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

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

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Unit EconomicsIndustry BreakdownOperator ViewFraud & FictionEcom & D2CRetail & Distribution
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The Breakdown

Everything so far. Pick a thread or start anywhere.

Operator View

McKinsey Told You Disruptors Are Winning CPG. PepsiCo Just Showed You Why.

Five archetypes of disruption. Six defining traits of disruptor brands. Zero mention of what it means to disrupt.

14 Apr 2026·11 min read
Unit Economics

Why Do Protein Bars Make You Shit?

The $5 billion industry built on ingredients your gut can't process. And why nobody's fixed it.

12 Apr 2026·15 min read
Industry Breakdown

The $114 Billion Gut Feeling

PepsiCo just paid $1.95 billion for fizzy water with fibre in it. The three way cage match between Coke, Pepsi, and a guy who blew $300K on his first failed soda brand. The gut is big business.

9 Apr 2026·18 min read
Unit Economics

Why $20 Kombucha and $3 Kombucha Are The Same Thing

This is the multi-billion dollar industry built on four ingredients your nan kept in her pantry.

7 Apr 2026·17 min read
Unit Economics

Dog Vitamins, A $3 Billion Industry Built on Guilt

If you're building a pet brand, the economics are extraordinary. Low COGS, high emotional attachment, weak regulation, subscription-friendly, what more could you want?

6 Apr 2026·12 min read
Fraud & Fiction

Wine: The Only Product Where the Scam Tastes Better Than the Real Thing

A bottle of wine costs $2 to $7 to make. It retails for $15 to $15,000.

15 Mar 2026·16 min read
Unit Economics

Running Gels Are Just Expensive Candy

Your $4 running gel costs about 15 cents to make. The primary ingredient? Maltodextrin.

2 Mar 2026·12 min read