Build the next POPPI ($1.95B exit to Pepsi)

Synopsis

Greg talks with CPG expert Ashwinn Krishnaswamy about evaluating market opportunities for physical brands. Tools: Ahrefs for keyword search volume + difficulty + seasonality + geo distribution; Particl for competitor sales data and best-selling SKUs (90% of revenue often comes from 4 SKUs); Manus AI for market research that previously cost thousands. He hammers 'distribution is everything — work backwards from how you'll acquire customers,' highlights geographic arbitrage (electrolytes: 74% Western, 3% India/Philippines), and pitches opportunities in branding for older adults. The Poppi-to-Pepsi $1.95B exit is the headline example.

Ideas in this episode

• Boring CPG brand

  Greg talks with CPG expert Ashwinn Krishnaswamy on evaluating physical-brand opportunities — Ahrefs for keyword volume/difficulty/seasonality/geo, Particl for competitor sales data and best-selling SKUs, and a 'next Poppi' tool stack.