Reletter
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A weekly deep dive on the brands, deals, and technologies shaping the future of food. Written by Vincent Kuiper of Gota Ventures, for investors and founders

Platform
Substack
PricingFreemiumPublishesWeekly
Issues35Founded10 months agoLast Issue10 days ago
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thefoodstack.substack.com
Artwork for The Food Stack

Latest Issues

How Tom Holland's BERO reached a $100M valuation in 18 months

Welcome to The Food Stack! Most of you are founders building CPG brands, joined by the investors and operators who work alongside them. Each week I pull apart one brand, deal or category from an active investor’s lens to understand what act...

10 days ago
5
3

Why Sazerac paid £300 million for Au Vodka, the ready-to-drink vodka in gold cans

The reported price is 3.6 times Au Vodka's £82.8 million in sales and about 45 times its £6.7 million operating profit, in a year when its ready-to-drink volumes grew 65.8%.

Welcome to The Food Stack! Most of you are founders building in f...

24 days ago
5
2
Paid

$70M ARR, 14 people, 500 affiliates: how Reformed built its creator engine

Welcome to The Food Stack! Most of you are founders building in food, investors looking at the space, or operators somewhere in the middle. Each week I pull apart one brand, deal or category to understand what actually made it work. Togethe...

a month ago
18
3

$100 million in 18 months on one product: inside the Mars Men subscription engine

Welcome to The Food Stack!

Most of you are founders building in food, investors looking at the space, or operators somewhere in the middle.

Each week I take apart one brand, deal or category and work out the operational playbook underne...

a month ago
14
1

Invite your friends to The Food Stack, and earn rewards

Thank you for reading The Food Stack. We just passed 1,500 subscribers, spread across 68 countries, and this is only the beginning.

What I am building here is a community around food and CPG that actually adds value: founders, investors, a...

2 months ago
2

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Authors

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  • Vincent Kuiper - TheFoodStack

    Operational playbooks from the best food brands, for founders and investors. I lead Gota Ventures, an angel syndicate backing early-stage food companies. Partnerships: [email protected]

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