[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @drewfallon12 Drew Fallon Drew Fallon posts on X about investment, $700m, food, ceo the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::768593971/interactions)  - X Week XXXXXX +9.20% - X Month XXXXXXX -XX% - X Months XXXXXXXXX -XX% - X Year XXXXXXXXX +135% ### Mentions: XX [#](/creator/twitter::768593971/posts_active)  - X Week XX -XX% - X Month XXX -XXXX% - X Months XXX -XX% - X Year XXXXX +184% ### Followers: XXXXXX [#](/creator/twitter::768593971/followers)  - X Week XXXXXX +0.39% - X Month XXXXXX +1.80% - X Months XXXXXX +17% - X Year XXXXXX +80% ### CreatorRank: XXXXXXX [#](/creator/twitter::768593971/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXXX% [exchanges](/list/exchanges) XXXX% [countries](/list/countries) XXXX% [currencies](/list/currencies) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [social networks](/list/social-networks) XXXX% [luxury brands](/list/luxury-brands) XXXX% [agencies](/list/agencies) XXXX% [travel destinations](/list/travel-destinations) XXXX% **Social topic influence** [investment](/topic/investment) 7.69%, [$700m](/topic/$700m) #2, [food](/topic/food) 4.62%, [ceo](/topic/ceo) 4.62%, [health](/topic/health) 4.62%, [$100m](/topic/$100m) #109, [acquisition](/topic/acquisition) #1191, [byoma](/topic/byoma) 4.62%, [products](/topic/products) 4.62%, [nasdaq](/topic/nasdaq) #934 **Top accounts mentioned or mentioned by** [@dtcprophet](/creator/undefined) [@peterczepiga](/creator/undefined) [@dannyyeung](/creator/undefined) [@kylejung25](/creator/undefined) [@hey](/creator/undefined) [@im8health](/creator/undefined) [@_frerejacques](/creator/undefined) [@riseofrest](/creator/undefined) [@brandondoyle](/creator/undefined) [@nthnlxijjj](/creator/undefined) [@froggiefarm](/creator/undefined) [@lolasasfi](/creator/undefined) [@jasonjh1319](/creator/undefined) [@ethanmonkhouse](/creator/undefined) **Top assets mentioned** [Presearch (PRE)](/topic/$pre) [Kellanova (K)](/topic/kellanova) [Hormel Foods Corp (HRL)](/topic/$hrl) [COCOCOIN (COCO)](/topic/$coco) [Unilever plc (UL)](/topic/$ul) [Morgan Stanley (MS)](/topic/morgan-stanley) ### Top Social Posts Top posts by engagements in the last XX hours "PAINE SCHWARTZ ANNOUNCES NEW PLATFORM IN BETTER FOR YOU CATEGORY PUSH I keep yapping about Paine Schwartz Partners as they continue to do interesting things in the CPG space - most recently the NYC based PE fund announced a platform they're calling 'BetterCo Holdings' that is focused on investing in companies 'that are reshaping the food and beverage landscape through innovation sustainability and a commitment to health and wellness.' Its first investments include: Crisp an AI driven supply chain platform for cpg and Lucky Energy which recently announced a $25m series B investment from the" [X Link](https://x.com/drewfallon12/status/1993723242645754089) 2025-11-26T16:47Z 16.1K followers, 1412 engagements "2/ Revenue Growth Adanola is a classic 'overnight success' - founded in 2015 and took X years to reach $8m in revenue in 2022 Since then though the brand has been an absolute rocket ship 2022 - 6.8m 2023 - 27.8m 2024 - 57m 2025 - 84m ($110m USD)" [X Link](https://x.com/drewfallon12/status/1995866519679775133) 2025-12-02T14:43Z 16.1K followers, 4155 engagements "TOMS has quietly undergone one of the more significant C-suite transformations in footwear over the past XX months revealing an interesting story about where the brand is heading. TOMS was started in 2006 by Blake Mycoskie who sold a XX% stake to Bain & Company in 2014. In this short window Toms has: 1/ Turned over its CEO twice Magnus Wedhammar to Jared Fix in Dec 2024 to now Jessica Alsing in Oct 2025 2/ Added new brand and product led C suite roles Amber Tarshis as Chief Brand and Impact Officer and Camila Wolfson as Chief Merchandising Officer 3/ Created a commercial growth executive role" [X Link](https://x.com/drewfallon12/status/1996279457535918509) 2025-12-03T18:04Z 16.1K followers, 1598 engagements "EPISODE X OF MAKING CENTS WITH @DannyYeung_ IS NOW LIVE This week we have Danny Yeung CEO of publicly traded Prenetics (NASDAQ: $PRE) - the parent company of IM8 Health diving deep with us on how he scaled the fastest-growing supplement brands ever reaching $100M ARR IN UNDER A YEAR. Danny has built and scaled companies for 20+ years. Hes led Groupon East Asia executed a X revenue ramp with COVID testing and is now building IM8 into a future billion-dollar global wellness brand. In this episode we talk about: 👉 Dannys 20-year journey scaling businesses pivoting into COVID testing and" [X Link](https://x.com/drewfallon12/status/1995943311601958917) 2025-12-02T19:49Z 16.1K followers, 1627 engagements "MARS OFFICIALLLY GAINS REGULATORY APPROVAL TO CLOSE ON KELLANOVA ACQUISITION Last August nearly XXX 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 X came just a few weeks ago when Kimberly-Clark announced its $48B acquisition of Kenvue" [X Link](https://x.com/drewfallon12/status/1998057575779012797) 2025-12-08T15:50Z 16.1K followers, 1366 engagements "REPORTING LIVE FROM BEANSTALK: BANSK GROUP TO BUY MAJORITY STAKE IN BYOMA FROM YELLOWWOOD PARTNERS Byoma a brand founded on products that boost the skin's barrier with simple and effective formulations is being acquired by Bansk Group after being controlled by Yellow Wood Partners since 2020 Both of these PE groups are operating out of similar sized funds; with Yellow Woods most recent fund coming in at $750m in 2022 and Bansk at $800m in 2023. Bansk also owns beauty brands Amika Ethique and Eva NYC. Financial terms were not disclosed but Byoma is reported to do around $300m in global retail" [X Link](https://x.com/drewfallon12/status/1965448176799768695) 2025-09-09T16:12Z 16.1K followers, 4294 engagements "New reports indicate Byoma was generating just over $50m in EBITDA for the prior year when Bansk Group announced its majority stake Given the disclosed $300m top line number this imputes around an XX% EBITDA margin Based on comps we estimate the transaction would have occurred around the 15x EBITDA mark (median of the below comps) which could have valued Byoma at nearly $800m This is familiar range for Bansk Group as they paid $1.5B for PetIQ a little over a year ago" [X Link](https://x.com/drewfallon12/status/1968674400464478698) 2025-09-18T13:52Z 16.1K followers, XXX engagements "FORWARD CONSUMER PARTNERS ACQUIRES XX% 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 XX% 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 2004 by Justin Gold in Boulder Colorado Justin's raised just one growth equity round in 2013 from VMG Partners before ultimately being acquired by Hormel Foods in 2016 for $286m. Almost XX years later that partnership is being unwound. Financial" [X Link](https://x.com/drewfallon12/status/1983291608759185456) 2025-10-28T21:55Z 16.1K followers, 4944 engagements "VITA COCO STOCK SOARS ON HUGE SALES BEAT & GUIDANCE RAISE Vita Coco (NASDAQ: $COCO) shares are trading up X% after reporting sales growth of +37.2% YOY to $182m in the quarter. Adjusted EBITDA came in at $32.39m vs analyst estimates of $24.28m Who's buying all the coconut water" [X Link](https://x.com/drewfallon12/status/1983527959207026874) 2025-10-29T13:34Z 16.1K followers, 3149 engagements "COVE SODA RAISES $15M SERIES A Cove Soda a Canada based organic & zero-sugar soda brand raised $15m in series A funding led by Vanterra along with Palm Tree Crew (Kygo's VC fund) & others PTC invested in a $2.5m round a year ago and the brands total funding is $19m" [X Link](https://x.com/drewfallon12/status/1985813604558323760) 2025-11-04T20:57Z 16.1K followers, 1067 engagements "SHARKNINJA STOCK SOARS XX% ON BIG Q3 BEAT & RAISE SharkNinja just won't get stopped. Despite a hugely difficult backdrop right now for durables products SharkNinja expects sales to grow XXXXX% in FY25 up from originally anticipated +14% Adjusted EBITDA came in at 18.8%" [X Link](https://x.com/drewfallon12/status/1986444866943844794) 2025-11-06T14:45Z 16.1K followers, XXX engagements "There is a 'fourth' financial statement no one ever talks about & you can use it to calculate valuations for brands like The Inkey List You know the income statement balance sheet & cash flows - but allow me to introduce you to the statement of changes in equity (SoCE) Equity represents the residual interest of shareholders after liabilities are accounted for. Its effectively the plug that absorbs all changes in the business; profits and losses capital raises write-downs dividends and more. Some movements are good some are bad The value of equity can go up due to increased profits which is" [X Link](https://x.com/drewfallon12/status/1986802230939300128) 2025-11-07T14:25Z 16.1K followers, 1602 engagements "DIAGEO STOCK SURGES AS DRASTIC DAVE LEWIS TAKES THE REINS The Johnnie Walker and Guinness maker Diageo jumped nearly X % after naming Dave Lewis former Tesco chief and longtime Unilever executive Drastic Dave - as its next CEO. Nicknamed Drastic Dave for his cost-cutting and marketing chops at Unilever Lewis earned acclaim for reviving Tesco after its 2014 accounting scandal - restoring profits morale and market share through ruthless simplification and sharper brand focus. He will step in in January 2026 succeeding Debra Crew who left in July. The hire comes after a guidance cut and flat Q1" [X Link](https://x.com/drewfallon12/status/1987978275747230003) 2025-11-10T20:18Z 16.1K followers, 1464 engagements "EDGEWELL TO SELL FEMININE CARE BUSINESS TO ESSITY FOR $340M Another week another big cpg divestiture. Edgewell Personal Care has agreed to sell off its feminine care business (brands include: Playtex Products Carefree O.b. Stayfree) to Essity a leading global health and hygiene company based inSweden for$340 million in an all cash deal with a breakup fee of $15m. The feminine care division has held sales mostly flat for a few years but down recently - generating $262m in TTM sales (implying a 1.3x sales multiple) and 16m in segment profit (21x earnings). Essity also acquired Knix in 2022 for" [X Link](https://x.com/drewfallon12/status/1988986849818247461) 2025-11-13T15:06Z 16.1K followers, XXX engagements "EPISODE X OF MAKING CENTS WITH Sean Riley IS NOW LIVE This week we have founder and Chief DUDE of DUDE Wipes joining the pod to talk about how they scaled from zero all the way through surpassing brands like Cottonelle & taking investment from TSG Consumer Partners 👉 Recent Investment from TSG: Finding the Right Private Equity Partner 👉 Bootstrapping & Managing Inventory with Asset-Based Lending and Smart Margins 👉 Surpassing Cottonelle to become #1 in Wipes 👉 How they proved themselves on Amazon to sell on Kroger Target and Walmart Its a masterclass from one of the GOATS on how to build" [X Link](https://x.com/drewfallon12/status/1989022583061143806) 2025-11-13T17:28Z 16.1K followers, 2011 engagements "CD&R TO TAKE FOOD PACKAGING GIANT SEALED AIR PRIVATE IN $10.3B DEAL Sealed Air Corporation makes protective and food-grade packaging from bubble wrap to automated packaging systems used in e-commerce food and industrial supply chains - like providing the bubble wrap in e-commerce packages for companies like Best Buy CD&R an $50B AUM PE fund focused on consumer industrials and more is taking Sealed Air private in one of those quiet but important moments for the CPG ecosystem. PE only writes a check this big when they see under-priced operational upside. CD&Rs previous investments in consumer" [X Link](https://x.com/drewfallon12/status/1990511284446769459) 2025-11-17T20:04Z 16.1K followers, XXX engagements "ANHEUSER-BUSCH IN TALKS TO BUY BEATBOX FOR $700M Word on the street that is beer giant AB InBev is in talks to acquire BeatBox maker of alcoholic fruit punch and tea drinks known for its colorful presentation. Backed by Mark Cuban as an early investor BeatBox grew sales from just $1m in 2017 to $175M in 2024 meaning this multiple is somewhere between 3-5x sales BeatBox was founded in 2011 and has built a strong following among younger consumers with its $5/box price. ABI has been struggling to capture new markets as its sales have stagnated after 2021. Adding BeatBox to its portfolio" [X Link](https://x.com/drewfallon12/status/1990872504865599753) 2025-11-18T19:59Z 16.1K followers, 2328 engagements "Mark Cuban's shark tank portfolio is saved With the rumored acquisition of BeatBox by AB InBev yesterday 2025 has produced the two biggest shark tank exits ever both in beverage On Season X episode X aired 2014 Mark Cuban invested $1M into BeatBox founders at a $3M valuation. If the $700m exit holds true Marks investment will have 230xd (sans dilution). Beatbox raised a follow on round of $15m from Concentric Equity Partners in 2022. On Season XX episode X aired 2018 Rohan Oza invested $400k into poppi at a $1.6M valuation. Poppi was acquired for $2B by pepsico earlier this year (1250x)." [X Link](https://x.com/drewfallon12/status/1991168247375552522) 2025-11-19T15:34Z 16.1K followers, 29.9K engagements "what are the best marketing ideas for b2b saas this is unfortunately a serious question" [X Link](https://x.com/drewfallon12/status/1995647385679335826) 2025-12-02T00:13Z 16.1K followers, 5368 engagements "NESTLE HIRES MORGAN STANLEY TO EXPLORE SALE OF BLUE BOTTLE COFFEE Nestle acquired a majority stake in the company in 2017 valuing the company at $700m - and according to Reuters this sale would come at a discount to that figure Add it to the roster of ongoing bigCPG divesting" [X Link](https://x.com/drewfallon12/status/1995868478163812540) 2025-12-02T14:51Z 16.1K followers, 2129 engagements "UNILEVER SELLS SNACK BRAND GRAZE TO CANDY KITTENS FOR $48M Unilever announced it is selling British snack brand Graze which it originally acquired for $194m to Katjes International the owner of gummies brand Candy Kittens. Unilever is exiting from food as to focus on beauty/wellbeing. This deal follows other British food brands such as Marmite Colmans and Bovril which Unilever is considering to divest in as well. Graze was founded in 2008 and specializes in trail mixes and snack bars made without artificial ingredients. The company raised $2.5M from Octopus Ventures was then acquired by" [X Link](https://x.com/drewfallon12/status/1996276416493531159) 2025-12-03T17:52Z 16.1K followers, 1727 engagements "As 2025 winds down it was overall a big year for private equity/vc fundraising in consumer Heavy industry hitters like VMG Partners Prelude Growth Partners Shore Capital Partners Monogram Capital Partners Lerer Hippeau Aria Growth Meaningful Partners all raised fresh funds in 2025 combining for over $3b. Here are a few of my takes on where that capital will go in 2026 👇 👉 Health wellness and daily rituals From VMS and ingestible beauty to functional health and longevity nearly every fund is leaning into products tied to repeatable daily habits This includes everything from GLP-1adjacent" [X Link](https://x.com/drewfallon12/status/1996603595924369725) 2025-12-04T15:32Z 16.1K followers, 2058 engagements "this slack sequence when we close a new deal gets me every time" [X Link](https://x.com/drewfallon12/status/1996663855049564292) 2025-12-04T19:32Z 16.1K followers, 1614 engagements "this is such an example of overdoing it / inauthenticity obviously a paid post one of like XX this year. No body wins when you do this the influencer gets paid basically nothing the brand gets backlash at best some potential users who end up disappointed top signal tbh" [X Link](https://x.com/drewfallon12/status/1996740625606365252) 2025-12-05T00:37Z 16.1K followers, 89.9K 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 2016 for $286m - citing confectionary as a non-core category. Hormel owns dozens of classic food brands" [X Link](https://x.com/drewfallon12/status/1996951527802523843) 2025-12-05T14:35Z 16.1K followers, XXX engagements "ULTA STOCK SOARS ON HUGE EARNINGS PRINT DRIVEN BY BETTER THAN EXPECTED SALES & GROSS MARGIN Ulta Beauty stock is up 10%+ this morning after the beauty retailer posted essentially flat YoY earnings growth for $XXXX per share but way ahead of consensus estimates of $XXXX. Sales comps grew +6% vs expectations of XXX% and gross margin came in at XXXX% vs expectations of 39.2%. There's been a lot of doom chatter in beauty this year but I just don't see it - in the data or anecdotally. The backdrop seems to be serving up a very promising 2026 along with several long anticipated brands visiting the" [X Link](https://x.com/drewfallon12/status/1996954836885995814) 2025-12-05T14:48Z 16.1K followers, 1266 engagements "LOREAL RUMORED TO ACQUIRE STAKE IN GIORGIO ARMANI The L'Oreal buying spree continues. CFO Christophe Babule confirmed this week L'Oral is seriously examining the acquisition of the iconic Italian brand. Giorgio Armani maintained control of his fashion and beauty empire until his death this September. His will demands XX% of shares be sold within XX months of his death. L'Oral already holds a license to develop Armani fragrances skincare and makeup valid until 2050. These assets generate $1.5B for LOreal per year representing XXXX% of the groups total revenue at $47.7B in 2024. Converting the" [X Link](https://x.com/drewfallon12/status/1996972115963122069) 2025-12-05T15:57Z 16.1K followers, 1373 engagements "honestly if you work with some marketing agency or app that doesnt intimately understand the balance sheet to do your 2026 planning and forecasting you dont deserve to make it through 2026 absolute crime that some of these vendors will forecast your p&l and nothing else" [X Link](https://x.com/drewfallon12/status/1997000880323801464) 2025-12-05T17:51Z 16.1K followers, XXX engagements "CAFFE LUXXE ACQUIRED BY CANDY CHAIN SUGARFINA FOR $24.5M Premium candy chain Sugarfina USA LLC acquired LA-based specialty coffee brand Caffe Luxxe in a XXX% common stock deal valued at $24.5M. Caffe Luxxe was founded in 2006 and operates in the specialty coffee scene known for its European-inspired cafes. The company operates X retail locations in affluent LA neighborhoods as well as ecommerce and wholesale. Sugarfina is a luxury candy boutique founded in 2012 known for its champagne bears gummies and recorded $10.8M in revenue 1H 2025. The company raised a $35M growth equity round from" [X Link](https://x.com/drewfallon12/status/1998394922471182515) 2025-12-09T14:10Z 16.1K followers, 1964 engagements "Allbirds stock trades below $X per share or $100m market cap Most people just say 'DTC is hard' when telling the story of allbirds - but there's a deeper lesson in this story and one that I think every DTC operator should hear let's break down where Allbirds went wrong 👇👇" [X Link](https://x.com/drewfallon12/status/1830995359361048660) 2024-09-03T15:44Z 16.1K followers, 462.7K engagements "BEAUTY TECH COMPANY YUV RAISES $12M SERIES A Founded in 2020 Yuv helps hair salons create millions of customized hair dyes replacing traditional single-use tubes with refillable aluminum cartridges. The system which the company called Yuv Lab is connected to an app and uses AI and Swiss formulas to create desired blends of hues and tones. The $12M round was led by Swedens Nineyards Equity with participation from VNV Global and the companys founder Francisco Gimenez. Funds will be used to continue growth in the U.K. and prepare for expansion into the U.S. in 2026. Yuv had previously received" [X Link](https://x.com/drewfallon12/status/1998502371723235709) 2025-12-09T21:17Z 16.1K followers, XXX engagements "🚨UPDATED Q3 '25 CPG M&A TRACKER IS BACK 🚨 That's right - you yes YOU have an exclusive opportunity to get a database of over XXX M&A deals in the CPG industry complete with valuations multiples and deal analyses - for FREE Brands like Dr. Squatch BYOMA L.A.B. Golf and many more tipped over in Q3. Here's the catch - you must act FAST If you like reshare and comment "DEALS" in the next X hours I will DM you the link to the database. Plus an even better deal if you subscribe to my newsletter - I'll be sending out the same M&A database but with deals going back to the beginning of 2023 That's" [X Link](https://x.com/drewfallon12/status/1969045688039121246) 2025-09-19T14:27Z 16.1K followers, 6037 engagements "1/ About Adanola Founded in 2015 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 16.1K followers, 5137 engagements "ADANOLA REPORTS 2025 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 2025 results let's break it down👇" [X Link](https://x.com/drewfallon12/status/1995866513635770869) 2025-12-02T14:43Z 16.1K followers, 124.9K engagements "Lifetime Living is one of the coolest concepts ever In Coral Gables a compound of multiple city blocks of Lifetime Fitness owned apartment units - has to be 1k+ Along with a huge lifetime gym trader joes & restaurants Feels like a healthy & futuristic wellness community" [X Link](https://x.com/drewfallon12/status/1996638357359878356) 2025-12-04T17:50Z 16.1K followers, 1227 engagements "MAGNUM ICE CREAM COMPANY MAKES STOCK MARKET DEBUT Magnum Ice Cream Compay the ice cream division Unilever recently spun off hit the Amsterdam stock exchange today - valuing the division right around $9B making it the world's largest standalone ice cream business Brands include Ben & Jerry's Popsicle Yasso & Klondike" [X Link](https://x.com/drewfallon12/status/1998047466856341550) 2025-12-08T15:10Z 16.1K followers, 2077 engagements "LOREAL DOUBLES INVESTMENT IN CETAPHIL PARENT TO XX% 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 2014. Last year it returned to buy a XX% stake and is now acquiring an extra XX% 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 16.1K followers, XXX engagements "The AB InBev & BeatBox deal has officially been agreed upon with AB acquiring XX% of beatbox for $490m valuing the company at $576m Last month it was reported by The Wall Street Journal that the deal was valued around $700m or $146m more than what was actually reported. How could that be This is a good opportunity to talk about price optics and earn outs. Price optics: Typically when a company (especially a public company) is making an acquisition they want it to look like they are getting the best deal possible to shareholders. Usually this involves emphasizing the up front guaranteed" [X Link](https://x.com/drewfallon12/status/1998394817605218487) 2025-12-09T14:10Z 16.1K followers, 2148 engagements "BEAUTY TECH COMPANY YUV RAISES $12M SERIES A Founded in 2020 Yuv helps hair salons create millions of customized hair dyes replacing traditional single-use tubes with refillable aluminum cartridges. The system which the company called Yuv Lab is connected to an app and uses AI and Swiss formulas to create desired blends of hues and tones. The $12M seed round was led by Swedens Nineyards Equity with participation from VNV Global and the companys founder Francisco Gimenez. Funds will be used to continue growth in the U.K. and prepare for expansion into the U.S. in 2026. Yuv had previously" [X Link](https://x.com/drewfallon12/status/1998509711293899089) 2025-12-09T21:47Z 16.1K followers, XXX engagements
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@drewfallon12 Drew Fallon
Drew Fallon posts on X about investment, $700m, food, ceo the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +9.20%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXX +135%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XXXX%
- X Months XXX -XX%
- X Year XXXXX +184%
Followers: XXXXXX #
- X Week XXXXXX +0.39%
- X Month XXXXXX +1.80%
- X Months XXXXXX +17%
- X Year XXXXXX +80%
CreatorRank: XXXXXXX #
Social Influence
Social category influence finance XXXXX% stocks XXXXX% exchanges XXXX% countries XXXX% currencies XXXX% cryptocurrencies XXXX% social networks XXXX% luxury brands XXXX% agencies XXXX% travel destinations XXXX%
Social topic influence investment 7.69%, $700m #2, food 4.62%, ceo 4.62%, health 4.62%, $100m #109, acquisition #1191, byoma 4.62%, products 4.62%, nasdaq #934
Top accounts mentioned or mentioned by @dtcprophet @peterczepiga @dannyyeung @kylejung25 @hey @im8health @_frerejacques @riseofrest @brandondoyle @nthnlxijjj @froggiefarm @lolasasfi @jasonjh1319 @ethanmonkhouse
Top assets mentioned Presearch (PRE) Kellanova (K) Hormel Foods Corp (HRL) COCOCOIN (COCO) Unilever plc (UL) Morgan Stanley (MS)
Top Social Posts
Top posts by engagements in the last XX hours
"PAINE SCHWARTZ ANNOUNCES NEW PLATFORM IN BETTER FOR YOU CATEGORY PUSH I keep yapping about Paine Schwartz Partners as they continue to do interesting things in the CPG space - most recently the NYC based PE fund announced a platform they're calling 'BetterCo Holdings' that is focused on investing in companies 'that are reshaping the food and beverage landscape through innovation sustainability and a commitment to health and wellness.' Its first investments include: Crisp an AI driven supply chain platform for cpg and Lucky Energy which recently announced a $25m series B investment from the"
X Link 2025-11-26T16:47Z 16.1K followers, 1412 engagements
"2/ Revenue Growth Adanola is a classic 'overnight success' - founded in 2015 and took X years to reach $8m in revenue in 2022 Since then though the brand has been an absolute rocket ship 2022 - 6.8m 2023 - 27.8m 2024 - 57m 2025 - 84m ($110m USD)"
X Link 2025-12-02T14:43Z 16.1K followers, 4155 engagements
"TOMS has quietly undergone one of the more significant C-suite transformations in footwear over the past XX months revealing an interesting story about where the brand is heading. TOMS was started in 2006 by Blake Mycoskie who sold a XX% stake to Bain & Company in 2014. In this short window Toms has: 1/ Turned over its CEO twice Magnus Wedhammar to Jared Fix in Dec 2024 to now Jessica Alsing in Oct 2025 2/ Added new brand and product led C suite roles Amber Tarshis as Chief Brand and Impact Officer and Camila Wolfson as Chief Merchandising Officer 3/ Created a commercial growth executive role"
X Link 2025-12-03T18:04Z 16.1K followers, 1598 engagements
"EPISODE X OF MAKING CENTS WITH @DannyYeung_ IS NOW LIVE This week we have Danny Yeung CEO of publicly traded Prenetics (NASDAQ: $PRE) - the parent company of IM8 Health diving deep with us on how he scaled the fastest-growing supplement brands ever reaching $100M ARR IN UNDER A YEAR. Danny has built and scaled companies for 20+ years. Hes led Groupon East Asia executed a X revenue ramp with COVID testing and is now building IM8 into a future billion-dollar global wellness brand. In this episode we talk about: 👉 Dannys 20-year journey scaling businesses pivoting into COVID testing and"
X Link 2025-12-02T19:49Z 16.1K followers, 1627 engagements
"MARS OFFICIALLLY GAINS REGULATORY APPROVAL TO CLOSE ON KELLANOVA ACQUISITION Last August nearly XXX 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 X came just a few weeks ago when Kimberly-Clark announced its $48B acquisition of Kenvue"
X Link 2025-12-08T15:50Z 16.1K followers, 1366 engagements
"REPORTING LIVE FROM BEANSTALK: BANSK GROUP TO BUY MAJORITY STAKE IN BYOMA FROM YELLOWWOOD PARTNERS Byoma a brand founded on products that boost the skin's barrier with simple and effective formulations is being acquired by Bansk Group after being controlled by Yellow Wood Partners since 2020 Both of these PE groups are operating out of similar sized funds; with Yellow Woods most recent fund coming in at $750m in 2022 and Bansk at $800m in 2023. Bansk also owns beauty brands Amika Ethique and Eva NYC. Financial terms were not disclosed but Byoma is reported to do around $300m in global retail"
X Link 2025-09-09T16:12Z 16.1K followers, 4294 engagements
"New reports indicate Byoma was generating just over $50m in EBITDA for the prior year when Bansk Group announced its majority stake Given the disclosed $300m top line number this imputes around an XX% EBITDA margin Based on comps we estimate the transaction would have occurred around the 15x EBITDA mark (median of the below comps) which could have valued Byoma at nearly $800m This is familiar range for Bansk Group as they paid $1.5B for PetIQ a little over a year ago"
X Link 2025-09-18T13:52Z 16.1K followers, XXX engagements
"FORWARD CONSUMER PARTNERS ACQUIRES XX% 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 XX% 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 2004 by Justin Gold in Boulder Colorado Justin's raised just one growth equity round in 2013 from VMG Partners before ultimately being acquired by Hormel Foods in 2016 for $286m. Almost XX years later that partnership is being unwound. Financial"
X Link 2025-10-28T21:55Z 16.1K followers, 4944 engagements
"VITA COCO STOCK SOARS ON HUGE SALES BEAT & GUIDANCE RAISE Vita Coco (NASDAQ: $COCO) shares are trading up X% after reporting sales growth of +37.2% YOY to $182m in the quarter. Adjusted EBITDA came in at $32.39m vs analyst estimates of $24.28m Who's buying all the coconut water"
X Link 2025-10-29T13:34Z 16.1K followers, 3149 engagements
"COVE SODA RAISES $15M SERIES A Cove Soda a Canada based organic & zero-sugar soda brand raised $15m in series A funding led by Vanterra along with Palm Tree Crew (Kygo's VC fund) & others PTC invested in a $2.5m round a year ago and the brands total funding is $19m"
X Link 2025-11-04T20:57Z 16.1K followers, 1067 engagements
"SHARKNINJA STOCK SOARS XX% ON BIG Q3 BEAT & RAISE SharkNinja just won't get stopped. Despite a hugely difficult backdrop right now for durables products SharkNinja expects sales to grow XXXXX% in FY25 up from originally anticipated +14% Adjusted EBITDA came in at 18.8%"
X Link 2025-11-06T14:45Z 16.1K followers, XXX engagements
"There is a 'fourth' financial statement no one ever talks about & you can use it to calculate valuations for brands like The Inkey List You know the income statement balance sheet & cash flows - but allow me to introduce you to the statement of changes in equity (SoCE) Equity represents the residual interest of shareholders after liabilities are accounted for. Its effectively the plug that absorbs all changes in the business; profits and losses capital raises write-downs dividends and more. Some movements are good some are bad The value of equity can go up due to increased profits which is"
X Link 2025-11-07T14:25Z 16.1K followers, 1602 engagements
"DIAGEO STOCK SURGES AS DRASTIC DAVE LEWIS TAKES THE REINS The Johnnie Walker and Guinness maker Diageo jumped nearly X % after naming Dave Lewis former Tesco chief and longtime Unilever executive Drastic Dave - as its next CEO. Nicknamed Drastic Dave for his cost-cutting and marketing chops at Unilever Lewis earned acclaim for reviving Tesco after its 2014 accounting scandal - restoring profits morale and market share through ruthless simplification and sharper brand focus. He will step in in January 2026 succeeding Debra Crew who left in July. The hire comes after a guidance cut and flat Q1"
X Link 2025-11-10T20:18Z 16.1K followers, 1464 engagements
"EDGEWELL TO SELL FEMININE CARE BUSINESS TO ESSITY FOR $340M Another week another big cpg divestiture. Edgewell Personal Care has agreed to sell off its feminine care business (brands include: Playtex Products Carefree O.b. Stayfree) to Essity a leading global health and hygiene company based inSweden for$340 million in an all cash deal with a breakup fee of $15m. The feminine care division has held sales mostly flat for a few years but down recently - generating $262m in TTM sales (implying a 1.3x sales multiple) and 16m in segment profit (21x earnings). Essity also acquired Knix in 2022 for"
X Link 2025-11-13T15:06Z 16.1K followers, XXX engagements
"EPISODE X OF MAKING CENTS WITH Sean Riley IS NOW LIVE This week we have founder and Chief DUDE of DUDE Wipes joining the pod to talk about how they scaled from zero all the way through surpassing brands like Cottonelle & taking investment from TSG Consumer Partners 👉 Recent Investment from TSG: Finding the Right Private Equity Partner 👉 Bootstrapping & Managing Inventory with Asset-Based Lending and Smart Margins 👉 Surpassing Cottonelle to become #1 in Wipes 👉 How they proved themselves on Amazon to sell on Kroger Target and Walmart Its a masterclass from one of the GOATS on how to build"
X Link 2025-11-13T17:28Z 16.1K followers, 2011 engagements
"CD&R TO TAKE FOOD PACKAGING GIANT SEALED AIR PRIVATE IN $10.3B DEAL Sealed Air Corporation makes protective and food-grade packaging from bubble wrap to automated packaging systems used in e-commerce food and industrial supply chains - like providing the bubble wrap in e-commerce packages for companies like Best Buy CD&R an $50B AUM PE fund focused on consumer industrials and more is taking Sealed Air private in one of those quiet but important moments for the CPG ecosystem. PE only writes a check this big when they see under-priced operational upside. CD&Rs previous investments in consumer"
X Link 2025-11-17T20:04Z 16.1K followers, XXX engagements
"ANHEUSER-BUSCH IN TALKS TO BUY BEATBOX FOR $700M Word on the street that is beer giant AB InBev is in talks to acquire BeatBox maker of alcoholic fruit punch and tea drinks known for its colorful presentation. Backed by Mark Cuban as an early investor BeatBox grew sales from just $1m in 2017 to $175M in 2024 meaning this multiple is somewhere between 3-5x sales BeatBox was founded in 2011 and has built a strong following among younger consumers with its $5/box price. ABI has been struggling to capture new markets as its sales have stagnated after 2021. Adding BeatBox to its portfolio"
X Link 2025-11-18T19:59Z 16.1K followers, 2328 engagements
"Mark Cuban's shark tank portfolio is saved With the rumored acquisition of BeatBox by AB InBev yesterday 2025 has produced the two biggest shark tank exits ever both in beverage On Season X episode X aired 2014 Mark Cuban invested $1M into BeatBox founders at a $3M valuation. If the $700m exit holds true Marks investment will have 230xd (sans dilution). Beatbox raised a follow on round of $15m from Concentric Equity Partners in 2022. On Season XX episode X aired 2018 Rohan Oza invested $400k into poppi at a $1.6M valuation. Poppi was acquired for $2B by pepsico earlier this year (1250x)."
X Link 2025-11-19T15:34Z 16.1K followers, 29.9K engagements
"what are the best marketing ideas for b2b saas this is unfortunately a serious question"
X Link 2025-12-02T00:13Z 16.1K followers, 5368 engagements
"NESTLE HIRES MORGAN STANLEY TO EXPLORE SALE OF BLUE BOTTLE COFFEE Nestle acquired a majority stake in the company in 2017 valuing the company at $700m - and according to Reuters this sale would come at a discount to that figure Add it to the roster of ongoing bigCPG divesting"
X Link 2025-12-02T14:51Z 16.1K followers, 2129 engagements
"UNILEVER SELLS SNACK BRAND GRAZE TO CANDY KITTENS FOR $48M Unilever announced it is selling British snack brand Graze which it originally acquired for $194m to Katjes International the owner of gummies brand Candy Kittens. Unilever is exiting from food as to focus on beauty/wellbeing. This deal follows other British food brands such as Marmite Colmans and Bovril which Unilever is considering to divest in as well. Graze was founded in 2008 and specializes in trail mixes and snack bars made without artificial ingredients. The company raised $2.5M from Octopus Ventures was then acquired by"
X Link 2025-12-03T17:52Z 16.1K followers, 1727 engagements
"As 2025 winds down it was overall a big year for private equity/vc fundraising in consumer Heavy industry hitters like VMG Partners Prelude Growth Partners Shore Capital Partners Monogram Capital Partners Lerer Hippeau Aria Growth Meaningful Partners all raised fresh funds in 2025 combining for over $3b. Here are a few of my takes on where that capital will go in 2026 👇 👉 Health wellness and daily rituals From VMS and ingestible beauty to functional health and longevity nearly every fund is leaning into products tied to repeatable daily habits This includes everything from GLP-1adjacent"
X Link 2025-12-04T15:32Z 16.1K followers, 2058 engagements
"this slack sequence when we close a new deal gets me every time"
X Link 2025-12-04T19:32Z 16.1K followers, 1614 engagements
"this is such an example of overdoing it / inauthenticity obviously a paid post one of like XX this year. No body wins when you do this the influencer gets paid basically nothing the brand gets backlash at best some potential users who end up disappointed top signal tbh"
X Link 2025-12-05T00:37Z 16.1K followers, 89.9K 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 2016 for $286m - citing confectionary as a non-core category. Hormel owns dozens of classic food brands"
X Link 2025-12-05T14:35Z 16.1K followers, XXX engagements
"ULTA STOCK SOARS ON HUGE EARNINGS PRINT DRIVEN BY BETTER THAN EXPECTED SALES & GROSS MARGIN Ulta Beauty stock is up 10%+ this morning after the beauty retailer posted essentially flat YoY earnings growth for $XXXX per share but way ahead of consensus estimates of $XXXX. Sales comps grew +6% vs expectations of XXX% and gross margin came in at XXXX% vs expectations of 39.2%. There's been a lot of doom chatter in beauty this year but I just don't see it - in the data or anecdotally. The backdrop seems to be serving up a very promising 2026 along with several long anticipated brands visiting the"
X Link 2025-12-05T14:48Z 16.1K followers, 1266 engagements
"LOREAL RUMORED TO ACQUIRE STAKE IN GIORGIO ARMANI The L'Oreal buying spree continues. CFO Christophe Babule confirmed this week L'Oral is seriously examining the acquisition of the iconic Italian brand. Giorgio Armani maintained control of his fashion and beauty empire until his death this September. His will demands XX% of shares be sold within XX months of his death. L'Oral already holds a license to develop Armani fragrances skincare and makeup valid until 2050. These assets generate $1.5B for LOreal per year representing XXXX% of the groups total revenue at $47.7B in 2024. Converting the"
X Link 2025-12-05T15:57Z 16.1K followers, 1373 engagements
"honestly if you work with some marketing agency or app that doesnt intimately understand the balance sheet to do your 2026 planning and forecasting you dont deserve to make it through 2026 absolute crime that some of these vendors will forecast your p&l and nothing else"
X Link 2025-12-05T17:51Z 16.1K followers, XXX engagements
"CAFFE LUXXE ACQUIRED BY CANDY CHAIN SUGARFINA FOR $24.5M Premium candy chain Sugarfina USA LLC acquired LA-based specialty coffee brand Caffe Luxxe in a XXX% common stock deal valued at $24.5M. Caffe Luxxe was founded in 2006 and operates in the specialty coffee scene known for its European-inspired cafes. The company operates X retail locations in affluent LA neighborhoods as well as ecommerce and wholesale. Sugarfina is a luxury candy boutique founded in 2012 known for its champagne bears gummies and recorded $10.8M in revenue 1H 2025. The company raised a $35M growth equity round from"
X Link 2025-12-09T14:10Z 16.1K followers, 1964 engagements
"Allbirds stock trades below $X per share or $100m market cap Most people just say 'DTC is hard' when telling the story of allbirds - but there's a deeper lesson in this story and one that I think every DTC operator should hear let's break down where Allbirds went wrong 👇👇"
X Link 2024-09-03T15:44Z 16.1K followers, 462.7K engagements
"BEAUTY TECH COMPANY YUV RAISES $12M SERIES A Founded in 2020 Yuv helps hair salons create millions of customized hair dyes replacing traditional single-use tubes with refillable aluminum cartridges. The system which the company called Yuv Lab is connected to an app and uses AI and Swiss formulas to create desired blends of hues and tones. The $12M round was led by Swedens Nineyards Equity with participation from VNV Global and the companys founder Francisco Gimenez. Funds will be used to continue growth in the U.K. and prepare for expansion into the U.S. in 2026. Yuv had previously received"
X Link 2025-12-09T21:17Z 16.1K followers, XXX engagements
"🚨UPDATED Q3 '25 CPG M&A TRACKER IS BACK 🚨 That's right - you yes YOU have an exclusive opportunity to get a database of over XXX M&A deals in the CPG industry complete with valuations multiples and deal analyses - for FREE Brands like Dr. Squatch BYOMA L.A.B. Golf and many more tipped over in Q3. Here's the catch - you must act FAST If you like reshare and comment "DEALS" in the next X hours I will DM you the link to the database. Plus an even better deal if you subscribe to my newsletter - I'll be sending out the same M&A database but with deals going back to the beginning of 2023 That's"
X Link 2025-09-19T14:27Z 16.1K followers, 6037 engagements
"1/ About Adanola Founded in 2015 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 16.1K followers, 5137 engagements
"ADANOLA REPORTS 2025 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 2025 results let's break it down👇"
X Link 2025-12-02T14:43Z 16.1K followers, 124.9K engagements
"Lifetime Living is one of the coolest concepts ever In Coral Gables a compound of multiple city blocks of Lifetime Fitness owned apartment units - has to be 1k+ Along with a huge lifetime gym trader joes & restaurants Feels like a healthy & futuristic wellness community"
X Link 2025-12-04T17:50Z 16.1K followers, 1227 engagements
"MAGNUM ICE CREAM COMPANY MAKES STOCK MARKET DEBUT Magnum Ice Cream Compay the ice cream division Unilever recently spun off hit the Amsterdam stock exchange today - valuing the division right around $9B making it the world's largest standalone ice cream business Brands include Ben & Jerry's Popsicle Yasso & Klondike"
X Link 2025-12-08T15:10Z 16.1K followers, 2077 engagements
"LOREAL DOUBLES INVESTMENT IN CETAPHIL PARENT TO XX% 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 2014. Last year it returned to buy a XX% stake and is now acquiring an extra XX% 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 16.1K followers, XXX engagements
"The AB InBev & BeatBox deal has officially been agreed upon with AB acquiring XX% of beatbox for $490m valuing the company at $576m Last month it was reported by The Wall Street Journal that the deal was valued around $700m or $146m more than what was actually reported. How could that be This is a good opportunity to talk about price optics and earn outs. Price optics: Typically when a company (especially a public company) is making an acquisition they want it to look like they are getting the best deal possible to shareholders. Usually this involves emphasizing the up front guaranteed"
X Link 2025-12-09T14:10Z 16.1K followers, 2148 engagements
"BEAUTY TECH COMPANY YUV RAISES $12M SERIES A Founded in 2020 Yuv helps hair salons create millions of customized hair dyes replacing traditional single-use tubes with refillable aluminum cartridges. The system which the company called Yuv Lab is connected to an app and uses AI and Swiss formulas to create desired blends of hues and tones. The $12M seed round was led by Swedens Nineyards Equity with participation from VNV Global and the companys founder Francisco Gimenez. Funds will be used to continue growth in the U.K. and prepare for expansion into the U.S. in 2026. Yuv had previously"
X Link 2025-12-09T21:47Z 16.1K followers, XXX engagements