Institutional grade equity research on CPG businesses from a former research analyst, CFO, and now co founder/CEO of Iris - the financial operating system for consumer brands
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 170 | Founded | 2 years ago | Last Issue | 9 days ago |
| Active | |||||
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drewfallon.substack.comLatest Issues
What it takes to get acquired data
a study on brands acquired in 2026
What it takes to get acquired in 2026
It has been quite the year so far, and we have enough data to declare that a new era in CPG has been ushered in, an era I want us to refer to as BFY 3.0.
In this newsletter, I make the argument that we are in the 3rd iteration of the ‘bett...
2026 M&A Tracker
Trends & Analysis for M&A in 2026 so far
Well everyone. Idk what happened but the latest edition of the consumer M&A tracker got a grand total of 4 likes on linkedin.
3Q26 M&A Data
Data + Analysis + A presentation
TRIP FINANCIALS
With comps and valuation
https://drive.google.com/drive/folders/1v7q6cralGXZ64sF2HsA6BUpIWSt2ID0K?usp=drive_link
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Authors
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Co-Founder & CEO of Iris Finance | Former CFO of Mad Rabbit
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