About this episode

Mike Gelb interviews Nicolas McCoy about the evolving landscape of consumer health and the factors driving industry changes.

The future of consumer health is being built right now. Consumers are becoming the CEOs of their own healthcare. From GLP-1s and peptides to protein, wearables, functional foods, and preventative wellness, entire industries are being reshaped by changing consumer behavior. In this episode, Mike sits down with Nicolas McCoy , Managing Director of Whipstitch Capital , to unpack the biggest trends driving consumer health, food & beverage, supplements, wellness, and M&A. Nick spends his time analyzing what separates niche brands from the companies that break into the mainstream and get acquired. They discuss why better-for-you products continue to outperform, how GLP-1 adoption is changing consumer spending habits, the rise of peptides and hormone optimization, why protein isn't slowing down anytime soon, and what strategic buyers are looking for in today's market. Nick also shares his framework for evaluating brand headroom, explains why profitability matters more than ever in consumer M&A, and breaks down how founders should think about timing an exit. You'll learn: ✅ Why consumers are becoming the CEOs of their own healthcare ✅ How GLP-1s are changing food…

Explore listener stats, chart rankings, contacts and more on the Consumer VC podcast page.