The shelf moved, and the economics moved with it
Retail distribution used to be the hard part. If your product was on the shelf at eye level in enough stores, you had a business; if it wasn't, you didn't — and getting there required relationships, fees and scale that ruled out almost everyone.
That gate is gone, and a stranger one has replaced it. Anyone can now reach a hundred million people for nothing. What they cannot do is be interesting enough to deserve it. Distribution stopped being a question of access and became a question of whether the thing you made is worth someone's attention — which is a much harder problem, and a much fairer one.
This changes what a consumer company has to be good at. Shelf space rewarded negotiation and logistics. The feed rewards taste, speed and the willingness to make a hundred things knowing that ninety of them will be ignored. It is a creative discipline with a commercial scoreboard attached, and most companies are structured for neither.
We built ours the other way around: production capability first, then the brands to point it at.