Assertion certainty 4/5 debate potential 2/5

Trofimova: Sundae makes $10 to $20 per shopped grocery basket

Anastasia Trofimova · LTK for Food… Will VCs invest in this $10 TRILLION market!? · Jun 18, 2025 · at 8:46

Anastasia Trofimova, founder of Sundae, breaks down the platform's unit economics and monetization from retailers and brands on The Pitch.

0:00 / 0:04exact quote · 4.4s
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“For every basket that gets shopped, we make between 10 to 20 dollars.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

More from Anastasia Trofimova

Assertion Contradicted
Trofimova: CPG brands spend $2T globally on untraceable marketing
“It's two trillion dollars globally is what they spend on marketing, completely in the blind, with no traceability.”
Anastasia Trofimova Jun 18, 2025 ▶ 19:58 LTK for Food… Will VCs invest in this $10 TRILLION market!?
Assertion Partly supported
Trofimova: 80% of consumers start grocery shopping on social media
“80% of modern consumers start their grocery shopping journey by opening social media to look for inspiration of what to cook for dinner from their favorite food creators.”
Anastasia Trofimova Jun 18, 2025 ▶ 3:17 LTK for Food… Will VCs invest in this $10 TRILLION market!?
Assertion Contradicted
Trofimova: Nearly one-third of all Instagram content is food and recipes
“In fact, almost a third of all Instagram content is food and recipe content.”
Anastasia Trofimova Jun 18, 2025 ▶ 3:31 LTK for Food… Will VCs invest in this $10 TRILLION market!?
Assertion Supported
Trofimova: Nestlé spends over $1B annually on US digital marketing
“If you take just one brand, let's say Nestle, they're spending over just in the US and just on digital marketing over a billion dollars every year.”
Anastasia Trofimova Jun 18, 2025 ▶ 9:21 LTK for Food… Will VCs invest in this $10 TRILLION market!?
Assertion Not checkable as stated
Trofimova: Sundae pilot increased a Swedish brand's conversion rates 22x
“We did a pilot with a Swedish brand. They were paying us 4000 dollars a month. And in the end of the pilot, we increased their conversion rates by 22 times, so they were happy to pay us double.”
Anastasia Trofimova Jun 18, 2025 ▶ 9:40 LTK for Food… Will VCs invest in this $10 TRILLION market!?
Assertion Supported
Trofimova: US online grocery grew from 2-3% in 2019 to nearly 20%
“So I can tell you that in 2019, just in the US, online grocery shopping was two or three percent of the total market. Now it's almost 20%.”
Anastasia Trofimova Jun 18, 2025 ▶ 11:28 LTK for Food… Will VCs invest in this $10 TRILLION market!?
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