Motley Fool Money
Twinkies Find A New Home
Sep 11, 2023
Jason Moser, an investment analyst focused on mergers and acquisitions in the food sector, joins Jesse Singh, CEO of Azek, a leader in sustainable home exteriors. They discuss J.M. Smucker's $5.6 billion acquisition of Hostess Brands and the strategic benefits of this merger. Moser also dives into Instacart's valuation struggles and the competitive grocery landscape. Meanwhile, Singh shares insights on the decking industry's evolution and Azek's commitment to eco-friendly materials, showcasing the shift toward more sustainable home construction.
28:12
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Quick takeaways
- J.M. Smucker's acquisition of Hostess Brands expands its brand portfolio and offers opportunities for synergies.
- AZEK aims to replace wood with sustainable composite and PVC decking, focusing on professional and consumer markets.
Deep dives
Smucker acquires Hostess in $5.6 billion deal
J.M. Smucker is acquiring Hostess Brands for $5.6 billion in a cash and stock transaction, expanding its portfolio of brands and positioning itself for growth. While Hostess has a checkered past with two bankruptcies, its strong brands and steady growth potential make it an attractive acquisition. Smucker, a well-established company with slower growth, has the financial strength to make this deal, and the acquisition of Hostess brings a collection of strong brands and opportunities for synergies.
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