Poppi

16 statements across 2 episodes · 7 bullish · 3 bearish · 3 people on the record · first statement May 1, 2026 by Allison Ellsworth · across every show →

Everything said about Poppi, oldest first

May 1, 2026 negative
Insight
Ellsworth: An IPO Cannot Solve Beverage Brands' Distribution Needs
“And then yes, there's the option to go IPO, but then you don't have a distribution partner. So it's just a really tough situation to be in, in beverage.”
Allison Ellsworth May 1, 2026 ▶ 31:44 Poppi's Founders: Building a $2 billion soda brand | Masters of Scale
May 1, 2026 positive
Assertion Not checkable as stated
Steven Ellsworth: Poppi used Amazon affiliate links to monetize checkout redirects
“Another little crazy hack, this is a, this is like a pro tip, is because we were directing traffic to our website, to Amazon, we actually made it an affiliate link. So Amazon was actually paying us. To direct traffic from our website to Amazon while also colle…”
Steven Ellsworth May 1, 2026 ▶ 26:16 Poppi's Founders: Building a $2 billion soda brand | Masters of Scale
May 1, 2026
Assertion Not checkable as stated
Allison Ellsworth: Poppi never ran a Google ad in first four years
“We never ever have ran a Google ad. And our number one KPI was brand awareness. For the first four years of business was brand awareness.”
Allison Ellsworth May 1, 2026 ▶ 25:38 Poppi's Founders: Building a $2 billion soda brand | Masters of Scale
May 1, 2026
Disclosure
Allison Ellsworth: Poppi founders' next venture is another beverage brand
“But it is another beverage.”
Allison Ellsworth May 1, 2026 ▶ 36:25 Poppi's Founders: Building a $2 billion soda brand | Masters of Scale
May 1, 2026
Assertion Supported
Poppi generated roughly $500K in revenue before Shark Tank
“I think we did like 500,000 in revenue, and then that's when Shark Tank came up.”
Allison Ellsworth May 1, 2026 ▶ 7:38 Poppi's Founders: Building a $2 billion soda brand | Masters of Scale
May 1, 2026 positive
Assertion Not checkable as stated
Allison Ellsworth: Early viral TikTok generated $100K in Amazon sales overnight
“Honestly, what worked is one night I sat down, it was a Friday night, I just got in the shower, my hair is wet, and I just told my story. And it connected on such another level that it went viral, did a million views while we're sleeping. We did a 100,000 doll…”
Allison Ellsworth May 1, 2026 ▶ 23:40 Poppi's Founders: Building a $2 billion soda brand | Masters of Scale
May 1, 2026 positive
Assertion Supported
Allison Ellsworth: Pepsi Acquired Poppi for $1.95 Billion
“1.95 billion dollars.”
Allison Ellsworth May 1, 2026 ▶ 32:33 Poppi's Founders: Building a $2 billion soda brand | Masters of Scale
May 1, 2026 positive
Opinion
Steven Ellsworth: Married co-founders have more resilient commitment than typical partners
“I think maybe the reason that you start to see more married couples do this together is because in theory, a married couple has already committed a hundred percent. They are fully, fully committed. So they've already established that. Whereas I think other co-…”
Steven Ellsworth May 1, 2026 ▶ 10:32 Poppi's Founders: Building a $2 billion soda brand | Masters of Scale
May 1, 2026
Assertion Not checkable as stated
Steven Ellsworth: Poppi CMO contracted Super Bowl ad before securing funding
“Our CMO actually signed the contract to buy the Super Bowl ad before we had the money to pay for the ad.”
Steven Ellsworth May 1, 2026 ▶ 29:56 Poppi's Founders: Building a $2 billion soda brand | Masters of Scale
May 1, 2026 neutral
Disclosure
Poppi Founders Sold 100% of Company Without Retaining Operational Roles
“What a lot of people don't realize is we sold 100% of the company. A lot of times you'll do a two-step deal where if it was probably, I would say if it was that situation, we would have stayed in our roles and kept going. But you don't sell your company for tw…”
Allison Ellsworth May 1, 2026 ▶ 32:56 Poppi's Founders: Building a $2 billion soda brand | Masters of Scale
May 1, 2026 negative
Assertion Supported
Poppi Cannot Be Sold at Lakers Stadium Due to Concession Contracts
“We are the official soda of the LA Lakers. We can't be sold there at the stadium because of existing contracts.”
Steven Ellsworth May 1, 2026 ▶ 31:06 Poppi's Founders: Building a $2 billion soda brand | Masters of Scale
May 1, 2026 negative
Insight
Allison Ellsworth: Solo founders should treat their first hire like a co-founder
“I think it would be really hard to do it as a solo entrepreneur, right? The highs are so much higher, but the lows you actually have like support. And so like, I think that if you don't have a co-founder, find someone, your first hire is probably going to be b…”
Allison Ellsworth May 1, 2026 ▶ 9:47 Poppi's Founders: Building a $2 billion soda brand | Masters of Scale
May 1, 2026 bullish
Assertion Not checkable as stated
Steven Ellsworth: Poppi hit over $500M revenue in 2024 after Super Bowl ad
“But we were, I think, forecasting three 50. 200 to three 50 is really what that number was supposed to be for 20, 24. And as I mentioned, we hit five, over 500, north of five hundred million that year. And so I would say, yes, it paid off.”
Steven Ellsworth May 1, 2026 ▶ 29:42 Poppi's Founders: Building a $2 billion soda brand | Masters of Scale
Jun 4, 2026 positive
Insight
Oza: Celebrity partnerships fail unless the talent genuinely connects with the brand
“And I think it's important for them to feel the brand because when they do, they go above and beyond. And when we go forward and I'll talk about other brands, it makes a massive difference, especially on entrepreneurial brands.”
Rohan Oza Jun 4, 2026 ▶ 7:27 Rohan Oza: How to build a brand that captures the moment | Masters of Scale
Jun 4, 2026 positive
Assertion Not checkable as stated
Oza: Hailey Bieber and Kylie Jenner drank Poppi without being paid
“And I think then it started laddering up to the point that big names like Hailey Bieber and Kylie Jenner, all like, were just drinking the product.”
Rohan Oza Jun 4, 2026 ▶ 22:50 Rohan Oza: How to build a brand that captures the moment | Masters of Scale
Jun 4, 2026 neutral
Insight
Oza: Modern influencers broadly demand brand equity over flat cash deals
“And now every influencer wants an equity plan the same way that artists and celebs wanted it back in the day.”
Rohan Oza Jun 4, 2026 ▶ 23:31 Rohan Oza: How to build a brand that captures the moment | Masters of Scale
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