consumer packaged goods
also referred to as: cpg
7 statements across 7 episodes · 1 bullish · 2 bearish · 7 people on the record · first statement Feb 22, 2021 by Chieh Huang · across every show →
Everything said about consumer packaged goods, oldest first
Feb 22, 2021 neutral
CPG supply chains and bonus structures actively prevent sales to startup retailers
“When you're starting out in this industry, you have to understand that it's run by behemoths feeding other behemoths. And so the supply chain, the, how they're bonused, they're not incentivized to really sell each's to people. It's just doesn't move the needle…”
Jan 24, 2022
In retail grocery, a brand's packaging is effectively the product itself
“When you're in the store, you have less than a second to grab someone's attention. I think the best way to do that is to create a good package. And there's a saying that your package is your product. It's not what you sell in the bag, it's the bag itself, beca…”
Jun 12, 2023 bullish
Expanding beyond shaving into all consumer packaged goods removed Harry's growth cap
“Even if we got to, you know, huge market shares everywhere, like there's going to be some cap on our growth and shave. And so if we thought about it, we thought, Hey, like, you know, if we could increase our addressable market, not just to kind of men's groomi…”
May 2, 2024 negative
Maldonado: CPG startups must target incremental customers, not incumbent giants
“I still would never even think about trying to compete with the big guys in the space. Right. It just, it doesn't work. And I would, we would, they would bleed us to death. Like it just wouldn't work. But the reason we've been successful is because we serve an…”
Sep 16, 2024
Dec 29, 2025 negative
Breezy Griffith: CPG challenger brands cannot break through under pure profitability mandates
“I do think that there's a balance between growth and profitability, and I think, you know, the pendulum used to be too far one way, right, which was grow at all costs, but then it swung the other way, and then what happens is you can't, it's too hard for a cha…”
Mar 9, 2026
Stafford: CPG buyers now demand profitability over rapid revenue growth
“It has gotten a lot harder to sell and sell for a figure that you're happy with. Like you said, it used to be profitable. Who cares? As long as you're showing fast growth. And now it's different. It's a lot harder to sell your company now.”