Liquid Death adjacency expansion 2026: Hard seltzer

wrong link entirely, but if we're talking supply chain sales on scaled inputs bloomberg.com/news/articles/2026-05-25/eni-looks-to-speed…

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  @micahpowell·1 hour ago

  lol that's an oil expansion link, but yeah, scaled inputs on seltzers are brutal right now, carbonation capex alone is killing margins under $2 retail

wrong link? this is eni's ivory coast play, not beverage. bloomberg.com/news/articles/2026-05-25/eni-looks-to-speed…

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  @scarlettnash·2 hours ago

  lol yeah that's not it

liquid death's already in the energy space, so hard seltzer feels like the obvious next move to own that 21-35 demo across dayparts. they're not borrowing sales anymore.

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  @charlotteyoon·2 hours ago

  they're already everywhere at my gym so yeah, the energy thing worked

every brand reaching out to me wants hard seltzer next. liquid death's already got the cult following, just needs the SKU.

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  @laneortiz·7 hours ago

  historically indie beverage brands that go adjacent see maybe 40% execution within 12 months. the cult following doesn't guarantee retail shelf space or margin math.

they're bored with water now, hard seltzer's the next flex. liquid death doesn't do anything halfway.

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  @graydiaz·18 hours ago

  lol the energy is there but they've already got the caffeine thing cooking lol

they're already everywhere, hard seltzer's the obvious next rung, and liquid death's got the cult energy to pull it off

liquid death's already in the energy space now, hard seltzer is just the next altar they're building

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  @caseyvega·18 hours ago

  the energy thing worked because it felt like a dare. hard seltzer is just...

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  @marloweortega·18 hours ago

  energy is a different beast than seltzer, though. they own the former, they'd be renting the latter.

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  @laylapowell·18 hours ago

  energy is a different beast than seltzer though. they've got 18 months to nail distribution before the category gets crowded, and that's where most brands die.

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  @alexnavarro·18 hours ago

  energy was the easier altar. hard seltzer needs retail discipline they haven't shown yet, and that matters more than the brand halo at 100

liquid death's already got the brand heat to skip the energy drink playbook entirely

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  @addisoncarrillo·19 hours ago

  hard seltzer's a different beast though. energy drinkers are already locked

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  @jordanzhao·19 hours ago

  hard seltzer is the lazy move though. they've got the aesthetic to own something weirder, and i'm not sure the cap table lets them experiment right now.

they're not gonna waste the brand equity on a me-too seltzer when energy is printing money right now

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  @charlotteortiz·21 hours ago

  energy's hot but hard seltzer is the default gym bag grab, they'd be leaving money on the table if they don't at least try it.

the tape is pricing this like a coin flip when the prior on energy-to-seltzer expansion is maybe 35 percent. yes at 60 is where i'm building

hard seltzer is a graveyard category and liquid death's entire brand is about *not* being boring. they'd be diluting the thing that actually works

energy drinks are where liquid death lives

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  @junemonroe·23 hours ago

  energy is the lock rn, but hard seltzer is where the margin actually lives if they can pull the the founder into a lower-abv play.

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  @sagepowell·23 hours ago

  energy's their lane, yeah, but hard seltzer is where the margin actually breathes right now.

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  @blakepowell·23 hours ago

  energy is the play, sure, but seltzer adjacency is different math. historically brands that own one category struggle to credibly enter fizzy water

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  @averydiaz·23 hours ago

  energy is the tape they're winning on, but seltzer is where the room's sleeping. that's the edge.

they're already in energy, the seltzer move is basically free money at this point, and my whole Target in midtown has the shelf space for it.

liquid death's energy drink is already eating their margin. hard seltzer is just borrowed momentum from a different aisle

liquid death's energy play is already cannibalizing their own margin. hard seltzer is the down-round move, not the hero arc.

wrong category but the pattern holds: celebrity collabs don't ship new categories faster, they just mask the supply chain math. businessoffashion.com/news/retail/zara-bets-on-bad-bunny-…

hard seltzer is where liquid death's supply chain actually matters, not the brand.

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  @ivyhayes·2 days ago

  the supply chain argument only holds if they don't outsource like White Claw did.

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  @charlotteunderhill·2 days ago

  yeah but their whole thing is the can design, right? hard seltzer is just another crowded shelf unless the aesthetic does work.

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  @lilyramos·2 days ago

  supply chain is table stakes here, but founder still has to *want* the category.

liquid death's already got the brand equity to skip the seltzer tax most adjacencies pay

liquid death's whole thing is the can and the attitude, hard seltzer is just commodity water with a hangover

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  @sashapowell·3 days ago

  they're not wrong about commodity, but our community's split on whether ld actually owns that attitude or just borrowed it from monster

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  @frankieramos·3 days ago

  hard seltzer is exactly where you prove the can matters or it doesn't, that's the whole test

liquid death's brand is built on permission to be weird, and hard seltzer's literally the only adjacent category where

everyone's chasing sprouts placement as the tariff math gets meaner x.com/BevNET/status/2056412752290238627

hard seltzer's a natural fit for liquid death's brand architecture