Unpackaged Goods

$49B for Band-Aids + Dirty Gut's No-BS Approach to Digestive Health

Jonathan Deeter Episode 8

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.