Cowboy Colostrum Newsletter
Draft placeholder for the upcoming Cowboy Colostrum post.
Cowboy Colostrum
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All Issues
11 published briefs
Laurels Coffee Newsletter
Draft placeholder for the upcoming Laurels Coffee post.
Laurels Coffee
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AG1 Hit $600M in Revenue — Here Is What the Data Actually Shows
Athletic Greens crossed $600M in annual revenue according to our model, making it the largest single-SKU supplement brand in history. We break down their DTC vs. Amazon vs. Retail split, subscriber retention curve, and why their CAC is actually decreasing.
AG1
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Liquid Death Crossed $200M on Amazon Alone — How Did a Water Brand Pull This Off?
Liquid Death's Amazon monthly run rate has climbed to $17M+. We pull the SKU-level data, look at their review velocity vs. their nearest competitors, and explain the pricing strategy that made canned water a category killer.
Liquid Death
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ARMRA's Sarah Rahal Just Raised $14M. Here Is the Brand Intelligence Behind the Round.
ARMRA's colostrum line went from $0 to $40M run rate in under three years. We track the DTC traffic surge after Jennifer Aniston's endorsement, the Amazon halo effect, and what the new funding will do to their retail footprint.
ARMRA
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The Soda Alternative Playbook: Olipop vs. Poppi vs. Ghia — The Full Revenue Picture
Three brands, three very different distribution strategies. We compare Olipop's Walmart-led retail dominance, Poppi's Amazon velocity, and Ghia's DTC-first premium positioning — and rank them by revenue per door.
Olipop, Ghia
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Why Every Top Supplement Brand Is Rushing Into Costco in 2026
Seed, Ritual, and AG1 are all accelerating Costco negotiations. We explain the unit economics that make a Costco door worth 10x a Whole Foods door for high-AOV supplements, and which brands are best positioned to win the shelf.
Seed, Ritual, AG1
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How We Model Brand Revenue at Pulsse — The Methodology Explained
Transparency issue: we walk through exactly how we estimate annual revenue for brands without public filings. From Amazon SKU-level Jungle Scout pulls to SimilarWeb DTC traffic × conversion rate modeling — here is the full formula.
Clevr Blends, Cymbiotika, and the Quiet Funding Wave Hitting Functional Beverages
Five functional beverage brands raised a combined $90M in Q1 2026 without a single press release. We track where the money is going, which VCs are doubling down on the category, and which brands are next.
Clevr Blends, Cymbiotika
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Welcome to Pulsse — The Brand Intelligence Platform for the Next Wave of CPG
We built Pulsse because brand data was locked behind $50K Bloomberg terminals and VC databases. Our first issue lays out what we are tracking, how we think about brand health, and the 300+ companies already in our directory.