Betting on meal replacements

Podcast: Express Checkout · Express Checkout

Opublikowano: 2026-04-01

Welcome back to another episode of The Curious Consumer! This week we dive into Danone’s $1.15B acquisition of Huel—and what it says about the future of meal replacement, GLP-1 consumers, and food as pure function. We also cover Alix Earle’s skincare launch (Reale Actives), Cardi B’s surprisingly well-aligned haircare line, Olaplex’s acquisition by Henkel after losing 95% of its market cap, the rise of hard sodas, and Lucille—a long-overdue dignity-first nutrition brand for older adults. Let’s get into it! We recently wrote a report with data from our friends at Faire highl...