Chobani’s $20B valuation, LVMH’s Kendo playbook, and KilgourMD’s $5m raise, plus Immi Co-Founder Kevin Lee on building a better bowl.
Alec’s Ice Cream’s $11M raise, Halfdays’ push into technical apparel, Kylie Jenner’s Sprinter RTD, and how &Collar’s Founder rebuilt a $10M DTC brand from scratch.
Treat Planet’s latest acquisition, Blackstone’s K-Beauty move, Dreem Health’s sleep-tech expansion + Passport CEO Alex Yancher on the new global commerce landscape.
Nicotine 2.0, K-Beauty packaging M&A, convenience meets QSR, plus a cold-plunge founder’s blueprint for cash-efficient growth.
Challenger CPGs hit scale, JAB plays long game in coffee, Copper reframes appliances as energy devices, and Mack Weldon’s founder talks brand durability in 2025.
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.
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.
This week, we’re looking at how premium positioning, sovereign wealth, and capital-light discipline are shaping consumer brands.
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.
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.
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.
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.
