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Read the category before you back the brand.

Track category momentum, assess brand traction at retail, and bring independent market evidence into sourcing and diligence.

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A research desk covered in category notes, with consumer products on the shelf behind

Retail intelligence across the investment lifecycle

  • Source beyond familiar deal flow

    Find relevant brands through category movement and retail signals, not only introductions.

  • Assess traction in context

    Compare brand presence and momentum with category conditions and relevant peers.

  • Keep the market in view

    Follow category and competitive shifts relevant to your portfolio.

How investors use Cohere Commerce

Explore investment themes

Track category momentum, emerging trends, and competitive shifts to inform investment theses.

Wellness, what changed this month
CategoryStageSearches, past 3 months
Adaptogens
Growing
Mature
3%
Collagen
Mature
Declining
18%
Electrolytes
Breakout
Growing
38%
New brands this quarter12
Stores, vs last quarter14%

Evaluate consumer brands

Compare brand positioning, retail signals, and peers to support commercial diligence.

Wellness brands we don't sell yet
Growing fast
Not in our stores
BrandFollowers, past year
Lumen BotanicsWoman-owned
Adaptogens, not in your stores
46%
Followers, past year

Track portfolio markets

Monitor category and competitive developments relevant to portfolio companies.

Q3 wellness reset
JL
Shared with 3
BrandScore
Lumen Botanics
Shortlisted
61
F
Fieldstone
On shelf, for comparison
68
Lumen Botanics
Adaptogens
12-month movement
24%
Retail presence
1.1K stores
Team note
2d
Strong fit for the adaptogen gap. Checking fill rate before the review.

Explore the market behind your investment thesis.

See how retail intelligence informs sourcing, diligence, and portfolio monitoring.