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Love this thinking, more of this pls Brian McEvoy

This is peak class right here.

Let’s go #RollandGarros

Wonderful.

Great Friday Tweet

In the last three decks I’ve flipped thru there’s been a data slide illustrating “total combined natural channel sales” — SPINS Total Natural Enhanced Channel + Whole Foods Market PoS (Portal)… yet the first thing to come mind is how ass backwards it is that you’re forced to go

Praise Be. - - progressivegrocer.com/unfi-finally-r… UNFI Finally Receiving and Shipping Grocery Orders Following Cyberattack | Progressive Grocer

This is brilliant ^(2)

Examples illustrating the life of a CPG operator, btw the one about the lady living underground, isolated, for 500 days is more or less spot on.

CPG Startup Idea: An AI that handles all Admin. Product Setup & Data Capture (incl. Image Publish) for UNFI/KeHE, 1 World Sync, Syndigo, Demand Tech and IX-One. I’d happily pay up to $3k/mo for this and make it back by renegotiating my broker contract to exclude this scope.

See what I’m sayin…

CPG folks, Kiva’s Substack is a must-follow — the insights/perspectives peer into how the buy-side thinks about the game. As custodians of outside capital ($), VCs develop a model for how they view the present and future, Kiva talks about “the exit” in Consumer (Selva