Last week
Daniel Humm (of
Eleven Madison Park fame) and
Mark Ramadan (co-founder of
Sir Kensington's and former CEO of Hu Chocolate) launched a new line of shelf-stable products under the brand name Riff.
Riff joins a growing group of brands - including
Salad for President,
Momofuku Goods and
Chrissy Teigen’s Cravings to name a few - that are applying a new formula to shelf-stable food (one I really like):
Familiar format + more ambitious flavor + culinary authority with followings.
Format: Americans already understand “this box + a few ingredients from home.” Boxed mac & cheese is a $2.1–$2.3B category, and
GOODLES has proven there’s room to reinvent it - just acquired by the
Barilla Group - and data shows, three boxes are purchased every second.
But there’s also a lesson from the meal-kit era.
Blue Apron tried to make home cooking easier through an intense system - fresh ingredients, refrigerated packaging, portioning - and still required the consumer to do a lot of the work. After years of struggle, it was acquired by
Wonder for $103M.
This generation of center store innovation is making a different bet: ask less of the consumer without asking less of their palate.
Americans have become accustomed to bolder flavors and more culinary experimentation. 93% eat hot sauce, 62% are more likely to buy something advertised as hot or spicy, and ~73% of Gen Z consumers want to try new flavors.
Boxed meals don’t need to be dumbed down, just simplified in their prep.
At the same time, chefs and food personalities now have enormous direct audiences that can follow them straight into the grocery aisle. David Chang - 1.7M Instagram followers; Chrissy Teigen - 39M.
Daniel Humm brings the authority of a chef whose
Eleven Madison Park was once ranked #1 in the world.
The center of the store has long been treated as grocery’s least dynamic territory. Riff (and a growing list of others) is already proving otherwise.
Read more on my
Substack, linked in comments.
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