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

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