The data isn't quiet anymore.

The data isn't quiet anymore.

Americans are walking away from industrial food faster than at any point in modern history, and the dollars are moving with them. For retailers and investors, this isn't a trend to watch. It's a trade to front-run.

Americans are walking away from industrial food faster than at any point in modern history, and the dollars are moving with them. For retailers and investors, this isn't a trend to watch. It's a trade to front-run.

is rewriting

the grocery
aisle

is rewriting

the grocery
aisle

Trust is collapsing

Trust is collapsing

55%

55%

Share of Americans who say they're confident in the U.S. food supply; a 13-year low, down from 70% in 2023. Trust is collapsing, and shoppers are voting with their carts.

Share of Americans who say they're confident in the U.S. food supply; a 13-year low, down from 70% in 2023. Trust is collapsing, and shoppers are voting with their carts.

International Food Information Council, 2025 Food & Health Survey

Cultural mandate

Cultural mandate

Cultural mandate

38%

38%

U.S. parents who identify as part of the Make America Healthy Again movement; a cross-partisan coalition demanding cleaner ingredients, fewer additives, and real food in schools.

U.S. parents who identify as part of the Make America Healthy Again movement; a cross-partisan coalition demanding cleaner ingredients, fewer additives, and real food in schools.

KFF/Washington Post Survey of Parents, 2025

The snack aisle pivots

The snack aisle pivots

68%

68%

U.S. consumers who support phasing synthetic dyes out of food. Free-from claims are now the single fastest-growing call-out in the snack aisle.

U.S. consumers who support phasing synthetic dyes out of food. Free-from claims are now the single fastest-growing call-out in the snack aisle.

Source: NielsenIQ, 2025

Channel velocity

Channel velocity

+11.7%

+11.7%

Sprouts Farmers Market same-store sales growth, Q1 2025. The natural-channel grocer is growing nearly 15x faster than the broader grocery industry.

Sprouts Farmers Market same-store sales growth, Q1 2025. The natural-channel grocer is growing nearly 15x faster than the broader grocery industry.

Sprouts Q1 2025 earnings; Placer.ai

Behavior shift

Behavior shift

Behavior shift

50%

50%

Global consumers who bought more fresh, unprocessed food in the past year. Ultra-processed alternatives are losing volume across multiple categories for the first time in a generation.

Global consumers who bought more fresh, unprocessed food in the past year. Ultra-processed alternatives are losing volume across multiple categories for the first time in a generation.

Innova Market Insights; Euromonitor 2025

Category flip

Category flip

Category flip

+44.3%

+44.3%

Growth in U.S. organic beef sales in 2025. Organic eggs: +22.4%. Organic ice cream: +33.7%. When a category goes organic, it doesn't go back.

Growth in U.S. organic beef sales in 2025. Organic eggs: +22.4%. Organic ice cream: +33.7%. When a category goes organic, it doesn't go back.

Organic Trade Association, 2026

The market headline

The market headline

$76.6B

$76.6B

U.S. organic sales in 2025 up 6.8%, more than double the conventional grocery market's growth. On pace to cross $100B by 2030.

U.S. organic sales in 2025 up 6.8%, more than double the conventional grocery market's growth. On pace to cross $100B by 2030.

Organic Trade Association, 2026 Organic Market Report

TheSE shoppers skew younger, ARE more affluent, and more loyal than the conventional grocery base

TheSE shoppers skew younger, ARE more affluent, and more loyal than the conventional grocery base

TheSE shoppers skew younger, ARE more affluent, and more loyal than the conventional grocery base

Sprouts' average shopper earns $96,800 — well above the category. They read labels. They pay premiums. They tell their friends. And they don't come back to brands that compromise.

The category buyers who win the next 5 years will be the ones who built their natural and organic sets before the rest of the market caught up. Gheelish is the kind of brand that anchors a clean snack reset; credentialed, certified, on-trend without being a fad, and already proving velocity at Sprouts, Erewhon, Thrive Market, and Sam's Club.

A $76.6B CATEGORY GROWING AT DOUBLE THE RATE OF conventional grocery

A $76.6B CATEGORY GROWING AT DOUBLE THE RATE OF conventional grocery

A $76.6B CATEGORY GROWING AT DOUBLE THE RATE OF conventional grocery

With policy tailwinds, generational handoff, and a collapsing trust gap in industrial food — is the rare structural opportunity that hides in plain sight because it lives behind a popcorn bag.

We're building Foods You Know as a portfolio brand: starting with popcorn and tortilla chips, expanding into the rest of the pantry where industrial ingredients still dominate and a clean alternative doesn't exist. If you invest in CPG, in better-for-you, or in the consumer migration off ultra-processed food, we'd like to talk.

Stay in the loop

Get behind-the-scenes content from a small snack brand

trying to fix the seed oil problem.

FYK Inc

Raleigh, NC

Stay in the loop

Get behind-the-scenes content from a small snack brand

trying to fix the seed oil problem.

FYK Inc

Raleigh, NC

Stay in the loop

Get behind-the-scenes content from a small snack brand

trying to fix the seed oil problem.

FYK Inc

Raleigh, NC