GLP-1 and Workplace Wellness: Coffee That Works for the Whole Team
As more employees use GLP-1s, pantry coffee is a wellness choice. How Puroast’s low-acid roast and Business Office Program serve the whole team.
Vita Coco's Public Journey: Lessons for Emerging CPG Brands
Vita Coco (COCO – stock symbol) went public in 2021. The stock spent a difficult stretch after its IPO. Insiders and early capital did not treat the lock-up as an exit ramp. They stayed. The brand had time to become a category. That is how wellness companies get built. Their recent success and acquisition of Copra Coconuts is a massive benefit for the wellness CPG ecosystem. Their management is next level.
Once Upon a Farm just gave the wellness CPG ecosystem the same signal.
Once Upon a Farm (OFRM – stock symbol) - The 180-day lock-up lifted August 5. Roughly 32 million pre-IPO shares became eligible to trade. That is the date the market prices as “here comes the selling” and I was watching hoping it would not happen.
It did not arrive - great news for the whole industry
What showed up in the Form 4s after the unlock were tax-withholding sales on RSU vests.
Not CAVU Consumer Partners. Not S2G Investments, not the founders or big insiders.
The people who built the company still own it. A public-benefit food brand (IMHO), still scaling, still investing in the next product line and the next SKU, and the cap table did not flip the week it was allowed to.
That is exceptional. It should not be. I believe this is a trend because of vision of the leadership, a new investor class looking at the long-run, and consumers demanding "better for you".
Vita Coco proved the model after this fact. Once Upon a Farm is proving it in real time.
We need these well-built, well-managed companies in the public markets. It is a “public good” and it would be great to see more.
Wellness needs time. Owners stay after the S-1.
P.S. - Puroast Coffee or I are not actively engaged with any of these companies or their large investors.
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