Drink LMNT - Revision history

95.149.241.133 at 20:43, 19 August 2022

2022-08-19T20:43:03Z

← Older revision		Revision as of 21:43, 19 August 2022
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	[[Category:Thesis]]		[[Category:Thesis]]
	[[Category:Equities]]		[[Category:Equities]]

			__INDEX__

>Louis at 18:37, 22 July 2022

2022-07-22T18:37:26Z

← Older revision		Revision as of 19:37, 22 July 2022
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	== References and notes ==		== References and notes ==
			<references />
			[[Category:Thesis]]
			[[Category:Equities]]

172.18.0.2 at 10:15, 18 July 2022

2022-07-18T10:15:07Z

← Older revision		Revision as of 11:15, 18 July 2022
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	[[File:LMNT LOGO.png\|thumb\|200x200px]]		[[File:LMNT LOGO.png\|thumb\|200x200px]]

	== Summary ==		== Summary<ref name=":0">Source: the company and Republic.</ref> ==

	* One of the fastest growing beverage brands in the market (4.5x YoY)		* One of the fastest growing beverage brands in the market (4.5x YoY)
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	* Backed by dozens of professional athletes, teams, and health influencers		* Backed by dozens of professional athletes, teams, and health influencers

	== Problem ==		== Problem<ref name=":0" /> ==

	=== The 'hydration' market is giant and ''still'' full of garbage ===		=== The 'hydration' market is giant and ''still'' full of garbage ===
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	[[File:6291e5bef82091e998810ecb136845dccf6fcefc.png]]		[[File:6291e5bef82091e998810ecb136845dccf6fcefc.png]]

	== Solution ==		== Solution<ref name=":0" /> ==
	'''LMNT'''		'''LMNT'''

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	[[File:97ecf6fd4eb9dda67d5a3fe12c6aa15a21ee3c4e.png]]		[[File:97ecf6fd4eb9dda67d5a3fe12c6aa15a21ee3c4e.png]]

	== Product ==		== Product<ref name=":0" /> ==

	=== A tasty electrolyte drink mix ===		=== A tasty electrolyte drink mix ===
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	[[File:66121-1653604801-020e0f4e1da8b0bcebef8083759d05672c66d6c3.png]]		[[File:66121-1653604801-020e0f4e1da8b0bcebef8083759d05672c66d6c3.png]]

	== Traction ==		== Traction<ref name=":0" /> ==
	[[File:64131-1651083388-4b3e9f6e593b49afa08a002b085fe4abd261f9d0.jpg\|thumb\|237x237px]]		[[File:64131-1651083388-4b3e9f6e593b49afa08a002b085fe4abd261f9d0.jpg\|thumb\|237x237px]]
	'''Surpassing a $50M run-rate, growing 4.5x YoY'''		'''Surpassing a $50M run-rate, growing 4.5x YoY'''
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	[[File:07512-0d187d8f9fc166a5cea5ce1bc189cbf1e022517f.png\|1360x1360px]]		[[File:07512-0d187d8f9fc166a5cea5ce1bc189cbf1e022517f.png\|1360x1360px]]

	== Customers ==		== Customers<ref name=":0" /> ==

	=== Over 25K+ reviews and a 4.5+ rating ===		=== Over 25K+ reviews and a 4.5+ rating ===
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	''Drink LMNT has been coaching thousands of people through this for years.''		''Drink LMNT has been coaching thousands of people through this for years.''

	== Business model ==		== Business model<ref name=":0" /> ==

	=== Direct-to-consumer focus, with plenty of runway left ===		=== Direct-to-consumer focus, with plenty of runway left ===
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	From buyers at big box, specialty, and natural grocer retailers.		From buyers at big box, specialty, and natural grocer retailers.

	== Market ==		== Market<ref name=":0" /> ==

	=== The 'hydration' market alone is a $9.2B+ opportunity. ===		=== The 'hydration' market alone is a $9.2B+ opportunity. ===
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	[[File:B803f06b02315d5ae2f1577569a3da35ff37d0cc.png]]		[[File:B803f06b02315d5ae2f1577569a3da35ff37d0cc.png]]

	== Competition ==		== Competition<ref name=":0" /> ==

	=== Drink LMNT is salt- and science-backed, not sugar-loaded ===		=== Drink LMNT is salt- and science-backed, not sugar-loaded ===
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	[[File:2125c6b327292c580bd0d4b4dae12797d84b2add.png]]		[[File:2125c6b327292c580bd0d4b4dae12797d84b2add.png]]

	== Vision and strategy ==		== Vision and strategy<ref name=":0" /> ==

	=== Its mission ===		=== Its mission ===
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	As you reflect on your potential investment, consider that Drink LMNT is a company committed to health. At times what this means is that Drink LMNT might make decisions to support the health of its customers or community over what might be a profit-driven consideration. Some also call this a risk, Drink LMNT sees it as the right thing to do, and will continue to be guided by this. Drink LMNT has also found it's good business.		As you reflect on your potential investment, consider that Drink LMNT is a company committed to health. At times what this means is that Drink LMNT might make decisions to support the health of its customers or community over what might be a profit-driven consideration. Some also call this a risk, Drink LMNT sees it as the right thing to do, and will continue to be guided by this. Drink LMNT has also found it's good business.

	== Funding ==		== Funding<ref name=":0" /> ==

	=== Committed investors ===		=== Committed investors ===
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	* '''More than 500 of its top customers'''		* '''More than 500 of its top customers'''

	== Founders ==		== Founders<ref name=":0" /> ==
	'''Led by committed team with a track record of success in the nutrition & natural products industry'''		'''Led by committed team with a track record of success in the nutrition & natural products industry'''

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	[[File:7c15488bc2a162ccb055f07ab7d7898ba14c9cf6.png]]		[[File:7c15488bc2a162ccb055f07ab7d7898ba14c9cf6.png]]

	== Risks ==		== Risks<ref name=":0" /> ==
	'''Drink LMNT may implement new lines of business or offer new products and services within existing lines of business.'''		'''Drink LMNT may implement new lines of business or offer new products and services within existing lines of business.'''

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	There is no assurance that an Investor will realize a return on their investment or that they will not lose their entire investment. For this reason, each Investor should read this Form C and all exhibits carefully and should consult with their attorney and business advisor prior to making any investment decision.		There is no assurance that an Investor will realize a return on their investment or that they will not lose their entire investment. For this reason, each Investor should read this Form C and all exhibits carefully and should consult with their attorney and business advisor prior to making any investment decision.

			== References and notes ==

172.18.0.2 at 10:10, 18 July 2022

2022-07-18T10:10:23Z

Show changes

>Louis at 17:26, 13 July 2022

2022-07-13T17:26:51Z

Show changes

>Louis at 18:22, 10 July 2022

2022-07-10T18:22:58Z

← Older revision		Revision as of 19:22, 10 July 2022
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	~~[[File:1439ed7c7cdee6e6c63fc91653aeb1583cf07786.png\|thumb\|217x217px]]~~

	* We launched our Wholesale Partnership Program on the back of efforts to support gym owners during COVID.		* [[File:1439ed7c7cdee6e6c63fc91653aeb1583cf07786.png\|thumb\|217x217px]]We launched our Wholesale Partnership Program on the back of efforts to support gym owners during COVID.

>Louis at 18:20, 10 July 2022

2022-07-10T18:20:37Z

Show changes

>Louis at 12:21, 10 July 2022

2022-07-10T12:21:31Z

← Older revision		Revision as of 13:21, 10 July 2022
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	Managing electrolytes is an absolutely critical part of successful dietary interventions.		Managing electrolytes is an absolutely critical part of successful dietary interventions.

	=== Business model ===		== Business model ==

	== Direct-to-consumer focus, with plenty of runway left ==		== Direct-to-consumer focus, with plenty of runway left ==
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	[[File:1651088944-8f124ee5e817d7fb733b6c350afab2906d4e3fbc.png\|thumb\|440x440px]]		[[File:1651088944-8f124ee5e817d7fb733b6c350afab2906d4e3fbc.png\|thumb\|440x440px]]
	With under $5M raised to date, our funding has focused on bringing on impactful investor-allies to support the business. We have over 700 investors from hall of fame professional athletes, top-tier founders, health leaders and industry leading investors such as ALIVE Ventures, Thrive Market Ventures, Wild Ventures, SHL Capital, Riverside & Incisive Ventures.		With under $5M raised to date, our funding has focused on bringing on impactful investor-allies to support the business. We have over 700 investors from hall of fame professional athletes, top-tier founders, health leaders and industry leading investors such as ALIVE Ventures, Thrive Market Ventures, Wild Ventures, SHL Capital, Riverside & Incisive Ventures.

>Louis at 12:19, 10 July 2022

2022-07-10T12:19:36Z

← Older revision		Revision as of 13:19, 10 July 2022
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	* We launched our Wholesale Partnership Program on the back of efforts to support gym owners during COVID.		* We launched our Wholesale Partnership Program on the back of efforts to support gym owners during COVID.




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	[[File:66142-1653623182-d9be79b0c81cf186308728c75320ab8df2d4c135.jpg\|left\|thumb\|387x387px]]		[[File:66142-1653623182-d9be79b0c81cf186308728c75320ab8df2d4c135.jpg\|left\|thumb\|387x387px]]

	* '''Focused'''We’re currently focused on taking advantage of our direct-to-consumer opportunity.		* '''Focused'''
	* '''Unsolicited Interest'''From buyers at big box, specialty, and natural grocer retailers.		We’re currently focused on taking advantage of our direct-to-consumer opportunity.
			* '''Unsolicited Interest'''
			From buyers at big box, specialty, and natural grocer retailers.




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	=== Market ===		== Market ==

	== The 'hydration' market alone is a $9.2B+ opportunity ==		== The 'hydration' market alone is a $9.2B+ opportunity ==
	----		----

	=== LMNT’s growth is further supported ~~===~~		=== LMNT’s growth is further supported by durable market trends. ===

	~~===~~ by durable market trends. ===
	[[File:B803f06b02315d5ae2f1577569a3da35ff37d0cc.png]]		[[File:B803f06b02315d5ae2f1577569a3da35ff37d0cc.png]]

	=== Competition ===		== Competition ==

	== We're salt- and science-backed, not sugar-loaded ==		== We're salt- and science-backed, not sugar-loaded ==
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	[[File:2125c6b327292c580bd0d4b4dae12797d84b2add.png]]		[[File:2125c6b327292c580bd0d4b4dae12797d84b2add.png]]

	=== Vision and strategy ===		== Vision and strategy ==

	== Our mission: To restore health through hydration ==		== Our mission: To restore health through hydration ==
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	As you reflect on your potential investment, consider that we are a company committed to health. At times what this means is that we might make decisions to support the health of our customers or community over what might be a profit-driven consideration. Some also call this a risk—we see it as the right thing to do, and will continue to be guided by this. We've also found it's good business.		As you reflect on your potential investment, consider that we are a company committed to health. At times what this means is that we might make decisions to support the health of our customers or community over what might be a profit-driven consideration. Some also call this a risk—we see it as the right thing to do, and will continue to be guided by this. We've also found it's good business.

	=== Funding ===		== Funding ==

	==== Committed investors ====		==== Committed investors ====
	[[File:1651088944-8f124ee5e817d7fb733b6c350afab2906d4e3fbc.png\|thumb\|440x440px]]		[[File:1651088944-8f124ee5e817d7fb733b6c350afab2906d4e3fbc.png\|thumb\|440x440px]]
	With under $5M raised to date, our funding has focused on bringing on impactful investor-allies to support the business. We have over 700 investors from hall of fame professional athletes, top-tier founders, health leaders and industry leading investors such as ALIVE Ventures, Thrive Market Ventures, Wild Ventures, SHL Capital, Riverside & Incisive Ventures.		With under $5M raised to date, our funding has focused on bringing on impactful investor-allies to support the business. We have over 700 investors from hall of fame professional athletes, top-tier founders, health leaders and industry leading investors such as ALIVE Ventures, Thrive Market Ventures, Wild Ventures, SHL Capital, Riverside & Incisive Ventures.



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	* More than 500 of our top customers		* More than 500 of our top customers

	=== Founders ===		== Founders ==

	== Led by committed team with a track record of success in the nutrition & natural products industry ==		== Led by committed team with a track record of success in the nutrition & natural products industry ==
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	[[File:7c15488bc2a162ccb055f07ab7d7898ba14c9cf6.png]]		[[File:7c15488bc2a162ccb055f07ab7d7898ba14c9cf6.png]]

	=== Risks ===		== Risks ==
	'''We may implement new lines of business or offer new products and services within existing lines of business.'''		'''We may implement new lines of business or offer new products and services within existing lines of business.'''

>Louis at 12:15, 10 July 2022

2022-07-10T12:15:12Z

← Older revision		Revision as of 13:15, 10 July 2022
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			'''On a salty rebellion to restore health through hydration'''

	== Highlights ==		== Highlights ==

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	=== With everything you need and nothing you don't... yes, that means lots of salt and zero sugar. ===		=== With everything you need and nothing you don't... yes, that means lots of salt and zero sugar. ===
			[[File:C825b31657acba61a724fe4912198cbc3bc89c2f.png\|thumb\|300x300px]]
	LMNT delivers a truly meaningful dose of electrolytes without the sugar or other dodgy ingredients. It's formulated to help anyone with their electrolyte needs and is perfectly suited to folks following '''low-carb''', '''active''', or '''fasting''' lifestyles.		LMNT delivers a truly meaningful dose of electrolytes without the sugar or other dodgy ingredients. It's formulated to help anyone with their electrolyte needs and is perfectly suited to folks following '''low-carb''', '''active''', or '''fasting''' lifestyles.
	~~----~~



	=== One core formulation, across multiple flavor occasions ===		=== One core formulation, across multiple flavor occasions ===
	[[File:66121-1653604801-020e0f4e1da8b0bcebef8083759d05672c66d6c3.png~~\|left~~]]		[[File:66121-1653604801-020e0f4e1da8b0bcebef8083759d05672c66d6c3.png]]

	== Traction ==		== Traction ==
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	=== In three years LMNT has become one of the fastest-growing beverage brands. ===		=== In three years LMNT has become one of the fastest-growing beverage brands. ===
			[[File:64131-1651083388-4b3e9f6e593b49afa08a002b085fe4abd261f9d0.jpg\|thumb\|473x473px]]

	* Loved by avid tribes of health seekers.		* Loved by avid tribes of health seekers.
	* Put to the test by dozens of professional athletes and sports teams.		* Put to the test by dozens of professional athletes and sports teams.
	* Recommended by leading health influencers		* Recommended by leading health influencers
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	[[File:07512-0d187d8f9fc166a5cea5ce1bc189cbf1e022517f.png\|1360x1360px]]		[[File:07512-0d187d8f9fc166a5cea5ce1bc189cbf1e022517f.png\|1360x1360px]]

	~~=== — ===~~

	=== And we’re just getting started... ===		=== And we’re just getting started... ===

	~~=== — ===~~

	== Customers ==		== Customers ==