LogoIn The Money: eCommerce, DTC and CPG

Archive

Function is beating lifestyle again

Dec 29, 2025

•

4 min read

Function is beating lifestyle again

Fertility roll-ups, protein milk, medical skincare - and why systems win

Fan Bi
Fan Bi
Starbucks didn’t fix sales. It fixed behavior.

Dec 22, 2025

•

5 min read

Starbucks didn’t fix sales. It fixed behavior.

Scarcity, tariffs, and why K-beauty’s first M&A wave just got repriced.

Fan Bi
Fan Bi
Celebrity Spirits Surge, Blue Bottle Resets, CPK Gets Reimagined

Dec 14, 2025

•

5 min read

Celebrity Spirits Surge, Blue Bottle Resets, CPK Gets Reimagined

Dos Hombres scales with new funding, Nestlé tests the market for Blue Bottle, and CPK becomes a brand-first acquisition, and the playbook behind a high-retention skincare brand.

Fan Bi
Fan Bi
Under Armour’s Breakup, Stance’s Sale, TRUBAR’s 2.7× Exit, Plus: How Brands Actually Get Financed

Dec 8, 2025

•

5 min read

Under Armour’s Breakup, Stance’s Sale, TRUBAR’s 2.7× Exit, Plus: How Brands Actually Get Financed

Athlete deals end, DTC brands transition, and a micro-cap delivers a strategic win.

Fan Bi
Fan Bi
Perelel’s Big Raise, Topgolf’s Reset, and What Investors Really Want

Dec 1, 2025

•

5 min read

Perelel’s Big Raise, Topgolf’s Reset, and What Investors Really Want

Perelel’s growth, Function’s rocketship membership model, Topgolf’s reset, and what Willow Growth says founders still get wrong.

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

Nov 24, 2025

•

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.

Fan Bi
Fan Bi
From Longevity to Labubu: How Culture Is Rewiring Consumer Brands

Nov 17, 2025

•

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.

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

Nov 10, 2025

•

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.

Fan Bi
Fan Bi
From Yogurt to Ramen: Founders Reinventing the Everyday

Nov 3, 2025

•

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.

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

Oct 28, 2025

•

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.

Fan Bi
Fan Bi
From Pet Treats to Sleep Tech: The New Consumer Platforms

Oct 20, 2025

•

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.

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

Oct 14, 2025

•

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.

Fan Bi
Fan Bi
123456
In The Money: eCommerce, DTC and CPG

In The Money: eCommerce, DTC and CPG


© 2026 In The Money: eCommerce, DTC and CPG.
beehiivPowered by beehiiv