Unpackaged Goods

$10M for Alcoholic Gatorade + Michael Zabar's Coffee Shop Revolution


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This week in CPG was absolute chaos. Tom Brady's selling protein powder, Beyond Meat launched beverages, and someone raised $10 million for alcoholic sports drinks that taste like Gatorade. Categories officially don't exist anymore.

In this episode:

[0:00-25:00] This Week's CPG Madness

  • SpikedAde's brilliant $10M sports drink cocktail thesis
  • Tom Brady and Mike Repole's NOBULL nutrition expansion
  • Beyond Meat's desperate beverage pivot
  • $110M+ in M&A deals including Kroger's strategic acquisitions
  • AG1's Vitamin Shoppe conquest and Target's premium food acceleration
  • Why category convergence is accelerating exponentially

[25:00-60:00] Michael Zabar Interview - Building Motif

  • From Zabar family legacy to coffee innovation
  • Why coffee shops are stuck with terrible syrup options
  • The strategic four-flavor launch (Pistachio, Cinnamon Babka, Vanilla, Chocolate)
  • Competing against International Delight and Torani giants
  • Plans for retail expansion beyond the coffee shop channel
  • Building naturally flavored products in an artificial world

Key Takeaway: Whether you're making coffee syrups or sports drink cocktails, follow customer behavior, not category definitions.

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Unpackaged GoodsBy Jonathan Deeter