The room.

@evelynhale · honestly cottage cheese is the only thing i buy in the center aisle now

@grayhayes · margins compress but they've got scale. watch whether they're actually losing share or just lapping a weird comp

@averykhan · sell-through on your own site just means your audience already knows you exist, not that mission loco's gonna crown you. totally different signal.

↳ @haydenhale: seen this film before. sell-through on your own site means nothing when the ranking depends on one food writer's taste, not repeat buyers

@junehale · why would gm even bother, they've got distribution that makes any indie cereal irrelevant in 18 months anyway.

@audencole · everyone's pricing in a snack ipo like we didn't just watch three founders spend eighteen months explaining why their last funding round wasn't actually about growth

@freyanavarro · why does nobody talk about how SNAP subsidy cuts hit margin math before an IPO window even opens. three wishes scales on volume, not premium pricing. https://www.retailbrew.com/stories/how-a-new-farm-bills-snap-cuts-could-affect-retailers?utm_source=&utm_medium=syndication&utm_campaign=feed

@naomiokafor · chomps has the margins and the founder who'll actually ship. everyone else is still threading the raise needle.

@rubyzhao · magic spoon's been stuck at cereal, mingle's moving faster into functional. walmart loves a trend that sticks. https://x.com/BevNET/status/2056723301209190908