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· weekly DTC intelligence

June 18, 2026

1800Hotline 022 // $360M exit to potato chips, BarkBox admits the box isn't the point, and the Yasso founders are back

June 16, 2026

1800Hotline 021 // Stitch Fix is quietly making a comeback, Pinterest just dropped $4B on AI, and GoodPop put french fries in a popsicle

June 11, 2026

1800Hotline 020 // Dad Gang hit $35M without a single paid ad, AI is now filtering your brand loyalty, and Huel is making ramen

June 9, 2026

1800Hotline 019 // Nike's reality check, Salt and Straw explores a $200M sale, and Tom Brady is selling coconut water now

June 4, 2026

1800Hotline 018 // $100M in year one for Smash Kitchen, Joyride hits No. 1 at Target, and Jolly Rancher is going zero-sugar

June 2, 2026

1800Hotline 017 // Warby Parker x Google x Samsung, $325M for a stain remover, and protein ice cream with wild macros

May 28, 2026

1800Hotline 016 // 47,000 signups and no product, Google wants to own your cart, and a pub owner fixed soft drinks

May 26, 2026

1800Hotline 015 // ABG acquires Lee for $1B, David is now selling tinned cod, and the NFL eats a lot of PB&J

May 21, 2026

1800Hotline 014 // Olipop's first rebrand, Article goes physical, and a banana water brand just raised $5.5M

May 19, 2026

1800Hotline 013 // SHEIN just bought the anti-fast-fashion brand, Waterdrop raised $117M, and Kool-Aid is back

May 14, 2026

1800Hotline 012 // $1B quarter for On, Cal-Maine goes breakfast, and a family brownie recipe hits retail

May 12, 2026

1800Hotline 011 // Seed oils hit the P&L, Carrie Underwood enters CPG, and grocery shoppers are moving stores