This chapter explores the acquisition of Hostess Brands by Smucker, discussing the bankruptcy of Hostess and the potential growth rate for Smucker. It also examines the convenience factor of Smucker's offerings and the distribution and manufacturing benefits gained from the deal.
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
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