Watson Michael’s Post

Someone told me one day, there is the AI, tech, and the noise we hear all hours from the new economy and there is an old economy, quiet, subtle, and huge, which is going in locksteps. Today is a story about this economy in a fun segment: "snacking" with: ✅ a $36 billion deal ✅ All-cash deal for $83.50 per Kellanova share ✅ Kellanova’s 2023 net sales topped $13 billion. ✅ The move comes after Kellogg separated its business last year, with its cereal segment trading under WK Kellogg Co, and the remaining snacking and plant-based brands under Kellanova. ✅ Acquisition expands Mars' snacking platform ✅ Shares up nearly 8% in early trade ( ofc all cash deal! you cannot go wrong with that!) #mergersandacquisition #mars #kellanova #foodsector #snacking #strategy #capitalmarkets #economy

Major news in the FMCG world today - Mars and Kellanova have struck a historic $35.9 billion acquisition deal (14 times Ebita from last Qtr). This deal is one of the largest in packaged foods business since the Kraft and Heinz merger. Note Mars accquired Wrigley in 2008 for $23B. Will this move set to reshape the food manufacturing landscape? Mars’s acquisition of Kellanova is expected to complement its existing portfolio, which includes brands such as Snickers, M&M’s. In 2023, Mars reported net sales of more than US$50 billion, driven by its 150,000 associates across pet care, snacking and food businesses. Mars’s pet care portfolio includes the likes of Royal Canin, VCA, Pedigree, Banfield and Whiskas. As these giants combine forces. This will advance Mars’s strategic vision for the future of snacking. The integration of Kellanova’s brands will provide Mars with entry into new snacking categories, including the addition of billion-dollar brands Pringles and Cheez-It to its portfolio. The acquisition will also enhance Mars’s health and wellness offerings with products such as RXBAR and NutriGrain, aligning with global current consumer trends. Kellanova has their Better Days Promise initiative and Mars has their Sustainable in a Generation plan. Their combined impact will be significant in the world of food.

🚀 New Equity Research Report Out Now! 🚀 I'm excited to share my latest one-page equity research report on Mishtann Foods Ltd. 🔍 Key Insights: - Mishtann Foods is leveraging its innovative product lines and strong brand reputation to carve out a significant market share in the food industry. - The company has shown consistent financial growth, backed by strong revenue streams and strategic market expansion. - Mishtann Foods is set to capture increased market share and drive long-term growth for investors in the near future. As someone passionate about finance and equity markets, this report reflects my dedication to analyzing and understanding promising companies. I welcome any feedback or suggestions from fellow finance enthusiasts. Let's connect and discuss the fascinating world of equities!! 🔥 Risk Considerations: Investing in small-cap stocks like Mishtann Foods Ltd carries inherent risks, including volatility and liquidity concerns. It's essential for investors to conduct thorough research and consider these factors before making investment decisions. 🔔 Disclaimer: This report is for informational purposes only and should not be considered as financial advice. Please conduct your own research or consult a financial advisor before making any investment decisions. #EquityResearch #Finance #InvestmentAnalysis #MishtannFoods #StockMarket #FinancialAnalysis #equityresearchreport #researchreport #onepagereport

🚰💼 **Exciting Opportunity Alert for Investors! 💼🚰** India's Bottled Water Business: Tap into the Lucrative Market Now! 🌊 With only a handful of national brands dominating the water industry in India, now is the perfect time for savvy investors to dive into the booming bottled water business. Here are 5 key takeaways from recent insights that underscore the potential for exponential growth: 1. **Coca-Cola's Water Dominance:** Did you know that Coca-Cola, the global beverage giant, not only reigns supreme in colas but also leads the bottled water market with its Dasani brand? With an array of beverages under its belt, including the top-selling water brand globally, Coca-Cola's success demonstrates the immense profitability of the water segment. 2. **Diverse Beverage Portfolio:** Coca-Cola's business strategy revolves around a diverse portfolio, with water being a significant contributor to its revenue and growth. This underscores the importance of tapping into various beverage segments to maintain industry leadership and drive innovation. 3. **Unmatched Distribution Network:** Leveraging its unparalleled distribution network and robust marketing machinery, Coca-Cola ensures widespread availability and high sales for its water brands. For investors, this means access to a vast market reach and the potential for substantial returns. 4. **Investment in Innovation:** Coca-Cola's success in the water segment is fueled by continuous innovation and investment in new brands and ideas. By allocating resources to nurture emerging brands, the company secures its position as a market leader and keeps shareholders satisfied with lucrative dividends. 5. **Investment Potential:** While Coca-Cola's stock remains a strong investment choice, it's essential to explore diverse opportunities in the market. With expert analysts identifying promising stocks for future growth, investors can capitalize on emerging trends and maximize their returns. 📈 Don't miss out on the chance to capitalize on India's burgeoning bottled water market! Join the ranks of successful investors and ride the wave of opportunity with strategic investments in the beverage industry. Cheers to lucrative ventures ahead! 🥂 Don't hesitate to Schedule a quick catch-up with me on whatsapp for alternative investment options in the thriving water business across India. Nizamuddin:+919630099981 **#BottledWater #InvestmentOpportunity #IndiaMarket #CocaCola #Dasani #InvestmentStrategy #BusinessOpportunity #BeverageIndustry #FinancialGrowth #MarketTrends #EmergingMarkets #StockMarket #InvestmentTips #Entrepreneurship #FinanceNews #InvestmentInsights #MarketAnalysis #BusinessInnovation #InvestingInWater #FinancialSuccess** https://lnkd.in/gVr98byq

With Unilever's CEO Hein Schumacher considering options to spin off or sell its ice cream unit, investors are presented with a tantalizing opportunity in the frozen treats market. Despite comprising 13% of total sales, the division has seen declining volumes in recent times, prompting strategic reassessment. Schumacher's plan reflects Unilever's commitment to refocusing its portfolio, aiming to unlock value and reignite growth. As one of the world's leading ice cream makers, the division's potential divestment offers investors a chance to capitalize on a lucrative sector ripe for innovation and expansion. However, investor sentiment remains mixed, reflecting uncertainties surrounding Unilever's broader performance and the future trajectory of its ice cream division in an increasingly competitive landscape. As noted by Tineke Frikkee, head of UK equity research at Waverton Investment Management, "Whilst it is positive to see the company accelerating their strategic ambitions, this is a high-growth category where they have leading market share," indicating apprehensions about the proposed split's potential impact on growth. “It’s an interesting time for Unilever to decide to do this. Froneri is going to be a lot more attractive for investors,” said Chirag Pandya, a partner at McKinsey & Company. “Froneri has the opportunity of new markets, new channels, whereas Unilever is already global. Unilever’s unit is a poorly-operated asset so the value creation will be down to improving operations.” #Growth #Acquistion #Business #IceCream #Innovation #Transformation #Divestment I Bloomberg I Dasha Afanasieva I Sabah Meddings

1️⃣1️⃣ 🥩 Hormel Foods Corp. (HRL): A dividend king with 57 years of growth, Hormel’s diversified product lineup ensures steady revenues. #HormelFoods #FoodIndustry #Dividends 🍖🥜 1️⃣2️⃣ 🍸 Diageo PLC (DEO): Despite market challenges, Diageo’s iconic brands and reliable dividend offer long-term investor value. #Diageo #Spirits #Dividends 🍹🏴 1️⃣3️⃣ 🧻 Kimberly-Clark Corp. (KMB): A steady dividend yield and recession-proof products make Kimberly-Clark a safe bet. #KimberlyClark #ConsumerGoods #Dividends 🍼🧴 1️⃣4️⃣ 💳 OneMain Holdings Inc. (OMF): With a robust business model, OneMain offers an enticing 8.6% dividend yield. #OneMain #PersonalLoans #Dividends 💵🚗 1️⃣5️⃣ 🛢️ H.F. Sinclair Corp. (DINO): This refining company’s steady dividend and solid business fundamentals make it a great pick. #HFSinclair #Refining #Dividends ⛽🇺🇸 💬 What are your favorite dividend stocks? Share in the comments! 🗨️👇 #InvestingTips #StockMarket #DividendInvesting 🔔 Stay tuned for more investment insights! 🔔

1️⃣1️⃣ 🥩 Hormel Foods Corp. (HRL): A dividend king with 57 years of growth, Hormel’s diversified product lineup ensures steady revenues. #HormelFoods #FoodIndustry #Dividends 🍖🥜 1️⃣2️⃣ 🍸 Diageo PLC (DEO): Despite market challenges, Diageo’s iconic brands and reliable dividend offer long-term investor value. #Diageo #Spirits #Dividends 🍹🏴 1️⃣3️⃣ 🧻 Kimberly-Clark Corp. (KMB): A steady dividend yield and recession-proof products make Kimberly-Clark a safe bet. #KimberlyClark #ConsumerGoods #Dividends 🍼🧴 1️⃣4️⃣ 💳 OneMain Holdings Inc. (OMF): With a robust business model, OneMain offers an enticing 8.6% dividend yield. #OneMain #PersonalLoans #Dividends 💵🚗 1️⃣5️⃣ 🛢️ H.F. Sinclair Corp. (DINO): This refining company’s steady dividend and solid business fundamentals make it a great pick. #HFSinclair #Refining #Dividends ⛽🇺🇸 💬 What are your favorite dividend stocks? Share in the comments! 🗨️👇 #InvestingTips #StockMarket #DividendInvesting 🔔 Stay tuned for more investment insights! 🔔

In the biggest M&A deal of the year, Mars is going to buy Kellanova (the snack side of what used to be Kellogg) for nearly $36 billion. There's plenty to talk about here, but what I'm thinking about is that this will take Kellanova private. No more quarterly earnings reports or calls where executives have to answer tough questions from analysts. Kellanova has been pushing into developing markets, but we won't get to hear how that's going. People are buying less chocolate candy and salty snacks, but we won't hear the details from Mars / Kellanova now. Companies have shared where their inputs were going up and how much higher their prices were going. Something else we won't learn from this mega-company. Oh well. I guess they call it private for a reason. https://lnkd.in/geQTgxhb

R.L. Hulett has published its Q3 M&A Update on the Food & Consumer Industry. Report highlights included: ‣ The median EV/EBITDA multiple for reported private equity deals increased to 5.93x in 2024 from 4.07x in 2023, and increased for strategic deals to 13.58x from 6.51x in the prior year. Please visit our website to discover the full insights and detailed analysis. #Food #Consumer #MergersAndAcquisitions #MiddleMarket