Billion-dollar exits, franchise rockets, and the shifting ground under Target’s feet.
What do skincare, hot chicken, and big-box retail have in common? They're all flashing signals about where the consumer brand landscape is heading. L’Oréal’s $1B buyout of Medik8 marks another huge win for beauty—and for private equity. Dave’s Hot Chicken shows how speed, story, and franchising can turn a parking lot hustle into a billion-dollar empire. And Target’s slowing sales? A wake-up call for CPG founders banking on retail distribution.Plus: on the pod, Matt Jung (Goodonya) shares hard-won wisdom from building and buying brands—with a playbook that drove 125% YOY growth without paid media.Let’s dig in 👇
