Bread & Butter
🚨 PORTFOLIO ALERT 🚨
We are proud to announce our latest investment in Spacegoods, the UK-based first mover Brand in mushroom empowered energy and wellness supplements and drinks, with the mission to help its customers to unlock their best performance. 🍄
La Fourche, the French leader of e-grocer of organic products, closed a €2.5m crowdfunding campaign, in less than 72h! 💥
In other news..
Koro, Europe’s leading discovery platform for better-for-you snacking, was featured in the top 10 of the most mentioned brands on Instagram in 2023 🍪 the brand also launched its latest collaboration with Mario Götze, soccer player and angel investor. Now back in stock!
DASH Water, the best tasting seltzer flavoured with wonky fruits, just launched BIG DASH, its latest 500ml format! No shrinkflation here. Find BIG DASH in the meal deal with Waitrose. 🍋
Congratulations to air up, the fastest growing bev tech company leveraging scent-based taste, for winning the iF DESIGN Award 2024 and also for the launch of their new bottles 💧
Her One Founder Chanyu Xu, who is leading the way on Women’s Health & Wellness supplements, is launching her podcast, PMS: Podcasting My Sanity, continuing to break down the taboos regarding Women’s Health topics! 🎙️
Team update:
We are pleased to welcome our new Investment Analyst intern Anatole and Impact & ESG intern Michelle to the team!
We digitally attended the CAGNY (Consumer Analyst Group of New York) 2024 Conference, where big food players outline their strategies and outlook on the market. Here are the key trends we have identified;
The Weight of Weight Loss Trends - Big Food’s binary response to the rise of GLP-1 drugs
Omnichannel, Omni occasion - Capturing more value from the same Consumer
Resilient categories - The ‘can control’ answer to industry headwinds?
Doubling down on the winners - Big Bets on Big Brands
You can find the link to the full article 👉🏻 here
Niccolo Manzoni will be attending Digital Food & Beverage on March 12th and 13th in London, where he will also be a panelist.
Gaetan Kerloc’h will be speaking at Anuga FoodTec on March 20th in Cologne.
Gaetan Kerloc’h and Michelle Piontek will be attending the changeNOW conference on March 25th and 26th in Paris, where Gaetan will also be a jury member.
Gaetan Kerloc’h will be speaking at MaddyKeynote 2024 on March 28th in Paris.
The global vegan flavours market is set to grow over $11B in 2024, driven by their perceived health benefits and exposure to diverse international cuisines.
The rise of GLP-1 weight loss medication is creating a new category, food-as-medicine, for product innovation.
The UK has opened an inquiry on the topic of ultra-processed foods, as majority of consumers believe they are bad for their health.
McKinsey reports on shifting consumer behaviours in the broader CPG Industry, as sales volumes decline and shoppers look for more premium products.
The future of AgriFood is uncertain as climate change looms and four competing worldviews try to find common ground.
Snacking giants are using product personalisation as their main tool to increase penetration in local geographies and emerging markets.
Looking for opportunities in our stellar portfolio? ⬇️
La Fourche - her1 - air up - mammaly - vly - THIS™ - Tropic Biosciences - Cortilia - Barkyn - Koro - Untamed