Kellogg’s is spinning off its core cereal business to focus on the fast-growing snacks market.
(00:11) Jason Moser and Deidre Woollard discuss: - Why Kellogg’s is splitting up its business. - If snacks still have growth potential. - Monster’s ability to become a 100-year brand.
(13:35) Ricky Mulvey and John Nash analyze newly-listed TKO Holdings, the comp ... Show More
Yesterday
Bloom Energy’s “Time-to-Power” Moat
A completely mailbag episode. In the first segment, Jon, Matt, and Rachel take a question regarding return on invested capital (ROIC), and how this metric plays into investment decisions. In the second segment, a listener asks about bottlenecks in the power generation space and h ... Show More
28m 56s
Sep 6
Purpose, People, and Core Pursuits: Key Ingredients to a Happy Retirement
If there’s one person who knows about both the financial and non-financial ingredients to a happy retirement, it’s Wes Moss. Wes is a Certified Financial Planner, the chief investment strategist at Capital Investment Advisors, the host of the Retire Sooner podcast, and the author ... Show More
24m 38s
Sep 5
How Much Does It Take to Be Happy in Retirement?
If there’s one person who knows about both the financial and non-financial ingredients to a happy retirement, it’s Wes Moss. Wes is a Certified Financial Planner, the chief investment strategist at Capital Investment Advisors, the host of the Retire Sooner podcast, and the author ... Show More
21m 7s
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
Jul 2019
Cereal Wars - Going Soggy | 6
It’s the year 2000 and, for the first time in almost a century, Kellogg’s is no longer America's top cereal maker. Now a new CEO is in the driving seat, and he’s on a mission to win back the cereal crown from General Mills.But even as the two rivals slug it out for number one, th ... Show More
24m 58s
Jul 2019
Cereal Wars - Breakfast of Champions | 2
It’s 1904 and Quaker Oats is about to make an, ahem, explosive entry into the cold cereal business. With the Kellogg brothers at risk of being left behind, Will Kellogg finally decides it’s time to stand up to his brother. He cuts ties and brings the original corn flakes to marke ... Show More
25m 15s
Jan 2019
McDonald’s vs Burger King - Breakfast Wars | 7
Egg McMuffins, Croissan’wiches and coffee. Today’s fast food fight is all about breakfast time. Wall Street Journal reporter Julie Jargon joins to talk about where Burger King and McDonald’s are headed, the rise of eating at home, and how fast-casual chains are taking a bite out ... Show More
22m 58s