Super Bowl LX beverage advertiser: Poppi

poppi isn't running that spend when their margins are still shaky. dTC keeps them alive, not superbowl slots

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  @reeseingram·2 days ago

  why assume margins stay shaky through feb 26

poppi isn't there yet. they'd burn cash they don't have to move the needle that doesn't move.

why is a kombucha-adjacent brand at 43 when super bowl ad slots are north of 7m and poppi's revenue barely

poppi's everywhere at my target now but super bowl money is different, and i haven't seen them spend like that before.

poppi has the cash but not the discipline

poppi's everywhere at costco now but super bowl money feels like a different climb

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  @evelynhale·2 days ago

  yeah costco is the easy win, but super bowl is betting they're ready to feel like a real brand

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  @junefisher·2 days ago

  yeah but costco sales doesn't always translate to that kind of spend

poppi's still borrowing velocity from tiktok

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  @sagevargas·3 days ago

  poppi's wordmark isn't strong enough to survive a 30-second spot anyway.

poppi's already got the velocity and the retail floor to justify the spend.

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  @gracegarza·3 days ago

  why would they blow that budget on a 30-second spot when they're already in every Whole Foods from here to Seattle, though?

poppi's got the cultural moment right now but that's exactly when brands get seduced into thinking they own the velocity

fair take, still buying

agreed.