最近のリテール業界のM&Aニュースからの学び #245 - CEREAL TALK / シリアルトーク

What this episode covers

CEREAL TALKのニュースレターはこちらhttps://cerealtalk.jp/※ポッドキャストはGrünsが買収された1日前に収録したものなので、沼田さんがUnileverのGrüns買収を知る前に予想していました！(0:21) 最近のリテール業界の買収ニュース(4:28) HuelとOlaplex買収の共通要因(10:07) 大手ブランドの自社で新規ブランドを作る vs 買収する判断(13:25) ホワイトスペースや価格帯のポジショニング戦略(15:31) 利益やマーケティングチャネル(18:18) 次はどの会社・カテゴリーが買収されるのかの予想(20:30) 資本政策の重要性(22:03) $1B以上のエグジットが増えている(23:14) 買収後の創業者とのアラインメント＜おたよりフォーム＞https://forms.gle/Tgzv4y8PCTs86EcY6＜メンバー＞沼田雄二朗https://twitter.com/Numauer最所あさみhttps://twitter.com/qzqrnl宮武徹郎https://twitter.com/tmiyatake1草野美木https://twitter.com/mikikusano

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Frequently Asked Questions

How long is this episode of CEREAL TALK / シリアルトーク?

This episode is 25 minutes long.

When was this CEREAL TALK / シリアルトーク episode published?

This episode was published on April 12, 2026.

What is this episode about?

CEREAL TALKのニュースレターはこちらhttps://cerealtalk.jp/※ポッドキャストはGrünsが買収された1日前に収録したものなので、沼田さんがUnileverのGrüns買収を知る前に予想していました！(0:21) 最近のリテール業界の買収ニュース(4:28) HuelとOlaplex買収の共通要因(10:07) 大手ブランドの自社で新規ブランドを作る vs 買収する判断(13:25) ホワイトスペースや価格帯のポジショニング戦略(15:31)...

Can I download this CEREAL TALK / シリアルトーク episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.