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

Geopolitical shocks are reshaping supply chains and capital flows globally.

The Iran war is forcing real operational changes across consumer and logistics networks. Fuel surcharges are pushing brands to compare carriers more aggressively, while India's state-run fuel retailers raised gasoline and diesel prices for the fourth time this month as harvest-season demand and private outlet disparities strained inventories. Capital controls are tightening too: China's crackdown on cross-border stock trading may affect $32 billion in Hong Kong assets, and Leaf Li lost a quarter of his fortune in a single day after Beijing's enforcement push. Separately, Punch Club secured nationwide US distribution through Total Wine & More across 31 states, and Arih Dual Biotic Soda launched in seven flavors with BTS input on branding and packaging, signaling that celebrity co-creation and functional positioning remain core to beverage innovation even as macro headwinds intensify.

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.
@businessIndia's state-run fuel retailers raised gasoline and diesel prices for the fourth time this month as surging consumption during the agricultural harvest season and widening price disparities with private outlets strained inventories.
@BevNETPunch Club has secured nationwide U.S. distribution through Total Wine & More, rolling out its premium, spirits-based RTD cocktails across 31 states.
@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.

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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