So Now The Giants Are Acting Like Challengers

Speed is the new shelf advantage. But the nimblest are not only the ones using it.

Smurfit Westrock (one of the world’s largest packaging and paper companies with deep visibility into retail supply chains) just released its 2026 retail outlook, and one item stood out to me.

Emerging brands still hold less than 2 percent of share in many categories, yet they drove 39 percent of category growth in 2025, up from 17 percent the year before.

That’s a wild swing, and strong influence. Consumers are voting for innovation with their wallets.

At the very same time, private label keeps expanding: sales are projected to hit $277 billion by the end of 2026.

Retailers refuse to be content with bland, generic-ish copies that people expect at steep discounts. So they’re launching differentiated flavor profiles and entire new sub-brands.

This takes me to a moment last fall that smelled like a big deal to me.

After Taylor Swift mentioned adding sprinkles to her sourdough, Pillsbury released a limited-edition Funfetti bread mix.

It sold out in minutes. Resale prices went nuts online.

That there is a legacy brand making moves you expect from a nimble startup.

And it’s the signal standing out of all this other noise.

If you are a small or emerging brand, you no longer have a monopoly on agility. (Sorry.)

The incumbents are watching culture in real time and spinning up product in weeks, instead of years.

They have scale, distribution, and now a growing appetite to move faster.

I believe this changes the game for classic challengers.

You can’t rely on being the only one willing to experiment.

You’re gonna have to go deeper, not simply faster.

With giants adopting a challenger mindset, small brands can only win by sharpening their own.

Speed is table stakes.

Flex your nimbleness, and lean hard into what makes YOU unique.

Call the big guys out for playing underdog.

And show ’em up!

Want to make your product irresistible? That’s what we do as product marketing consultants at Graphos Product, helping innovators turn need-driven ideas into market-ready successes.