The rise and fall

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Curated by: Michael Girdley (121 videos)


Currently Playing: Why America stopped eating cereal

Thanks to Monarch for partnering with me! Start your free trial and get 50% off your first year of total money clarity using my link https://monarchmoney.yt.link/E7HuAlu or code girdley50. What happened to cereal? This business breakdown explores the rise and fall of cereal, how Kellogg helped build the modern breakfast cereal industry, and why breakfast cereal went from a staple in nearly every American household to a shrinking legacy category. If you’ve been wondering why America stopped eating cereal, why cereal is declining, or how Kellogg lost its grip on the category it helped create, this video breaks it down. Get the 2-minute cheat sheet for this video → https://girdley.com/youtube 👇 SUBSCRIBE for more business breakdowns https://www.youtube.com/@Michael-Girdley?sub_confirmation=1 ------------------------------------------------------------------ ► Get my weekly letter to business owners: essential insights to run, grow, and stay ahead in your business → https://links.girdley.com/newsletter-yt ► For sponsorships or inquiries please reach out to: Contact@girdley.com ► Do you have a hat I should wear in a video? Send it to us: Contact@girdley.com ► Free events on all things small business: https://links.girdley.com/lectures-yt ► Deep dives on businesses for sale: https://www.youtube.com/@AcquisitionsAnonymousPodcast ► Follow me on Twitter/X: https://x.com/girdley ------------------------------------------------------------------ This cereal documentary covers how Kellogg, Post, and General Mills helped build one of the most dominant food categories in America. For decades, breakfast cereal benefited from convenience, changing family structure, mass advertising, Saturday morning cartoons, and a generation of consumers who saw cereal as a cheap, easy default. But the rise and fall of cereal is also a story about how the cereal industry damaged its own foundation. As the biggest brands pushed price increases, leaned on shrinkflation, overinvested in sugary marketing to kids, and trained consumers to pay premium prices for increasingly replaceable products, they opened the door for store brands and long-term distrust. This business breakdown also looks at why cereal declined once health attitudes changed, why low-carb diets and anti-sugar sentiment weakened the category, why milk consumption fell alongside breakfast cereal demand, and why fewer younger consumers even eat breakfast at all. If you’ve wondered what happened to Kellogg, why cereal is dying, or why America stopped eating cereal, this video walks through the full story. The video also explains how WK Kellogg was spun out, why the snack side of the business became far more valuable than cereal, how the “cereal for dinner” controversy exposed the category’s weakness, and why a business that once did $14 billion a year in U.S. sales ended up sold off and fading from relevance. At its core, this is a case study in consumer brands, category decline, changing habits, and what happens when a company stops respecting the customer.


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