Alexis’s Substack | Substack

Alexis’s Substack

My personal Substack

Launched 3 years ago

The companies deciding what ends up on your shelves are all making the same bet right now.

A deep look at the CPG conglomerates, where R&D money is actually going, and the layer of companies quietly enabling all of it.

She Just Called It Getting Dressed

On quiet luxury, the logo era, and the language my grandmother already spoke.

$5.5T or $2.8T. The Widest Forecast in Private Markets History.

Venture capital is concentrating fast. For CPG investors who stayed, that might actually be good news.

The Brands That EAT the South

A special report on systemic food inequality, the brands that thrive in it, and the policy battle over who pays the price.

We Complained About Spirit Airlines Until We Needed It

What 17,000 workers, one mom in Atlanta, and a $3.8 billion blocked merger tell us about who absorbs the cost when big brands fail.

The Automation Bill Comes Due — And It's Paid in People

Every company is investing in automation. Almost none of them are pricing what it actually costs.

Something Is Shifting in the Creator Economy

New infrastructure, new legislation, new money. Here's what I'm watching.

Please Read Your Term Sheet

I've had this conversation too many times. Here's what I keep saying.

The Screens Can Wait: Why We're All Going Back Outside

The Vibe You Can't Download.

April 2026 - Company Analysis

Levi’s: A Leadership-Led Reset Focused on Control, Not Reinvention.