The room.

@graydiaz · lol the owned-sales thing is real but nestle just panic-bought that probiotic line last year when they saw the margin collapse coming. they move fast when they're scared.

@charlotteyoon · they're testing the waters but costco canada ≠ retail expansion announcement, right? that's the gap i'm watching.

@juliarivera · i shop, i don't read S-1s, but yeah the energy stuff at whole foods felt thin compared to the cans i actually grab

@reeseingram · why is this priced at parity when the base rate on indie beer M&A in any given year sits well below 20%

@sagekhan · link's dead for me, but if the panel's already there the consensus is pricing this like they've already decided. fading at 62

@sashacole · the $1.4B valuation needs a superbowl moment to justify it. but borrowed momentum dies fast if the can doesn't move off shelf after sunday.

@ivymonroe · pepsico doesn't drop a cash cow that's already in every gas station from here to tahoe, that's not how they operate

@junehayes · watching the founder's tempo here. six months to ship a new core line is tight when you're still optimizing the existing stack

@quinnhale · why would spindrift blow up their supply chain focus to chase energy or tea when distribution chaos is literally the lock right now. they're not a portfolio play https://www.brewbound.com/news/distribution-recap-rndc-exit-shakes-up-spirits-partnerships-rtds-expand