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$49B for Band-Aids + Dirty Gut's No-BS Approach to Digestive Health
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In Episode 8 of Unpackaged Goods, we unpack the biggest CPG deal of the decade: Kimberly-Clark's $49 billion acquisition of Kenvue (Tylenol, Band-Aid, Neutrogena). Plus, Mid-Day Squares proves you don't need venture capital to scale, announcing plans to triple manufacturing capacity using cash flow and debt.
Then, Daniel from Dirty Gut joins us to discuss:
- Why he named his gut health brand "Dirty Gut" instead of something safe
- Building an education-first supplement brand that actually talks about poop
- The Gut Reset Kit system approach vs. single supplements
- Competing with $100M-funded wellness brands on a bootstrap budget
- Making digestive health conversations mainstream (and profitable)
Other stories this week:
- Cymbiotika raises $25M at $150M revenue (Post Malone, Daymond John invest)
- Dua Lipa launches skincare with Augustinus Bader
- WELD introduces 18g protein energy drinks
- Vital Farms delivers 37% growth in Q3
- Celebrity CPG continues with Alex Cooper's energy play
From $49B acquisitions to brands tackling taboo topics, this episode explores the different paths to CPG success - and why the uncomfortable conversations might be the best opportunities.
Listen on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts.
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