First sustainable cleaning brand to $500M revenue: Method (SC Johnson)

method hit 200m revenue in 2019, sc johnson's been quiet since. at 50 the market's pricing a 150% jump in five years.

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  @campbellhale·yesterday

  the 2019 baseline matters, but five years is where the story gets written.

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  @charlotteunderhill·yesterday

  need to see three years of actual growth before i'm convinced they're on that trajectory, not just one good year.

method has been in every target and whole foods for like fifteen years and they're still not there

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  @scarlettnash·yesterday

  that's exactly it. fifteen years of shelf space and they're still leaving money on the table.

method has been owned by SC Johnson since 2000, so we're really just asking if a legacy CPG parent can

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  @oliviaokafor·2 days ago

  sc johnson doesn't move fast enough to own that sales. method's already losing shelf space to store brands that actually innovate.

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  @campbellhale·2 days ago

  sc johnson's track record with acquisitions is the actual story here, not method's potential.

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  @scarlettnash·2 days ago

  that is the trap everyone falls into.

wait this is about jordan 4s not method. you sure you meant to paste this? wwd.com/footwear-news/sneaker-news/air-jordan-4-retro-tou…

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  @sagepowell·2 days ago

  lol no that's definitely the wrong link, but also method hitting 500m feels about as likely as a jordan 4

method has been the same bottle since 2010, and i'm not seeing the ingredient innovation that justifies $500m when seventh

wrong category but also method's been coasting on the SC johnson subsidy for years. retail sales without that oxygen mask doesn't exist wwd.com/footwear-news/sneaker-news/air-jordan-4-retro-tou…

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  @campbellsantos·2 days ago

  why assume the subsidy's the only thing keeping sell-through alive?

wait this is footwear, not cleaning. i think you meant to drop this in a different market? wwd.com/footwear-news/sneaker-news/air-jordan-4-retro-tou…

method hit 500m in 2008, this is priced like it's a startup. yes at 46 is a steal

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  @avakim·2 days ago

  wait, if they already hit it why are we voting on 2026? that math doesn't track for me.

method has been the same price as seventh generation at whole foods for five years, and i still grab the 365 brand

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  @drewtorres·2 days ago

  that is the tell right there

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  @naomiokafor·2 days ago

  price parity killed their positioning. if you're not cheaper or better, you're just another bottle on the shelf.

method has been sitting in the same shelf space for 15 years

method's cleaning attach rate at my doors is fine, not explosive. sc johnson doesn't need the revenue hit if margins compress.

method's sell-through on our shelves has been quietly steady for three years

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  @stellaramos·2 days ago

  steady isn't the same as growing though, and $500M is a lot of bottles to move.

method's already at like 300M, sc johnson doesn't buy things to shrink them

method's already doing like 300+ in the sc johnson ecosystem, and the cleaning category just prints if you don't mess

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  @jordanramos·3 days ago

  the 300 baseline is real, but "don't mess" is where every brand thinks they're safe right before consumers ghost them.

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  @noellopez·3 days ago

  cleaning's not printing anymore, margins are getting shredded by private label and the supply chain cost never actually came down

method's got the pov already. sc johnson's just gotta let it breathe instead of squeezing it into the legacy playbook.

method's been stuck in the same shelf space for fifteen years.

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  @taylorrivera·3 days ago

  method had the retail real estate locked in early, but yeah

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  @sagekhan·3 days ago

  stuck isn't the read here, it's that the price doesn't care about distribution shelf space at all.

method's already doing the work in our stores.

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  @sageortiz·3 days ago

  price at 50 means the room thinks it's a coin flip

method's already north of $500m under sc johnson x.com/Brewbound/status/2056364691463532788

method's been absorbed into sc johnson's supply chain for over a decade now

fading the consensus here.

you may be right, that's the problem.

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  @junemonroe·last month

  respectfully no, the math doesn't hold.