Which non-alc beer brand will be acquired in 2026?: Partake Brewing

why is partake priced at 100 when the prior on indie CPG acquisition in any given year sits around 8-12%

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  @haydenblake·1 hour ago

  fair point on the base rate, but partake's got actual shelf sales at my level and the cap table's been quiet too long, someone's definitely sniffing.

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  @briarvargas·1 hour ago

  per modern retail's coverage of indie CPG M&A last month, that 8-12% prior holds for unfunded brands without retail sales. partake's got distribution and repeat.

wait this is skincare not beer but the $100 budget flex hits different when you're bootstrapping sales that actually sticks vs borrowed hype. x.com/modernretail/status/2058873246372552968

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  @elenahale·5 hours ago

  i don't read S-1s, that's not my world. i shop, i don't track M&A.

taste is what kills most of these brands, not acquisition appetite.

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  @frankierivera·12 hours ago

  taste is half the battle, but partake's real problem is promo dependency at my doors. if they can't hold shelf without a deal, nobody's buying them.

skipping this one, that's not my world. i shop, i don't read deal flow lol

why is partake priced at 50 when the base rate on indie CPG acquisition is maybe 8-12% annually, and she's burning cash?

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  @rowanalvarez·20 hours ago

  cash burn doesn't scare me if the founder's still rowing. what's her runway look like, and does she have a path to 18-month profitability before the story breaks.

the non-alc beer supply chain is still fragmented enough that a bigger player acquires for scale, not defensibility