This Week in VC Podcasts

Nov 10 – Nov 16, 2025

14 top clips from 5 episodes across 5 shows

Clip of the week

The Consumer VC· Rich GerstenPractical Framework

I started calling myself the human version of Unilever. Unilever started in food and beverage, divesting itself out of it, and is largely a personal care company today. That's because the dynamics of those categories are more attractive.

38:03 / 38:33

And I used to joke with people that I I started calling myself the human version of Unilever. Right? So if you look at Unilever as a company, Unilever started a lot in food and beverage, started doing less and less of it, divesting itself out of it, and Unilever's largely a personal care and well the and and wellness company today. And that's because I think the dynamics and the characteristics of those categories are more attractive. So when I was a food investor, what would I typically see? I would see a brand that would be lucky to have a gross margin profile in the forties.

38:03 - 38:3330sRead the episode →

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