In The Money: eCommerce, DTC and CPG

Listening to some the most interesting $5m-$50m founders, operators, investors, acquirers, and lenders in the DTC and CPG space.

Reading about interesting M&A deals in the consumer products category.

Seeing a proprietary deal a week from brands who want reach a broader audience of buyers.

Pets, Fashion AI, and Activist Pressure

The vet sector heats up, Phoebe Gates launches Phia, Carter’s fends off an activist hedge fund, and Jay Wright shares hard truths on growth plateaus.

Fan Bi

Sep 24, 2025

Licensing Plays, Strategic Capital, and Protein’s Rise

This week we’re tracking moves across apparel, wellness, and protein that highlight how consumer brands scale, restructure, and attract capital. Plus, we break down what makes beauty & wellness fundable with True Beauty Ventures.

Fan Bi

Sep 16, 2025

Premium Diapers, Sovereign Luxury, and Capital Discipline

This week, we’re looking at how premium positioning, sovereign wealth, and capital-light discipline are shaping consumer brands.

Fan Bi

Sep 09, 2025

Sydney Sweeney moves markets, Garage Beer’s $200M leap, and Lululemon’s big bet

From viral jeans ads to NFL-backed beer brands, consumer markets are moving fast. Plus, what happens when DTC doesn’t go to plan, Andrew Kitirattragarn shares his lessons.

Fan Bi

Sep 04, 2025

Billion-dollar sleep, bankrupt teens, and a $500M kombucha deal

Eight Sleep joins the $1B club, Claire’s struggles under debt again, Butterfly builds a fresh-beverage empire, plus Springdale Ventures on what gets funded.

Fan Bi

Aug 27, 2025

From denim icons to billion-dollar athletes

This week’s stories range from a $1.4B denim takeover to distressed capital plays and billion-dollar athlete endorsements. Plus, a tactical deep dive with WRK Marketing’s Brad Ploch on how to scale plateaued brands.

Fan Bi

Aug 19, 2025

From $50 cashmere to $4.5B valuation: lessons from Quince, Adanola & OneSkin

This week we’re looking at three consumer brands redefining their categories; from cashmere sweaters to cellular longevity, plus a conversation on how the wellness industry is shifting under two major macro trends.

Fan Bi

Aug 12, 2025

Outdoor Voices’ $15M Comeback, Walmart’s $325B AI Bet, and $55M for Premium Vet Care

From iconic brand revivals to AI at the scale of Walmart, here’s what’s moving in the world of consumer, retail, and CPG this week.

Fan Bi

Aug 06, 2025

From Nostalgia to Nature: 3 CPG Breakouts You Need to Know

🧵 This Week in Consumer: Beauty Comebacks, Collectibles, and Plant-Powered GrowthWhat do a forgotten fragrance brand, a mystery vending machine for Pokémon cards, and a torque-free putter have in common?They’re all behind some of the most fascinating growth stories in consumer right now.Reminder: We love partnering with founders thinking about an exit in the next 3–18 months. If you know a brand in that window—or a fund working through a portfolio company turnaround—we’d be happy to share insights and explore ways to help.fan [at] thehedgehogcompany.com

Fan Bi

Jul 28, 2025

The Sydney Sweeney Effect: $200M Stock Jumps & Unicorn Spinouts

Another wild week across consumer brands; from jeans and e-bikes to grooming devices. Let’s dig in:

Fan Bi

Jul 21, 2025

This Week in Consumer: Bombas Grows Up, Molli Gets LVMH’d, and Othership Expands in NYC

Welcome back! This week’s roundup includes three sharp brand stories and one very real founder turnaround from the latest episode of In the Money. Let’s dive in:

Fan Bi

Jul 15, 2025

The Future of Fashion Meets the Future of Tech

In This Issue:Meta's $3.5B investment into Ray-Ban's parent is all about AI glassesLVMH is building a cinematic universe of luxury and influenceAllbirds capital markets updateKoio CEO Chris Wichert on how to reboot a premium brand

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