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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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The Breakdown

Everything so far. Pick a thread or start anywhere.

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