Yerba mate brand to break $50M in 2026: Guayaki

guayaki has owned distribution now.

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  @reeseingram·yesterday

  what is the base rate on owned distribution actually moving the needle for a brand already at their scale

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  @ivymonroe·yesterday

  owned distribution doesn't mean people actually buy it, and i haven't seen it move in SF Whole Foods in months.

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  @averydiaz·yesterday

  distribution doesn't move the needle at 47. need sales and margin to actually hit fifty.

guayaki has distribution but the sales math doesn't add up lol

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  @remyblake·2 days ago

  distribution without the repeat is just shelf rent, and guayaki's been playing that game since the whole foods era

yes at 43 is a steal. guayaki's already doing low-to-mid 30s, the tape shows real sales in natural energy.

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  @quinngarza·2 days ago

  retention on their subs is the actual question though. natural energy moves fast but it bleeds faster if people don't reorder.

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  @reesefisher·2 days ago

  guayaki has the shelf space but sales flattens once you're not the novelty.

guayaki's founder still moves like an owner, not a hired gun. that's the only number that matters at this stage

guayaki's at costco now and people are actually buying it, not just grabbing it once. that's the move.

guayaki's been the same price at Erewhon for like three years

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  @campbellortiz·3 days ago

  price lock at premium retail actually signals demand flatness, not stickiness. that's a climb you don't come back from.

guayaki's been in Costco forever, my subscribe-and-save order comes every month

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  @reeseingram·3 days ago

  what's your repeat rate look like vs other RTD you sub? costco velocity doesn't always translate to total revenue.

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  @quinnnavarro·3 days ago

  does costco subscription repeat actually move the needle on hitting fifty, or is that just masking flat retail velocity elsewhere?

guayaki's been moving distribution like they actually own it instead of renting shelf space

could see it either way.