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Bill D'Alessandro
@BillDA
Built & sold 8 DTC/SaaS companies. Pioneered the ecommerce aggregator model. Host the @acquanon podcast. Acquiring and investing in CPG, pet, and ecom brands.
Joined July 2007
1.3K Following    29.4K Followers
If you are a supplements brand in 2026 without defensible, protectable science... You are permanently locked in a vicious and escalating CAC war, where you compete with insanely fast iterating AI-enabled teams to see who can give the highest % of your P&L to Meta.
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Being a supplement brand without science is kinda like being a saas company without AI right now It’s extremely clear at this juncture that premium, science-backed products in VMS are the only way forward Yesterday Nestlé divested 7 brands that totaled $1B - including Puritan’s Pride, Nature’s Bounty, Nuun, and more. This was a portfolio Nestle spend nearly $6B acquiring in 2021. But the more interesting read is what they held onto; Pure Encapsulations and Solgar® Vitamin & Herb - both premium, science first brands that have distribution through practitioner and speciality channels Combine the macro tailwind of GLP1 and if you have a science first product that solves a real problem that americans face on these drugs, you are building a very valuable business
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