AWSM Sauce

3 statements across 1 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Mar 4, 2025 by Charles Hudson · said 8 times in 1 episodes since 2025 · across every show →

Mentions by year

brought up most by Josh Muccio (4), Paul Lehman (3), Phil Nadel (1)

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2025 8 mentions in 1 episode

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Everything said about AWSM Sauce, oldest first

Mar 4, 2025 neutral
Insight
Hudson: Heinz won't react to sauce startups before $50M in sales
“If you think about it, if you're Heinz, like, what level would they have to sell before you even pay attention or care? Fifty million dollars worth of ketchup? A hundred million dollars worth of ketchup? Like, for Heinz to divert? Yeah. It's the classic big co…”
Charles Hudson Mar 4, 2025 ▶ 26:24 #103 Get Lost in the AWSM Sauce
Mar 4, 2025 positive
Opinion
Muccio: AWSM Sauce needs automated dispensers for true defensibility
“I think they should pivot back to the machine dream, because that's how this business becomes defensible.”
Josh Muccio Mar 4, 2025 ▶ 33:36 #103 Get Lost in the AWSM Sauce
Mar 4, 2025 bearish
Opinion
Lehman: Stadiums are not a viable initial go-to-market channel
“We have realized over the past couple months that stadiums are not the play, not an initial play from a sauce dispensing and revenue driving channel.”
Paul Lehman Mar 4, 2025 ▶ 30:31 #103 Get Lost in the AWSM Sauce
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