YERBF
Industry:
Consumer Staples Producers

DESCRIPTION

Yerbaé Brands makes plant-based energy drinks sold primarily in the U.S. The company offers two product lines across fourteen flavors: a 12oz Energy Seltzer Water (zero sugar, zero calories, 100mg caffeine) and a 16oz Energy Drink (zero calorie, sweetened with non-GMO Stevia), both using Yerba Mate and White Tea as natural caffeine sources. Yerbaé positions its products as cleaner alternatives to traditional energy drinks, targeting health- and wellness-conscious consumers aged roughly 24-45. Products are compatible with Keto, Vegan, Paleo, Kosher, and gluten-free diets, and are available in over 14,000 U.S. retail locations across grocery, convenience, drug, club, mass merchant, and natural food stores, as well as gyms and quick-serve restaurants. Yerbaé does not manufacture its own products — it outsources production to third-party co-packers. The company sells through broadline and DSD distributors, direct-to-retailer arrangements, and D2C channels including its own website, Amazon, and Walmart.com. Gross margins vary by channel, with direct-to-retailer generating the highest margins and broadline/DSD distribution compressing margins through wholesaler markups. Revenue is concentrated, with the two largest customers accounting for 43% of FY24 revenue. Yerbaé invests in brand awareness through digital, social media, TV, podcasts, sponsorships, and in-store promotions, which are critical to securing shelf space against larger, better-resourced incumbents.

Read full business overview →