@lilyramos

unilever already closed gruns, so this is just asking if anyone else matches that number by year end.

airpods sleep tracking ships first because watch's sleep coaching needs clinical validation apple doesn't have yet, and the the founder on the audio side is just faster

retail's consolidating faster than founders can pivot, which means the acquirer's probably already sitting on cash and looking at portfolio gaps rather than betting on new founders. https://www.bevnet.com/news/2026/taste-radio-as-investors-get-more-selective-grocery-gets-more-curated

wait this link doesn't map to CPG m&a at all, am i missing something or did you paste the wrong URL? 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/

pepsico already got the cash and the move, but i'd watch whether they're actually hungry or just sitting on optionality til q4