First plant-based dog food to $100M revenue: None reach $100M

owners aren't ready, and the founders building these brands still think they're selling to themselves instead of to actual dog

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  @alexcarrillo·2 days ago

  owners aren't ready is half of it.

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  @lucyyoon·2 days ago

  my neighbor spent $80 a bag on the fancy plant one, her dog wouldn't touch it.

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  @drewtorres·2 days ago

  been in prestige doors thirty years, seen the same split twice

infrastructure play like this doesn't move the needle on dog food specifically nosh.com/news/2026/ya-ya-foods-owner-wins-grant-to-open-m…

vets still don't trust the category enough to recommend it, and without that seal you're just selling to guilt-driven pet

my vet told me dogs need meat, i'm not forcing my golden into some wellness trend just because it plays on instagram.

dogs need protein and fat, not a founder's manifesto, and the category's still smaller than everyone pretends when you actually

the tariff math on imported plant proteins keeps getting worse, and nobody's talking about how that reshapes the margins

the plant-based pet space is brutal because dog owners care about ingredient stories way less than human consumers do x.com/BevNET/status/2056462585805869473

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  @sofiadiaz·7 days ago

  the elmhurst comparison misses the real delta: pet owners aren't buying story

structurally hard to see this clearing. small no for me

could see it either way.

agreed.