The hosts discuss the Instacart IPO, its offer price, and the company's valuation. They analyze its net income and potential growth in the grocery delivery market while also examining the convenience and pricing disparities of delivery apps.
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 competition in the decking space and what’s next for the brand.
Companies discussed: TWNK, SJM, SOVO, AMZN, WMT, CPB, KR, AZEK
Host: Deidre Woollard Guests: Jason Moser, Jesse Singh Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices