Unpackaged Goods Episode 11: The $200 Frying Pan Economy

Welcome to 2026, where your cookware costs more than your groceries and the Poppi founder is already building his next billion-dollar brand.

In this week's episode, we break down:

🚀 The Poppi Playbook 2.0: Why Stephen Ellsworth immediately joined DropOut Companies after his $2B PepsiCo exit to launch Bronco breakfast sandwiches (and why Tyson should be terrified)

🌏 Australia Buys California: The $173.5M Cobram Estate acquisition that just changed your olive oil forever - and what it signals about agricultural imperialism

💊 100 Million Gummies: How First Day quietly built a vitamin empire without celebrities, viral marketing, or VC hype

🛒 Private Label's Hostile Takeover: Store brands hit 21.2% market share with 74% quality perception - why national brands are officially on defense

🍳 The PFAS Apocalypse: January 1st bans in Maine, Connecticut, and Vermont just made "clean" products a luxury category (yes, your non-stick pan really costs $200 now)

📦 The Infrastructure Wars: Walmart's $152M Arizona play, Amazon's grocery panic, and why supply chain excellence is the new brand differentiation

Plus: Jonathan's 2026 predictions, why ceramic coating technology is actually fascinating, and which CPG categories are ripe for disruption this year.

Whether you're a founder, investor, or just someone who shops for groceries, this episode explains why everything about consumer packaged goods just changed overnight.

Listen now on Apple Podcasts, Spotify, or wherever you get your podcasts.

Follow @unpackagedgoodspod and @deetseatsnyc for daily CPG insights