The Brand Capital Report
XRC VenturesStrategy, trends and capital behind next-gen brands
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 26 | Subscribers | Read | brandcapitalfund.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The Smell of Money Part 1: Why the Incumbents Can’t Buy Their Way In
A note on what we’re doing here. For a while, we were writing trend pieces — the kind that compile signals from across the industry and say, broadly, “here’s what’s happening.” We stopped. Not because the signals aren’t real, but because th...
Between CAGNY and Expo West: Where the Next 5–7% Growth Is Being Built — and Who’s Missing It
A few weeks ago we were at CAGNY. This week, the team is heading to Expo West.
Longevity: Reshaping Consumer Behavior Before it Becomes a Category
When we published the 2026 Longevity Benchmark, the most common reaction we heard was not surprise.
Consumer Benchmark Report: Health & Wellness: Longevity
We are excited to present the Brand Capital Fund’s latest insights in the consumer space with the release of our Consumer Benchmark Report, focused on Longevity.
Authors
The writers behind this newsletter.
Strategy, trends and capital behind next-gen consumer brands
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