Teffola

8 statements across 1 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Mar 4, 2025 by Claire Smith · said 16 times in 1 episodes since 2025 · across every show →

Mentions by year

brought up most by Claire Smith (9), Charles Hudson (5), Josh Muccio (2)

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2025 16 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Teffola, oldest first

Mar 4, 2025
Assertion Not checkable as stated
Smith: Teffola has a 27% blended margin and $4.35 COGS per bag
“So our blended margin is 27% between direct-to-consumer, which is online and Amazon, and then our wholesale and distributor channels. And then our COGS per bag are about four 35.”
Claire Smith Mar 4, 2025 ▶ 5:59 #105 Teffola: Granola Guy Approved
Mar 4, 2025
Insight
Yin: CPG packaging must capture consumer attention in two seconds
“And in this space, you know, the branding and how that comes across is really, really important. I would actually do a full, just rebrand, because these are your selling points, And you need to be able to capture that attention in two seconds, not in 20 second…”
Elizabeth Yin Mar 4, 2025 ▶ 11:05 #105 Teffola: Granola Guy Approved
Mar 4, 2025
Disclosure
Claire Smith: Teffola is raising $375,000
“We've done the dirty and scrappy work to know that we're on to something big, and now we're raising 375,000 dollars for the next stage of growth.”
Claire Smith Mar 4, 2025 ▶ 3:14 #105 Teffola: Granola Guy Approved
Mar 4, 2025 bearish
Prediction Not checkable as stated
Nadel: Teffola will remain niche without redesigned packaging
“It's a niche product for now that will have a niche audience until... If she's able to transform the product or the packaging to really stand out in some way, until then, it's going to remain a niche product.”
Phil Nadel Mar 4, 2025 ▶ 19:21 #105 Teffola: Granola Guy Approved
Mar 4, 2025 bullish
Prediction Not checkable as stated
Smith envisions DTC subscriptions reaching 50% of Teffola's future revenue
“I can see a future for sure where 50% of our revenue is coming from direct to consumer because we set up a subscription model, and so people can order this on subscription, and that sticky revenue has been amazing. It was 20% of our revenue last year.”
Claire Smith Mar 4, 2025 ▶ 13:52 #105 Teffola: Granola Guy Approved
Mar 4, 2025
Assertion Not checkable as stated
Smith: Teffola generated $70K YTD with revenue split across three channels
“Year to date, we're at 70,000 with 10,000 in accounts receivable. So 40% to distributor, 30% direct to stores, and then direct to consumer is right around 30%.”
Claire Smith Mar 4, 2025 ▶ 6:19 #105 Teffola: Granola Guy Approved
Mar 4, 2025
Disclosure
Smith: Teffola has angel commitments but no cash in bank
“We've gotten commitments from some angels, but money in the bank has not been there.”
Claire Smith Mar 4, 2025 ▶ 23:54 #105 Teffola: Granola Guy Approved
Mar 4, 2025 bullish
Prediction Not checkable as stated
Smith: Teffola snack revenue projected to double granola revenue next year
“Now we're expanding into the snack category, projected to outperform granola revenue two to one by the end of next year.”
Claire Smith Mar 4, 2025 ▶ 3:07 #105 Teffola: Granola Guy Approved
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