Observed Signal · Aug 8, 2026 · Earnings Report · Source: Modern Retail · Impact: 2/5 · Sentiment: Positive
Once Upon a Farm Grows via Branded In-Aisle Coolers
Once Upon a Farm, a D2C organic baby-food brand founded in 2015, attributes much of its growth to a wholesale merchandising strategy that places branded refrigerated coolers in grocery baby-food aisles. The company reported Q2 2026 net sales of $85.4 million, up 42.3% year-over-year, and ended 2025 with more than 3,400 coolers in U.S. stores, targeting over 5,000 by the end of 2026. CMO Katie Marston told the Modern Retail Podcast that pilots taught the brand to adapt cooler size, placement, and SKU plans per retailer; coolers have generated measurable incremental sales (an 11% lift in dollars per store, per week vs. the prior quarter). The brand is also expanding SKU variety, exploring larger coolers/freezers, and using in-store QR codes to connect shoppers to its direct-to-consumer site and subscriptions.
Shows a measurable retail merchandising tactic (branded refrigerated coolers) that drives incremental sales and shopper traffic—relevant to retailers and CPG/D2C brands but not industry-shifting.
Track Target Signals & Market Shifts in Real-Time
Polaris7 autonomous intelligence agents track regulatory filings, primary sources, executive changes, and deal flow 24/7. Create your free Explorer workspace to monitor these entities.
Key Takeaways & Evidence Grounding
- Once Upon a Farm was founded in 2015 and sells organic, cold-pressed baby food and children's snacks.
- The company ended 2025 with more than 3,400 branded coolers in U.S. grocery stores and is targeting more than 5,000 by the end of 2026.
- Once Upon a Farm reported net sales of $85.4 million in Q2 2026, a 42.3% increase year-over-year.
- Branded coolers delivered an 11% increase in dollars per store, per week compared to the prior quarter, according to the company.
- CMO Katie Marston described the cooler strategy and retailer partnerships (Target, Walmart, Kroger) on the Modern Retail Podcast.
Connected Companies & Entities
3 Entities mapped“Marston said ... how the brand convinced retailers like Target, Walmart and Kroger to place branded coolers in their baby aisles....”
“Marston said ... how the brand convinced retailers like Target, Walmart and Kroger to place branded coolers in their baby aisles....”
“Marston said ... how the brand convinced retailers like Target, Walmart and Kroger to place branded coolers in their baby aisles....”
Ontology Mapping & Concepts
Related Market Signals & Shifts
Recent verified developments and strategic activity across this market segment.
Walmart's TV Ambitions, Amazon's Data Transparency, Disinfo Retreat
This AdExchanger daily roundup covers several distinct news items. Walmart is expanding into TV advertising through its acquisitions of Vizio and Vibe.co, with Walmart Connect GM Ryan Mayward stating that commerce insights will drive stronger outcomes for brands. Amazon is beta testing an 'About You' page that lets users see the assumptions it makes about them based on collected data, including physical attributes, raising privacy concerns. Additionally, multiple countries have withdrawn sponsorship from the #Disinfo2026 conference amid US political pressure, reflecting a broader aversion among advertisers and governments to anti-disinformation efforts.
Walmart's Vizio Bets on MrBeast, Holiday Films for Streaming
Walmart-owned Vizio is significantly investing in its free ad-supported streaming service, WatchFree+, to boost advertising opportunities for brands. The company announced new content partnerships with major studios including MGM, NBCUniversal, Disney, A&E, and A24, and will add creator-led channels from digital personalities such as MrBeast, Hot Ones, and others. Vizio is also producing its first original feature-length holiday film, 'Jingle Bells Wedding Bells,' starring Rachel Bilson and Scott Foley, with GEICO as presenting sponsor. These moves aim to attract high-income viewers and Walmart's suppliers and marketplace sellers to advertise on the platform. WatchFree+ has grown to reach 27 million devices, a 25% year-over-year increase, with viewing hours up 58% year-over-year.
AmEx and Perplexity Launch AI CFO for Small Businesses
American Express and Perplexity have launched AI CFO tools for U.S. small businesses, featuring about 10 Skills within Perplexity Computer that turn Amex Small Business Card data into cash-flow forecasts, reconciliation, and tax-season preparation. The AI CFO can forecast cash but cannot make payments, a deliberate limitation as AmEx retains payment authority to capture the value of AI CFOs for SMEs. The article also discusses Stripe's acquisition of Parafin, a lender behind platforms like DoorDash, Gusto, Amazon and Walmart Marketplace, and compares the AmEx/Perplexity offering with Anthropic's Claude for Small Business and Meta's Muse.
Track Real-Time Market Signals & Shifts
Set up custom watchlists to receive automated, evidence-grounded executive digests whenever material signals or shifts occur across your tracked landscape.
