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Billion-Dollar Milk, $5B SKIMS & YETI’s Wild Multiple

Nov 24, 2025

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4 min read

Billion-Dollar Milk, $5B SKIMS & YETI’s Wild Multiple

Fairlife’s rise, SKIMS’ next chapter, and why Wildgrain cracked the subscription code.

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From Longevity to Labubu: How Culture Is Rewiring Consumer Brands

Nov 17, 2025

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4 min read

From Longevity to Labubu: How Culture Is Rewiring Consumer Brands

Longevity meets creator capital, toys go fashion, and Courteney Cox redefines home care, plus KarpReilly’s Drew Skolnik on what “good” looks like in 2025.

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Billion-Dollar Berries, Founder Buybacks & Djokovic’s Snack Bet

Nov 10, 2025

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4 min read

Billion-Dollar Berries, Founder Buybacks & Djokovic’s Snack Bet

Premium produce gets private equity, Justin’s regains its founder DNA, and Red Antler launches a brand-first venture fund.

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From Yogurt to Ramen: Founders Reinventing the Everyday

Nov 3, 2025

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4 min read

From Yogurt to Ramen: Founders Reinventing the Everyday

Chobani’s $20B valuation, LVMH’s Kendo playbook, and KilgourMD’s $5m raise, plus Immi Co-Founder Kevin Lee on building a better bowl.

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From A2 Ice Cream to $10M Skiwear: Founders Who Scale Smart

Oct 28, 2025

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4 min read

From A2 Ice Cream to $10M Skiwear: Founders Who Scale Smart

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.

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From Pet Treats to Sleep Tech: The New Consumer Platforms

Oct 20, 2025

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4 min read

From Pet Treats to Sleep Tech: The New Consumer Platforms

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.

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Billion-Dollar Pouches, K-Beauty Moves & Gas Station M&A

Oct 14, 2025

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4 min read

Billion-Dollar Pouches, K-Beauty Moves & Gas Station M&A

Nicotine 2.0, K-Beauty packaging M&A, convenience meets QSR, plus a cold-plunge founder’s blueprint for cash-efficient growth.

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Billion-Dollar Beverages, Family Holding Chess & Appliance Disruption

Oct 6, 2025

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4 min read

Billion-Dollar Beverages, Family Holding Chess & Appliance Disruption

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.

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Pets, Fashion AI, and Activist Pressure

Sep 30, 2025

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4 min read

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.

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Licensing Plays, Strategic Capital, and Protein’s Rise

Sep 24, 2025

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3 min read

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.

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Premium Diapers, Sovereign Luxury, and Capital Discipline

Sep 16, 2025

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3 min read

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.

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

Sep 9, 2025

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3 min read

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.

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In The Money: eCommerce, DTC and CPG

In The Money: eCommerce, DTC and CPG


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