Brands are competing with national chain owned brands, but IMO copackers are the ones winning right now.

IMO copackers are going to be the winners at the end of this.

Another example that in beverage, the middle is getting squeezed ABV / Distributors / Copackers / Brands

Stickpax and other powder copackers are not the same: Our AI agent sources ingredients We input the research into Google Sheets and use Gemini to make a canvas. The output is incredible and clear. (see image). You should be launching your stick pack with us.

1/8 De repente, a propósito del T-MEC, todo mundo se preocupa por el valor agregado y los encadenamientos. Los mismos que por décadas decían que "la mejor política industrial es no tener política industrial." Ahora resulta que somos ensambladores. Lo curioso: casi nadie lo conecta con el #PlanMéxico. 🧵 Hoy publiqué en @RevistaFortuna por qué esa conexión es el centro de todo. 🧵 2/8 México participa con el 56% de sus exportaciones en cadenas globales de valor.Pero su "participación forward" — valor mexicano que otros países usan para producir — es apenas del 11%.Eso no es nearshoring profundo. Hay un siguiente nivel. El #nearshoring llegó. Los encadenamientos, todavía no como queremos. 3/8 El Plan México tiene el diagnóstico correcto: hay que subir contenido nacional, vincular proveedores locales, sustituir importaciones de Asia. El reto no es el qué. Es el cómo. Y ahí está la diferencia entre un plan con buenas metas y una política industrial que construye algo que dura. 4/8 La pregunta correcta no es "¿cómo ayudamos a las empresas grandes y a las #pymes a integrarse a las cadenas?", sino ¿cómo descubrimos cuáles pueden cumplir con la especificación industrial — y cuáles no? Son preguntas muy distintas. Y llevan a instrumentos muy distintos. 5/8 #China lo resolvió así: distribuía kits de electrónica. Quien los armaba bien recibía más. Los mejores coordinaban a otros. De ahí emergían talleres, fábricas, cadenas. Ya sabemos el resto. ¿Leyenda urbana? Quizás. Pero describe con precisión el mecanismo que funcionó. Primero la tarea. Luego la selección. Luego el escalamiento. 6/8 Ese mecanismo ya opera en México. Tiendas #3B no capacita ni financia a sus copackers antes de que produzcan nada. Les da una especificación, un lote y una fecha. Los que cumplen escalan. Los que no, no reciben más. Es el kit chino en pesos y con empresas mexicanas. 7/8 El Plan México vincula, capacita y financia. El reto: lo hace antes de que haya demanda real probada. El crédito sin contrato es capital en el vacío. La secuencia correcta es la inversa: primero el contrato, luego el crédito. Primero el desempeño, luego el apoyo. 8/8 La ventana no es indefinida. Las cadenas que hoy buscan proveedores locales estarán consolidadas en América del Norte en 2-3 años, con o sin política pública mexicana. La columna completa, primera de dos partes en: @RevistaFortuna 👇 revistafortuna.com.mx/2026/0…

Copackers don’t kill dreams. We just price them accurately.

How the Yapper can was born: Always had a deep down aspiration to go bigger @theNOBSdentist planted the idea seed over the summer while we worked on something else September-ish I was fully working on the rebrand behind the scenes and he convinces me to go for it as an additional sky Mr Investor also agrees as the capital requirement for an initial run isn’t too crazy Begin working on formula and names Spend hours staring at the refrigerated sections of Whole Foods, pop up grocer, happy grocer, and liquor stores See which cans the girlies grab Come up with design direction that uses everything we learned while also not being too effeminate for guys to drink Work with AI to get 50-75% of the way there Work with designers to finish the design While this is happening I’m visiting copackers and trying flavor samples Realize based on samples this is a fucking home run Spend the next few months setting up logistics and having conversations about possible retail placements in addition to DTC Finally have cans in hand almost 7 months after starting the process

Most copackers don’t do this for competitive reasons. I don’t really care. If you are launching a stick pack product, we can get you pricing in less than 1-minute. AI is great! stickpax.com/pricing-calcula…

I looked into the growing patterns of major fruit packers and can tell which strawberry/blueberry/blackberry/raspberry will taste the best across copackers based on if it's organic/not, its SKU, what month it is and where the country of origin of the fruit is.

Top 4 improvements CPG brands are asking of their copackers via @packagingworld Better communication/ responsiveness Greater transparency Increased flexibility for variable demand Consistent runs…and innovation

Day 2 at Packaging Innovations & Empack 2026: 🍸 Cocktail Hours ⚙️ The Empack Tour 🗣️ Packaging Designed for Everyone | Design & Innovation Stage 🎤 Pitch the Copackers | Supply Chain Stage 🧭 Expert Trail | Self-guided Last chance to get your passes > bit.ly/4pyp2Fe

TIL Monster Beverage Corp. was founded in 1935 by a dad and his three sons who sold juice to film studios in LA. Crazy run. Stock is up 67,000% since IPO in 1990. Brief history: 1935: Hansen's Juices / The Fresh Juice Company of California [1935-1988: Couldn't find much info online about this period...will research] 1988: Filed for bankruptcy and acquired by California CoPackers Corporation 1990: Hansen's Natural Company, IPO'd 1997: Launched first energy drink 2012: Rebranded to Monster Beverage and changed ticker to MNST 2015: Coca-Cola acquires ~17% of the company. (Interestingly, hansens. com now redirects to coca-cola. com...) 2026: Now $80b market cap

Extensive US map of the beverage copacking ecosystem - copackers bottle/can manufacturer facilities. Reply w/ “beverage” for link to the map.

Just visited a Chinese CREATINE factory Brand new machineries, top notch quality really impressive Have a big control room NASA style They sell to the copackers of big brands we see everyday in US and EU This means we can undercut the last layer to squeeze more margins

I swear that the people who think the least of copackers are the same people only looking at pricing when selecting someone

Dont think sahill a bad guy or anything just can see right through it and have been approached by these types of copackers Seed oils ⬇️

99.99% of products are made by copackers. It’s stupid to make your own product these days. What’s your point?

I agree, working on sauce copackers. Any small copackers out there I can help support?

We’re opening our doors for relationships coming 2026. We’re looking to work and collaborate with everyone. #Growers #Retailers #Distributors #Copackers #Photographers #Dropshippers It is imminent that we keep this industry close to our chest. Keep the community aspect alive. We are all we’ve got!

Bro you are a one man beekeeping operation with 30 hives who bottles everything by hand in small batches and ships direct to customer himself using a shopify website. Why is your honey more expensive than the multi global thousand barrel honey importer copackers who have never even seen a beehive and sell to every major store across the country??? 🤬