consumer packaged goods
also referred to as: cpg
2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Apr 14, 2025 by Harry Stebbings · across every show →
Everything said about consumer packaged goods, oldest first
Apr 14, 2025 bullish
Stebbings: Consumer brands succeed by filling the void left by traditional religion
“I say, actually, that the death of religion is the thesis for CPG and consumer brand investors today. And you're like, what? Thesis? Because we've shifted cult-like worshipping from God, Buddha, and these deus figures to High Rocks and CrossFit and Taylor Swif…”
Sep 29, 2025
Ross: CPG profit margins correlate directly with response speed
“What is the number one thing that a high margin correlates to in CPG? It's the speed at which the ingredient acts on you. So that dopamine cycle, how quickly something occurs, determines your brand affinity. And so when something has a very quick response, you…”