This is a great one — it angers me — but still a goodie. The underlying trend persists: people say they want to snack healthy but that doesn’t align with what they end up purchasing because what they end up purchasing is driven by satisfying a craving (thank you Lay’s) or when a

Took about a few minutes for this to get out of hand, ppl are so clever 😂

Headline is written as if it’s an accomplishment… I was attending Metrostars MLS games when they started moving dirt for this mall: I was like 10yrs old and the Metrostars isn’t even a team anymore! “American Dream Mall Begins to Pay Back Years of Debt”

Boom! It all comes full circle for C&S “'They are all dogs.' Texts by execs could haunt Kroger merger with Albertsons” cincinnati.com/story/money/20…

Went to update my UNFI report this morning… The new Manchester, PA (“ER-MAN”) is now showing up in the data… Thank you UNFI, now I gotta update my pivots and outputs.

(1) Aaron Greenwald is the roll-up king (2) Gut check says the market responds positively to the divestiture from Hain’s pov (3) Our Home also picked up Pop Secret from Campbell ***Haven’t been able to pin down who’s backing Aaron’s shopping spree, anyone have some info on

This portfolio is bananas, and Our Home continues to roll up more and more targets! There’s probably a billion in enterprise value in this picture.

Informative AND pretty (top notch formatting)! Another great write-up from Drew Fallon (I see you still have the banker in you ha!)

I read this, and while I’m a huge tennis fan and have been to 3 US Open finals, the first thing I thought of was True Detective Season 1. 10/10 Television

I just zombied thru the aisles of Publix and then it hit me: Does anyone have the data on The Solo Cup Company (Parent: Dart Container)? Are sales up or down over the last 5yrs? Does this company even spend more than $100 on promotions in a single year? How has %ACV trended

CPG owner / operators, read this from Peter Gialantzis with Pod Foods Mentioned this a while ago and will again: I’m all in on and rooting for this team! …and not bc of the problem they solve, but their deep knowledge and novel approach towards solving for a different way

I think this often gets lost in the sauce or most rely on brokers to be ahead of this but given Whole Foods’ importance to so many emerging & established CPG’s, I view understanding how promo math works — and being able to rework the numbers at a high level — is a requisite to

Serious POD growth / channel penetration “Harken Sweets expands retail footprint” snackandbakery.com/articles/11197…

See how Aaron Nosbisch uses the numbers to create context: what worked, what didn’t; how do we course correct and what will it take? A great operator knows the “physics” behind the data, understands the numbers and why they changed at a high level. = a must follow

He’ll probably call me “a weirdo” for posting this but idc bc Derek Halpern is one of only a few on Twitter with such deep knowledge of the fundamentals in taking a DTC brand and launching into +10K doors, all while limiting the carrying costs of expanding into new doors

Have to congratulate and applaud Drew Fallon and his team for building what is and will be a must-have in a CPG's toolkit. Great work! Btw Drew just a thought: similar to how Deep Blue beat Kasparov in chess in 1997, as part of your exhibit you could have me in Excel (a

The current state of NYC Class A Office RE continues to shock me, it's a straight up slaughter and applies even to the preeminent NY developers like RFR. 375 Park Avenue ("Seagram Building") is an iconic asset owned by Rosen (and happens to be my favorite office building in the

In my post 👇 I mentioned a deal done by Apollo and Len Blavatnik which remains one of the most profitable trades in Wall Street/LBO history. Here’s the article in case folks are interested: “How One Billionaire's Bet On LyondellBasell Turned Into The Greatest Deal In Wall St.

(1) On the topic of trade planning, I find the first obvious step is to ask yourself “which are the higher/lower indexing months” for my business. For instance, if you’re in the BFY/Healthy space, then January is certainly a higher indexing period when folks pursue the “new