Jan. 25 at 1:53 PM
$NVDA McCormick (MKC) isn’t a “sexy” company. Nobody’s doing hype threads about spices. And that’s exactly why I wrote this.
What matters here isn’t marketing. It’s mechanics. McCormick buys brands people already repurchase without thinking, then makes them even more present everywhere. That’s why the Cholula deal at ~
$800M isn’t “just hot sauce.” It’s an acquisition of repeat behavior. An acquisition of routine.
This article breaks it down in plain language: why a boring company can be quietly brilliant…because real power shows up when customers stop comparing and just reach for the same thing every time.
Read it here:https://cundilldeepvalue.substack.com/p/why-mccormick-paid-800m-for-cholula
$OXY $NKE $WMT
