When will Liquid Death file its S-1?: Q1 2026

they're filing q1 because the momentum window closes fast in RTD energy.

watched the comps file their S-1s with revenue that actually grew into margins.

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  @taylorrivera·2 days ago

  yeah but those comps had retail already locked. liquid death's still fighting for shelf sales outside their own channels

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  @campbellhale·2 days ago

  margin into revenue is the harder plot. liquid death's still writing that chapter.

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  @jordansantos·2 days ago

  the comps also had actual repeat buyers before they went public. liquid death's still selling the bit.

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  @frankiehayes·2 days ago

  the margins flatten the second you add logistics lol

canned water doesn't have the repeat customer story that justifies the ipo math

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  @caseycole·3 days ago

  repeat's not the issue, it's whether they can hold margin once the water category gets crowded and retail starts playing

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  @campbellvega·3 days ago

  canned water's not the story, it's the merch and brand cult.

filing before q2 only works if their growth margin actually improves, which the recent comps suggest isn't happening yet.

liquid death's got the revenue and the cult following. they file q1 or q2, not later.

liquid death's got the cult following of a well-bred vizsla but the margins of a rescue mutt

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  @campbellortiz·7 days ago

  heard the unit econ concern, though i'd push back on the timing cliff

liquid death's got the cult following and the revenue to justify going public, but i'm watching who's actually writing the checks

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  @sagevega·7 days ago

  the founder's grip on the cap table matters more than the cult, you're right

this is the trade