our Creamy Calabrian Vodka velocities are hard to believe at times just familiar enough to attract the low-risk shopper + a touch of innovation to hook the discovery consumer memorable product drives loyalty with both segments, compounding WoW same-store

Ron should be on everyone’s CPG Mount Rushmore. Incredible guy & an unbelievable founder.

This was the result of the first ever Fantasy CPG Draft that growthbuster had this week. READ MORE: open.substack.com/pub/cpgspn/p/c…

If optimism was a stock, I’d be buying options. Future is so bright. Being alive is awesome. Forget that doomer shit. Embrace sunshine and manifest the rest.

YOU CANNOT COMPETE WITH SOMEONE WHO IS HAVING FUN

Cool seeing Sauz in this episode of Platonic on Apple TV. The scene is in a big fancy multimillion dollar home in California so it’s interesting this is the sauce they feel would be in that pantry. Love what the teams building 🍝

HERE WE COME! In just 8 months, Sauz is #3 branded in the category at WFM nationally, at premium avg $ to the rest (L13). We have roughly 1/3 the SKU count of the rest listed - highly productive - and there are about two dozen players in the set. We’re just getting started.

Last year I wrote about GenZ brands permeating into grocery—incredible to see Sauz growth with other brands like Good Girl Snacks and Habiza also breaking into Whole Foods and other mainstream grocers it will be a matter of time but we will see a big $$$ exit in CPG come from a

just sold shovels during the biggest gold rush known to mankind

Charlie Munger once said "take a simple idea and take it seriously" and sometimes the simple idea is obscenely large blueberries

Nothing beats Thanksgiving shopping in a small North Carolina town & stumbling on a Sauz display. Thankful for many things this year.

Just black out next time someone tells you there’s nothing left to innovate or that you can’t take on Big Food. Kraft had an 83-year head start in mac and cheese. They do over $1B a year in the category. Peak pandemic they were selling a million boxes a day. Goodles is five

Announcing American Dynamism Fund II a16z. We’ve raised $1.176 billion to invest in companies serving the national interest, security and prosperity of America and her allies. On the eve of America’s 250th birthday, our two funds represent a total of $1.776 billion dedicated to

Our Snaxhot event March 3, 7-10PM! SAVE THE DATE 🫶 OREN IS RIGHT!

$PRE is now up 57% since the time of this writing, about 3 months ago

Introducing Fin: The world’s first AI Chief Financial Officer. Fin outperforms humans 100% of the time. RT + Comment “FIN” and I’ll send you an AI agent that saves 6-7 figures/year.

How it feels to say “I’m illiquid” instead of “I lost all my money in crypto”

HY.Q hydration is coming for Gatorade

+9% today / +70% in 3mo since writing