M&A bolt-on · Pepsi → target #9 of 9
Siete Family Foods
Premium, health-focused Mexican-American food brand offering inclusive, allergen-friendly alternatives to traditional pantry staples.
Founded 2014 · Competes with Lotus Foods, Late July, Beanitos, Mi Nina · Partnerships: Siete FC
Corporate details are Qloo entity data.
Why this verdict
F 47.4 < 62.
Scores, flags and verdicts are computed in code. The agents can only argue with the ledger; they never set the score.
Six audience metrics
Bar = this target; tick = shortlist average.
How F is built
Points each metric adds (weights for M&A bolt-on, renormalised over what Qloo could measure).
| Metric | Weight | Points |
|---|---|---|
| Two-way audience affinity | 0.30 | 18.0 |
| Taste-profile overlap | 0.20 | 3.3 |
| Cross-domain agreement | 0.15 | 12.2 |
| Demographic alignment | 0.15 | 7.5 |
| Geographic footprint | 0.10 | 1.5 |
| Momentum | 0.10 | 4.9 |
| F | 47.4 |
Qloo explainability: the buyer-side signals driving the forward affinity are Quaker Oats Company (0.26), Gatorade (0.26), Doritos (0.25), Pepsi (0.23).
Shared catalogue categories (Qloo compare): Food & Beverage, Food, Packaged, Snacks.
Where the audiences meet, across culture
The buyer audience’s top titles in each domain, ranked by how strongly Siete Family Foods’s audience embraces them.
Taste profile overlap
15 of 85 top taste tags shared.
Pulpo A La Brasa, Seared Diver Scallops, Mole, electronic, pop
Restaurant, Fries, Cookbooks, Salad, European
Audience shape
Relative over-index (+) or under-index (−) of each aggregate audience, from Qloo. Not individual data.
Momentum
z = -0.06 relative to the screened cohort (2025-10-01).
Footprint overlap for distribution
Anchorage, Tucson, Albuquerque, Nashville, Portland, Boise, Oklahoma City, Austin
Birmingham
Bull vs bear
10 of 10 claims survived the judge; 0 rejected for citing numbers not in the ledger or misreading them.Bull: for the deal
Cross-domain taste agreement for Siete's audience is strong: the aggregate cross-domain agreement score is 0.816, just above the shortlist average of 0.810, so the audience's tastes hang together consistently across music, TV, film and podcasts.
t9-m3.value = 0.8156t9-m3.shortlistAverages.value = 0.8105Two-way audience affinity between Siete and Pepsi is a relative strength: the ratio of the two directions is 0.976, slightly above the shortlist average of 0.968, which suggests the audience overlap is roughly symmetric and the brands are not skewed toward one side.
t9-m1.ratio = 0.9763t9-m1.shortlistAverages.ratio = 0.9678Film affinity is the strongest domain signal: the audience over-indexes on films, scoring 0.809 against a shortlist average of 0.781, with aggregate affinities for titles such as Toy Story 4 and Aladdin.
t9-m3.domains[2].score = 0.8093t9-m3.shortlistAverages.domains[2].score = 0.7815Siete's aggregate audience skews younger than Pepsi's: the 24-and-younger share is 0.42 for Siete against 0.20 for the buyer, a positioning that a youth-oriented portfolio could address.
t9-m4.target.24_and_younger = 0.42t9-m4.buyer.24_and_younger = 0.2The geographic footprint shows room to grow: 11 metros are white space where Siete's affinity is high but the buyer's is low, and Siete's popularity score of 0.917 gives a strong brand base to expand from.
t9-m5.whiteSpaceCount = 11t9-profile.popularity = 0.9168
Bear: against, or diligence first
Two-way audience affinity is below the shortlist: the target's audience affinity for the buyer's brands is 0.5988 against a shortlist average of 0.6514, so the cross-brand audience overlap that the deal thesis depends on is thinner than peers.
t9-m1.value = 0.5988t9-m1.shortlistAverages.value = 0.6514Taste-profile overlap is weak: only 15 shared taste tags out of a union of 85, a Jaccard value of 0.1644 versus a shortlist average of 0.2162, and 55% of the buyer's top-20 tags are missing from the target's profile.
t9-m2.value = 0.1644t9-m2.buyerTop20MissingShare = 0.55Demographic alignment is poor: the target's audience skews strongly male-negative (-0.66) and 55-and-older-negative (-0.65) while the buyer's male score is +0.1175, and the cosine similarity of 0.0046 is far below the shortlist average of 0.1371.
t9-m4.biggestGap.target = -0.66t9-m4.cosine = 0.004593t9-m4.shortlistAverages.cosine = 0.1371Geographic overlap is negative: the correlation between buyer and target metro affinity is -0.6956, and 11 metros are white space where the target over-indexes but the buyer does not, so the buyer would be adding reach mainly where it is weakest rather than consolidating existing strength.
t9-m5.correlation = -0.6956t9-m5.whiteSpaceCount = 11Momentum is flat and below peers: the z-score of -0.0581 is negative against a shortlist average of 0.1870, so the aggregate audience signal is not growing, and the composite F of 47.45 trails the shortlist average of 54.80, which argues for diligence before any bid.
t9-m6.z = -0.05808t9-score.F = 47.45t9-score.shortlistAverages.F = 54.8
Provenance: 30 Qloo calls behind this target
Requests as sent (the API key travels in a header and is never logged). Responses are cached privately on the server.
| Purpose | Endpoint | Status | Result | Source |
|---|---|---|---|---|
| /v2/insights | ok | 29 of 29 candidates scored | cache | |
| /v2/insights | ok | 29 profile(s) | cache | |
| /v2/insights | ok | 50 taste tag(s) | cache | |
| /v2/insights | ok | 25 recommended tv_show(s) | cache | |
| /v2/insights | ok | 25 recommended podcast(s) | cache | |
| /v2/insights | ok | 25 recommended movie(s) | cache | |
| /v2/insights | ok | 25 recommended artist(s) | cache | |
| /v2/insights | ok | demographics for 13 of 13 entities | cache | |
| /v2/insights | ok | 7265 heatmap cell(s) in United States | cache | |
| /v2/trending | ok | 47 trend point(s) | cache | |
| /v2/trending | ok | 47 trend point(s) | cache | |
| /v2/trending | ok | 47 trend point(s) | cache | |
| /v2/trending | ok | 47 trend point(s) | cache | |
| /v2/trending | ok | 47 trend point(s) | cache | |
| /v2/trending | ok | 47 trend point(s) | cache | |
| /v2/trending | ok | 47 trend point(s) | cache | |
| /v2/trending | ok | 47 trend point(s) | cache | |
| /v2/trending | ok | 47 trend point(s) | cache | |
| /v2/trending | ok | 47 trend point(s) | cache | |
| /v2/trending | ok | 47 trend point(s) | cache | |
| /v2/trending | ok | 47 trend point(s) | cache | |
| /v2/trending | ok | 47 trend point(s) | cache | |
| /v2/insights | ok | 4 of 4 candidates scored | cache | |
| /v2/insights | ok | 50 taste tag(s) | cache | |
| /v2/insights | ok | 25 of 25 candidates scored | cache | |
| /v2/insights | ok | 25 of 25 candidates scored | cache | |
| /v2/insights | ok | 25 of 25 candidates scored | cache | |
| /v2/insights | ok | 25 of 25 candidates scored | cache | |
| /v2/analysis/compare | ok | 4 shared catalogue tag(s) | cache | |
| /v2/insights | ok | 6402 heatmap cell(s) in United States | cache |
Evidence rows (what bull, bear and the judge see)
[
{
"id": "t9-flags",
"label": "Red flags (code rules)",
"data": {
"flags": []
},
"shortlistAverages": {}
},
{
"id": "t9-m1",
"label": "m1 Two-way audience affinity",
"data": {
"a": 0.6060990663136395,
"b": 0.5917631337785352,
"ratio": 0.9763472123092071,
"value": 0.5988453143181317,
"reverse": [
{
"id": "099E174E-1FEC-4AD9-80F2-92C2E6CBD6ED",
"name": "Quaker Oats Company",
"affinity": 0.6151573583082481
},
{
"id": "18316CE7-595D-4469-8FDF-43D1B70021E4",
"name": "Gatorade",
"affinity": 0.6120925031495442
},
{
"id": "EA3901B0-A3A5-43F5-AC2A-45C35C400926",
"name": "Doritos",
"affinity": 0.5869249327942474
},
{
"id": "957B527A-CF2C-4283-A2FD-3F49741DF5DE",
"name": "Pepsi",
"affinity": 0.5528777408621013
}
],
"coverage": 1
},
"shortlistAverages": {
"a": 0.6624365266218457,
"b": 0.6407175341615415,
"ratio": 0.967828417745172,
"value": 0.6513859043165956
}
},
{
"id": "t9-m2",
"label": "m2 Taste-profile overlap",
"data": {
"value": 0.16438356164383564,
"shared": [
{
"id": "urn:tag:keyword:media:female_protagonist",
"name": "female protagonist",
"subtype": "urn:tag:keyword:media"
},
{
"id": "urn:tag:keyword:media:teenage_girl",
"name": "teenage girl",
"subtype": "urn:tag:keyword:media"
},
{
"id": "urn:tag:keyword:media:family_relationships",
"name": "family relationships",
"subtype": "urn:tag:keyword:media"
},
{
"id": "urn:tag:genre:music:indie",
"name": "indie",
"subtype": "urn:tag:genre:music"
},
{
"id": "urn:tag:keyword:media:friend",
"name": "friend",
"subtype": "urn:tag:keyword:media"
},
{
"id": "urn:tag:keyword:media:friendship",
"name": "friendship",
"subtype": "urn:tag:keyword:media"
},
{
"id": "urn:tag:genre:music:country",
"name": "country",
"subtype": "urn:tag:genre:music"
},
{
"id": "urn:tag:keyword:media:high_school",
"name": "high school",
"subtype": "urn:tag:keyword:media"
}
],
"coverage": 1,
"buyerOnly": [
{
"id": "urn:tag:specialty_dish:place:pulpo_a_la_brasa",
"name": "Pulpo A La Brasa",
"subtype": "urn:tag:specialty_dish:place"
},
{
"id": "urn:tag:specialty_dish:place:seared_diver_scallops",
"name": "Seared Diver Scallops",
"subtype": "urn:tag:specialty_dish:place"
},
{
"id": "urn:tag:specialty_dish:place:mole",
"name": "Mole",
"subtype": "urn:tag:specialty_dish:place"
},
{
"id": "urn:tag:genre:music:electronic",
"name": "electronic",
"subtype": "urn:tag:genre:music"
},
{
"id": "urn:tag:genre:music:pop",
"name": "pop",
"subtype": "urn:tag:genre:music"
}
],
"targetOnly": [
{
"id": "urn:tag:genre:place:restaurant",
"name": "Restaurant",
"subtype": "urn:tag:genre:place"
},
{
"id": "urn:tag:specialty_dish:place:fries",
"name": "Fries",
"subtype": "urn:tag:specialty_dish:place"
},
{
"id": "urn:tag:genre:media:cookbooks",
"name": "Cookbooks",
"subtype": "urn:tag:genre:media"
},
{
"id": "urn:tag:specialty_dish:place:salad",
"name": "Salad",
"subtype": "urn:tag:specialty_dish:place"
},
{
"id": "urn:tag:genre:place:restaurant:european",
"name": "European",
"subtype": "urn:tag:genre:place"
}
],
"unionCount": 85,
"sharedCount": 15,
"buyerTop20MissingShare": 0.55
},
"shortlistAverages": {
"value": 0.21621768796827232,
"sharedCount": 19.625,
"buyerTop20MissingShare": 0.4375
}
},
{
"id": "t9-m3",
"label": "m3 Cross-domain agreement",
"data": {
"value": 0.8156114200377218,
"domains": [
{
"type": "urn:entity:artist",
"clash": [
{
"name": "Arcangel",
"affinity": 0.7302919106830006
},
{
"name": "Nicky Jam",
"affinity": 0.7474488411869462
},
{
"name": "J Balvin",
"affinity": 0.7500987529513126
}
],
"label": "Music",
"score": 0.7667346536215973,
"shared": [
{
"name": "Sebastian Yatra",
"affinity": 0.7876180923593677
},
{
"name": "Reik",
"affinity": 0.7826392808643985
},
{
"name": "Prince Royce",
"affinity": 0.7817807634040146
}
],
"expected": 25,
"returned": 25
},
{
"type": "urn:entity:tv_show",
"clash": [
{
"name": "The Next Step",
"affinity": 0.8529320334543321
},
{
"name": "Saved by the Bell",
"affinity": 0.8585886706253621
},
{
"name": "Doogie Kamealoha, M.D.",
"affinity": 0.8641010241383684
}
],
"label": "TV",
"score": 0.8904055786193799,
"shared": [
{
"name": "Blown Away",
"affinity": 0.941233199458914
},
{
"name": "Old Enough!",
"affinity": 0.9369799081000004
},
{
"name": "Lego Masters Australia",
"affinity": 0.9147606377653277
}
],
"expected": 25,
"returned": 25
},
{
"type": "urn:entity:movie",
"clash": [
{
"name": "Spider-Man: Homecoming",
"affinity": 0.7504342465303423
},
{
"name": "Guardians of the Galaxy: Vol. 2",
"affinity": 0.7587696303162451
},
{
"name": "Thor: Ragnarok",
"affinity": 0.761202172277323
}
],
"label": "Film",
"score": 0.8093491008861224,
"shared": [
{
"name": "Toy Story 4",
"affinity": 0.8636163899394825
},
{
"name": "Aladdin",
"affinity": 0.8578045063157094
},
{
"name": "Pokémon: Detective Pikachu",
"affinity": 0.8474212127291476
}
],
"expected": 25,
"returned": 25
},
{
"type": "urn:entity:podcast",
"clash": [
{
"name": "First Take",
"affinity": 0.6611628063101839
},
{
"name": "Talk Is Jericho",
"affinity": 0.6760318786397577
},
{
"name": "The Steve Austin Show",
"affinity": 0.6880478826498015
}
],
"label": "Podcasts",
"score": 0.7959563470237877,
"shared": [
{
"name": "The Chalene Show | Diet, Fitness & Life Balance",
"affinity": 0.9182134389596648
},
{
"name": "Motivation with Brendon Burchard",
"affinity": 0.8736227612973577
},
{
"name": "Trust and Believe with Shaun T",
"affinity": 0.8629562667852315
}
],
"expected": 25,
"returned": 25
}
],
"coverage": 1
},
"shortlistAverages": {
"value": 0.810476776925301,
"domains[0].score": 0.7679707127120858,
"domains[1].score": 0.8919821957310872,
"domains[2].score": 0.7814520856550119,
"domains[3].score": 0.8005021136030196
}
},
{
"id": "t9-m4",
"label": "m4 Demographic alignment",
"data": {
"buyer": {
"male": 0.11749999999999998,
"female": -0.11749999999999998,
"25_to_29": 0.29000000000000004,
"30_to_34": -0.0675,
"35_to_44": -0.22000000000000003,
"45_to_54": -0.475,
"55_and_older": -0.3825,
"24_and_younger": 0.19999999999999998
},
"value": 0.5022967261270318,
"cosine": 0.004593452254063627,
"target": {
"male": -0.66,
"female": 0.66,
"25_to_29": -0.24,
"30_to_34": 0.24,
"35_to_44": 0.31,
"45_to_54": 0.04,
"55_and_older": -0.65,
"24_and_younger": 0.42
},
"coverage": 1,
"biggestGap": {
"buyer": 0.11749999999999998,
"bucket": "male",
"target": -0.66
}
},
"shortlistAverages": {
"value": 0.5685635164175713,
"cosine": 0.1371270328351427
}
},
{
"id": "t9-m5",
"label": "m5 Geographic footprint",
"data": {
"value": 0.1522003914106419,
"coverage": 1,
"metroCount": 55,
"whiteSpace": [
{
"lat": 61.2181,
"lon": -149.9003,
"buyer": 0.49558502705752777,
"metro": "Anchorage",
"target": 0.9092926981266135,
"buyerRel": -0.22279676991659175,
"targetRel": 0.19091090115249398
},
{
"lat": 32.2226,
"lon": -110.9747,
"buyer": 0.6089413566713184,
"metro": "Tucson",
"target": 0.9292784815122191,
"buyerRel": -0.16576332693312845,
"targetRel": 0.15457379790777226
},
{
"lat": 35.0844,
"lon": -106.6504,
"buyer": 0.6157961515121241,
"metro": "Albuquerque",
"target": 0.9089348860031468,
"buyerRel": -0.15865885124875245,
"targetRel": 0.13447988324227023
},
{
"lat": 36.1627,
"lon": -86.7816,
"buyer": 0.707070212764379,
"metro": "Nashville",
"target": 0.946750006246509,
"buyerRel": -0.10880019107979277,
"targetRel": 0.1308796024023372
},
{
"lat": 45.5152,
"lon": -122.6784,
"buyer": 0.6370498133412997,
"metro": "Portland",
"target": 0.9538096742409267,
"buyerRel": -0.19207051718894252,
"targetRel": 0.12468934371068441
},
{
"lat": 43.615,
"lon": -116.2023,
"buyer": 0.5548783018204364,
"metro": "Boise",
"target": 0.872638710558547,
"buyerRel": -0.19472099763452744,
"targetRel": 0.12303941110358319
},
{
"lat": 35.4676,
"lon": -97.5164,
"buyer": 0.6872049394855749,
"metro": "Oklahoma City",
"target": 0.9185049323374906,
"buyerRel": -0.1086664785619812,
"targetRel": 0.12263351428993452
},
{
"lat": 30.2672,
"lon": -97.7431,
"buyer": 0.7355181150007081,
"metro": "Austin",
"target": 0.9928992360313905,
"buyerRel": -0.1349614730297778,
"targetRel": 0.12241964800090466
}
],
"correlation": -0.6955992171787162,
"strongholds": [
{
"lat": 33.5186,
"lon": -86.8104,
"buyer": 0.7416748044389379,
"metro": "Birmingham",
"target": 0.8594396825154382,
"buyerRel": 0.006789833089026365,
"targetRel": 0.12455471116552674
}
],
"whiteSpaceCount": 11,
"relativeToCohort": true
},
"shortlistAverages": {
"value": 0.3995949410190965,
"correlation": -0.20081011796180706
}
},
{
"id": "t9-m6",
"label": "m6 Momentum",
"data": {
"z": -0.05807941970218389,
"value": 0.49032009671630267,
"priorSd": 0.0009522444093610138,
"coverage": 1,
"priorMean": 0.18790111115805974,
"normalised": true,
"recentMean": 0.18673952276401606
},
"shortlistAverages": {
"z": 0.18695947847084152,
"value": 0.5311599130784737
}
},
{
"id": "t9-profile",
"label": "Qloo entity profile: Siete Family Foods",
"data": {
"name": "Siete Family Foods",
"drivers": [
{
"name": "Quaker Oats Company",
"score": 0.2598832722056948
},
{
"name": "Gatorade",
"score": 0.2585884740914839
},
{
"name": "Doritos",
"score": 0.24795602298110614
},
{
"name": "Pepsi",
"score": 0.23357223072171535
}
],
"ownership": "unknown",
"keyMarkets": [
"United States"
],
"popularity": 0.9167500127138039,
"screenRank": 20,
"foundedYear": 2014,
"priceRangeUsd": [
5,
10
],
"ultimateParent": null,
"forwardAffinity": 0.6060990663136395,
"competitorBrands": [
"Lotus Foods",
"Late July",
"Beanitos",
"Mi Nina",
"Food Should Taste Good"
],
"sharedCategories": [
{
"name": "Food & Beverage",
"score": 0.7305072539555804
},
{
"name": "Food",
"score": 0.7303632399004254
},
{
"name": "Packaged",
"score": 0.7289238946882144
},
{
"name": "Snacks",
"score": 0.7284173769103286
}
],
"knownPartnerships": [
"Siete FC"
],
"marketPositioning": "Premium, health-focused Mexican-American food brand offering inclusive, allergen-friendly alternatives to traditional pantry staples."
},
"shortlistAverages": {}
},
{
"id": "t9-score",
"label": "Composite score",
"data": {
"F": 47.446857736161405,
"points": {
"m1": 17.965359429543952,
"m2": 3.2876712328767126,
"m3": 12.234171300565826,
"m4": 7.534450891905477,
"m5": 1.522003914106419,
"m6": 4.903200967163027
},
"coverage": 1
},
"shortlistAverages": {
"F": 54.798185502799505
}
}
]