[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 market cap, $20b, $36b, debt 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 -XX% - X Month XXXXXXX +7.20% - X Months XXXXXXXXX +62% - X Year XXXXXXXXX +271% ### Mentions: XX [#](/creator/twitter::768593971/posts_active)  - X Week XX no change - X Month XXX +71% - X Months XXX +14% - X Year XXXXX +579% ### Followers: XXXXXX [#](/creator/twitter::768593971/followers)  - X Week XXXXXX +0.16% - X Month XXXXXX +2.10% - X Months XXXXXX +33% - X Year XXXXXX +119% ### CreatorRank: XXXXXXX [#](/creator/twitter::768593971/influencer_rank)  ### Social Influence [#](/creator/twitter::768593971/influence) --- **Social category influence** [finance](/list/finance) XXXXX% [vc firms](/list/vc-firms) #41 [stocks](/list/stocks) XXXX% [exchanges](/list/exchanges) XXXX% [countries](/list/countries) XXXX% [agencies](/list/agencies) XXXX% [travel destinations](/list/travel-destinations) XXXX% **Social topic influence** [market cap](/topic/market-cap) #243, [$20b](/topic/$20b) #4, [$36b](/topic/$36b) 7.27%, [debt](/topic/debt) #318, [$32b](/topic/$32b) #2, [$30b](/topic/$30b) #3, [3m](/topic/3m) 3.64%, [mars](/topic/mars) 3.64%, [$3b](/topic/$3b) 3.64%, [ferrero](/topic/ferrero) XXXX% **Top accounts mentioned or mentioned by** [@grok](/creator/undefined) [@motomadic](/creator/undefined) [@getinkbox](/creator/undefined) [@catholicgop2016](/creator/undefined) [@shaiunterslak](/creator/undefined) [@justin_xyz](/creator/undefined) [@daverekuc](/creator/undefined) [@peterczepiga](/creator/undefined) [@rokhladnik](/creator/undefined) [@conngarrity](/creator/undefined) [@mikelukashewich](/creator/undefined) [@deathlyharvest](/creator/undefined) [@charlesbeaufait](/creator/undefined) [@mattdoll](/creator/undefined) [@andrewbedell1](/creator/undefined) **Top assets mentioned** [WK Kellogg Co (KLG)](/topic/wk-kellogg) [Kellanova (K)](/topic/kellanova) [British American Tobacco (BTI)](/topic/$bti) [Hundred Million (100M)](/topic/$100m) ### Top Social Posts [#](/creator/twitter::768593971/posts) --- Top posts by engagements in the last XX hours "hot take for the day not having a family is a competitive advantage sorry"  [@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](/creator/x/drewfallon12) on [X](/post/tweet/1945556376144728444) 2025-07-16 18:49:21 UTC 14.2K followers, 3148 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](/creator/x/drewfallon12) on [X](/post/tweet/1943055778329350596) 2025-07-09 21:12:52 UTC 14.2K followers, 3412 engagements "NexPhase capital - a PE fund formed by former principals from Moelis Capital - had acquired Zing Zang in 2016 for $35m Zing Zang was founded in 1997 in Chicago"  [@drewfallon12](/creator/x/drewfallon12) on [X](/post/tweet/1943666065944281303) 2025-07-11 13:37:56 UTC 14.2K followers, XXX engagements "Some stats: Backers: - Greycroft - Imaginary - Debut capital - L'Oreal (recently in September 2024) Total raised: $3.84m"  [@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](/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](/creator/x/drewfallon12) on [X](/post/tweet/1945832283191087113) 2025-07-17 13:05:42 UTC 14.2K followers, 3111 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](/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](/creator/x/drewfallon12) on [X](/post/tweet/1922278298563830211) 2025-05-13 13:10:35 UTC 14.2K followers, 71.9K engagements "Veracity Self Care raised a $X million series A from Maveron & Melitas Ventures Veracity is science first modern metabolic health company - interesting to see the 'ozempic economy' develop as more Americans look to address their metabolic health"  [@drewfallon12](/creator/x/drewfallon12) on [X](/post/tweet/1935328504855290044) 2025-06-18 13:27:26 UTC 14.2K followers, 3155 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](/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](/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](/creator/x/drewfallon12) on [X](/post/tweet/1945482324352929861) 2025-07-16 13:55:06 UTC 14.2K followers, 1073 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](/creator/x/drewfallon12) on [X](/post/tweet/1945921853207289970) 2025-07-17 19:01:37 UTC 14.2K followers, 6409 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](/creator/x/drewfallon12) on [X](/post/tweet/1946206821108027600) 2025-07-18 13:53:59 UTC 14.2K followers, 2611 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](/creator/x/drewfallon12) on [X](/post/tweet/1942582606672842830) 2025-07-08 13:52:39 UTC 14.2K followers, 44.7K engagements "Allbirds just reported its worst earnings ever The stock-split adjusted price is now a mere XX cents per share. Most people just chalk it up to apparel being hard or ecom being dead - when in reality this is a story of horrible mismanagement Lets dive into the report👇"  [@drewfallon12](/creator/x/drewfallon12) on [X](/post/tweet/1899850339139899395) 2025-03-12 15:49:53 UTC 14.2K followers, 26.2K 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](/creator/x/drewfallon12) on [X](/post/tweet/1946200589936804104) 2025-07-18 13:29:13 UTC 14.2K followers, XXX engagements "Last week Lucky Energy announced a $14.2m series A led by Maveron. Former Red Bull CEO Dan Ginsberg joins the Lucky board This is interesting because Red Bull is the leader in energy by a mile and has never made an acquisition Of the top XX energy drinks by market share Monster & Celsius now own 4/5 of the previously independent brands. Lucky feels a little bit late to the party - UNLESS they are trying to be Red Bull's first ever acquisition. Who better to steer that ship than a former Red Bull CEO The valuation of this round is rumored to be in the $100m range which tells me Lucky is likely"  [@drewfallon12](/creator/x/drewfallon12) on [X](/post/tweet/1906718065955406190) 2025-03-31 14:39:46 UTC 14.2K followers, 10.4K 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](/creator/x/drewfallon12) on [X](/post/tweet/1945539139555799378) 2025-07-16 17:40:51 UTC 14.2K followers, 12.1K 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 👇👇"  [@drewfallon12](/creator/x/drewfallon12) on [X](/post/tweet/1830995359361048660) 2024-09-03 15:44:46 UTC 14.2K followers, 462.3K 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](/creator/x/drewfallon12) on [X](/post/tweet/1946200587936084131) 2025-07-18 13:29:13 UTC 14.2K followers, 2015 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](/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](/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](/creator/x/drewfallon12) on [X](/post/tweet/1946200594076545046) 2025-07-18 13:29:14 UTC 14.2K followers, XX engagements
[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 market cap, $20b, $36b, debt 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 -XX%
- X Month XXXXXXX +7.20%
- X Months XXXXXXXXX +62%
- X Year XXXXXXXXX +271%
Mentions: XX #
- X Week XX no change
- X Month XXX +71%
- X Months XXX +14%
- X Year XXXXX +579%
Followers: XXXXXX #
- X Week XXXXXX +0.16%
- X Month XXXXXX +2.10%
- X Months XXXXXX +33%
- X Year XXXXXX +119%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance XXXXX% vc firms #41 stocks XXXX% exchanges XXXX% countries XXXX% agencies XXXX% travel destinations XXXX%
Social topic influence market cap #243, $20b #4, $36b 7.27%, debt #318, $32b #2, $30b #3, 3m 3.64%, mars 3.64%, $3b 3.64%, ferrero XXXX%
Top accounts mentioned or mentioned by @grok @motomadic @getinkbox @catholicgop2016 @shaiunterslak @justin_xyz @daverekuc @peterczepiga @rokhladnik @conngarrity @mikelukashewich @deathlyharvest @charlesbeaufait @mattdoll @andrewbedell1
Top assets mentioned WK Kellogg Co (KLG) Kellanova (K) British American Tobacco (BTI) Hundred Million (100M)
Top Social Posts #
Top posts by engagements in the last XX hours
"hot take for the day not having a family is a competitive advantage sorry"
@drewfallon12 on X 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 on X 2025-07-16 18:49:21 UTC 14.2K followers, 3148 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 on X 2025-07-09 21:12:52 UTC 14.2K followers, 3412 engagements
"NexPhase capital - a PE fund formed by former principals from Moelis Capital - had acquired Zing Zang in 2016 for $35m Zing Zang was founded in 1997 in Chicago" @drewfallon12 on X 2025-07-11 13:37:56 UTC 14.2K followers, XXX engagements
"Some stats: Backers: - Greycroft - Imaginary - Debut capital - L'Oreal (recently in September 2024) Total raised: $3.84m" @drewfallon12 on X 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 on X 2025-07-18 13:29:15 UTC 14.2K followers, XXX engagements
"Kraft Heinz business segment growth YoY What are you DOING" @drewfallon12 on X 2025-07-17 13:05:42 UTC 14.2K followers, 3111 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 on X 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 on X 2025-05-13 13:10:35 UTC 14.2K followers, 71.9K engagements
"Veracity Self Care raised a $X million series A from Maveron & Melitas Ventures Veracity is science first modern metabolic health company - interesting to see the 'ozempic economy' develop as more Americans look to address their metabolic health" @drewfallon12 on X 2025-06-18 13:27:26 UTC 14.2K followers, 3155 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 on X 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 on X 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 on X 2025-07-16 13:55:06 UTC 14.2K followers, 1073 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 on X 2025-07-17 19:01:37 UTC 14.2K followers, 6409 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 on X 2025-07-18 13:53:59 UTC 14.2K followers, 2611 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 on X 2025-07-08 13:52:39 UTC 14.2K followers, 44.7K engagements
"Allbirds just reported its worst earnings ever The stock-split adjusted price is now a mere XX cents per share. Most people just chalk it up to apparel being hard or ecom being dead - when in reality this is a story of horrible mismanagement Lets dive into the report👇" @drewfallon12 on X 2025-03-12 15:49:53 UTC 14.2K followers, 26.2K 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 on X 2025-07-18 13:29:13 UTC 14.2K followers, XXX engagements
"Last week Lucky Energy announced a $14.2m series A led by Maveron. Former Red Bull CEO Dan Ginsberg joins the Lucky board This is interesting because Red Bull is the leader in energy by a mile and has never made an acquisition Of the top XX energy drinks by market share Monster & Celsius now own 4/5 of the previously independent brands. Lucky feels a little bit late to the party - UNLESS they are trying to be Red Bull's first ever acquisition. Who better to steer that ship than a former Red Bull CEO The valuation of this round is rumored to be in the $100m range which tells me Lucky is likely" @drewfallon12 on X 2025-03-31 14:39:46 UTC 14.2K followers, 10.4K 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 on X 2025-07-16 17:40:51 UTC 14.2K followers, 12.1K 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 👇👇" @drewfallon12 on X 2024-09-03 15:44:46 UTC 14.2K followers, 462.3K 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 on X 2025-07-18 13:29:13 UTC 14.2K followers, 2015 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 on X 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 on X 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 on X 2025-07-18 13:29:14 UTC 14.2K followers, XX engagements