Bill Schultz

Partner @Beliade VC | Investing in Next-Gen Consumer | Former: GS Research

[Bill Schultz @williamcschultz]

@michaelmiraflor *Original bezel insert, but non-original knurled bezel

[Bill Schultz @williamcschultz]

@michaelmiraflor Thank you sir. Original bezel!

[Bill Schultz @williamcschultz]

Let’s gooooo @EatLittleSesame

[CPG WIRE @cpgwire]

Little Sesame secured $8.5M in Series A financing.

The round was led by InvestEco — an investor in brands like LesserEvil and Vital Farms — with participation from Watchfire Ventures, Santatera Capital, Beliade Consumer Partners, and a number of strategic angel investors.

The funds will be used to significantly expand manufacturing capacity, develop new products, and add new talent.

The hummus category in the U.S. is expected to grow at an 8.1% CAGR thru 2031.

[Bill Schultz @williamcschultz]

@drewfallon12 Agreed apparel is tough but this deal and many of the other apparel comps cited are legacy ex growth brands on the wrong side of the relevance curve, so the low multiples make sense. A couple growthy apparel brands have traded hands at signif higher mults recently

[Bill Schultz @williamcschultz]

@drewfallon12 Good post. Agree it should not be a north star. But negative working capital, which is generally unattainable in my world of consumer product brands, can be very powerful assuming sound unit economics/contribution margin

[Bill Schultz @williamcschultz]

@drewfallon12 Add me bruv!

[Bill Schultz @williamcschultz]

@zachware As a wrangler owner I’m ok with this so long as they don’t have a “if you can read this flip me over” sticker

[Bill Schultz @williamcschultz]

Will Durant, man.

[Bill Schultz @williamcschultz]

@iiiitsandrea @BevNET Confused about the build vs buy strategy here

[Bill Schultz @williamcschultz]

@Nrcoope Interesting - would have thought they’d go buy vs build route

[Bill Schultz @williamcschultz]

@ReustleMatt Excited for this film. 28 Days Later was a breath of fresh air

[Bill Schultz @williamcschultz]

@dieworkwear A+ thread. No notes.

[Bill Schultz @williamcschultz]

@ReustleMatt Great trio right there. Some have said the holy trinity. Their words not mine.

[Bill Schultz @williamcschultz]

@cpgwire @FoodDive Yikes.

[Bill Schultz @williamcschultz]

@moizali @rhone invictus (slimmer) or base training (more relaxed)

[Bill Schultz @williamcschultz]

@ReustleMatt Woolrich vs Filson - who you got?

[Bill Schultz @williamcschultz]

@Matt_Goodcrisp 📈📈📈

[CPG WIRE @cpgwire]

The Good Crisp Company is now available at select Target stores 🎯

[Bill Schultz @williamcschultz]

@ChairliftCap It’s just the asset class. One group doesn’t source deals - they buy and sell secondary shares on public exchanges and do so anonymously. The other group invests primary capital which is in large part a relationship game

[Bill Schultz @williamcschultz]

@drewfallon12 I think your interaction with that investor is more the exception to the rule, not the rule. Most folks in the consumer VC space that I know are good folks trying to help / are impressed to see founders bootstrapping it. There are bad personalities in every industry.