{"id":127876,"date":"2026-05-22T07:39:16","date_gmt":"2026-05-22T07:39:16","guid":{"rendered":"https:\/\/mailinvest.blog\/index.php\/2026\/05\/22\/sian-conway-wood-while-poppi-owns-a-moment-it-is-no-cult-brand\/"},"modified":"2026-05-22T07:40:14","modified_gmt":"2026-05-22T07:40:14","slug":"sian-conway-wood-while-poppi-owns-a-moment-it-is-no-cult-brand","status":"publish","type":"post","link":"https:\/\/mailinvest.blog\/index.php\/2026\/05\/22\/sian-conway-wood-while-poppi-owns-a-moment-it-is-no-cult-brand\/","title":{"rendered":"Sian Conway-Wood: While Poppi owns a moment, it is no cult brand"},"content":{"rendered":"

<\/a>\n<\/p>\n

Sian Conway-Wooden says Poppi and M&S own-label impersonator Pop Marks reveal the distinction between a model that owns a worldview and one which owns the look of a second.<\/strong><\/p>\n

The commerce press has been calling Poppi a cult model for years. And but, when my editor at The Drum was brainstorming this piece with me, he was adamant he needed a chunk about Poppi\u2019s packaging and positioning. The issue is, he couldn\u2019t bear in mind its title. I used to be conscious of the model he was making an attempt<\/i> to inform me about, however the title eluded me as nicely.<\/p>\n

Two individuals who do this<\/i> for a residing needed to do a frantic Google to recall one of the vital talked-about soda launches of the final 5 years.<\/p>\n

\n

When the commerce press calls a model cult, it’s normally describing an aesthetic, trend-led design or viral success. However as soon as a glance turns into legible because the look of a second, anybody can use it.<\/p>\n

Together with high-end UK retailer M&S.\u00a0<\/p>\n

M&S has entered the practical drinks market with a \u201chigh-fiber soda\u201d known as Pop Marks. \u00a31.50. Mandarin and yuzu. Daisies in brilliant orange, a pleasant typeface, a inexperienced blob declaring low sugar and 7g fiber.<\/p>\n

If in case you have checked out a Poppi can within the final two years, you could have checked out Pop Marks. The aesthetic vocabulary is an identical. The distinction is, Poppi price PepsiCo a lot more money than Pop Marks did M&S.<\/a><\/p>\n

Zeitgeist will not be cult<\/h2>\n

At a industrial excessive, the 2 look an identical.<\/p>\n

<\/figure>\n

Each cult and zeitgeist manufacturers work by identification signaling. The shopper is shopping for what the product says about them, to themselves and to others.<\/p>\n

The distinction is what sort of sign it’s.<\/p>\n

A zeitgeist sign is trend-led and externally validated. It solely works if different folks can learn it and make sure the customer\u2019s place. The acquisition is a receipt, and the receipt requires an viewers.<\/p>\n

A cult sign is internally constitutive. The client would make the acquisition even when no person noticed. Efficiency makes means for the way more dependable behavior. The worldview maps to who they already are. They don’t seem to be producing proof of cultural positioning. They’re confirming<\/i> a self.<\/p>\n

The zeitgeist sign is, particularly, an early-adoption sign. \u201cI’m forward of this.\u201d That declare turns into extra vital than the product carrying it. The receipt solely proves one thing whereas the adoption remains to be early, which suggests the extra profitable a zeitgeist model turns into, the extra fully it voids the sign it was promoting.<\/p>\n

A cult sign has no equal vulnerability.<\/p>\n

\u201cThat is who I’m\u201d doesn’t expire when the model goes mainstream. It doesn’t rely on timing, and it doesn’t require the second to stay intact.<\/p>\n

Gen Z wellness didn’t invent intestine well being. It did give a technology that got here of age with psychological well being as frequent language and a documented retreat from alcohol an actual social downside to resolve: \u201cWhat do I drink at a celebration after I don\u2019t drink and don\u2019t need to be the one not ingesting?\u201d<\/p>\n

The issue is sturdy. The identification hole it represents, \u201cI need to take part within the ritual with out the substance on the heart of it,\u201d will outlast any model presently fixing it.<\/p>\n

However Poppi\u2019s maintain on it’s not sturdy, as a result of Poppi is holding it by way of cultural timing reasonably than worldview possession.<\/p>\n

It’s the most legible reply to that query proper now, which is a zeitgeist place. Any model that reads the second appropriately and arrives with the fitting aesthetic can displace it.<\/p>\n

Zeitgeist: constructed to peak<\/h2>\n

Poppi is coded to Gen Z, however a significant share of its income comes from millennial girls of their early 30s who got here up by Glossier and Out of doors Voices and now purchase Poppi to remain culturally legible to the technology behind them.<\/p>\n

The millennial is shopping for as a result of staying forward of the curve is what she desires to sign. Her buy is determined by Poppi nonetheless studying as present, nonetheless studying because the factor the youthful particular person subsequent to her on the get together would acknowledge.<\/p>\n

When Pop Marks seems on the M&S shelf at \u00a31.50, that context collapses. The receipt not proves something. Intestine well being soda is not a sign of cultural timing. It’s a grocery store class.<\/p>\n

\n

Wish to go deeper? Ask The Drum<\/h4>\n


\n <\/p>\n

<\/miso-explore>\n <\/p>\n<\/div>\n

The millennial\u2019s cause to purchase evaporates. She was by no means going to be a lifelong Poppi loyalist, as a result of loyalty was by no means the transaction. She was renting cultural proximity, and the hire in M&S Foodhall is less expensive\u2026 for as soon as.\u00a0<\/p>\n

Cult: constructed to final<\/h2>\n

A cult model, then again, is coded to a worldview, and the worldview has no generational signature.<\/p>\n

Oatly is the take a look at. It launched within the Nineteen Nineties however had its zeitgeist second round 2020: barista-insider, Brooklyn-coded, an IPO that priced the model at $10bn.<\/p>\n

<\/figure>\n

The second handed, as moments do. Each grocery store now carries an own-label oat milk at half the value. However none of them have displaced Oatly\u2019s cult buyer base.<\/p>\n

Through the zeitgeist window, Oatly was concurrently constructing the cult layer beneath. A worldview about industrial dairy that doesn\u2019t date. A seize of the rituals, barista espresso and breakfast, the place the model grew to become the default vocabulary. And a tone of voice so distinctive that the copy itself grew to become the model asset, defensible towards any own-label that attempted to elevate the format.<\/p>\n

The product may be copied. The stance can’t.<\/p>\n

A 50-year-old Stockholm skilled and a 25-year-old Brooklyn barista purchase Oatly for a similar cause: a stance on dairy, sustainability and meals tradition that maps to who they’re.<\/p>\n

Neither is shopping for to be close to the opposite\u2019s second.<\/p>\n

Cultural timing may be replicated on a grocery store shelf. Worldview can’t.<\/p>\n

Cult prospects keep loyal as a result of the acquisition is constitutive of who they’re.<\/p>\n

The zeitgeist buyer is loyal to novelty itself, to not the model quickly carrying it. When the second strikes on, they go away the class solely or default to no matter is most cost-effective.<\/p>\n

Can a zeitgeist model develop into a cult?<\/h2>\n

The indicators initially are the identical. A founder with zeitgeist resonance is precisely the identical dashboard a cult founder is in yr one. The expansion curves rhyme.<\/p>\n

A zeitgeist model at peak has actual distribution worth, actual category-position worth and actual shelf-legibility worth.<\/p>\n

What it doesn’t have is post-moment loyalty.<\/p>\n

It isn’t a cult model.<\/p>\n

The zeitgeist path is to optimize for legibility. Lean tougher into the aesthetic that’s working. Press the second. Scale the adjacency layer. Take the a number of when it seems.<\/p>\n

This can be a rational technique whether it is chosen intentionally, and the Poppi consequence is what it seems to be like when it really works. A category-moment sale at a class second\u2019s peak is an efficient consequence for a founder.<\/p>\n

The issue is that almost all founders don’t select this path intentionally. They’re pushed onto it by the industrial equipment round them: the hiring towards a viral curve, the pricing tuned to the broadest attainable purchaser, the content material engine that requires the cultural second to maintain delivering consideration. Every of these selections is individually rational.<\/p>\n

Cumulatively, they shut the cult path.<\/p>\n

A founder at yr three can nonetheless pivot to worldview possession. A founder at yr six, mid-acquisition dialog, can’t. The Poppi path stops being a selection and begins being the one route obtainable.<\/p>\n

The cult path is to make use of zeitgeist resonance as a canopy to construct one thing the second can’t take with it when it leaves.<\/p>\n

Cult manufacturers don’t create new behaviors. They discover ones already occurring and develop into the default vocabulary for them. Zeitgeist manufacturers make the alternative mistake: they learn a cultural second as a habits change, and construct on the idea that the pattern and the behavior are the identical factor. They don’t seem to be.<\/p>\n

The intestine well being pattern will not be, for many informal customers, a intestine well being behavior. Oatly didn’t persuade anybody to drink alt milk. It discovered individuals who already needed a substitute for dairy with out performing advantage, and gave them a carton that mentioned what they already believed.<\/p>\n

The distinction between the cult and the zeitgeist, between the model that survives the dupe and the model the dupe replaces, is the one distinction that issues for founders constructing something they intend to nonetheless be there in 10 years.<\/p>\n

The excellent news is that the distinction is buildable, whereas the window is open. If you wish to know which path you\u2019re on, have a look at your distinctive belongings. If they’re designed to be legible to everybody proper now, you’re constructing a receipt for a second. If they’re designed to be a barrier to those that don\u2019t share your worldview, you may simply be constructing a cult.<\/p>\n

Learn extra opinion from <\/strong>Sian<\/strong><\/a>. You may get in contact with them <\/strong>here<\/strong><\/a>.<\/strong><\/p>\n<\/div>\n