Kellogg's
also referred to as: kellogg
3 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Nov 2, 2018 by Ryan Caldbeck · across every show →
Everything said about Kellogg's, oldest first
Nov 2, 2018 bullish
Aug 8, 2025
Aug 8, 2025 neutral
RXBAR generates $200M in revenue but wasn't an extraordinary acquisition
“I think probably like 200, but profitable right now for, and especially in Mars portfolio, like they need stuff to get to a billion in revenue. And I think that its position is hard to innovate. You can't go down on price because you're using a whole real food…”