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• Inside General Mills’ pricing and portfolio reshaping plans to return to growth
• Is Built Bar heading toward a sale?
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I’ve been thinking a lot about whether Big Food can truly compete within an innovation ecosystem currently led by entrepreneurial types these past few months. From a rapidly shifting regulatory landscape that seems to have a grip on consumer behavior to equally unpredictable trade policies and supply chain hiccups, it doesn’t look easy out there for anyone.

Over here at Nosh, we’ve been digging into the conversation from a few angles and recently took a look at how M&A and corporate venture efforts have fared as an innovation engine. By and large it seems the conversation on how conglomerates can keep up is rapidly shifting away from the way things once worked to… dare we say… a new normal? Or at least, a new way forward. 

Politics and policy aside, the food industry is progressing at a rapid clip and General Mills came out with a “bold” plan during its Investor Day Tuesday it believes can keep it apace with those changes and return the company to consistent organic growth.

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The FABID by Northhall Q3 2025 report highlights a measured but steady quarter for food, beverage, and CPG investment activity. Total disclosed funding reached $344 million, representing a 1% quarter-over-quarter increase, even as the number of funded brands declined.

As early-stage deal flow moderates and mid-sized rounds gain share, the quarter signals a market that is stabilizing at a more sustainable pace - one defined by disciplined capital allocation, selective growth, and investor confidence in category leaders.

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The J.M. Smucker Company is suing Trader Joe’s, claiming the grocery chain is infringing on its trademarks with an “obvious” Uncrustables copycat. 

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For 10 years, beef protein powder supplement business Equip Foods has been steadily building a base of consumers online. After launching into the bar category with Prime Bars in July, Equip is preparing to bring its innovative protein products to retail with a revamped, retro visual identity.

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Here’s a look at leading headlines from around the food industry. Insiders get access to the full story.

1. Former Clio Snacks R&D Head Launches Line Of CPG Onions
2. PepsiCo Refreshes Lay's Brand After Q3 Snack Volume Declines
3. DayDayCook Pivots to Bitcoin While its CPG Portfolio is AWOL
4. Glen Powell’s Smash Kitchen Wants to Transform American Pantries
5. McCormick Balances Tariff Pain with Demand for Reformulation

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Brandon Lennox of Lemon Perfect, Neha Soi of BERO, and Vivian Keena of Luxent share how timing, technology, and the right partners can define a brand’s growth curve. 

• They open up about scaling challenges, system decisions, and the pivotal role an ERP like NetSuite played in transforming their operations. 
• From manual chaos to structured efficiency, their stories reveal what happens when growth outpaces infrastructure, and how investing early in the right systems can prevent the hidden cost of waiting.  

This episode is a paid collaboration with Luxent.

Tune into the episode here. Also available on Spotify and Apple Podcasts.