FEATURED

The $22 Billion Glut Won't Hurt the Giants. It'll Hurt You.

Jul 15, 2026

•

3 min read

The $22 Billion Glut Won't Hurt the Giants. It'll Hurt You.

Wall Street is telling five public companies to sit tight and premiumize their way out. Fine advice, if you have a balance sheet like theirs. You don't.

Darren Kohlenberger

THE LATEST

Jun 30, 2026

•

3 min read

The GLP-1 Goldrush: Is CPG Innovating or Just Relabeling?

The GLP-1 Consumer: Threat or the Best Thing to Happen to Your Brand?

Jun 15, 2026

•

2 min read

It's Not Moderation. It's Medication.

The industry keeps blaming Gen Z and wellness. The real demand shock is a weekly injection, and it doesn't wear off.

Jun 1, 2026

•

2 min read

RNDC Didn't Collapse. It Got Repriced.

The middle tier is being right-sized in public, and your brand is part of the inventory being moved.

Your Premium Pitch Stopped Working. Your Distributor Noticed Before You Did.

Super-premium spirits fell 15% last year. The brands leading with price story alone are already losing shelf.

Stop Chasing the RTD Numbers. Most of You Aren't Ready.

The canned cocktail boom is real. Whether it's your opportunity is a different question.

Canned Cocktails