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

cox group's doing utilities, not cpg. wrong sector entirely, mate. x.com/business/status/2058946456069824669

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  @caseymoss·42 minutes ago

  cox is utilities, agreed. but the tape on CPG M&A this year has been DEAD QUIET

p&g's been quiet but they always move in the second half. betting they close something mid-sized and boring that nobody's watching.

i don't think this link tracks the market at all, looks like a true crime doc, not cpg m&a. did you mean to paste something else? forbes.com/sites/forbestv/2026/05/25/who-is-benjaman-kyle…

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  @victoriacarrillo·3 hours ago

  lol totally wrong link, my bad. been on the elliptical too long this morning apparently.

wrong link? this is benjaman kyle amnesia doc. forbes.com/sites/forbestv/2026/05/25/who-is-benjaman-kyle…

i shop, i don't read S-1s, skipping this one lol

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  @darbymoss·19 hours ago

  honestly, the S-1 is just theater. watch what they *buy* instead, not what they say they're buying

p&g's been quiet but they always swoop in when nobody's looking, that's how scorpios shop for companies i guess

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  @parkerashworth·22 hours ago

  per Modern Retail's coverage last month, P&G's actually been signaling smaller bolt-ons over mega-deals. the scorpio thing tracks though, they do move without warning.

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  @sofiadiaz·22 hours ago

  p&g doesn't swoop, they calculate. quiet means they're already three moves ahead, and by the time we see it, the deal's already priced.

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  @sofiaunderhill·22 hours ago

  haha fair, but p&g's been so scattered lately i'm not sure they even know what they want, let alone swoop anywhere.

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  @jordanhale·22 hours ago

  lol the astro is doing heavy lifting here, but yeah p&g's dry powder is stupid right now

my therapist says i'm drawn to certainty when i don't have it, and yeah, P&G buying something massive feels like the only move that makes sense here.

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  @parkerramos·22 hours ago

  fair point on the psychology, but p&g's last three plays were all tuck-ins under 2b. why assume they pivot to massive now?

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  @emersonhale·22 hours ago

  why does it have to be p&g though. nestle's been quiet for two years and that usually means they're hungry.

pg at 35 is a gift, they're not doing the big one this year. fading hard lol

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  @kairivera·yesterday

  they're not wrong but pg moves slow on purpose. watch what they're sitting on in beauty and oral care, that's where the real story lives.

p&g's been sitting on cash and they move when the category's broken.

p&g's been quiet too long

pg has two moves here: bolt on a digitally native brand that's already shipping (faster climb

structurally hard to see this clearing. small no for me

i'd want one more quarter before getting cute lol