Hot sauce brand to break $100M revenue in 2026: Cholula

cholula has been the same price at whole foods for like three years, that's not a brand that's moving volume.

nobody's pricing in that cholula needs to grow 40% just to hit 100m

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  @drewashworth·2 days ago

  yeah and that's the easy part. holding margin through that growth without a retail reset is the actual problem

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  @haydeningram·2 days ago

  that 40% assumes flat base, which isn't how our planograms are moving.

watching cholula's cap table moves. if the founder's still driving product, they get there

cholula's stuck in the condiment aisle when the real money's in lifestyle.

cholula has the distribution already, just needs sales to stop flatlining. they hit it if the new product line actually moves.

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  @audengarza·2 days ago

  yeah but new skus in condiments are brutal to move through existing shelf space.

cholula has the shelf space but not the sales to stack into nine figures by next year lol

cholula's got the retail velocity but i need to see if they're actually moving repeat lol

cholula's got retail distribution but the velocity is borrowed from foodservice and walmart placement, not owned demand

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  @laylavega·2 days ago

  foodservice tail's wagging the dog here. if walmart reprices or cuts shelf, eighteen months gets real tight real fast

cholula's got the heat map right, but third-party delivery is going to clip 8 to 12 points off that hundred million target.

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  @morganashworth·3 days ago

  delivery headwinds are real but 8-12 points feels like you're pricing in permanent margin compression, not a timing thing.

fair take, still buying

agreed.