- The Weekly D-Briefs
- Posts
- Scaling in Crowded Markets
Scaling in Crowded Markets
Two Brands. Two Lessons. One Clear Path.
Lesson: In crowded markets, clarity becomes your sharpest advantage.
When I started building Jivati, the most common pushback I got was, “Why enter Ready-to-Drink alcohol? That market’s already saturated.”
But I didn’t see that as a problem; I saw it as proof of demand. The real risk wasn’t saturation, it was invisibility. That’s where the See Beyond mindset kicks in: see past the noise and find the opportunity others miss. You don’t need an open category to win. You need a reason to exist, and the clarity to communicate why you exist.
To sharpen that belief, I studied two brands: Celsius and Flow Hydration. Both entered brutally competitive markets. Neither invented the main category, but scaled with intention and precision, and carved out their section.
Celsius: Study the Machine, Not Just the Momentum
I didn’t just watch Celsius win, I studied how they scaled. I read every 10-K they filed, not just the latest, but even the early ones from when the company was still finding its footing after launching the original Celsius formula.
Fun fact: Celsius didn’t even start as a beverage company. Their first 10-K shows they were originally incorporated as Vector Ventures, Inc., a Nevada-based mineral exploration company in 2005. After that venture failed, they acquired the Celsius brand from Elite FX, Inc. in 2007, and did so through a reverse merger (SEC.gov). That’s the kind of deep shift you only catch if you read the filings, not something you’ll find in a headline or brand story.
Their filings told me what most people miss:
How they structured the distribution before going mainstream
Where they cut losses to protect the runway
When and why they shifted channels
How did they manage margins while expanding
They didn’t try to outmuscle Monster or outbrand Red Bull. They carved out a lane by fueling performance with clean energy and metabolic benefits, not just a caffeine buzz, and scaled it with operational discipline.
What I took from them:
How they executed: Smart distribution through fitness centers, wellness retailers, and lifestyle events, placed with purpose, not everywhere
Positioning: Built around performance, metabolic support, and clean ingredients, without the sugar crash or artificial overload
Marketing: Centered on real results, consumers could feel and share, turning personal fitness wins into cultural momentum
They didn’t aim to dominate the energy aisle; they claimed a lane and scaled it with purpose. Their filings revealed a system, not just a story. If you want to see beyond the brand, follow the filings, if available, to uncover deeper strategic insight.
Flow Hydration: Design Your Way Through the Noise
Most people saw Flow as just another fancy water brand. I saw something else: a founder using design to deliver meaning at first glance. In a space crowded with purity clichés and minimalist labels, Flow didn’t blend in; they stood out by turning visual identity into strategic differentiation.
What I saw through the See Beyond mindset:
How they used packaging as a brand signal, disrupting the shelf without shouting
Why their message positioned water as an upgrade, not a commodity
Where sustainability showed up operationally, not just in marketing
How they gave the brand a distinct emotional tone, calm, confident, and modern
They didn’t redefine water; they elevated it. They made paying for it sensible by offering more than just hydration, something better than plain water.
What I took from them:
Distribution: Focused on wellness-forward channels, Whole Foods, Erewhon, and direct-to-consumer subscriptions that aligned with a health-conscious lifestyle
Positioning: Framed water as a modern upgrade, mineral-rich, alkaline, and packaged with intention
Brand tone: Calm, confident, and design-led, trust was earned visually before the first sip
I know this because I was one of them. Flow pulled me in, not just because it looked good, but because it made sense for how I was already living. That’s what great brands do. They don’t just sell a product, they quietly reinforce who you are and who you’re becoming.
Closing Thought
The market isn’t too crowded, it’s just full of brands that don’t know why they’re here. The best founders don’t complain about the noise; they cut through it. They make discipline look like innovation. They treat every decision, design, story, and placement as strategy. While others chase everything, they build with focus.
In a crowded market, the clearest brand doesn’t just win, it shifts the conversation.
Stick around. I’m just warming up.
Subscribe here for more → The Weekly D-Briefs (or forward this to someone building something meaningful)