The Battle For Breakfast

Earnings season is in full swing, and the first two of the Mag 7 (Alphabet and Tesla) set a rather dour tone. While the on paper results were different in many ways, there was one common theme that spooked investors: cash burn. Jon, Lou, and Tyler break down the quarter where mag ...  Show more

A new Gemini model is out and the AI world isn’t impressed. But is this Alphabet knowing its business better than anyone else or a loss of the company’s magic? Plus, we discuss Novo Nordisk suing Eli Lilly and GE Vernova’s stock falling after a great earnings report. Travis Hoium ...  Show more

Send us Fan Mail This week on The Skinny On, Kristen and Jen power through illness, time zone chaos, and toddler wrangling to bring you a jam-packed episode to break down two major consumer deals: Ferrero’s $3.1B offer for Kellogg and the possible Heinz Kraft breakup. They explai ...  Show more

It’s the year 2000 and, for the first time in almost a century, Kellogg’s is no longer America's top cereal maker. Now a new CEO is in the driving seat, and he’s on a mission to win back the cereal crown from General Mills.But even as the two rivals slug it out for number one, th ...  Show more

It’s the 1980s and General Mills is making waves with a new cereal based on the world’s hottest video game: Pac-Man. But Kellogg’s is hoping to cash in on a different trend: the growing clamour among adults for healthier breakfasts.So it’s plotting a taboo-busting ad campaign tha ...  Show more

It’s 1904 and Quaker Oats is about to make an, ahem, explosive entry into the cold cereal business. With the Kellogg brothers at risk of being left behind, Will Kellogg finally decides it’s time to stand up to his brother. He cuts ties and brings the original corn flakes to marke ...  Show more