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· weekly DTC intelligence

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

May 7, 2026

1800Hotline 010 // $200M raises, AI coworkers, and functional everything

May 5, 2026

1800Hotline 009 // $10B better-for-you signals, RTD velocity is exploding, and a $105M subscription exit

April 30, 2026

1800Hotline 008 // $200M IPOs, colostrum soda, and a very thirsty week in CPG

April 28, 2026

1800Hotline 007 // Purely Elizabeth might sell for $600M, walmart's annual report dropped, and pickle juice is having a moment

April 24, 2026

1800Hotline 006 // Big week. New CEO at Lululemon, $4M for a broccoli shot, and protein ice cream is now a real thing.

April 23, 2026

1800Hotline 005 // The DTC bubble didn't pop. But Allbirds made it weird.

April 21, 2026

1800DTC // Operations falling apart? Might be time for an ERP

April 16, 2026

1800Hotline 004 // AG1 just said yes to retail after 15 years, here is what that means for DTC