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“How Do I Spot the Next Poppi Before Everyone Else Does?” (The Early Signals That Separate $2B Exits from $10M Plateau Brands)
So I got this email from a reader after the consumer VC recovery post I shared last week:
17 hrs ago
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David Olusegun
2
They Laughed When He Left Snowboarding to Sell Deodorant. Then He Made $275 Million in 8 Years.
So a former pro snowboarder just sold his deodorant brand for $500 million.
Apr 20
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David Olusegun
1
The Fastest Billion-Dollar Exit in Consumer History: How Gruns Sold to Unilever in 3 Years (And Why the Math Behind It Changes Everything)
A former PE analyst started a greens powder company in his Stanford dorm room in 2023.
Apr 13
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David Olusegun
10
THE COMPLETE CPG RETAIL PLAYBOOK From DTC to Boots, Tesco & Beyond: Your Step-by-Step UK Retail Expansion Guide
From DTC to Boots, Tesco & Beyond: Your Step-by-Step UK Retail Expansion Guide
Apr 8
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David Olusegun
1
The $16B Recovery: Why Consumer VC Just Had Its Best Quarter Since 2021 (And What’s Actually Changed)
So after four years of “consumer is dead” think pieces and founders pivoting to B2B SaaS to get funded, something quietly shifted in Q1 2026.
Apr 6
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David Olusegun
5
March 2026
The €1B Question: How Huel’s Founder Kept 49% Through Three Funding Rounds and Still Made £420M (While Most DTC Founders Get Diluted to 15%)
So Julian Hearn just sold Huel to Danone for €1 billion and walked away with £420 million personally.
Mar 30
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David Olusegun
4
THE PATTERN REPORT #3
Monthly Trend Analysis for Founders | March 2025
Mar 25
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David Olusegun
2
The $240M Bet on a Fraud: How Centurium Capital Turned Luckin Coffee’s Collapse Into One of the Best PE Trades in Consumer History
So in 2020, Luckin Coffee was the poster child for everything wrong with Chinese tech stocks.
Mar 23
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David Olusegun
3
The $693M Question: How a Mass-Market Haircare Brand That Just Outsold the Math
Hey, A husband-and-wife team in Tampa, Florida quietly built something that just got acquired by Henkel for an estimated $693 million.
Mar 16
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David Olusegun
5
THE COMPLETE CATEGORY CREATION PLAYBOOK
How to Create a New CPG Category (Not Just a New Product)
Mar 11
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David Olusegun
3
Why the Guy Who Built BODYARMOR for Coke Is Betting His Next $18M on Coffee (Not Sports Drinks)
So Michael Fedele helped build BODYARMOR into the brand Coca-Cola paid $5.6 billion for in 2021.
Mar 9
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David Olusegun
7
1
The $769M Popcorn Deal: How Hershey Quietly Made One of the Smartest Acquisitions of 2025
So whilst everyone was obsessing over Mars buying Kellanova for $36 billion and Nestlé snapping up Vital Proteins, Hershey quietly closed a deal that…
Mar 2
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David Olusegun
3
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