2025-05-15T13:55Z 18.3K followers, 32.9K engagements
"Prediction: The Farmer's Dog is the next big IPO in consumer in the next [--] months 👀 The Farmer's Dog is the hottest consumer products brand no one is talking about having recently passed the $1B in annual revenue and $10m/month in net profits from a pitchbook report. The company has raised around $267M through series E according to equity zen - and that series E has a 'qualified IPO' defined as the following: "The sale of Common Stock to the public in an underwritten public offering with a share price not less than $157.2262 per share and with gross proceeds of at least $100M to the"
X Link 2025-05-28T15:45Z 18.3K followers, 17.2K engagements
"David Protein - [--] year old $725m valuation Gruns - [--] years old $500m valuation Rhode - [--] years old $1B valuation For the last several years extremely high growth brands have been catching a discount in the capital markets due to perceived fad risk It's very clear that longevity is becoming less important to capital allocators in the consumer space which means buyers are back to betting on the potential for the future vs the certainty of the past Been saying it since January - we're back"
X Link 2025-05-29T15:39Z 18.3K followers, 110.9K engagements
"L'OREAL TO ACQUIRE SKINCARE BRAND MEDIK8 for $1.07B Medik8 will do $115m in sales this year meaning the valuation is 8-10x sales🤯officially the highest sales exit multiple in my skincare comp set Medik8 is based in the UK so their financials are public Let's dive in👇"
X Link 2025-06-11T14:18Z 18.3K followers, 28.6K engagements
"Youve probably heard of my friend Ryan Babenzien co-founder of Jolie Skin. Ryans been very public about the brand's numbers & has attracted a lot of attention. We were catching up the other day and agreed I should do THE FIRST EVER PRIVATE US COMPANY breakdown Breaking down Jolie Skin Co👇👇"
X Link 2025-07-08T13:52Z 18.3K followers, 46K engagements
"Represent Clothing just dropped their [----] 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 [----] & I think its a homerun Let's underwrite Represent👇"
X Link 2025-07-22T15:07Z 18.3K followers, 24.5K engagements
"Update here - I hired Ray he started about [--] days ago The verdict - this was overwhelmingly a green flag. He is hard working takes initiative and is very bright Here's a picture of him unexpectedly in the office on Saturday when I walked in; to which i told him to go home chat is this a green flag or red flag (alex is a recruiter we hired) https://t.co/qQRsEPWTFZ chat is this a green flag or red flag (alex is a recruiter we hired) https://t.co/qQRsEPWTFZ"
X Link 2025-08-25T15:42Z 18.3K followers, 194.2K engagements
"MILESTONE DAY 🥂 We just raised $6.2M in seed funding to scale @IrisFinanceCo - the AI-native CFO platform for CPG brands As the former CFO of a venture backed [--] figure beauty brand I know how hard finance is in CPG first hand & this is the co-pilot I wish I had Running finance at a CPG brand is uniquely challenging because you're selling multiple things in multiple places all with different margins. This makes sales planning difficult which makes inventory planning difficult which drains your cash flow. We've built a verticalized FP&A platform for brands that are moving physical goods and"
X Link 2025-09-16T13:36Z 18.3K followers, 28.9K 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 2025-09-23T15:26Z 18.3K followers, [----] 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 2025-10-14T14:01Z 18.3K followers, 77.6K engagements
"RARE BEAUTY BY SELENA GOMEZ NOW ESTIMATED TO BE WORTH $2.7B It's becoming increasingly likely that Rare Beauty will be the largest pure-play beauty acquisition in the history of the beauty industry. Last year it was reported that Rare Beauty was worth about $2B having reached $400m in sales in [----] (+33% YoY) placing the sales multiple at 5x - which is fairly in line with what we would expect. With the new valuation of $2.7B at the same sales multiple we can guess that Rare Beauty's revenues are now in excess of $500m. There are two direct comps I like for this one: 1) Aesop - acquried by"
X Link 2025-10-27T15:53Z 18.3K followers, 86.8K engagements
"FRUITIST RAISES $150M TO POWER THE NEXT WAVE OF HEALTHY SNACKING Fruitist has closed a $150M funding round led by J.P. Morgan Asset Management with Ray Dalio doubling down on his stake valuing the berry powerhouse at over $1B. The round also brought in Oaktrees Steve Kaplan and Aliment Capital bringing total equity raised to $443M. The snacking company - best known for its jumbo blueberries and new grab-and-go Snack Cups - generated more than $400M in revenue last year with blueberry sales tripling as Fruitist expanded to 12500+ stores across [--] countries including Costco Whole Foods and"
X Link 2025-10-31T16:38Z 18.3K followers, 627.7K engagements
"DJOKOVIC CO-FOUNDS COB AND LEADS $5M SEED TO REINVENT POPCORN Novak Djokovic is entering the snack world as co-founder and lead investor of Cob a new popcorn brand made from sorghum instead of corn. The tennis star led Cobs $5M seed round alongside Bullish Blanck Capital Daxos Furthermore and Venrex. Cobs twist: it swaps corn for sorghum an ancient grain thats gluten-free nutrient-dense and more sustainable to grow. Created by Jessica Davidoff the idea came from her search for corn-free snacks for her son. Djokovic is stepping into a $3.5B popcorn market thats expanded 31% in five years and"
X Link 2025-11-03T16:09Z 18.3K followers, 145.1K engagements
"Every founder in the subscription DTC space can learn an immense amount from IM8's financials First and foremost - 'am i scaling my brand healthily' In essence it comes down to the mix of repeat customers vs returning customers balanced with the payback. In Q1 87% of IM8's revenue was from new customers; in Q2 that number dropped sharply to 58% This meant that repeat customer revenue grew 484% QoQ vs new customer revenue growing just 18% QoQ which would be pretty reasonable for any fast growth DTC brand By the time you are doing $10m/mo its virtually required that the majority of that revenue"
X Link 2025-11-04T14:22Z 18.3K followers, 30.7K engagements
"Investment bankers have a very interesting POV on markets It doesnt matter if youre not looking to sell your business I encourage founders to chat with a few bankers they like once a quarter - its a really good way to a) understand how the goal posts are moving over time from a strategic m&a perspective as you build your business b) get to know your those bankers for when that day comes in a few years or whenever They are very knowledgeable and generous with their time becuase they know their deals are won over multiple years by building trust Talking to bankers is a great excercise"
X Link 2025-11-14T18:17Z 18.3K followers, 59.5K engagements
"ENCORE CONSUMER CLOSES FUND V AT $350M Encore Consumer Capital was founded in [----] and invests in consumer companies with [--] to 150m in revenue. The latest round was oversubscribed and is a 36% step up from Fund IV at 258m. Some of their latest investments include Lion Beverages LYS Beauty and Delorios Foods. Recent exits include - Ancient Harvest and Pamelas to Saco Foods - Baneton Bakery to Vandemoortele The fund is unique as they invest in manufacturers betting on the overall demand for the need of co-packers instead of solely brands. Encore was founded by Robert Brown and Scott Sellers"
X Link 2026-01-30T18:46Z 18.3K followers, [----] engagements
"🚨HERE IT IS🚨 Database of over [---] consumer transactions in the past two years PLUS a FREE VALUATION CALCULATOR for your business based on revenue & EBITDA multiples + DCF Like this post Reshare and Comment "comps" and I will DM you the link"
X Link 2025-01-03T15:52Z 18.3K followers, 90.3K engagements
"It has been a crazy year in consumer products M&A Dr. Squatch Unilever Poppi Pepsi Alani Nu Celsius Siete Pepsi Rhode E.L.F. Medik8 L'Oreal All deals in excess of $1 Billion and without the rate cut we originally expected in the first half of this year"
X Link 2025-06-23T15:50Z 18.3K followers, 17.7K engagements
"Snif-Snax a Miami-based producer of human-grade dog snacks has been acquired by PE firm Firelight Capital for an undisclosed amount. Financial data on Snif Snax not disclosed but Firelight generally plays in the lower middle market - investing $10-30m of equity in companies with revenues between $25-100 million and EBITDA of $3-20 million. Other recent pet m&a: - Dec 2024: Whitebridge acquired by General Mills for $1.45B (4.5x sales) - Feb 2025: Prima100 acquired by Hill's Pet Nutrition (Colgate-Palmolive) - Apr 2025: Natural Dog Company acquired by FoodScience - Jul 2025: Bright Planet Pet"
X Link 2025-08-06T17:02Z 18.3K followers, [----] engagements
"1/ About Adanola Founded in [----] by brothers Hyrum Cook & Josh Cook Adanola is centered around apparel that performs in the gym but is also suitable for activities say a brunch afterwards. Adanola is positioned as a premium brand with a lower price point like a Vuori"
X Link 2025-08-12T14:03Z 18.3K followers, [---] engagements
"1.b/ Adanola was anything but an overnight success in [----] the siblings parted ways and reportedly couldn't crack the $10k/mo in sales mark for THREE YEARS Until [----] - when the brand really started to take off thanks a viral launch of a leggings SKU Their [----] P&L:"
X Link 2025-08-12T14:04Z 18.3K followers, [---] engagements
"2/ Adanola's Growth By [----] the brand had grown to about 7m annually & had a real breakout year growing to 28m in [----] and shortly thereafter appointed Niran Chana a former Gymshark Exec to be its new CEO By [----] profits grew to be over 14m (25% margin) on 57m in sales"
X Link 2025-08-12T14:04Z 18.3K followers, [---] engagements
"3/ Story3 Capital comes Knocking With 112M in TTM sales Adanola drew Story3 Capitals attention - a major consumer PE firm behind Harrys Saks and more recently a $1B take-private bid for Figs in December which was rejected https://x.com/drewfallon12/status/1881736300262519255 Figs a medical apparel brand just rejected a $1 Billion take over offer from Story3 Capital an LA based private equity fund. The stock is up [---] million bucks today Figs is an ecom brand 99% of entrepreneurs dream of building. Why Let's break it down👇 https://t.co/lkhJdwI232"
X Link 2025-08-12T14:04Z 18.3K followers, [---] engagements
"3.b/ Story3 Capital invests $40-250m in brands with revenues in excess of $50m"
X Link 2025-08-12T14:04Z 18.3K followers, [---] engagements
"4/ Underwriting Adanola The valuation paid for Adanola was $530m or 4.7x TTMs sales at the reported 112m TTM sales and 14x EBITDA a super reasonable entry valuation Here's how that compares to some other apparel companies & deals recently:"
X Link 2025-08-12T14:04Z 18.3K followers, [---] engagements
"4.b/ For the sake of IRR math let's just say Story3 bought all of Adanola (they didnt) Assuming Story3 is targeting 30%+ IRR the plan is most likely for Adanola to achieve a valuation of $1.5B by [----] The same mark as Gymshark's last valuation"
X Link 2025-08-12T14:04Z 18.3K followers, [---] engagements
"This seems like a bet on Adanola becoming the next Gymshark and given the brand's momentum and opportunity to expand into the U.S. - it doesn't feel like a bad bet at all to me 112m in mostly U.K. sales is a huge number and I think they can pull it off. What do you think"
X Link 2025-08-12T14:04Z 18.3K followers, [---] engagements
"Every Friday I send out a new institutional grade research report - this week is the rise of Adanola and where the brand will go from here If you want to sharpen your finance mind SUBSCRIBE at the link in my pinned tweet for the deep dive coming out Friday"
X Link 2025-08-12T14:04Z 18.3K followers, [---] engagements
"PATTERN GROUP FILES FOR $321M IPO TO VALUE CO AT $2.6B Pattern Group is an e-commerce accelerator that provides brands with software tools analytics logistics advertising content optimization and fulfillment support is the next e-commerce unicorn IPO. On a day where Klarna's IPO is popping there is clearly a huge rush of capital into ecommerce enablement lately; - Klarna $1.4B IPO - Pattern $321m IPO - Fermat $45m Series B - Highbeam $30m Series A Investors are taking note as e-commerce has returned to growth after some tough covid comps especially as AI continues to accelerate the online"
X Link 2025-09-10T18:25Z 18.3K followers, [----] engagements
"FORWARD CONSUMER PARTNERS ACQUIRES 51% OF JUSTIN'S FROM HORMEL FOODS REINSTATES FOUNDERS The big CPG divestiture seems to add a new victim every day - Forward Consumer Partners has acquired 51% of Justin's from Hormel Foods (NYSE: $HRL owner of Skippy PeanutButter Planter's Nuts and SPAM) that allows Justin's to become a standalone company. Founded in [----] by Justin Gold in Boulder Colorado Justin's raised just one growth equity round in [----] from VMG Partners before ultimately being acquired by Hormel Foods in [----] for $286m. Almost [--] years later that partnership is being unwound. Financial"
X Link 2025-10-28T21:55Z 18.3K followers, [----] engagements
"NEWELLS 30% PLUNGE REWINDS THE CLOCK TO [----] Newell Brands shares cratered nearly 30% after another weak quarter and a guidance cut hitting their lowest level since [----]. Sales fell 7% to $1.80B missing the $1.88B consensus as tariff-driven price hikes softer international markets and leaner retail inventories weighed on demand. Margins compressed again with gross margin sliding to 34.5% from 35.4% a year ago. Despite cost-cutting efforts profitability remains thin and net leverage still sits above 4x EBITDA leaving limited flexibility for further shocks."
X Link 2025-10-31T16:23Z 18.3K followers, [----] engagements
"MOLSON COORS MISSES EARNINGS MOVES GUIDANCE LOWER AS ALCOHOL MARKET REMAINS SOFT Molson Coors reported earnings this morning with sales declining -2.3% YoY Americas shipments down 6.5% YoY Revenues have still not crossed 2Q23 levels"
X Link 2025-11-04T14:23Z 18.3K followers, [---] engagements
"1/ About Adanola Founded in [----] by brothers Hyrum Cook & Josh Cook Adanola is centered around apparel that performs in the gym but is also suitable for activities say a brunch afterwards. Adanola is positioned as a premium brand with a lower price point like a Vuori"
X Link 2025-12-02T14:43Z 18.3K followers, [----] engagements
"2/ Revenue Growth Adanola is a classic 'overnight success' - founded in [----] and took [--] years to reach $8m in revenue in [----] Since then though the brand has been an absolute rocket ship [----] - 6.8m [----] - 27.8m [----] - 57m [----] - 84m ($110m USD)"
X Link 2025-12-02T14:43Z 18.3K followers, [----] engagements
"4/ Marketing efficiency Adanola is a great example of thoughtful marketing dollars. From [----] to [----] spend grew 373% in the same period revenue grew 200% Yet profit GREW 147% A great display of gross margin expansion & scale allowing a brand to increase spend & decrease MER"
X Link 2025-12-02T14:43Z 18.3K followers, [----] engagements
"HORMEL FOODS TO REVIEW PORTFOLIO LEAN INTO PROTEIN It legitimately seems like every day we get another bigCPG company taking the cheese grater to its portfolio. Hormel Foods owner of brands like Skippy PeanutButter SPAM Corn Nuts and more is the latest to announce a purging of the portfolio. Hardly a month ago Hormel announced the spin off of Justin's the brand it had acquired in [----] for $286m - citing confectionary as a non-core category. Hormel owns dozens of classic food brands https://twitter.com/i/web/status/1996951527802523843 https://twitter.com/i/web/status/1996951527802523843"
X Link 2025-12-05T14:35Z 18.3K followers, [---] engagements
"SLEEP AND SKINCARE BRAND THIS WORKS ENTERS FRAGRANCE Sleep skin and bodycare brand This Works is the newest brand to expand into the scent category. The brand was founded in [----] and based in the UK focusing on cleaners moisturizers bath oils and candles. Canopy Growth acquired This Works from Tengram Capital Partners in [----] for $73.8M in [----] and then sold to Inspirit Capital for an estimated $11.9M in [----]. This Works has been struggling with revenues contracting from $23M in [----] to $19M in [----] before the sale to Inspirit. The new Eau de Parfum was formulated as a neural transition cue"
X Link 2025-12-17T17:40Z 18.3K followers, [---] engagements
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