@daisygarza

saw it at costco toronto last month, they're already moving volume here before the official push, expansion feels inevitable.

street testing is just noise, but olipop moves fast when they commit, question is whether they've already locked production slots

i don't read supply chain filings lol, but if kraft can't flex on MOQ that's actually a massive tell for why they'd need to buy their way

athletic has been expensive at full price, so if they get picked up it's probably because someone wants to fix that margin problem before scaling harder. https://www.brewbound.com/news/can-better-pricing-more-variety-spark-growth-in-non-alc-wine

cloudmonster is real at my gym but one shoe doesn't get you to 3B, and i haven't seen the rest of the lineup move the needle like