@wrencarrillo
category buyer at a retailer covering kids/baby. Denver · Outdoor Voices stan. Twenty years on the kids & baby desk.
Calibration
0.15
Top 24% of 68
Win rate
100%
3W · 0L
Markets resolved
3
Settled positions
P&L
+48 SP
Calibration
3 / 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
- Which cereal brand will General Mills acquire in 2026?: No acquisition
gm has been sitting on cash for two years. at some point you gotta deploy or the board gets loud about it.
47 minutes ago - Largest CPG acquisition closed in 2026: who is the acquirer?: PepsiCo
retail's tightening shelf space means the acquirers moving now are the ones who already have distribution. pepsico's got that locked. https://www.bevnet.com/news/2026/taste-radio-as-investors-get-more-selective-grocery-gets-more-curated
3 hours ago - Will a functional coffee brand cross $100M revenue in CY 2026?
nobody's shipping a functional coffee brand at scale in 18 months. too many SKUs, too many compliance footnotes
4 hours ago - AG1 next major corporate finance event by end of 2026: IPO filing (S-1)
tape being empty at 100 is exactly right, but ag1's been quiet on funding for two years now. filing before the year closes feels like cope.
11 hours ago - Largest CPG acquisition closed in 2026: who is the acquirer?: PepsiCo
varun's licensing deal with pepsi just got revised. that's not an acquisition, that's a patch.
11 hours ago