Tim Gershon (@welcome4567) 's Twitter Profile
Tim Gershon

@welcome4567

ID: 1578539958

calendar_today08-07-2013 20:30:21

1,1K Tweet

106 Followers

452 Following

Drew Fallon (@drewfallon12) 's Twitter Profile Photo

BANSK GROUP ACQUIRES MAJORITY STAKE IN SO GOOD SO YOU FROM PRELUDE GROWTH Bansk Group is acquiring a majority stake in So Good So You, the number one wellness shot brand in U.S. multi-outlet channels. Prelude Growth Partners is fully exiting as part of the deal as the first/only

BANSK GROUP ACQUIRES MAJORITY STAKE IN SO GOOD SO YOU FROM PRELUDE GROWTH

Bansk Group is acquiring a majority stake in So Good So You, the number one wellness shot brand in U.S. multi-outlet channels. Prelude Growth Partners is fully exiting as part of the deal as the first/only
Drew Fallon (@drewfallon12) 's Twitter Profile Photo

CHEWY FETCHES RECORD SPENDING PER CUSTOMER Chewy (NYSE: CHWY) reported good fourth quarter results with revenue in line with expectations. While Adjusted EPS for the quarter slightly missed consensus, the full year performance stood out with record spending per active user. The

CHEWY FETCHES RECORD SPENDING PER CUSTOMER

Chewy (NYSE: CHWY) reported good fourth quarter results with revenue in line with expectations. While Adjusted EPS for the quarter slightly missed consensus, the full year performance stood out with record spending per active user.

The
Drew Fallon (@drewfallon12) 's Twitter Profile Photo

Celsius' stock is down 11%, or $1.2B in market cap since Costco announced its own energy drink, which is basically a Celsius dupe. Costco was 11% of Celsius revenues in 2025 ($270m revenue). Celsius adjusted EBITDA margin is 24.5% - at that margin, Costco is responsible for $66m

Celsius' stock is down 11%, or $1.2B in market cap since Costco announced its own energy drink, which is basically a Celsius dupe.

Costco was 11% of Celsius revenues in 2025 ($270m revenue). Celsius adjusted EBITDA margin is 24.5% - at that margin, Costco is responsible for $66m
Drew Fallon (@drewfallon12) 's Twitter Profile Photo

Breaking down Mars current M&A strategy 馃憞 Today we look at the family owned powerhouse dominating the snacking ecosystem: Mars. Mars is prioritizing category scale over smaller bolt on acquisitions. The $36B Kellanova deal represents one of the largest food transaction in

Breaking down Mars current M&A strategy 馃憞

Today we look at the family owned powerhouse dominating the snacking ecosystem: Mars.

Mars is prioritizing category scale over smaller bolt on acquisitions. The $36B Kellanova deal represents one of the largest food transaction in
Drew Fallon (@drewfallon12) 's Twitter Profile Photo

HENKEL TO ACQUIRE OLAPLEX IN $1.4B TAKE-PRIVATE Henkel has agreed to acquire OLAPLEX Holdings ($OLPX) for approximately $1.4B, or $2.06 per share, a 90% discount to the $21 IPO price from September 2021, and a 54% premium to yesterdays close. Olaplex's board unanimously

HENKEL TO ACQUIRE OLAPLEX IN $1.4B TAKE-PRIVATE

Henkel has agreed to acquire OLAPLEX Holdings ($OLPX) for approximately $1.4B, or $2.06 per share, a 90% discount to the $21 IPO price from September 2021, and a 54% premium to yesterdays close.

Olaplex's board unanimously
Drew Fallon (@drewfallon12) 's Twitter Profile Photo

This week has to go down in history as one of the most active weeks in consumer M&A history, with over $3B deployed into 5 transactions in the last 4 days! All of these brands are generating north of $100m in sales, with a good mix of PE and strategic buyers. That's a refreshing

This week has to go down in history as one of the most active weeks in consumer M&A history, with over $3B deployed into 5 transactions in the last 4 days!

All of these brands are generating north of $100m in sales, with a good mix of PE and strategic buyers. That's a refreshing
Drew Fallon (@drewfallon12) 's Twitter Profile Photo

FORWARD CONSUMER CLOSES FUND II AT $500M Forward Consumer Partners closed its second fund at a $500M hard cap in March 2026, just three months after its launch. The round was significantly oversubscribed and brings the firm total assets under management to $925M across two

FORWARD CONSUMER CLOSES FUND II AT $500M

Forward Consumer Partners closed its second fund at a $500M hard cap in March 2026, just three months after its launch. The round was significantly oversubscribed and brings the firm total assets under management to $925M across two
Drew Fallon (@drewfallon12) 's Twitter Profile Photo

My favorite things Iris customers have made with our MCP so far馃憞(anonymized) iris is the MCP with the most data sources & filters across DTC, Amazon, Retail, TikTok Shop, 3PL, ad accounts, banks & credit cards, email/SMS, accounting & ERP 1) OpEx summary dashboard:

My favorite things Iris customers have made with our MCP so far馃憞(anonymized)

iris is the MCP with the most data sources & filters across DTC, Amazon, Retail, TikTok Shop, 3PL, ad accounts, banks & credit cards, email/SMS, accounting & ERP

1) OpEx summary dashboard:
Drew Fallon (@drewfallon12) 's Twitter Profile Photo

WEEKLY CONSUMER GOODS TRANSACTION ROUNDUP - 03.26.26 VC Deals: 馃憠 Habiza the Gen Z-led hummus brand, has closed a $2.5M seed round led by supernatural ventures and Vanquish Equity to fund national distribution. 馃憠 Just Date, a physician-founded organic sweetener brand, secured

WEEKLY CONSUMER GOODS TRANSACTION ROUNDUP - 03.26.26

VC Deals:

馃憠 Habiza the Gen Z-led hummus brand, has closed a $2.5M seed round led by supernatural ventures and Vanquish Equity to fund national distribution.

馃憠 Just Date, a physician-founded organic sweetener brand, secured
Drew Fallon (@drewfallon12) 's Twitter Profile Photo

HERBALIFE ACQUIRED CRISTIANO RONALDO BACKED BIONIQ Herbalife (NYSE: HLF) has agreed to acquire Bioniq for up to $150M, including $55M to be paid over five years and a $95M earnout based on future performance. The deal follows a $15M Series B led by HV Capital and Unbound in

HERBALIFE ACQUIRED CRISTIANO RONALDO BACKED BIONIQ

Herbalife (NYSE: HLF) has agreed to acquire Bioniq for up to $150M, including $55M to be paid over five years and a $95M earnout based on future performance. 

The deal follows a $15M Series B led by HV Capital and Unbound in
Drew Fallon (@drewfallon12) 's Twitter Profile Photo

Another good use case for Iris MCP is if you鈥檙e considering launching retail, location matters. One prompt and you can get an immediate heat map of your most profitable geographies maybe those nebraska walmart stores aren鈥檛 actually a bad idea!

Another good use case for Iris MCP is if you鈥檙e considering launching retail, location matters. 

One prompt and you can get an immediate heat map of your most profitable geographies 

maybe those nebraska walmart stores aren鈥檛 actually a bad idea!
Drew Fallon (@drewfallon12) 's Twitter Profile Photo

CK SNACKS ACQUIRES KEYSTONE FOOD PRODUCTS CK Snacks, a company from Nexus Capital's portfolio, acquired Pennsylvania based co-manufacturer Keystone Food Products, marking its second acquisition in 18 months following the 2024 purchase of Axium Foods. The platform now operates

CK SNACKS ACQUIRES KEYSTONE FOOD PRODUCTS

CK Snacks, a company from Nexus Capital's portfolio, acquired Pennsylvania based co-manufacturer Keystone Food Products, marking its second acquisition in 18 months following the 2024 purchase of Axium Foods. 

The platform now operates
Drew Fallon (@drewfallon12) 's Twitter Profile Photo

CONSTELLATION BRANDS ACQUIRED NON-ALCOHOLIC BRAND HOPWTR Constellation Brands just acquired the remaining interest in HOPWTR, the premium non-alcoholic brand it first backed in 2021. Financial terms were not disclosed. The transaction is expected to close in early April 2026,

CONSTELLATION BRANDS ACQUIRED NON-ALCOHOLIC BRAND HOPWTR

Constellation Brands just acquired the remaining interest in HOPWTR, the premium non-alcoholic brand it first backed in 2021. Financial terms were not disclosed.

The transaction is expected to close in early April 2026,
Drew Fallon (@drewfallon12) 's Twitter Profile Photo

everything that is available in iris MCP so far 159 Metrics (by category) Revenue & Orders (12): NET_SALES 路 GROSS_SALES 路 ORDER_COUNT 路 ORDER_COUNT_ALL 路 ORDER_COUNT_GIFT 路 AOV 路 UNITS_SOLD 路 UNITS_PER_ORDER 路 SHIPPING_REVENUE 路 PURCHASE_FREQUENCY 路 ORDERS_PER_CUSTOMER 路

Drew Fallon (@drewfallon12) 's Twitter Profile Photo

What a week! We've seen 8 deals happen, along with two conversations between companies that could seriously shake up the market. Here is a summary of what happened: - Danone acquired Huel for $1.15B - Molson Coors acquired Atomic Brands ($100M-$300M est.) - Est茅e Lauder is in

What a week! 

We've seen 8 deals happen, along with two conversations between companies that could seriously shake up the market.

Here is a summary of what happened:

- Danone acquired Huel for $1.15B
- Molson Coors acquired Atomic Brands ($100M-$300M est.)
- Est茅e Lauder is in
Sean Frank (@seanecom) 's Twitter Profile Photo

More people need to fail at stuff. The fear of failure stops people from trying. They don鈥檛 want to be humiliated. You can fail 100 times in a row, and win once, and that win will erase all the failure. The win is all the matters. It鈥檚 all people remember.

Chuckie Hates eCom (@chuckiegregory) 's Twitter Profile Photo

It should feel unhealthy how often you look at net profit daily. Monthly P&L should be confirmation rather than when you find out about profits for the month.

NASA Administrator Jared Isaacman (@nasaadmin) 's Twitter Profile Photo

Tomorrow, we launch. At sunset tonight, Artemis II waits on the pad, ready to carry astronauts potentially farther than any humans have traveled in more than half a century. The next era of exploration begins.

Drew Fallon (@drewfallon12) 's Twitter Profile Photo

The Hershey Company outlined their M&A strategy for 2026 and beyond If Hershey is going to continue to cough up sweet sweet keesh for a brand, it must be: - a new category - early mover - they don't have a brand that can credibly compete - they need to be able to accelerate

The Hershey Company outlined their M&A strategy for 2026 and beyond

If Hershey is going to continue to cough up sweet sweet keesh for a brand, it must be:

- a new category
- early mover
- they don't have a brand that can credibly compete
- they need to be able to accelerate