“I think I was checking before this, I think we've spoken with 780 companies this month so far. So we got another week to go and manage Everything in Salesforce. And so, but that's really a, it comprises of, you know, the investment team of 20, twenty-ish.”
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More from Jason Fiedler
PredictionNot checkable as stated
Fiedler: Olipop can become a several-billion-dollar business
“We said this can be a several billion dollar business. We absolutely believe it can be a several billion dollar business playing against these slow incumbents.”
Jason FiedlerNov 8, 2024▶ 24:21America's New Consumer: CPG, Sports, Four-Wall | Jason Fiedler, Left Lane Capital · Sourcery with Molly O'Shea
AssertionContradicted
Fiedler: All 20 of Coca-Cola's billion-dollar brands are declining year-over-year
“Coca-Cola has 20 brands that do over a billion dollars. Every single one of them is decreasing in sales year over year, and they haven't innovated at all.”
Jason FiedlerNov 8, 2024▶ 24:29America's New Consumer: CPG, Sports, Four-Wall | Jason Fiedler, Left Lane Capital · Sourcery with Molly O'Shea
Opinion
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“I'm also really bearish on urban settings and cities, I think we're going to have. ... A hundred percent cost of living through the roof, quality of life, questionable.”
Jason FiedlerNov 8, 2024▶ 36:29America's New Consumer: CPG, Sports, Four-Wall | Jason Fiedler, Left Lane Capital · Sourcery with Molly O'Shea
“One question I would often ask people is how big is monster energy? And they would often say like 2,000,000,003 billion. I think at the time it was seventy billion. And so I think a lot of investors are magnitudes off in how big these categories can be.”
Jason FiedlerNov 8, 2024▶ 3:53America's New Consumer: CPG, Sports, Four-Wall | Jason Fiedler, Left Lane Capital · Sourcery with Molly O'Shea
Insight
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“When you think about The enterprise software of consumer spend. Pet is it. I mean, yes, you'll have that initial maybe 40 to 60% drop off in the first year, but after that, you're retaining 80 to 90% of your customer, of your dollar spend year after year, and …”
Jason FiedlerNov 8, 2024▶ 4:20America's New Consumer: CPG, Sports, Four-Wall | Jason Fiedler, Left Lane Capital · Sourcery with Molly O'Shea
Insight
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“When you look at a burger shop, which traditionally has not been something that, you know, our LPs would know us for, and you see that it can, you know, it costs, it can generate a hundred You realize that that payback and life after payback is really interest…”
Jason FiedlerNov 8, 2024▶ 7:52America's New Consumer: CPG, Sports, Four-Wall | Jason Fiedler, Left Lane Capital · Sourcery with Molly O'Shea
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