The acquisition of Hostess Brands by J.M. Smucker is the latest in a series of food mergers.
(00:21) Jason Moser and Deidre Woollard discuss: - The synergies between Hostess and Smucker. - Why Instacart’s valuation dropped. - Kroger’s push to make the Albertsons deal happen.
(16:09) Deidre Woollard interviews Jesse Singh of home exteriors company Azek on ... Show More
Jul 7
AI Expectations Hit a Fever Pitch
Every quarter recently, semiconductor stocks keep churning out incredible numbers. And every quarter, it seems as those companies somehow “miss expectations”. The most recent example was when Samsung Electronics reported a 1,900% increase in profits, the stock dropped so much it ... Show More
22m 38s
Jul 6
Are Index Funds Making the Market “Irrational”?
Matt, Rachel, and Jon talk about SK Hynix’s upcoming U.S. IPO, explaining what high-bandwidth memory is and which companies could potentially benefit from the company’s IPO proceeds. The Motley Fool Hidden Gems Investing team then tackles two questions from the mailbag. The first ... Show More
27m 23s
Jul 2025
169. Spin-Offs, Reverse M&A, and Wellness: The Logic of Recent Consumer M&A Deals (Fererro Buying Kellogg and Kraft Heinz Breakup)
Send us Fan Mail This week on The Skinny On, Kristen and Jen power through illness, time zone chaos, and toddler wrangling to bring you a jam-packed episode to break down two major consumer deals: Ferrero’s $3.1B offer for Kellogg and the possible Heinz Kraft breakup. They explai ... Show More
37m 7s
Dec 2024
121. The Skinny On...Mondelez's Failed Bid for Hershey, Kroger's Failed Bid for Albertsons, & Hawk Meme Coin
Send us Fan Mail On this episode of 'The Wall Street Skinny' we delve into two failed acquisitions, starting first with the failed Mondelez-Hershey deal. We get into the structure of Hershey's voting shares, the history of Kraft and Cadbury's contentious acquisition, and the stra ... Show More
32m 44s
Jan 2024
Disney, Harley, Whopper, Whopper
Jack talks with a top media analyst about Bob Iger’s turnaround prospects, and covers recent developments in bikes and burgers.
Learn more about your ad choices. Visit megaphone.fm/adchoices
33m 26s
Feb 2025
Fast Five Shorts | Amazon Names Whole Foods CEO Jason Buechel Head Of Worldwide Grocery
In the latest edition of Omni Talk’s Retail Fast Five, sponsored by the A&M Consumer and Retail Group, Mirakl, Simbe, Ocampo Capital and Scratch Event DJs Chris Walton and Anne Mezzenga discuss: Amazon Naming Whole Foods CEO Jason Buechel Head Of Worldwide GroceryFor the full epi ... Show More
6m 29s
Aug 2024
Walmart+ Whoppers, Chick-fil-A’s 4 Drive Thrus & Why Amazon Just Set Sustainability Back | Fast Five
In this week’s Omni Talk Retail Fast Five news roundup, sponsored by the A&M Consumer and Retail Group, Ownit AI, Avalara, Mirakl, and Ocampo Capital, Chris and Anne discussed:Walmart opening up hosted U.S. fulfillment for Chinese goods (Source)Chick-fil-A opening a new “elevated ... Show More
39m 11s
Sep 2024
The Deal Room: Bumper M&A Special (UniCredit, Intel, Rightmove)
<p>In this episode, Anthony Cheung and Stephen Barnet discuss the latest developments in M&A speculation, focusing on Unicredit's acquisition attempts of Commerzbank, Qualcomm's interest in Intel, and the ongoing saga of Rightmove's acquisition. </p><br><p>They delv ... Show More
34m 36s