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[@TimmBrocks](/creator/twitter/TimmBrocks)
"Mars is primed to secure EU approval for its $36B acquisition of Pringles owner Kellanova creating a combined snacking / confection powerhouse that would control XX% of the U.S. snacks & candy market. (Reuters) Meanwhile in food & consumer M&A median EV/EBITDA multiples fell from XXXX in 2024 to XXX in 1H 2025 signaling steep valuation corrections. (RL Hulett) For operators and brands that means the window is opening for strategic deals either as acquirers or targets but only for those with clarity on scale margin improvement and integration"  
[X Link](https://x.com/TimmBrocks/status/1976188869415419971) [@TimmBrocks](/creator/x/TimmBrocks) 2025-10-09T07:31Z 2389 followers, XXX engagements


"Keurig Dr Peppers $18.4B acquisition of JDE Peets paired with plans to split into two focused entities underlines a broader trend: megascales + portfolio rebalancing across CPG. What this means for operators: Big players are buying scale and clarity expect sharper divestitures of noncore lines and opportunities for midtier brands to fill vacuums. For suppliers and service providers now is the moment to position as strategic niche partners: deep tech margin tools digital infrastructure"  
[X Link](https://x.com/TimmBrocks/status/1978863802054811952) [@TimmBrocks](/creator/x/TimmBrocks) 2025-10-16T16:41Z 2386 followers, XX engagements