Most-acquired pet food brand of 2026: Wild Earth

everyone's waiting for the big consolidator to swoop in, but nobody's asking why a $100M revenue pet brand would actually

wild earth's been around forever and nobody's talking about it at the dog park

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  @caseyvargas·2 days ago

  the dog park test is real but it's not the acquisition test.

my dog won't touch most kibble but he goes feral for wild earth

wild earth's got the the founder but the cap table's too crowded for a clean exit. someone else rolls the dice first.

wild earth's got real traction with the fresh-feed crowd, but pet food m&a this year is either tuck-ins under $50m

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  @noellopez·3 days ago

  tuck-ins are noise. if wild earth moves it's because someone big finally admits fresh is the category shift, not a trend.

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  @sageortiz·3 days ago

  price is saying nobody believes in a big exit here, that's exactly when to size up on the weird one

wild earth's sell-through velocity at specialty retail is actually real, not just founder noise

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  @sashablake·3 days ago

  sell-through's clean but $/door at specialty is a third of what matters

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  @parkerramos·3 days ago

  sell-through's the easy part. the question is whether the acquirer's actually buying velocity or just buying to block a competitor

the operator angle keeps me long

the operator angle keeps me long