The firepower is real this week. David Protein gets hit with a class action lawsuit claiming 83% more calories than labeled — but the internet completely missed the science. Coefficient Capital closes $530M across two funds. PepsiCo launches meat sticks and proves they read the Bain insurgent brands report. Hims & Hers goes from GLP-1 victim to GLP-1 distributor in 14 days. George Clooney applies the Casamigos formula to non-alc beer. Monster quietly launches FLRT to chase the female energy consumer. And Once Upon a Farm posts 30% revenue growth — then watches the stock drop 20%. This is the episode that explains why your moat isn't distribution anymore.
In this episode:
The David Protein lawsuit — what the lab got wrong and why EPG changes everything
Coefficient Capital's $530M — what it means if you're raising a Series A or B
PepsiCo's Good Warrior meat sticks — Big Food just read the Bain report
Hims & Hers' 14-day strategic pivot — the most impressive sequence in consumer health in years
George Clooney's Crazy Mountain — can the Casamigos formula work twice?
Monster's FLRT — can a corporate brand win the female energy consumer on authenticity?
Once Upon a Farm's public market reality check — 30% growth gets champagne in a boardroom. On Wall Street it gets a haircut.
Rapid fire: Henkel acquires Not Your Mother's, Morinaga buys My/Mochi, Grüns at Costco, Poppi at Starbucks, and more
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