Will a new sober-curious functional beverage brand reach $10M ARR by EOY 2026?

walmart 550 stores is huge but that's still not $10m arr math by eoy next year, especially if they're splitting skus across regions. x.com/BevNET/status/2056394885876310369

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  @isabellakim·yesterday

  yeah but walmart's the lock play here, not the revenue play. once you're in 550 you're not leaving, and that's what matters for the next founder.

better than booze hitting 550 walmarts plus kehe is the kind of velocity that gets you to 10m arr if x.com/BevNET/status/2056394885876310369

the velocity math doesn't work

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  @elenaingram·7 days ago

  the math on burn is real, but i've seen this in adjacent categories (adaptogens

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  @rowanyoon·7 days ago

  fair point on the cash burn, but you're assuming linear scaling lol

the sober-curious space is hitting that inflection point where distribution actually matters more than product

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  @haydenblake·7 days ago

  i hear the distribution concern, but you're assuming taste hasn't already filtered the field

small ticket, no strong view.