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. Here is what we are tracking, how we think about brand health, and who this is for.
We have been obsessed with consumer brands for years — not the ones you see advertised during the Super Bowl, but the ones quietly compounding at 40% year-over-year while no one in traditional finance is paying attention.
Liquid Death built a $1.4 billion business selling canned water by out-marketing every water company on earth. Olipop convinced Whole Foods to give them premium shelf space, then used that credibility to launch in Target and Kroger with prebuilt demand. ARMRA raised $14 million by turning colostrum — a product most people cannot spell — into a DTC juggernaut with a waitlist.
We wanted to understand how these businesses actually work. Not the press release version. The real version — revenue by channel, Amazon velocity, retail door counts, DTC traffic, conversion rates, and the compounding dynamics that make some brands look inevitable in hindsight.
The problem: that data has always been expensive to get and hard to synthesize. Bloomberg terminals run $25,000 a year. Pitchbook starts at $15,000. Jungle Scout gives you Amazon data if you know what to search for. SimilarWeb tells you DTC traffic if you can interpret the signals. None of them connect the dots across all channels in one place.
What Pulsse Does
Pulsse is a brand intelligence platform. We track 300+ consumer brands across health, wellness, beverages, supplements, personal care, and food. For each brand, we model:
- Annual and monthly revenue — broken down by DTC, Amazon, and Retail channels
- Amazon SKU-level performance — pulled from Jungle Scout, deduplicated, and cross-checked against verified ASINs
- DTC traffic and conversion — modeled from SimilarWeb visit data with brand-specific conversion rate calibration
- Retail distribution — door counts by retailer (Whole Foods, Target, Walmart, Costco, etc.) with revenue-per-door estimates
- Funding history — verified rounds, investors, and implied valuations
- Founder intelligence — leadership backgrounds, press coverage, and strategic signals
The Authority Meter
Every brand on Pulsse has an Authority Meter — a composite score that reflects brand health across six dimensions: revenue growth, distribution reach, digital authority, funding credibility, founder visibility, and competitive moat. It is not a perfect signal, but it surfaces the brands worth paying attention to before everyone else notices them.
Who This Newsletter Is For
We are writing for three audiences:
- Brand operators who want to benchmark themselves against peers and find distribution playbooks that are actually working
- Investors — angels, VCs, family offices — who want to see revenue data and growth signals before a brand raises a formal round
- Founders who are studying the category to understand what great looks like at each stage of growth
What to Expect
Every week, we publish one deep dive. We go inside the numbers of a specific brand or category. We pull the data, build the model, and tell you what it means in plain language. No jargon. No fluff. No sponsored content.
We are obsessed with the brands building what's next — and the people crazy enough to do it.
The first brand we are covering: AG1. $600 million in annual revenue. One SKU. The most sophisticated DTC flywheel in the supplement industry. That issue drops next week.
Welcome to Pulsse.