The Team of One
What a month between two founder workshops told us about how fast the consumer brand org chart is shrinking.
The Brand Capital Report
Strategy, trends and capital behind next-gen brands
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Latest episodes
The AI Operating Stack for Consumer Brands: Part 5
The Biggest Source of Operating Leverage in Consumer Brands Isn't AI — It's Autonomy
Consumer Benchmark Report: Beauty and Personal Care: Fragrance
Seed-to-Series A Benchmark Report: June 2026
The AI Operating Stack for Consumer Brands, Part 4: Hire, Tool, or Agent?
What the $100M brand with 30 employees actually looks like
The AI Operating Stack for Consumer Brands, Part 3: AI at Scale
You have a stack. You have a team. Now what?
The AI Operating Stack for Consumer Brands, Part 2: The Audit
How to diagnose what's actually broken before you buy another tool.
The AI Operating Stack for Consumer Brands, Part 1: The Foundation Stack
The tools every CPG brand needs before AI can help and where AI fits in from day one.
The AI Operating Stack for Consumer Brands
Why the next generation of $100M brands will run on faster decision loops
The Smell of Money, Part 2: What to Do Before They Come for Your Category
The actionable breakdown — for founders and corporates
The Smell of Money, Part 1: Why the Incumbents Can't Buy Their Way In
And what CAGNY 2026 just told us about who's winning
Between CAGNY and Expo West: Where the Next 5–7% Growth Is Being Built — and Who’s Missing It
The Widening Gap Between Capital Discipline and Consumer Acceleration
Longevity: Reshaping Consumer Behavior Before it Becomes a Category
A Timing Framework for How Corporates Should Approach Innovation
Consumer Benchmark Report: Health & Wellness: Longevity
Seed-to-Series A Benchmark Report: February 2026
From Divestitures to Decisions
What 2025’s Portfolio Resets Signal About 2026 — and the Learning Gap Corporates Can’t Ignore
How Korean Innovation Outruns the West — and What U.S. Brands and Retail Should Borrow
Notes from a week inside one of the most innovative consumer markets in the world.
Green KPIs. Dying brand.
How corporate integration "best practices" can destroy acquired value, and what to do about it.
The Renewal Imperative: Why Corporates Must Rethink How They Build and Buy Brands
A three-part series on the economics, incentives, and evolution of consumer brand building.
How Brands Get to $100M: The Capital Architecture of Modern CPG
A three-part series on the economics, incentives, and evolution of consumer brand building.
How Brands Get to $100M: The Capital Architecture of Modern CPG
A three-part series on the economics, incentives, and evolution of consumer brand building.
Better Before Bigger: Beauty's New Portfolio Rules
The beauty industry’s great reshuffle is creating once-in-a-decade opportunities for private equity and strategic investors to acquire underfunded assets, modernize legacy brands, and redefine growth.