Poppi Co-Founders Launch Jetty, New Electrolyte Drink Brand, After $1.95 Billion PepsiCo Exit

Bullish (0.6)Impact: Medium

Published on November 9, 2026 (11 hours ago) · By VibeTrader

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Allison and Stephen Ellsworth, the husband-and-wife founders behind Poppi, are launching Jetty, a new electrolyte beverage brand aimed at disrupting the hydration market [1]. The entrepreneurs are investing $2.5 million of their own capital into the venture approximately 1.5 years after PepsiCo acquired Poppi for $1.95 billion [1]. Jetty targets the $13 billion sports and performance drink category, positioning itself against established competitors like PepsiCo's Gatorade and Coca-Cola's Powerade [1].

The new brand addresses a specific market gap identified by Allison Ellsworth, who noted frustration with existing electrolyte products containing excessive sodium for everyday consumers [1]. Jetty's formulation reflects this positioning, with each ready-to-drink bottle containing 100 milligrams of sodium, 310 milligrams of potassium, 100 milligrams of magnesium, B vitamins, prebiotics, 6 grams of sugar, and 45 calories, made without artificial colors, dyes, or sweeteners [1]. The brand launches with five flavors—Fruit Punch, Black Raspberry, White Cherry, Watermelon, and Orange Mango—available in both bottled and ready-to-mix powder formats [1].

Distribution begins nationwide at Whole Foods Market and through online retailers Target and Amazon [1]. Industry veteran Paul Beaupre, a former 25+ year Coca-Cola executive, validated the market opportunity, estimating that approximately 85% of traditional sports drink consumption historically occurs outside athletic contexts [1]. However, Beaupre cautioned that identifying market opportunity does not guarantee success, noting that beverage brands typically require multiple success factors to compete effectively [1]. Allison Ellsworth expressed confidence in the venture's potential, referencing her previous success disrupting the soda category and suggesting a five-year outlook for validation [1].

CONCLUSION

The Ellsworths' launch of Jetty represents a strategic bet on the everyday hydration segment within the $13 billion sports drink market, leveraging their proven track record from the Poppi exit [1]. While the founders have identified a legitimate market gap and secured premium retail distribution, success will depend on execution across multiple competitive dimensions in an industry dominated by entrenched players [1].

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Sources: foxbusiness.com