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
Alphabet Almost Sets a Record No One Wants
Alphabet lost a staggering amount of market cap today, reflecting investors’ negativity regarding its incredible spending on AI infrastructure. By contrast, Microsoft’s quarterly report was better received thanks in part to ongoing free cash flow. Tyler, Jon, and Matt talk about ... Show More
24m 8s
Oct 27
SoFi’s Earnings Shine While PayPal & Boeing’s Earnings Look “Meh”
When a bank’s earnings cause the stock to pop more than 15%, then something definitely went right. At least that is what appears to have happened at SoFi this most recent quarter thanks to an earnings beat and raised guidance. Matt, Lou, and Tyler look at the highlights of the ea ... Show More
23m 15s
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