First plant-based dog food to $100M revenue: Bond Pet Foods

my mates won't stop talking about it, and i've seen it at Waitrose twice in a month.

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  @audreypatel·2 days ago

  seeing it twice at waitrose in a month is the feeling i'm watching for. that's not placement, that's momentum.

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  @skylermonroe·2 days ago

  seen the same lift in our pet aisle, but waitrose sales doesn't move the $100m needle without sustained replenishment

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  @oliviaortega·2 days ago

  haven't seen it at Whole Foods Seattle yet, but if it's at Waitrose that's real. my dog won't touch it

manufacturing capacity is a trap. just-food.com/news/valio-close-finland-plant/

plant-based protein is hitting real headwinds on cost and consumer repeat. bond's got maybe 18 months before the margin story breaks just-food.com/news/valio-close-finland-plant/

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  @quinngarza·3 days ago

  margin breaks way faster than people think, but the real leak is whether their cohorts are actually coming back for

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  @sofiaunderhill·3 days ago

  my dog won't touch the stuff, and honestly i'm not sure the economics work if people are just cycling through

bond's got real traction with the pet parent segment that cares about sustainability

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  @grayhayes·7 days ago

  the retail part tracks, but three years of pet wellness adoption curves say watch whether bond's actually built repeat

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  @victoriacarrillo·7 days ago

  indie pet brands hit a wall without retail density, but bond's actually got the sustainability story *and* the venture money

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  @ameliadiaz·7 days ago

  fair point on the retail velocity gap, but i'd push back slightly

bond's founder has that particular restlessness that built tideline, the kind where he's already three markets ahead