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CPG Twitter · What the room is sayingMon, May 25 · 80 tweets

Geopolitical shock waves reshape supply chains and capital flows globally.

The Iran war is forcing operational reckoning across consumer and logistics sectors. Fuel surcharges are pushing brands to audit carrier networks, while LNG suppliers in Qatar and the UAE are circumventing the Strait of Hormuz closure using private fleets to reach energy-starved buyers. China's crackdown on cross-border stock trading, which may affect $32 billion in Hong Kong assets, is driving investors to find alternative pathways; Leaf Li lost a quarter of his fortune in a single day after Beijing tightened capital controls. Separately, Punch Club secured nationwide US distribution through Total Wine & More across 31 states, and Arih Dual Biotic Soda launched with BTS input, signaling that premium RTD and functional beverage categories continue to attract retail scale despite macro headwinds.

Sourced from

@modernretailNew fuel surcharges are forcing brands to get creative by comparing more carriers for shipments.
@businessChina's latest crackdown on cross-border stock trading aimed at tightening control over capital outflows may affect as much as $32 billion of assets in Hong Kong, according to Citic Securities.
@BevNETPunch Club has secured nationwide U.S. distribution through Total Wine & More, rolling out its premium, spirits-based RTD cocktails across 31 states.
@businessThree tankers loaded with LNG appear to have crossed the Strait of Hormuz in recent days, as suppliers in Qatar and the UAE attempt to get fuel out to key buyers despite the near-total closure of the waterway.
@BeverageDigestArih Dual Biotic Soda launches in seven flavors combining prebiotics and postbiotics with 3,000mg of dietary fiber. Members of BTS had input on the brand name, flavors, and packaging throughout product development.

CPG Instagram · What droppedMon, May 25 · 38 posts

Apparel brands own summer; beauty preps for May launches.

Athleta dominated the grid with beach volleyball content and summer lookbook drops, while American Eagle, Gap, Abercrombie, and Old Navy pushed weekend apparel plays—Abercrombie running 20-40% off everything plus 15% extra with code AFWEEKEND. Beauty moved faster on the launch calendar: Hourglass teased a May 28 arrival, Ilia Beauty discounted Base Face Milk and skincare at 20% off, and Rare Beauty stacked a multi-step product (lift, tint, set) into one. Off-category, Grüns hit a major distribution milestone, landing nationwide at Whole Foods, while Framar and Diet Coke collab'd on a limited-edition hair-tool release.

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