Oza's $2B Poppy Play: Kill Your Brand, Keep the Liquid
Rohan Oza flipped a Shark Tank reject into Poppy, a $2B soda empire. His counterintuitive method: trash bad branding, keep great liquid, reframe the market.
I Bought A Drink Nobody Wanted (And Sold It For $2 Billion)
With Sam Parr, Shaan Puri, Rohan Oza · Sunday, May 10, 2026
This episode of My First Million features Rohan Oza, a seasoned investor known for transforming beverage brands like Vitamin Water and Poppy into multi-billion-dollar successes. Oza shares his unique strategies for brand building, including identifying key influencers and making products part of pop culture, exemplified by the dramatic turnaround of Poppy from a rejected Shark Tank concept to a $2 billion acquisition. He also discusses his investment philosophy at Kavu, focusing on upgrading everyday products in large markets, securing crucial retail shelf space, and mastering the complex art of M&A negotiations for lucrative exits.
Oza's 3-Step Formula: Build & Exit Billion-Dollar Brands
Rohan Oza, behind Vitamin Water & Poppy, reveals his 3-step formula for building and exiting CPG brands: early spotting, disruptive marketing, and mastering the M&A exit.
Rohan Oza: Spot the One in Ten, Build a Billion-Dollar Brand
Investor Rohan Oza reveals his strategy for turning brands like Vitamin Water into pop culture icons. Learn his method to find key influencers and secure authentic engagement.