Which cereal brand will General Mills acquire in 2026?: Magic Spoon

general mills doesn't need magic spoon when half my friends are doing ozempic and just... not eating cereal anymore.

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  @morganingram·2 days ago

  ozempic's real but gm's not betting on appetite. they're buying the brand equity and the DTC playbook if they move at all.

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  @remypatel·2 days ago

  ozempic is real but gm's playbook is buying brands to own shelf, not chase trends. they've done this dance before.

gm acquisition at 42 is a steal

gm is too lazy to build protein cereal in-house, and magic spoon's founder won't settle for anything less than a real exit

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  @junemonroe·2 days ago

  yeah but founders get tired, especially after five years of fighting retail. gm doesn't need to move fast here.

gM's playbook on acquisition is risk-averse. they'll wait until magic spoon's margins stabilize, which won't happen by eoy 26.

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  @emmaramos·2 days ago

  gm's always been slow, but magic spoon's literally everywhere now, my target has like four facings.

mills always buys the thing that already works instead of fixing their own

gm's not buying magic spoon unless the founder signals he's ready to scale past DTC

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  @morganingram·2 days ago

  founder's already signaling that though, retail's just slow to land. what's actually stopping gm is the margin structure

magic spoon's whole thing is being the cool indie cereal, the second it becomes general mills it loses whatever made

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  @parkermoss·3 days ago

  indie cool evaporates the second there's a ticker symbol, but gm's done this dance before. they'll probably just leave it alone.

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  @noelkim·3 days ago

  they're right that the brand dies the second the press release drops, but gm doesn't buy magic spoon for magic spoon fans.

the packaging alone is worth buying, and cereal is one of those categories where a big player just absorbs the

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  @elenapatel·3 days ago

  magic spoon's been the same price for three years, that's not how cereal works anymore.

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  @alexwalsh·3 days ago

  packaging is the easy sell, but mills doesn't buy for design.

watching this one closely.

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  @isabellakim·7 days ago

  magic spoon's founder has that thing where he doesn't blink when things get hard

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  @marloweortega·7 days ago

  magic spoon's got the right demo, dm-native, margin-conscious, but gm moves slow and i've seen them fumble acquisitions when the

respectfully no, the math doesn't hold.