How Poppi’s founders built a new soda brand worth $2 billion
Episode
33 min
Read time
2 min
Topics
Health & Wellness, Investing, Startups
AI-Generated Summary
Key Takeaways
- ✓Retail entry strategy: Whole Foods' local forager program provides hands-on compliance and packaging guidance for emerging brands. Poppi used this pathway to enter 14 Dallas stores, selling door-to-door with babies strapped to their backs, generating $500,000 in revenue before Shark Tank — proof that hyper-local retail execution builds the credibility needed to scale nationally.
- ✓Smart money over fast money: When a $200,000 offer with zero industry connections arrived, the founders rejected it and pursued Shark Tank instead, landing Rohan Oza — a beverage-specialist investor with multiple exits. His first directive was a full rebrand. Prioritizing strategic value over capital speed directly enabled the brand's eventual $1.95 billion exit.
- ✓TikTok authenticity over production: Allison's highest-performing video was filmed with wet hair on a Friday night, simply telling her personal health story. It reached 300 million views and generated $100,000 in Amazon sales overnight. The takeaway: unscripted founder-led content consistently outperforms polished creative, and embarrassment is an underutilized entrepreneurial asset on social platforms.
- ✓Amazon affiliate traffic loop: Poppi drove TikTok ad traffic to their own website to capture customer emails and phone numbers, then redirected checkout to Amazon via an affiliate link. This simultaneously built a first-party customer database for remarketing and generated affiliate revenue from Amazon — capturing brand data without sacrificing Amazon's fulfillment infrastructure or conversion rates.
- ✓Super Bowl ad timing and placement: Poppi purchased a floater Super Bowl ad four days before the 2024 game after discovering unsold inventory at a dinner event. The ad aired one minute before halftime during the most-watched Super Bowl in years. Revenue for 2024 exceeded $500 million against a $350 million forecast, attributing the awareness spike directly to that placement.
What It Covers
Allison and Stephen Ellsworth recount building Poppi from a homemade apple cider vinegar drink sold at a Dallas farmers market into a soda brand acquired by PepsiCo in 2025 for $1.95 billion, covering Shark Tank, a COVID-era digital pivot, TikTok growth, and a last-minute Super Bowl ad buy.
Key Questions Answered
- •Retail entry strategy: Whole Foods' local forager program provides hands-on compliance and packaging guidance for emerging brands. Poppi used this pathway to enter 14 Dallas stores, selling door-to-door with babies strapped to their backs, generating $500,000 in revenue before Shark Tank — proof that hyper-local retail execution builds the credibility needed to scale nationally.
- •Smart money over fast money: When a $200,000 offer with zero industry connections arrived, the founders rejected it and pursued Shark Tank instead, landing Rohan Oza — a beverage-specialist investor with multiple exits. His first directive was a full rebrand. Prioritizing strategic value over capital speed directly enabled the brand's eventual $1.95 billion exit.
- •TikTok authenticity over production: Allison's highest-performing video was filmed with wet hair on a Friday night, simply telling her personal health story. It reached 300 million views and generated $100,000 in Amazon sales overnight. The takeaway: unscripted founder-led content consistently outperforms polished creative, and embarrassment is an underutilized entrepreneurial asset on social platforms.
- •Amazon affiliate traffic loop: Poppi drove TikTok ad traffic to their own website to capture customer emails and phone numbers, then redirected checkout to Amazon via an affiliate link. This simultaneously built a first-party customer database for remarketing and generated affiliate revenue from Amazon — capturing brand data without sacrificing Amazon's fulfillment infrastructure or conversion rates.
- •Super Bowl ad timing and placement: Poppi purchased a floater Super Bowl ad four days before the 2024 game after discovering unsold inventory at a dinner event. The ad aired one minute before halftime during the most-watched Super Bowl in years. Revenue for 2024 exceeded $500 million against a $350 million forecast, attributing the awareness spike directly to that placement.
Notable Moment
Four days before Super Bowl 2024, Poppi's CMO signed a contract for an ad slot before the company had funds to cover it. The ad aired immediately before Usher's halftime show — the most premium placement possible — tripling brand awareness and pushing annual revenue past $500 million.
You just read a 3-minute summary of a 30-minute episode.
Get Masters of Scale summarized like this every Monday — plus up to 2 more podcasts, free.
Pick Your Podcasts — FreeKeep Reading
More from Masters of Scale
The future of EVs, with Rivian’s RJ Scaringe
Jun 11 · 40 min
Equity
How Poppi went from a Shark Tank pitch to a $1.95B exit
Mar 11
More from Masters of Scale
World Cup kickoff: Goals, greed, and geopolitics, with ESPN’s Sam Borden
Jun 9 · 32 min
Snacks Daily
🤠 “LIVE with Poppi Co-founders Allison & Stephen Ellsworth — Pepsi’s $2B Power Couple
Feb 27
Books, tools, and gear mentioned in this episode
SignalCast may earn commission on purchases via these links. As an Amazon Associate, SignalCast earns from qualifying purchases.
Tools
“Allison's highest-performing video was filmed with wet hair on a Friday night, simply telling her personal health story. It reached 300 million views and generated $100,000 in Amazon sales overnight”
“SPONSORS [{"name": "Deel", "url": "https://deel.com/mos"}]”
company
“soda brand acquired by PepsiCo in 2025 for $1.95 billion”
“Allison and Stephen Ellsworth recount building Poppi from a homemade apple cider vinegar drink sold at a Dallas farmers market into a soda brand acquired by PepsiCo in 2025 for $1.95 billion”
“Whole Foods' local forager program provides hands-on compliance and packaging guidance for emerging brands”
“Poppi drove TikTok ad traffic to their own website to capture customer emails and phone numbers, then redirected checkout to Amazon via an affiliate link”
other
“covering Shark Tank, a COVID-era digital pivot, TikTok growth, and a last-minute Super Bowl ad buy”
More from Masters of Scale
We summarize every new episode. Want them in your inbox?
The future of EVs, with Rivian’s RJ Scaringe
World Cup kickoff: Goals, greed, and geopolitics, with ESPN’s Sam Borden
Rapid Response: The Guardian’s secret weapon against media’s collapse, with CEO Anna Bateson
Rohan Oza: The playbook for building billion-dollar consumer brands
The race no one can win: AI’s anti-human crisis, with Aza Raskin
Similar Episodes
Related episodes from other podcasts
Equity
Mar 11
How Poppi went from a Shark Tank pitch to a $1.95B exit
Snacks Daily
Feb 27
🤠 “LIVE with Poppi Co-founders Allison & Stephen Ellsworth — Pepsi’s $2B Power Couple
How I Built This
Sep 22
Poppi: Allison and Stephen Ellsworth. From Farmers Market Vinegar Drink to $2B Soda Sensation
The Jordan Harbinger Show
Feb 24
1289: Danny Rensch | How Chess Freed Me from Life in a Cult Part One
The Founders Podcast
Jun 4
#420 The Lost Years of Steve Jobs
Explore Related Topics
This podcast is featured in Best Business Podcasts (2026) — ranked and reviewed with AI summaries.
Read this week's Health & Longevity Podcast Insights — cross-podcast analysis updated weekly.
You're clearly into Masters of Scale.
Every Monday, we deliver AI summaries of the latest episodes from Masters of Scale and 192+ other podcasts. Free for up to 3 shows.
Start My Monday DigestNo credit card · Unsubscribe anytime