CPG Operator Podcast

Expo West is a massive event, and it can take weeks to fully process what you saw and what it actually means. There is a lot of noise, but if you look closely, the real signals start to emerge and point to where the industry is headed next. In this episode, we sit down with Sherry Frey of NielsenIQ to make sense of it all through the lens of real consumer data. We break down what is really happening with protein and how consumers are thinking about it in their diets, why regenerative and transparent sourcing are gaining traction, which flavor trends are sticking, and how the ongoing GLP 1 conversation is reshaping product design around satiety and nutrient density.

In today's CPG landscape, profitability isn't always the first milestone founders should focus on. As capital markets and deal structures, investors and acquirers are often looking for something earlier in a brand's lifecycle: clear product market fit, strong velocity, and the potential to scale efficiently.

In this episode, Ryan Williams, founder of Northall and creator of the Fabid deal database shares what recent investment and acquisition activity reveals about how value is actually being built in food and beverage CPG. Together they explore why some brands attract premium valuations while others struggle to raise, how founders should think about capital efficiency, and what recent exits say about the paths companies take to reach a successful outcome.

Expo West 2026 is here and the BevNET and NOSH team is sharing what's at the top of their hit list. Managing editors Martín Caballero and Monica Watrous break down the biggest trends they expect to see on the show floor, from protein and fiber trends, to seed oil free formulations, regenerative ingredients, functional fatigue, GLP-1 friendly products, nostalgic flavors, and more. Can't wait to see you all at the show!!

What happens when three CPG investors decide to build a brand themselves?

Kiva Dickinson of Selva Ventures joins fellow cadootz! cofounders Jordan Carpenter and Rachel Mansfield, all seasoned CPG investors, with Rachel also bringing her perspective as a leading creator, to share how experienced industry insiders launch differently. They break down how they defined their non negotiables before formulation, modeled margins and profitability from day one, and avoided common pricing and channel strategy mistakes.

The cadootz! team also unpacks key decisions around manufacturing, reformulation for scale, retail sequencing, capital discipline, and building real demand through community before hitting shelves.

Ultra-processed foods are facing growing pressure from policymakers, retailers, and consumers who are rethinking what belongs on shelf and in their carts.

In this episode, Bill Creelman, Founder of Spindrift, and Megan Westgate, Founder of the Non-UPF Verified program and the Non GMO Project, discuss a new certification designed to evaluate both ingredient integrity and how products are actually made.

Spindrift recently became the first beverage brand verified under the Non-UPF standard. Bill shares what the verification process required behind the scenes, how sourcing and manufacturing decisions affect certification, and why it offers a clearer way to communicate long standing formulation choices. Megan explains how the standard works, including limits on added refined sugar, a ban on non-nutritive sweeteners, restrictions on refined oils and gums, and why most shoppers say they want to avoid ultra processed foods but don't know how to identify them.

You may have a winning beverage you perfected in your kitchen or sell at the farmer's market, but it's a long road to making it work at scale. In this episode, MSI Express leaders Chuck Woods and Greg Schildmeyer share what it really takes to turn a bold idea into a profitable, manufacturable product. They'll reveal how to avoid costly formulation and packaging mistakes, when to consider formats like stick packs versus liquids, and which trends actually have staying power. Plus, find out why aligning innovation with production reality is the key to building beverages that last. This episode is a paid collaboration with MSI Express.

Health is no longer just a marketing claim. It is becoming part of how retailers evaluate products, guide shoppers, and shape category growth.

Kroger's rollout of a new health scoring system powered by FoodHealth reflects this shift. In this episode, Laura Brown, Director of Nutrition at Kroger, and Sam Citro Alexander, founder of FoodHealth, break down how the system works, why Kroger adopted it, and what it means for brands building at retail.

Founders and operators will learn how the FoodHealth Score is calculated, how nutrient density and ingredient quality factor into evaluations, how health scores appear across Kroger's digital and in store experiences, and how Kroger buyers use health data at the category level to influence shopper discovery, buyer and merchandising decisions, and long term growth.

If you spend tens of thousands of dollars to exhibit to be at Expo West but get swallowed up by the noise, was it even worth being there at all?

In this episode, Marty Caballero and Mike Schneider from BevNET CPG Media talk about why some brands leave Expo West with real momentum while others quietly fade into the background. They break down how media coverage is planned, why timing matters, what is actually worth announcing, and how early decisions shape booth traffic and buyer awareness.

We'll focus on the simple planning most brands skip and how taking care of it ahead of time can help you walk into Expo already a step ahead.

Supply chains continue to be unpredictable post-pandemic due to tariffs, environmental factors, and ongoing global trade volatility. Costs shift quickly, availability can tighten without warning, and decisions that feel like they should be routine carry real risk for food and beverage brands.

Hear the inside scoop on what's happening and how to secure your supply chain with Beth Brown, David van Wees, and Tim Near from Agrowgate, a strategic sourcing and supply chain partner for CPG brands. They'll uncov where hidden risk is showing up in ingredients and packaging, how brands can build flexibility into sourcing and inventory strategies, and what teams should be focusing on now to protect margins and avoid costly disruptions.

It has been a whirlwind year for food and beverage brands, with lawsuits, heightened regulatory scrutiny, and shifting rules creating real uncertainty across the industry. Justin Prochnow, a shareholder at Greenberg Traurig who advises food, beverage, and consumer brands on regulatory compliance and litigation risk, joins us to help make sense of what's happening and how brands should respond. In this conversation, Justin breaks down the key legal and regulatory developments shaping 2025 and what brands need to be watching as they head into 2026, including ultra processed food scrutiny, GMO and bioengineered labeling following a recent Ninth Circuit decision, FDA attention on self affirmed GRAS and health related claims, protein and GLP one positioning, ingredient enforcement trends, and how state and federal priorities may shift under a new administration.