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Twinkies Find A New Home

28 min•11 september 2023

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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