Episode
Latest CPG Deals and Market Insights: Drew Fallon, CEO Iris Finance
- Podcast
- The Startup CPG Podcast
- Published
- Jul 4, 2026
- Duration seconds
- 2369
- Processing state
not_requested- Canonical source
- https://share.transistor.fm/s/6f482a11
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Summary
In this episode of the Startup CPG Podcast, host Hannah Dittman sits down with Drew Fallon , Co-Founder and CEO of Iris Finance, an AI-powered financial planning and forecasting platform helping emerging consumer brands make smarter financial decisions, improve profitability, and prepare for long-term growth. Before launching Iris Finance, Drew spent nearly a decade building and scaling consumer brands, including serving as CFO of Mad Rabbit during its rapid growth. Today, through Iris, he works alongside hundreds of CPG founders, giving him a unique perspective on fundraising, acquisitions, financial planning, profitability, and the market forces shaping the next generation of consumer brands. Hannah and Drew take a step back to examine the broader CPG landscape, discussing the current acquisition environment, why headline acquisitions don't always reflect the overall health of the market, and how founders should think about building businesses that remain valuable regardless of shifting investment cycles. They also explore where strategic buyers are placing bets, how changing consumer behavior is reshaping billion-dollar portfolios, and why the strongest brands continue to focus on financial fundamentals instead of chasing short-term trends. Listen in as they cover: Why today's acquisition headlines don't tell the full story of the CPG market The difference between mature categories and emerging white-space opportunities Why strategic buyers are restructuring portfolios and actively searching for new growth How founders can build companies with real exit potential The categories attracting the most acquisition and investment activity Why valuation multiples have changed over the past several years How profitability and contribution margins have become increasingly im…