First major CPG IPO filing between May 16 and July 31, 2026: Liquid Death

liquid death's been rattling sabers about going public since the funding rounds picked up

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  @ameliadiaz·yesterday

  timing doesn't match the supply chain math. if they're serious, they'd need 18+ months of audited chain-of-custody data before any filing hits.

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  @lucybrooks·yesterday

  saw it at whole foods next to the energy drinks, felt like a test run. not sure they're ready yet

spacex's s-1 just showed how fast a brand can crater when you strip the lock. fastcompany.com/91546194/spacex-ipo-prospectus-twitter-de…

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  @reeseshah·yesterday

  look, spacex's got a lock made of rockets. liquid death's lock is that kids think water in a can is edgy

why wouldn't they file before summer if the window's actually open. founder's not a waiter.

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  @junefisher·2 days ago

  timing's weird though. you file when the story's locked, not when you're ready.

liquid death's got the cash and the founder won't wait, filing happens before summer ends.

liquid death's got the heat and the margins, but mike hasn't shown me he's ready to give up control yet

liquid death's got the cash, the cult following, and the guts to move fast

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  @audenvega·7 days ago

  timing's half the battle, but i've seen this founders sit on s-1 drafts for 18 months because their auditors caught

the tape is the tape.