
Picture this. It's 2015, in Dallas, Texas.
Allison Ellsworth is working in oil and gas, travelling constantly, and her health is falling apart. Bloating, stomach issues, low energy. Doctors can't give her answers, so she starts looking for her own. Her research keeps pointing back to one thing: apple cider vinegar. The problem is that apple cider vinegar tastes terrible.
So she starts experimenting in her kitchen. Fruit juice, sparkling water, prebiotics, apple cider vinegar. Batch after batch, until it actually tastes good. She feels better within weeks. Friends start asking for bottles.
She takes it to a local farmers market. Three weeks in, a Whole Foods buyer stops at her stand, takes one sip, and asks for a meeting.
In 2018, nine months pregnant, she and her husband Stephen fly to Los Angeles and pitch the business on Shark Tank. They land $400,000 from Rohan Oza, the investor behind Vitamin water. The brand is called Mother Beverage. It's sold in glass bottles, with an earthy health food label, sitting in the wellness aisle.
And here's the part of the story most people skip: it wasn't working.
By 2018 the company was doing around $500,000 a year in revenue. Respectable for a kitchen start-up, but going nowhere fast. The product was good. The story was good. People who tried it loved it.
Allison said it herself: "We had a great product, a great story, but no brand."
What happened next is one of the smartest repositioning decisions in modern consumer brands. Seven years later, Poppi was generating over $500 million in annual revenue, sitting in 36,000 stores, and PepsiCo acquired it for $1.95 billion. One of the biggest exits in Shark Tank history, built from a kitchen experiment.
The product barely changed. The positioning changed completely.
This is the playbook underneath it.
What PepsiCo paid for Poppi in 2025. One of the largest exits ever for a brand that started on Shark Tank, and one of the fastest rises in beverage history.
What one TikTok video from founder Allison Ellsworth generated in sales. Not a campaign. Not an ad. The founder talking to camera about her own story.
Annual revenue growth from 2018 (as Mother Beverage) to 2024 (as Poppi). A thousand-fold increase in roughly six years, driven by one repositioning decision.
The number of stores carrying Poppi by 2025, across 120 national retailers including Target, Costco and Whole Foods. The brand also became the top-selling soda on Amazon.
To put this into context: the product inside the can stayed essentially the same drink Allison was mixing in her kitchen. Fruit juice, sparkling water, prebiotics, apple cider vinegar. What changed was everything around it. The name, the can, the colours, the shelf it sat on, and most importantly, the category it claimed. Mother Beverage was a health product that happened to be a drink. Poppi was a soda that happened to be better for you. That single flip is what the $1.95 billion was paid for.
When the Shark Tank deal closed, Rohan Oza told the Ellsworths something uncomfortable. The product was right, but the brand was wrong. Mother Beverage looked like medicine. Glass bottles, muted labels, wellness language. It was positioned next to kombucha, fighting for the small group of shoppers who walk down the health aisle on purpose.
So they made a decision most founders are too scared to make. They threw the brand out and started again.
The new name was Poppi, a nod to soda pop. The glass bottles became bright, loud, neon cans. The wellness language became fun. And the most important change of all was the shelf they fought for. Poppi didn't want to sit next to kombucha. It wanted to sit next to Coke.
Think about how counterintuitive that is. Every health brand in the world was trying to escape the soda category. Soda was the villain. Sales of traditional soft drink had been declining for years. And Poppi looked at all of that and ran directly toward it.
Most founders position their brand around what it is. The smartest ones position around what the customer already understands. Nobody wakes up craving a functional prebiotic wellness beverage. Millions of people wake up craving a soda. Poppi didn't ask people to change their habit. It gave them a better version of the habit they already had.
The rebrand launched in March 2020, the same month the world locked down. It could have been a disaster. Instead, people stuck at home, thinking more about their health but still wanting comfort and fun, found a bright-coloured soda that promised both.
The lesson sits right at the heart of this whole story. The product didn't make Poppi a billion-dollar brand. The category decision did. Same liquid, different story, completely different outcome.
When Poppi relaunched in March 2020, the playbook for launching a beverage brand looked like this: in-store sampling, retail demos, events, paid ads. Covid wiped out all of it in a single month.
So Allison turned to her team and said something that became part of the brand's folklore: "There's this thing called TikTok."
She filmed a video of herself, sitting in her car, telling the story of how she made the drink in her kitchen and ended up on Shark Tank. No script, no production, no agency. Just a founder talking.
That single video generated $100,000 in sales within 24 hours. Her founder story content has since been viewed well over 100 million times.
People don't connect with brands. They connect with people. A polished campaign from a faceless company has to fight for every second of attention. A founder telling their real story gets that attention for free, because it doesn't feel like marketing. It feels like meeting someone.
From that moment, Allison became the front of the brand. Not a spokesperson reading lines, but the actual founder showing up constantly: answering questions, sharing the journey, being visibly normal. A mum from Texas who fixed her own health problem and accidentally built a soda company.
This did two things at once. It made the brand impossible to copy, because competitors could copy the can and the formula but they couldn't copy her. And it made every piece of brand content cheaper and more effective, because the most trusted voice in the company was also the most visible one.
Most founders hide behind their logo. The ones who build the fastest-growing brands of the last five years did the opposite. They understood that in the feed, a face beats a logo every single time.
By early 2025, Poppi was flying. Revenue past $500 million. A second consecutive Super Bowl ad. Celebrity investors. The PepsiCo deal weeks away from being announced.
And then the brand made its first real public mistake.
In the lead-up to the Super Bowl, Poppi sent giant bright pink vending machines, stocked with free product, to 32 big-name influencers. The influencers posted the machines to millions of followers. The campaign was designed to create envy and excitement.
It created anger instead.
The backlash was immediate and loud. Why were wealthy influencers getting free vending machines while teachers, nurses and everyday fans got nothing? Why was the community that built this brand from a farmers market stand watching from the outside? A competitor poured fuel on the fire with an exaggerated claim about what each machine cost, and the story spiralled. For a week, Poppi was the internet's example of out-of-touch marketing.
Here's what matters about this moment, and why it belongs in this story rather than being airbrushed out of it.
The audience that builds a brand believes the brand belongs to them. That belief is the most valuable asset a community-built company owns, and it is also the easiest one to damage. The moment your biggest campaign celebrates strangers instead of the people who got you there, the community notices. Spectacle reaches people. It doesn't bond them.
What Poppi did next is the part worth studying. Allison responded personally, on camera, acknowledging the early community directly. The brand redirected the vending machines toward fan events, giveaways and community nominations. No corporate statement, no silence, no doubling down. The founder showed up, the same way she had since 2020.
The wobble didn't slow the business. Weeks later, PepsiCo announced the $1.95 billion acquisition. But the episode became a permanent lesson in the playbook: the same community that builds you holds you accountable, and staying close to them isn't a launch tactic. It's a forever decision.
Your product is rarely the problem. Your positioning usually is.
Mother Beverage and Poppi were essentially the same drink. One did $500K a year. The other sold for $1.95 billion. If your offer is good but growth has stalled, the answer is almost never to rebuild the product. It's to question the category you've put yourself in, the people you're speaking to, and the story sitting around the offer. Position around what your customer already wants, not around what you've built.
Run toward the category, not away from it.
Poppi won by claiming the word everyone else in wellness was avoiding: soda. There's a version of this in every industry. The category your customers already understand, with all its flaws, is usually a better home than a clever new category you have to spend years explaining. Meet people inside a habit they already have.
The founder is the most underused marketing asset in most businesses.
One unpolished video of Allison telling her story did more than entire campaign budgets. If you're a founder and you're invisible in your own brand, you're leaving your single most defensible advantage on the table. Competitors can copy your offer, your website and your content style. They cannot copy you.
Authenticity scales until you forget where it came from.
The vending machine backlash happened because the brand's biggest moment celebrated influencers instead of the community that built it. Every growing business faces a version of this temptation: chasing bigger names, bigger stages and bigger audiences while quietly deprioritising the people who got you there. The audience always notices. Keep your earliest believers at the centre, especially as you scale.
Speed of response matters more than perfection of response.
When the backlash hit, the founder showed up personally within days, acknowledged the community, and adjusted the campaign. No statement written by lawyers, no waiting for it to blow over. Trust is rarely lost in the mistake itself. It's lost in the silence afterwards.
The question for your brand isn't "how do we go viral like Poppi?" It's "are we telling the story our customers already understand, in the voice they actually trust, while keeping the people who built us at the centre of everything we do?" Get those three right and the growth takes care of itself.
Get the next edition before it goes live. Subscribe to The Brand Boardroom below.