Appetite for Disruption: Saving the Food Supply
The Signal: Searches for “food supply” are at unprecedented highs as people around the world confront uncertainty caused by the COVID-19 pandemic. Now more than ever, creative entrepreneurs are needed to help move food, equipment, knowledge, and other resources in order to ensure the stability of global food supplies. Opportunities are varied, and include:
DTC Meat: COVID-19 outbreaks have forced several large US meat processors to close indefinitely, making it difficult to keep supermarket shelves stocked.
While ranchers have plenty of livestock, and searches for “local meat” are high, there’s currently no easy way for these two groups to connect. Safety laws prohibit ranchers from processing the meat themselves, and prevent them from using smaller meat processors (which don’t undergo the required safety inspections).
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The alternative milk market is getting frothy
The signal: As more people wave goodbye to dairy, alternative milk is slowly taking over; it has already cornered 13% of the market. With the exception of soy milk, all of the alt-milks have been on the up, with some of the newer entrants including hemp milk and pea milk. Other alt-products are getting attention, including cashew cheese, with 18100 searches per month.
Capitalizing on the Airpods market, making more money than Shopify
The signal: Since killing the headphone jack, Apple has graced the world with AirPods, which did an estimated 60m units in 2019. That means AirPods alone are bringing in approx ~$10b in revenue, more than Twitter, Shopify, or Spotify, to name a few popular tech giants. Opportunity lies in Apple opening up SiriOS or the wave of iPhone accessories (including cases, cleaning kits, hooks, and keychains) which have shown “hockey stick” growth alongside their hardware predecessor.
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