The Food Stack
Vincent KuiperHow the best consumer brands actually get built: weekly lessons for CPG founders and investors, by Vincent Kuiper of Gota Ventures.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 38 | Founded | a year ago | Last Issue | 10 days ago |
| Active | |||||
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thefoodstack.substack.comLatest Issues
$750M for a 5-year-old mac and cheese brand: how Goodles earned a 3.9x sales multiple from Barilla
Barilla completed its all-cash purchase of Goodles this week at $750M, 3.9x the $190M in net sales Goodles booked over the last 12 months, with a nine-figure earnout still on the table.
Welcome to The Food Stack! Most of you are founders b...
Meet the Ade category: how SpikedAde sold for $353M in 15 months
Constellation Brands paid $75M upfront for a vodka drink with sports drink flavours that Jason Cohen launched in New Jersey in summer 2025, with up to $278M more if it hits targets.
Welcome to The Food Stack! Most of you are founders build...
Influencer marketing for CPG founders: the practical playbook, explained by SARAL’s founder
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...
How Tom Holland's BERO reached a $100M valuation in 18 months
Nearly $10M in year one, 4,000+ doors, and the local creators keeping this celebrity non-alcoholic beer moving off Target shelves
Welcome to The Food Stack! Most of you are founders building CPG brands, joined by the investors and operator...
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...
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Authors
The writers behind this newsletter.
How the best consumer brands actually get built, for CPG founders and investors. I lead Gota Ventures, an angel syndicate backing early-stage consumer brands. Partnerships: [email protected]
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