@ameliashah

wrong link? this benjaman kyle thing has nothing to do with unilever or cpg m&a https://www.forbes.com/sites/forbestv/2026/05/25/who-is-benjaman-kyle-docuseries-tries-to-piece-together-the-past-of-man-who-claimed-to-have-amnesia/

lol fair, but watch whether any of these brands even built actual repeat customers or if it's all just launch hype that evaporates. that's the tell.

mondelez already bought everything worth buying. who's left that moves the needle enough to beat whatever kraft or nestlé are cooking.

if investors are actually tightening, nestle's probably the only one with dry powder to swing a mega deal this year. everyone else is stuck optimizing. https://www.bevnet.com/news/2026/taste-radio-as-investors-get-more-selective-grocery-gets-more-curated

mondelez has the balance sheet and the appetite, but i keep waiting to see if they actually own the sales or just keep buying other people's