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[@drewfallon12](/creator/twitter/drewfallon12)
"hot take for the day not having a family is a competitive advantage sorry"  
![@drewfallon12 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::768593971.png) [@drewfallon12](/creator/x/drewfallon12) on [X](/post/tweet/1943310747469054283) 2025-07-10 14:06:01 UTC 14.2K followers, 86.2K engagements


"Awake Chocolate - a caffeinated chocolate bar brand - has raised 8m CAD ($6m) - 5m equity from British American Tobacco (NYSE: $BTI) venture arm - 3m from BDC Capital Brand will do 30m in sales this year"  
![@drewfallon12 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::768593971.png) [@drewfallon12](/creator/x/drewfallon12) on [X](/post/tweet/1945556376144728444) 2025-07-16 18:49:21 UTC 14.2K followers, 3161 engagements


"🚨 CPG MEGA MERGER 🚨 Ferrero is nearing a deal for WK Kellogg (NYSE: $KLG) for $3B. Stock up XX% after hours woof This deal comes less than a year after Kelloggs split into Kellanova and WK Kellogg. Kellanova was then acquired by Mars for $13B At $3B KLG is being valued at 1.12x sales and 52x () earnings. KLG has been profitable X of the last X quarters and saw revenue shrink YoY in 2024. 1Q2025 EBITDA was $56m putting this deal at 14x EV/EBITDA. 2024 EBITDA of $302m puts it at 9.9x 24A EBITDA Ferrero acquired PowerCrunch earlier this year for $275m and acquired wells group for an"  
![@drewfallon12 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::768593971.png) [@drewfallon12](/creator/x/drewfallon12) on [X](/post/tweet/1943055778329350596) 2025-07-09 21:12:52 UTC 14.2K followers, 3412 engagements


"Some stats: Backers: - Greycroft - Imaginary - Debut capital - L'Oreal (recently in September 2024) Total raised: $3.84m"  
![@drewfallon12 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::768593971.png) [@drewfallon12](/creator/x/drewfallon12) on [X](/post/tweet/1945921857359626642) 2025-07-17 19:01:38 UTC 14.2K followers, XXX engagements


"3/ Sum of the Parts $30B EV from Grocery + $32B EV from Condiments = $62B EV = 9.82x EV/EBITDA vs the current 8.3x Subtract the $20B of debt back out and we've landed on around $43B of market cap for the two entities or a XX% increase in value to shareholders"  
![@drewfallon12 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::768593971.png) [@drewfallon12](/creator/x/drewfallon12) on [X](/post/tweet/1946200596232417657) 2025-07-18 13:29:15 UTC 14.2K followers, XXX engagements


"Kraft Heinz business segment growth YoY What are you DOING"  
![@drewfallon12 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::768593971.png) [@drewfallon12](/creator/x/drewfallon12) on [X](/post/tweet/1945832283191087113) 2025-07-17 13:05:42 UTC 14.2K followers, 3142 engagements


"Bloody Mary mix brand Zing Zang was acquired by Mizakn America a subsidiary of Olam Group - a multibillion dollar publicly traded company. Zing Zang joins a family of brands that includes Ragu pasta sauce Bertolli Angostura bitters & more"  
![@drewfallon12 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::768593971.png) [@drewfallon12](/creator/x/drewfallon12) on [X](/post/tweet/1943666063884919141) 2025-07-11 13:37:55 UTC 14.2K followers, 1023 engagements


"CHURCH & DWIGHT HAS AGREED TO ACQUIRE TOUCHLAND FOR UP TO $880MM After a few years of a long pause on the M&A front C+D is back with a splash - acquiring hand sanitizer brand Touch land for almost a billion dollars. Let's break it down👇"  
![@drewfallon12 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::768593971.png) [@drewfallon12](/creator/x/drewfallon12) on [X](/post/tweet/1922278298563830211) 2025-05-13 13:10:35 UTC 14.2K followers, 71.9K engagements


"Im going to regret this but I have an X figure health/wellness customer looking for agency intros - whos the best Needs; - creative - media buying"  
![@drewfallon12 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::768593971.png) [@drewfallon12](/creator/x/drewfallon12) on [X](/post/tweet/1945609213566194031) 2025-07-16 22:19:18 UTC 14.2K followers, 13K engagements


"The founder has been quite public about the journey and the closure of the brand has been picked up by TechCrunch The Cut and several others"  
![@drewfallon12 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::768593971.png) [@drewfallon12](/creator/x/drewfallon12) on [X](/post/tweet/1945921855837049127) 2025-07-17 19:01:38 UTC 14.2K followers, XXX engagements


"Last week it was announced that KraftHeinz is exploring the spinoff of its grocery business from its condiments business in an effort to unlock shareholder value. The news comes on the heels of the recently completed Kellogg's spinoff in which Kellogg's ($25B market cap) broke itself up into Kellanova (acquired for $36B by Mars) & W.K. Kellogg (acquired by Ferrero for $3b). That move created $14B of shareholder value - and KraftHeinz is clearly interested in doing the same thing less than X months after Berkshire Hathaway rolled off its two board seats in May - which has led many to believe"  
![@drewfallon12 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::768593971.png) [@drewfallon12](/creator/x/drewfallon12) on [X](/post/tweet/1945482324352929861) 2025-07-16 13:55:06 UTC 14.2K followers, 1078 engagements


"Ami Cole - a makeup brand for those with darker skin colors - is going out of business after raising $3m in VC funding from Greycroft Imaginary Ventures and more. Last disclosed revenue was in 2022 when the brand was on track for $2.5m in sales"  
![@drewfallon12 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::768593971.png) [@drewfallon12](/creator/x/drewfallon12) on [X](/post/tweet/1945921853207289970) 2025-07-17 19:01:37 UTC 14.2K followers, 6470 engagements


"Oh Norman raised $2M from Leap Venture Studio & Brown University The brand founded in 2023 creates eco friendly and ethically sourced products for dogs. Interestingly the CEO/founder was the former Chief Brand Officer a the dating app Hinge & employee X at Warby Parker"  
![@drewfallon12 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::768593971.png) [@drewfallon12](/creator/x/drewfallon12) on [X](/post/tweet/1946206821108027600) 2025-07-18 13:53:59 UTC 14.2K followers, 2860 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👇👇"  
![@drewfallon12 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::768593971.png) [@drewfallon12](/creator/x/drewfallon12) on [X](/post/tweet/1942582606672842830) 2025-07-08 13:52:39 UTC 14.2K followers, 44.7K engagements


"1/ Grocery - $14.5B Sales // $3.6B EBITDA The rumor is that this business segment could be worth $20B alone. Given the business segments are of similar revenue scales I am going to assume that the two business segments will split the $20B of debt equally (unlikely)"  
![@drewfallon12 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::768593971.png) [@drewfallon12](/creator/x/drewfallon12) on [X](/post/tweet/1946200589936804104) 2025-07-18 13:29:13 UTC 14.2K followers, XXX engagements


"More of the same pain in apparel Caleres (Allen Edmonds) has agreed to purchase footwear brand Stuart Weitzman from Tapestry (Kate Spade) for $105M or 0.4x sales Stuart Weitzman has done $262M in TTM sales down from $272M prior Tapestry originally bought SW for $574M"  
![@drewfallon12 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::768593971.png) [@drewfallon12](/creator/x/drewfallon12) on [X](/post/tweet/1892630223033598319) 2025-02-20 17:39:43 UTC 14.2K followers, 4260 engagements


"On the heels of the successful Dr Squatch campaign - Sydney Sweeney is launching a lingerie brand with backing from Coatue Could be the next Skims or Rhode as far as celebrity backed wins"  
![@drewfallon12 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::768593971.png) [@drewfallon12](/creator/x/drewfallon12) on [X](/post/tweet/1945539139555799378) 2025-07-16 17:40:51 UTC 14.2K followers, 12.3K engagements


"Sum of the parts valuation on Kraft Heinz - Grocery: $14.5B Sales // $3.6B EBITDA - Condiments: $11.37B Sales // $2.8B EBITDA KHC currently has a market cap of $32B along with $20B of debt or a $30B EV total I want to create at least +10% value in the spinoff Let's see👇"  
![@drewfallon12 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::768593971.png) [@drewfallon12](/creator/x/drewfallon12) on [X](/post/tweet/1946200587936084131) 2025-07-18 13:29:13 UTC 14.2K followers, 2194 engagements


"David Protein - X year old $725m valuation Gruns - X years old $500m valuation Rhode - X 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"  
![@drewfallon12 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::768593971.png) [@drewfallon12](/creator/x/drewfallon12) on [X](/post/tweet/1928114022613729333) 2025-05-29 15:39:40 UTC 14.2K followers, 109.8K engagements


"1.b/ $20B of equity value in this case imputes $30B of EV which at EBITDA of $3.6B imputes around 8.5x EBITDA. Given KHC currently trades at 8.3x EBITDA Im fine with it - I buy the $20B number BUT - that also tells me the value has to be in the condiments business"  
![@drewfallon12 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::768593971.png) [@drewfallon12](/creator/x/drewfallon12) on [X](/post/tweet/1946200591950119318) 2025-07-18 13:29:14 UTC 14.2K followers, XXX engagements


"2/ Condiments - $11.37B Sales // $2.8B EBITDA Condiments is presumably higher margin and its not shrinking as fast - so what if its worth say 11.5x EBITDA In that case we have over $32B more of EV"  
![@drewfallon12 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::768593971.png) [@drewfallon12](/creator/x/drewfallon12) on [X](/post/tweet/1946200594076545046) 2025-07-18 13:29:14 UTC 14.2K followers, XXX engagements