PepsiCo Paid $1.95B for Poppi. The $3B Mushroom Coffee Gap Is Wide Open.
Big Beverage is buying culture, not chemistry. Mushroom coffee incumbents still sell generic benefits—leaving identity-first positioning wide open for micro-tribe operators.
Commerce / Marketplace
E-commerce, marketplace, and product-driven startup ideas connecting buyers and sellers. From digital products to curated goods, these models offer strong growth potential through niche positioning and repeat customer engagement.
Pistachio Panic: The $2.5B TikTok Beauty Play Kayali Started
Gourmand fragrance searches exploded 77% while Kayali's pistachio scent went viral—but nobody's built the modular system TikTok's layering culture actually wants.
How CrunchCup's Success Reveals a $2.4B Desk Breakfast Gap
Hybrid workers skip breakfast 39% of the time, eating at desks when they do—creating a TikTok-native convenience play beyond traditional CPG channels.
Build the StockX for $43B Restaurant Equipment Market
Restaurant liquidations hit record highs while secondhand equipment trades like a 1970s flea market. The pricing chaos creates a massive arbitrage opportunity.
Dubai Chocolate DIY Kits: $180K in 21 Days on TikTok Shop
Smart operators hit seven figures selling Dubai chocolate DIY kits while TikTok Shop's order-volume caps create an accidental moat against casual sellers.