ExtraStrength
HomeThe BreakdownExtrasAboutContact

SHOW THE MATH.

The parts that don't make it into the case study.

Weekly operator-level breakdowns on category structure, margins, and distribution.

Navigate

HomeThe BreakdownAboutContact

Topics

IndustryOperatorThe TakeUnit EconomicsExtras
PrivacyTerms·© 2026 ExtraStrength. All rights reserved.
ByBaker

The Breakdown

Everything so far. Pick a thread or start anywhere.

Industry

Flush Business

Doctors know what gut output reveals. Plebs get uneasy when having to discuss it. Your gut doesn't dress things up or lie.

27 Jun 2026·14 min read
Operator

Your Customer Problem is a Persona Problem

Most businesses that fail don't fail because they never had a persona. They fail because they had one and quietly walked away from it.

21 Jun 2026·13 min read
Operator

Shopify vs Magento vs Commercetools vs WooCommerce vs BigCommerce vs ...

Yes I am going to make you read all of it.

10 Jun 2026·15 min read
Industry

The Novel Food Shakedown

How a mushroom eaten for 1,000 years got pulled off NZ shelves in 2024.

7 Jun 2026·12 min read
The Take

The Portfolio That Kills Your Vibe

Buffett owns a candy company and a railroad. You have his quote on your wall and an AI wrapper in your other tab.

2 Jun 2026·12 min read
Industry

The Cure Sold as a Habit

Zyn Built a $16 Billion Business Out of a Loophole. Lucy Built a Brand Out of a Pharmacy Aisle.

29 May 2026·12 min read
Unit Economics

The Economics of Boring

Water. Fish. Oats. Nut butter. Bananas. Milk. The most exciting brands in consumer goods right now are selling the most boring products imaginable.

28 May 2026·12 min read
Operator

EDI, Older Than Your Dad And Still Runs Global Trade.

A $34 billion market held together by 60 year old protocol, consultants charging by the hour, and a lot of very patient operations managers.

16 May 2026·15 min read
The Take

Your SaaS Bill Is a Fiction

Usage-based pricing was supposed to fix cost blowout. In practice, it means predict the future or get punished.

5 May 2026·15 min read
The Take

The 4x Markup You're Paying for Offshore Dev

Inside the offshore staffing model, and what it actually costs on your side.

30 Apr 2026·10 min read
Unit Economics

Stop Building the Restaurant.

The best business in foodservice isn't food. It isn't distribution. It isn't even the restaurant. It's the business orbiting all three of them.

23 Apr 2026·21 min read
Operator

You Have 12 Analytics Tools And No Idea What's Happening

D2C brands running $5M a year on Shopify know their numbers better than B2B businesses processing $200M.

21 Apr 2026·12 min read
1 / 2