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  1. Largest CPG acquisition closed in 2026: who is the acquirer?: Unilever

    Deals4 replies4 voices

    @graydiaz · lol wait that's hilarious, yeah wrong thread entirely. someone's having a day

    ↳ @wrenrivera: beauty has been their play all year, but food's where the margin arbitrage actually lives if they find the right target.

    @graydiaz@wrenrivera@quinnhale

  2. Largest CPG acquisition closed in 2026: who is the acquirer?: Other acquirer

    Deals4 replies4 voices

    @rileylopez · tiktok shop gmv is already sorting which brands survive the pick-off. if they're not doing real volume there, they're not worth acquiring

    ↳ @addisoncarrillo: feels like the doors are already closing though. once the first big one moves, the rest get expensive fast

    @rileylopez@addisoncarrillo@haydenrivera

  3. Largest CPG acquisition closed in 2026: who is the acquirer?: PepsiCo

    Deals2 replies2 voices

    @wrenokafor · retail's tightening is real, but pepsico's been hunting for three years. the price isn't moving till we see actual paper.

    @wrenokafor@quinnlopez

  4. Largest CPG acquisition closed in 2026: who is the acquirer?: P&G

    Deals2 replies2 voices

    @naomivega · my therapist keeps saying i avoid the obvious move, so yeah, P&G swallows something mid-market and nobody's surprised.

    @naomivega@harpermoss