Wellness Growth Ventures Newsletter #17
ICYMI: The Greens Wars Are Coming đżđ„
Grove just acquired 8Greens, and if you think thatâs just another quiet CPG acquisition, think again. This signals a land grab in the greens supplement market, where premium DTC players (AG1) and mass-market disruptors (Bloom, Amazing Grass) are about to collide. Greens are no longer just for biohackersâtheyâre mainstream, and with that comes retail shelf wars, price compression, and inevitable CPG consolidation. If Grove is making moves, how long before NestlĂ©, Unilever, or PepsiCo take a bite? And if AG1 doesnât go retail or diversify its format, will its $99/month model hold up when the everyday consumer can grab a $30 version at Target?
Itâs clear Iâm in the minority here, but why are we people using powdered greens instead of eating real food?
The Skincare Saturation Point: Hims & Hers' Strategic Pivot
Hims & Hers pulling the plug on its $190M Apostrophe acquisition sends a broader market signal about consolidation and GLP1s. Last year, their GLP-1 numbers didnât just impressâthey revolutionized the business. Dermatology may still be in the black, but itâs like selling lemonade after winning the lotteryâhardly worth the squeeze.
This shift shows skincare is entering a new era where consolidation > endless expansion. With a crowded market drowning in identical products, the skincare world has hit peak congestion. Consumers, buried in complicated routines and fragmented care, are ready for a more seamless experience.
The real questions for me are: Who else will follow this consolidation trend? And who will remain standing when the inevitable skincare industry streamlining completes?
On Repeat: The Pickle Revolution with Julia O'Mara đ§
When a startup hits a wall, most founders panicâbut not Julia O'Mara. We sit down with the co-founder of Pickle who transformed potential failure into fierce success in this weekâs episode of The Femme Portfolio Podcast. Julia dishes the unfiltered truth about what it really takes to preserve your vision while completely reinventing your approach. Not to mention her huge Series A that was just announcedâŠ
This conversation is entrepreneurial gold. Juliaâs candid breakdown of the exact moment she realized Pickle needed to change direction will have you rethinking your own passion projects and career moves.
đœïž Press play for Julia's razor-sharp insights.
Want a sneak peak at whatâs happening next week?âŠ
