Gill Hyslop’s Post

With the recent green light from Kellanova #shareholders, an exciting shift is underway in the #snacking world. The approved Mars #acquisition marks not just a major business move but a pivotal moment that could shape the future of the industry. For #consumers, this could mean an expanded offering of beloved brands, like #Pringles and #Cheez-It, and innovative approaches to #better-for-you #snacks. As demand for wholesome, yet satisfying options continues to grow, it’s thrilling to think about the possibilities this merger might bring. https://lnkd.in/emmJDhVf

With the recent green light from Kellanova #shareholders, an exciting shift is underway in the #snacking world. The approved Mars Wrigley #aquisition marks not just a major business move but a pivotal moment that could shape the future of the industry. For #consumers, this could mean an expanded offering of beloved brands, like Pringles and #Cheez-It, and innovative approaches to #better-for-you #snacks. As demand for wholesome, yet satisfying options continues to grow, it’s thrilling to think about the possibilities this merger might bring. https://lnkd.in/emmJDhVf

With the recent green light from Kellanova #shareholders, an exciting shift is underway in the #snacking world. The approved Mars #acquisition marks not just a major business move but a pivotal moment that could shape the future of the industry. For #consumers, this could mean an expanded offering of beloved brands, like #Pringles and #Cheez-It, and innovative approaches to #better-for-you #snacks. As demand for wholesome, yet satisfying options continues to grow, it’s thrilling to think about the possibilities this merger might bring. https://lnkd.in/eWVi5y2k

With the recent green light from Kellanova #shareholders, an exciting shift is underway in the #snacking world. The approved @Mars #acquisition marks not just a major business move but a pivotal moment that could shape the future of the industry. For #consumers, this could mean an expanded offering of beloved brands, like #Pringles and #Cheez-It, and innovative approaches to #better-for-you #snacks. As demand for wholesome, yet satisfying options continues to grow, it’s thrilling to think about the possibilities this merger might bring. https://lnkd.in/emmJDhVf

Mars Wrigley + Kellanova = SNACKING GIANT As a former employee of both companies I can see how this proposed merger could be a huge success. Both companies are people driven organisations, employing some amazing talent, whose every day actions are guided by some very similar principles. Both companies have created some powerhouse brands, that lead in their respective categories and play an important role in customer’s lives and their every day occasions. Both take a clear stance on sustainability, social responsibility, packaging waste and renewable energy. Both share very similar target audiences, key customers and share a lot of baskets together. With many mergers & acquisitions the term ‘economies of scales’, or worse yet ‘synergies’ are bandied around. Frequently you will see expected annual cost saving forecasts reported. Not in this case. There is unlikely to be huge saving to be had from a confectionery company buying a crisps and snacks manufacturer. Yes, there will be some from shared ingredients. But I think this is a lot more than just a ‘synergies’ acquisition. Mars and Kellanova share customers, share occasions and share similar missions. I think this merger (if it goes ahead) will focus more on satisfying shared customer needs, missions and journeys and on capitalising on each other’s strengths to better satisfy future demand. Exciting times. #Mars #Kellanova #merger #digitalcommerce #ecommerce #cpg #cpgindustry #fmcg #fmcgindustry #grocery #snacking #retail #food https://lnkd.in/eMzRkP4s

Today's big news in the FMCG world is that Mars and Kellanova have reportedly struck a landmark $35.9 billion acquisition deal. Is this move set to reshape the food manufacturing landscape? It certainly highlights the industry's ongoing trend of consolidation. For businesses and leaders in the FMCG sector, this is a significant reminder of the importance of strategic mergers and acquisitions in driving growth and staying competitive. Deals like this offer opportunities for expansion, diversification, and strengthening market positions. As these giants combine forces, industry players must consider the ripple effects of this on supply chains, market share, and innovation. This deal highlights the need for agile leadership and a C-suite built of forward-thinking individuals ready to navigate an evolving market landscape. #MarsKellanova #MandA #FMCG

A ~$36B merger is shaking up the snack world This week, candy giant Mars has added brands including Pringles, Eggo, and Cheez-its to its portfolio, in one of the snack industry’s largest acquisitions in history A handful of powerful companies controls approximately 80% of grocery items regularly purchased by ordinary Americans Now, the maker of M&Ms is checking out expansion in the grocery market The Washington Post reports that this acquisition with Kellanova (formerly part of Kellogg Company could double Mars’ snack business over the next decade With a health-conscious consumer trend, this entry into savory snacks, crackers, and cereals could be a sweet move However an important challenge stands in the way first: potential Antitrust hurdles Is bigger better in Food & Beverage? #foodandbeverage #merger #snackindustry #grocery ——————————————— Read More: Mars buys Kellanova in snack food megadeal - The Washington Post https://lnkd.in/gvFpWr2e Financial Times Coverage of the deal which also shows the global footprint of the brands https://lnkd.in/gtcjWH5y An article by The Guardian about America’s monopolies in Food & Beverage https://lnkd.in/gYSeWie6

Now, that's a huge news for FMCG industry! Rumors started few weeks ago, and now it looks like a done deal - Mars is acquiring Kellanova for almost $36B in all cash deal. I can't recall any acquisitions of that magnitude in our industry. Very interesting to see how it plays out for Mars and the broader industry. #fmcg

🔄 PepsiCo’s growth journey from expansion to (potential) acquisition of Siete Foods 💼 PepsiCo’s advanced talks to acquire Siete Family Foods for over $1 billion, as reported by The Wall Street Journal, come at an interesting juncture for the company and the broader packaged-food industry. This move reflects PepsiCo’s strategic evolution, as it focuses on acquiring and scaling innovative brands that align with consumer demands for healthier snack options. In the current market, PepsiCo’s strategy sits between Stage 2 and 3 (Expand ➡️ Acquire ➡️Scale) in the growth framework I discussed in a previous post (https://shorturl.at/JUKTC). 🌱 This potential deal with Siete Foods - a brand known for grain-free, healthier options like almond flour tortillas and dairy-free queso dips - also demonstrates PepsiCo’s expansion into growing health-conscious segments . 📊The acquisition could not only enhance PepsiCo's product line-up in the category, but also strengthen its position in a market where consumers’ appetite for snacks, particularly healthier ones, continues to grow. If the deal comes to fruition, it will allow PepsiCo to maintain momentum through expansion into fast-growing, profitable categories. For Siete Foods, this offers the potential for greater reach and scalability, especially as it continues to expand distribution channels. 🚀 🌍 It's exciting to see the growing wave of strategic acquisitions in the packaged-food industry, as demonstrated by Mars’ recent deal for Kellanova and last year’s acquisition of Hostess Brands by The J.M. Smucker Co.. Major companies are aware of the evolving consumer preferences and that to drive growth, they must be on top of new trends. 💡In short, this acquisition - if completed - would be another example of PepsiCo's strategy to growth by innovating and expanding, as the company aims to cement its position in the industry. https://shorturl.at/pJLFf #Acquisitions #FoodIndustry #PepsiCo #SieteFoods #HealthySnacks #BusinessStrategy #MarketExpansion #Innovation #MergersAndAcquisitions #ConsumerGoods

The year’s largest merger is here: Mars and Kellanova. If you have never heard of Kellanova, you’ve certainly heard of the company it was recently formed out of – the Kellogg Company. Kellanova was launched in 2023 (a mere 317 days from this announcement) as a carveout from Kellogg with the aim to separate the faster growing snack foods from the slower growth cereal business.  Steve and I sat down to share some perspectives on the deal this morning. I hope you'll check them out. We covered: 1) The category opportunities 2) International runway 3) Alignment with consumer trends 4) Hedging supply side challenges 5) Synergies at scale Check it out below. https://lnkd.in/gsagXvhq