17. Peachies: Forecasting, supply & bottom-up hyper-growth

In this episode of Treyd Secrets, we meet Rima Suppan and Morgan Mixon, who turned a “sad beige” essential into a fast-scaling subscription brand. Peachies is the new-generation premium nappy brand redefining what’s possible in one of the most commoditised, unglamorous categories out there. But behind the 10× hyper-growth is something deeper: discipline, design, data, and supply-chain sophistication. This episode is packed with practical insights for anyone building a physical product brand. We go from six-figure MOQs and manufacturing complexity to forecasting models, LTV/CAC mastery, human-centric service, “big pant energy,” and the art of staying focused while everything around you accelerates. Tune in – and learn how Peachies built hyper-growth from the bottom up. Highlights: 01:10 – What Peachies is and why they’re reinventing nappies 03:00 – The founder origin story and early insight from parents 05:40 – Why performance is the most important product feature 07:20 – 18 months of R&D: tearing apart every nappy on the market 09:20 – Making their first six-figure inventory bet as new founders 13:15 – Combining gut feeling and data to make decisions 17:30 – How recurring revenue transforms forecasting and cash flow 19:30 – Cracking sizing & forecasting: the “oracle” of operations 22:45 – Supply chain chaos: stockouts, missed ports, and staying calm 26:20 – Scaling the team: supply vs demand and bringing in a CFO 31:40 – The metric that rules everything: LTV/CAC mastery 36:20 – Connection at scale with AI 38:50 – Bold brand moments and making parents feel seen 49:30 – Their #1 Treyd Secrets Produceras av More Than Words