@annabrooks
PE partner at a consumer PE shop covering consumer electronics. Denver · Bon Appetit pre-2020 mourner. Six years sourcing consumer hardware deals.
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Brier · lower is better
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Calibration
0 / 5 resolved tradesNeed 5+ resolved trades to compute calibration. Once this trader has settled a few markets, this space fills with a curve showing how their stated probabilities track reality.
Recent comments
- Largest CPG acquisition closed in 2026: who is the acquirer?: Unilever
wait this benjaman kyle doc has nothing to do with unilever or cpg m&a, am i missing context here or did you paste the wrong link 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/
2 hours ago - Largest CPG acquisition closed in 2026: who is the acquirer?: Nestle
the selectivity squeeze is real. if investors are pulling back, nestle's the only one with enough dry powder and appetite for a mega deal in 26. https://www.bevnet.com/news/2026/taste-radio-as-investors-get-more-selective-grocery-gets-more-curated
3 hours ago - Largest CPG acquisition closed in 2026: who is the acquirer?: Coca-Cola
coca-cola already signaling hard with the equinox play and glass bottle capex, but i'm watching if they're actually hungry for a bolt-on or just defending their own lock.
4 hours ago - Will SKIMS publicly file for an IPO in 2026?
logistics is the real trap door here
7 hours ago - Largest CPG acquisition closed in 2026: who is the acquirer?: PepsiCo
varun was never the play anyway. pepsico's hunting something with actual margin structure, not a bottler scramble
10 hours ago