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Apr 1, 2026 31 min

Betting on meal replacements

from Express Checkout Hosted by Express Checkout

Welcome back to another episode of The Curious Consumer! This week we dive into Danone’s $1.15B acquisition of Huel—and what it says about the future of meal replacement, GLP-1 consumers, and food as pure function. We also cover Alix Earle’s skincare launch (Reale Actives), Cardi B’s surprisingly well-aligned haircare line, Olaplex’s acquisition by Henkel after losing 95% of its market cap, the rise of hard sodas, and Lucille—a long-overdue dignity-first nutrition brand for older adults. Let’s get into it! We recently wrote a report with data from our friends at Faire highlighting the dichotomy of “clean” vs. science-forward positioning for beauty and wellness brands. Check it out here. https://www.expresscheckout.co/p/the-state-of-beauty-and-wellnessThe Breakdown 00:00 Intro03:13 Danone bets on Huel18:07 Alix Earle launches a brand24:22 Cardi B's new haircare brand26:07 Olaplex gets acquired27:29 The "hard soda" trend32:49 The future of senior nutrition35:44 Wrap-up 🎧 Love the show? Subscribe to The Curious Consumer wherever you get your podcasts! New episodes drop weekly. 📧 Get the inside scoop Subscribe to Express Checkout, our newsletter packed with consumer insights, trends, and exclusive content straight to your inbox at expresscheckout.co. 🗣️ Let’s connect! Follow us for behind-the-scenes content, quick tips, and more: @expresscheckout 💬 Join the conversation Have a product you’re curious about? DM us your questions or drop them in the comments—your topic could be featured in our next episode! If you have any thoughts/questions/suggestions, feel free to email us at [email protected] :) ⭐ Help us grow If you enjoyed this episode, please rate and review us on Apple Podcasts or Spotify. It helps other curious consumers find us! Get full access to Express Checkout at www.expresscheckout.co/subscribe

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Betting on meal replacements

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RenMac Jeff deGraaf, Neil Dutta, & Stephen Pavlick Stock market commentary from Wall St thought leaders in strategy, economics, technical analysis and policy. Disclaimer .......... This Podcast Audio Show has been prepared by Renaissance Macro Research, LLC (“RenMac”), an affiliate of Renaissance Macro Securities, LLC. This Podcast Audio Show is for distribution only as may be permitted by law. It is published solely for information purposes; it is not an advertisement nor is it a solicitation or an offer to buy or sell any financial instruments or to participate in any particular trading strategy. No representation or warranty, either express or implied, is provided in relation to the accuracy, completeness or reliability of the information contained in this document. The information is not intended to be a complete statement or summary of the markets, economy or other developments referred to in the Podcast Audio Show. Any opinions expressed in this Podcast Audio Show may change without notice. Any statements co On The Job Express Employment Professionals For the 9th season of "On The Job," host Avery Thompson introduces us to some new folks facing key career moments, checks in with some old friends, and explores how AI and other technologies are changing how people find work, meet their mates and live their lives. It's another rollercoaster season featuring entertaining and heartfelt stories of people finding their life's work."On The Job" is brought to you by Express Employment Professions.

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This episode was published on April 1, 2026.

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