In this solo episode of Unpackaged Goods, Jonathan breaks down the week's biggest CPG collapses, comebacks, and contradictions. We analyze PRIME's staggering fall from $1.3B to $300M, Flow Water's receivership, and why DUDE Wipes is somehow crushing it at $130M.
This week's stories:
- Flow Water and Uncle Nearest's financial troubles
- PRIME's 77% sales collapse (what happens when hype dies)
- Alec's Ice Cream raises $11M for A2 dairy expansion
- Death Wish Coffee vs. Liquid Death legal battle
- Mars/Kellanova's $36B merger gets EU approval
Plus: I break down Whole Foods' 2026 trend predictions (beef fat is trendy now?) and share my super early 2027 predictions including "The Great Creator Crash" and why AI-personalized CPG might actually happen.
No guest this week - just unfiltered takes on why the fake money era is ending and real businesses are finally winning.
Available on Apple Podcasts, Spotify, YouTube, and everywhere you get podcasts.
#CPG #BusinessNews #FoodTrends #Entrepreneurship #UnpackagedGoods
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