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TRENOS SiGINT: Oshi - US Plant-Based Seafood Just Found Old Guard Backers And That Changes Everything
A strategic investment by a major Latin American seafood manufacturer into US based Oshi represents more than another alt-protein funding round. It signals traditional seafood operators are beginning to hedge against structural instability in global fishing supply chains, ocean depletion, climate volatility, and shifting consumer expectations around sustainability and traceability.
Scott Mathias
7 hours ago2 min read
TRENOS SiGINT: Oscar Mayer's 'EveryBun Pack' Test
Oscar Mayer’s 'EveryBun Pack' signals a major packaging pichange - appeasing flexitarian households without forcing blended compromises. By sealing meat and vegan dogs together in one tray, Kraft Heinz is acknowledging dual appetites in the same kitchen, betting on convenience as the mediator.
JC - Analyst
Aug 21, 20252 min read
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