Is Another Massive M&A Deal Right Around The Corner?

Prior to the announcement of Mars’ $36 billion acquisition of Kellanova, the hosts discussed the possibility of a major M&A deal, one that could create a domino effect for some CPG brands. They also opined on the future of NA bottle shops, munch on ramen-flavored snacks and sip on banana cream soda.
Show notes:
Hoodie Jinx. Junk Food, Part Deux. Fung Wah. An Ambient Future. NA & THC. - It’s clear that Mike and Ray dressed from the same closet, but neither is into granny thrifting. Ray shares limited-edition flavor of Jacqui’s favorite childhood snack and promises to bring her a bag when the team meets up in San Diego next month, and the hosts chat about birthday cake flavor and reminisce about a defunct bus company. They also discuss Olipop’s new line of shelf-stable sodas and Poppi’s eye-popping marketing spend during the first four months of 2024, before chatting about the first two speakers announced for NOSH Live Winter 2024 and why the beverage industry is cheering for Sechey, but no so much for Boisson. Mike and John crack open a banana beverage and non-alcoholic tequila, respectively, before the former gives an update on his experience with THC gummies.
Brands in this episode: Funyuns, Twinkies, Maruchan, Pop-Tarts, Sprinkles, Spudsy, Bang Energy, Olipop, Poppi, Red Bull, Bai, Vita Coco, Zico, Justin’s, De Soi, Kin Euphorics, Ghia, Wildwonder,Rudi’s, Phil & Goode, Gorilla