Coefficient Capital

Exciting updates for our portfolio company Sesame in partnership with Costco Wholesale offering their members access to care in this new weight loss era.. https://lnkd.in/gG5SKdgA

Great speaking with you Gabriela Barkho at Modern Retail on all things Ozempic! https://lnkd.in/gT_CKfc2

A year ago everyone was bracing for a consumer recession in 2023, but it was another record year of consumer spending in the US... Twice a year, in partnership with Dan Frommer from the The New Consumer, we publish a report that covers macro consumer trends, irreversible cultural shifts, and the occasional nod to the Roman Empire. Some topics we covered in the 2024 Consumer Trends report: * The insane early success of TikTok Shop at a $3 billion run-rate in the US within 2 months of launch. TikTok Shop, Shein and Temu are now dominating affordable ecomm * Turns out people on weight loss drugs eat less, but trade up in nearly all categories * Gen Z is the generation of contradictions: Saying one thing but doing something else, especially when it comes to the environment and sustainability   *The Roaring 20s are here at last: air travel surpassed pre-pandemic levels for the first time, recreational spending has taken off, and concerts exploded almost doubling from pre-pandemic levels Thanks to Toluna for powering our 3,000 person survey, Earnest Analytics, and Nielsen for the partnership.

🎉🎉 Exciting news! Today marks a new chapter at Kate Farms, as we take our first steps into brick-and-mortar retail, expanding access to our plant-based Nutrition Shakes through select H-E-B stores in Texas. We’ve been proudly serving patients in the state through the 51 hospitals and hundreds of dedicated healthcare professionals who prescribe or provide Kate Farms nutrition, and now we’re able to help H-E-B shoppers looking for healthy options. We will be available† at these Texas H-E-B stores: https://lnkd.in/gwcF5-kg #KateFarms #plantbased #retail #wellness #organic Footnotes: * Independent plant-based formula survey. † It may take a couple weeks to be fully stocked on shelves.

Four years ago, Magic Spoon skyrocketed to CPG fame when it tapped into millennials’ nostalgia for sugary breakfast cereals with an alternative that *actually* met their health standards as adults. We've been fortunate enough to work with the brand as it has launched 26 new and limited-edition cereal flavors. (My favorite? Cocoa Peanut Butter...!) In September, Magic Spoon launched into a whole new category: Treats. We loved working with Jeff Beer (cc David Lidsky) on this Fast Company piece about why the company is expanding now, and why the treats started as an online exclusive. Read that piece below, and scroll through to see a selection of some of our favorite recent Magic Spoon stories. Fast Company: "Magic Spoon Reinvented Sugar Cereal Nostalgia—Now It’s Taking Aim at Rice Krispies Treats" — https://lnkd.in/eap9AtJz Forbes: "How Magic Spoon Brought Innovation To The Breakfast Table" — https://lnkd.in/enzCVwiy Adweek: "Brave Commerce Podcast: The Inside Story of How Magic Spoon Went From DTC to Retail" — https://lnkd.in/e5jHauEk The Information: "The Cereal Influencers of SoHo" — https://lnkd.in/ezbr_spy Modern Retail: "How Magic Spoon Went From Online-Only to Wholesale in Six Months" — https://lnkd.in/em8Dmfpj