Simpatico

M&A bolt-on · Pepsi → target #8 of 10

Califia Farms

Premium plant-based beverage brand offering high-performance, delicious dairy alternatives for coffee lovers and home cooks.

Founded 2010 · Competes with Oatly, Silk, Almond Breeze, Chobani · Partnerships: Target, Amazon, Walmart

Corporate details are Qloo entity data.

Pass
51.4F / 100
90% of the weighted evidence measured

Why this verdict

F 51.4 < 62.

Scores, flags and verdicts are computed in code. The agents can only argue with the ledger; they never set the score.

Six audience metrics

Bar = this target; tick = shortlist average.

m1 Two-way audience affinity
0.66
Harmonic mean of the buyer audience’s affinity for the target and the target audience’s affinity for the buyer’s brands.
m2 Taste-profile overlap
0.25
Rank-weighted overlap of the two audiences’ top-50 cultural taste tags.
m3 Cross-domain agreement
0.81
How strongly the target’s audience embraces the buyer audience’s favourite artists, shows, films and podcasts.
m4 Demographic alignment
0.46
Similarity of the two audiences’ age and gender over-index profiles.
m5 Geographic footprint
0.24
Correlation of metro-level audience affinity, relative to the screened cohort.
m6 Momentum not measured
n/a
Trending rank change over the last 4 weeks vs the 8 before, relative to the cohort.
Qloo's trending series did not move for this brand or the cohort in the 12 weeks to 2026-10-23, so momentum is not measurable for this window.

How F is built

Points each metric adds (weights for M&A bolt-on, renormalised over what Qloo could measure).

MetricWeightPoints
Two-way audience affinity0.3022.0
Taste-profile overlap0.205.5
Cross-domain agreement0.1513.5
Demographic alignment0.157.7
Geographic footprint0.102.7
Momentumnot measured–
F51.4

Qloo explainability: the buyer-side signals driving the forward affinity are Quaker Oats Company (0.27), Doritos (0.25), Pepsi (0.24), Gatorade (0.24).

Shared catalogue categories (Qloo compare): Food & Beverage, Food.

Where the audiences meet, across culture

The buyer audience’s top titles in each domain, ranked by how strongly Califia Farms’s audience embraces them.

Music0.77
Embraced: Wisin & Yandel, Daddy Yankee, Carlos Vives · Least shared: Anuel AA, J Balvin, Ricky Martin
TV0.89
Embraced: Blown Away, Old Enough!, Lego Masters Australia · Least shared: Saved by the Bell, The Next Step, The L.A. Complex
Film0.77
Embraced: Ralph Breaks the Internet, Toy Story 4, Pokémon: Detective Pikachu · Least shared: Thor: Ragnarok, Spider-Man: Homecoming, Guardians of the Galaxy: Vol. 2
Podcasts0.81
Embraced: The Chalene Show | Diet, Fitness & Life Balance, Motivation with Brendon Burchard, The School of Greatness · Least shared: First Take, Talk Is Jericho, The Steve Austin Show

Taste profile overlap

22 of 78 top taste tags shared.

Both over-index on
female protagonistteenage girlfriendshipfamily relationshipsindierockfriendAlternative Rock
Buyer only

Pulpo A La Brasa, Seared Diver Scallops, Mole, Hip Hop, male protagonist

Califia Farms only

Fries, Vegan, Cookbooks, Avocado, california

Audience shape

Pepsi (buyer) Califia Farms
-0.84-0.420.00+0.42+0.84≤2425–2930–3435–4445–5455+MenWomen

Relative over-index (+) or under-index (−) of each aggregate audience, from Qloo. Not individual data.

Momentum

Qloo's trending series did not move for this brand or the cohort in the 12 weeks to 2026-10-23, so momentum is not measurable for this window.

Footprint overlap for distribution

White space: Califia Farms strong, buyer weak Shared stronghold Other metros
White space

Anchorage, Tucson, Portland, Sacramento, San Jose, Albuquerque, Seattle, San Francisco

Shared strongholds

none

Bull vs bear

No debate on this run.
Provenance: 31 Qloo calls behind this target

Requests as sent (the API key travels in a header and is never logged). Responses are cached privately on the server.

PurposeEndpointStatusResultSource
/v2/insightsok29 of 29 candidates scoredcache
/v2/insightsok29 profile(s)cache
/v2/insightsok50 taste tag(s)cache
/v2/insightsok25 recommended tv_show(s)cache
/v2/insightsok25 recommended artist(s)cache
/v2/insightsok25 recommended podcast(s)cache
/v2/insightsok25 recommended movie(s)cache
/v2/insightsokdemographics for 14 of 14 entitiescache
/v2/insightsok7265 heatmap cell(s) in United Statescache
/v2/trendingok26 trend point(s)cache
/v2/trendingok26 trend point(s)cache
/v2/trendingok26 trend point(s)cache
/v2/trendingok26 trend point(s)cache
/v2/trendingok26 trend point(s)cache
/v2/trendingok26 trend point(s)cache
/v2/trendingok26 trend point(s)cache
/v2/trendingok26 trend point(s)cache
/v2/trendingok26 trend point(s)cache
/v2/trendingok26 trend point(s)cache
/v2/trendingok26 trend point(s)cache
/v2/trendingok26 trend point(s)cache
/v2/trendingok26 trend point(s)cache
/v2/trendingok26 trend point(s)cache
/v2/insightsok4 of 4 candidates scoredcache
/v2/insightsok50 taste tag(s)cache
/v2/insightsok25 of 25 candidates scoredcache
/v2/insightsok25 of 25 candidates scoredcache
/v2/insightsok25 of 25 candidates scoredcache
/v2/insightsok25 of 25 candidates scoredcache
/v2/insightsok5866 heatmap cell(s) in United Statescache
/v2/analysis/compareok2 shared catalogue tag(s)cache
Evidence rows (what bull, bear and the judge see)
[
 {
  "id": "t6-flags",
  "label": "Red flags (code rules)",
  "data": {
   "flags": []
  },
  "shortlistAverages": {}
 },
 {
  "id": "t6-m1",
  "label": "m1 Two-way audience affinity",
  "data": {
   "a": 0.6724886026496414,
   "b": 0.6493459540063242,
   "ratio": 0.96558655633399,
   "value": 0.6607146878511598,
   "reverse": [
    {
     "id": "099E174E-1FEC-4AD9-80F2-92C2E6CBD6ED",
     "name": "Quaker Oats Company",
     "affinity": 0.6945066514468847
    },
    {
     "id": "EA3901B0-A3A5-43F5-AC2A-45C35C400926",
     "name": "Doritos",
     "affinity": 0.6525457323888719
    },
    {
     "id": "957B527A-CF2C-4283-A2FD-3F49741DF5DE",
     "name": "Pepsi",
     "affinity": 0.6320113725224166
    },
    {
     "id": "18316CE7-595D-4469-8FDF-43D1B70021E4",
     "name": "Gatorade",
     "affinity": 0.6183200596671238
    }
   ],
   "coverage": 1
  },
  "shortlistAverages": {
   "a": 0.6954073847687763,
   "b": 0.6694354298272059,
   "ratio": 0.9634521435376324,
   "value": 0.6821611379345072
  }
 },
 {
  "id": "t6-m2",
  "label": "m2 Taste-profile overlap",
  "data": {
   "value": 0.2463343108504399,
   "shared": [
    {
     "id": "urn:tag:keyword:media:female_protagonist",
     "name": "female protagonist",
     "subtype": "urn:tag:keyword:media"
    },
    {
     "id": "urn:tag:keyword:media:teenage_girl",
     "name": "teenage girl",
     "subtype": "urn:tag:keyword:media"
    },
    {
     "id": "urn:tag:keyword:media:friendship",
     "name": "friendship",
     "subtype": "urn:tag:keyword:media"
    },
    {
     "id": "urn:tag:keyword:media:family_relationships",
     "name": "family relationships",
     "subtype": "urn:tag:keyword:media"
    },
    {
     "id": "urn:tag:genre:music:indie",
     "name": "indie",
     "subtype": "urn:tag:genre:music"
    },
    {
     "id": "urn:tag:genre:music:rock",
     "name": "rock",
     "subtype": "urn:tag:genre:music"
    },
    {
     "id": "urn:tag:keyword:media:friend",
     "name": "friend",
     "subtype": "urn:tag:keyword:media"
    },
    {
     "id": "urn:tag:genre:music:alternative_rock",
     "name": "Alternative Rock",
     "subtype": "urn:tag:genre:music"
    }
   ],
   "coverage": 1,
   "buyerOnly": [
    {
     "id": "urn:tag:specialty_dish:place:pulpo_a_la_brasa",
     "name": "Pulpo A La Brasa",
     "subtype": "urn:tag:specialty_dish:place"
    },
    {
     "id": "urn:tag:specialty_dish:place:seared_diver_scallops",
     "name": "Seared Diver Scallops",
     "subtype": "urn:tag:specialty_dish:place"
    },
    {
     "id": "urn:tag:specialty_dish:place:mole",
     "name": "Mole",
     "subtype": "urn:tag:specialty_dish:place"
    },
    {
     "id": "urn:tag:genre:music:hip_hop",
     "name": "Hip Hop",
     "subtype": "urn:tag:genre:music"
    },
    {
     "id": "urn:tag:keyword:media:male_protagonist",
     "name": "male protagonist",
     "subtype": "urn:tag:keyword:media"
    }
   ],
   "targetOnly": [
    {
     "id": "urn:tag:specialty_dish:place:fries",
     "name": "Fries",
     "subtype": "urn:tag:specialty_dish:place"
    },
    {
     "id": "urn:tag:genre:place:restaurant:vegan",
     "name": "Vegan",
     "subtype": "urn:tag:genre:place"
    },
    {
     "id": "urn:tag:genre:media:cookbooks",
     "name": "Cookbooks",
     "subtype": "urn:tag:genre:media"
    },
    {
     "id": "urn:tag:specialty_dish:place:avocado",
     "name": "Avocado",
     "subtype": "urn:tag:specialty_dish:place"
    },
    {
     "id": "urn:tag:keyword:media:california",
     "name": "california",
     "subtype": "urn:tag:keyword:media"
    }
   ],
   "unionCount": 78,
   "sharedCount": 22,
   "buyerTop20MissingShare": 0.35
  },
  "shortlistAverages": {
   "value": 0.22491966033658706,
   "sharedCount": 20.11111111111111,
   "buyerTop20MissingShare": 0.41666666666666674
  }
 },
 {
  "id": "t6-m3",
  "label": "m3 Cross-domain agreement",
  "data": {
   "value": 0.8090517140272941,
   "domains": [
    {
     "type": "urn:entity:artist",
     "clash": [
      {
       "name": "Anuel AA",
       "affinity": 0.7530826009474341
      },
      {
       "name": "J Balvin",
       "affinity": 0.7545062324426328
      },
      {
       "name": "Ricky Martin",
       "affinity": 0.7623346624019615
      }
     ],
     "label": "Music",
     "score": 0.7737275959671512,
     "shared": [
      {
       "name": "Wisin & Yandel",
       "affinity": 0.7959504834842633
      },
      {
       "name": "Daddy Yankee",
       "affinity": 0.7900710793314106
      },
      {
       "name": "Carlos Vives",
       "affinity": 0.7858109202942274
      }
     ],
     "expected": 25,
     "returned": 25
    },
    {
     "type": "urn:entity:tv_show",
     "clash": [
      {
       "name": "Saved by the Bell",
       "affinity": 0.849241168512003
      },
      {
       "name": "The Next Step",
       "affinity": 0.8504913756539385
      },
      {
       "name": "The L.A. Complex",
       "affinity": 0.8576260062916883
      }
     ],
     "label": "TV",
     "score": 0.8855224536090072,
     "shared": [
      {
       "name": "Blown Away",
       "affinity": 0.9429607671792558
      },
      {
       "name": "Old Enough!",
       "affinity": 0.9351927022917433
      },
      {
       "name": "Lego Masters Australia",
       "affinity": 0.9162505145165644
      }
     ],
     "expected": 25,
     "returned": 25
    },
    {
     "type": "urn:entity:movie",
     "clash": [
      {
       "name": "Thor: Ragnarok",
       "affinity": 0.745163773337994
      },
      {
       "name": "Spider-Man: Homecoming",
       "affinity": 0.7453946844095221
      },
      {
       "name": "Guardians of the Galaxy: Vol. 2",
       "affinity": 0.7470949570237969
      }
     ],
     "label": "Film",
     "score": 0.7702999379333955,
     "shared": [
      {
       "name": "Ralph Breaks the Internet",
       "affinity": 0.8062601792591048
      },
      {
       "name": "Toy Story 4",
       "affinity": 0.8050997204024056
      },
      {
       "name": "Pokémon: Detective Pikachu",
       "affinity": 0.7989630844760176
      }
     ],
     "expected": 25,
     "returned": 25
    },
    {
     "type": "urn:entity:podcast",
     "clash": [
      {
       "name": "First Take",
       "affinity": 0.6562587028693654
      },
      {
       "name": "Talk Is Jericho",
       "affinity": 0.6819326307928743
      },
      {
       "name": "The Steve Austin Show",
       "affinity": 0.6875872980613027
      }
     ],
     "label": "Podcasts",
     "score": 0.8066568685996228,
     "shared": [
      {
       "name": "The Chalene Show | Diet, Fitness & Life Balance",
       "affinity": 0.9209181694020557
      },
      {
       "name": "Motivation with Brendon Burchard",
       "affinity": 0.8982738178034333
      },
      {
       "name": "The School of Greatness",
       "affinity": 0.8838161045963395
      }
     ],
     "expected": 25,
     "returned": 25
    }
   ],
   "coverage": 1
  },
  "shortlistAverages": {
   "value": 0.8142200656582131,
   "domains[0].score": 0.7712218159459897,
   "domains[1].score": 0.8930482681153483,
   "domains[2].score": 0.7853466318542113,
   "domains[3].score": 0.8072635467173033
  }
 },
 {
  "id": "t6-m4",
  "label": "m4 Demographic alignment",
  "data": {
   "buyer": {
    "male": 0.11749999999999998,
    "female": -0.11749999999999998,
    "25_to_29": 0.29000000000000004,
    "30_to_34": -0.0675,
    "35_to_44": -0.22000000000000003,
    "45_to_54": -0.475,
    "55_and_older": -0.3825,
    "24_and_younger": 0.19999999999999998
   },
   "value": 0.4592286401827049,
   "cosine": -0.08154271963459025,
   "target": {
    "male": -0.64,
    "female": 0.64,
    "25_to_29": 0.34,
    "30_to_34": -0.84,
    "35_to_44": -0.52,
    "45_to_54": 0.24,
    "55_and_older": 0.15,
    "24_and_younger": -0.18
   },
   "coverage": 1,
   "biggestGap": {
    "buyer": -0.0675,
    "bucket": "30_to_34",
    "target": -0.84
   }
  },
  "shortlistAverages": {
   "value": 0.5395238058358314,
   "cosine": 0.07904761167166277
  }
 },
 {
  "id": "t6-m5",
  "label": "m5 Geographic footprint",
  "data": {
   "value": 0.24427105443636438,
   "coverage": 1,
   "metroCount": 55,
   "whiteSpace": [
    {
     "lat": 61.2181,
     "lon": -149.9003,
     "buyer": 0.49558502705752777,
     "metro": "Anchorage",
     "target": 0.8588998819547984,
     "buyerRel": -0.25383935528139906,
     "targetRel": 0.10947549961587155
    },
    {
     "lat": 32.2226,
     "lon": -110.9747,
     "buyer": 0.6089413566713184,
     "metro": "Tucson",
     "target": 0.9097881905380928,
     "buyerRel": -0.19662717112740113,
     "targetRel": 0.10421966273937322
    },
    {
     "lat": 45.5152,
     "lon": -122.6784,
     "buyer": 0.6370498133412997,
     "metro": "Portland",
     "target": 0.9383142568076993,
     "buyerRel": -0.2010937201444889,
     "targetRel": 0.10017072332191068
    },
    {
     "lat": 38.5816,
     "lon": -121.4944,
     "buyer": 0.7552310511414703,
     "metro": "Sacramento",
     "target": 0.9532992506925869,
     "buyerRel": -0.10426585332328575,
     "targetRel": 0.0938023462278309
    },
    {
     "lat": 37.3382,
     "lon": -121.8863,
     "buyer": 0.7861348048497334,
     "metro": "San Jose",
     "target": 0.9657157896793248,
     "buyerRel": -0.09248246308402841,
     "targetRel": 0.08709852174556298
    },
    {
     "lat": 35.0844,
     "lon": -106.6504,
     "buyer": 0.6157961515121241,
     "metro": "Albuquerque",
     "target": 0.8766052526196036,
     "buyerRel": -0.17415876261034524,
     "targetRel": 0.08665033849713433
    },
    {
     "lat": 47.6062,
     "lon": -122.3321,
     "buyer": 0.7106098918205455,
     "metro": "Seattle",
     "target": 0.9437167440970567,
     "buyerRel": -0.1506472528033782,
     "targetRel": 0.08245959947313308
    },
    {
     "lat": 37.7749,
     "lon": -122.4194,
     "buyer": 0.7889464405773836,
     "metro": "San Francisco",
     "target": 0.9712042047776858,
     "buyerRel": -0.10169990809450258,
     "targetRel": 0.08055785610579957
    }
   ],
   "correlation": -0.5114578911272712,
   "strongholds": [],
   "whiteSpaceCount": 12,
   "relativeToCohort": true
  },
  "shortlistAverages": {
   "value": 0.3788101542840746,
   "correlation": -0.2423796914318507
  }
 },
 {
  "id": "t6-m6",
  "label": "m6 Momentum",
  "data": {
   "z": null,
   "note": "Qloo's trending series did not move for this brand or the cohort in the 12 weeks to 2026-10-23, so momentum is not measurable for this window.",
   "value": null,
   "priorSd": null,
   "coverage": 0,
   "priorMean": null,
   "normalised": true,
   "recentMean": null
  },
  "shortlistAverages": {}
 },
 {
  "id": "t6-profile",
  "label": "Qloo entity profile: Califia Farms",
  "data": {
   "name": "Califia Farms",
   "drivers": [
    {
     "name": "Quaker Oats Company",
     "score": 0.2673869942370199
    },
    {
     "name": "Doritos",
     "score": 0.2512319235851112
    },
    {
     "name": "Pepsi",
     "score": 0.2433261378711313
    },
    {
     "name": "Gatorade",
     "score": 0.23805494430673765
    }
   ],
   "ownership": "unknown",
   "keyMarkets": [
    "United States"
   ],
   "popularity": 0.912740926582021,
   "screenRank": 6,
   "foundedYear": 2010,
   "priceRangeUsd": [
    4,
    8
   ],
   "ultimateParent": null,
   "forwardAffinity": 0.6724886026496414,
   "competitorBrands": [
    "Oatly",
    "Silk",
    "Almond Breeze",
    "Chobani",
    "Planet Oat"
   ],
   "sharedCategories": [
    {
     "name": "Food & Beverage",
     "score": 0.7305072539555804
    },
    {
     "name": "Food",
     "score": 0.7303632399004254
    }
   ],
   "knownPartnerships": [
    "Target",
    "Amazon",
    "Walmart",
    "Instacart"
   ],
   "marketPositioning": "Premium plant-based beverage brand offering high-performance, delicious dairy alternatives for coffee lovers and home cooks."
  },
  "shortlistAverages": {}
 },
 {
  "id": "t6-score",
  "label": "Composite score",
  "data": {
   "F": 51.35004745561915,
   "points": {
    "m1": 22.023822928371995,
    "m2": 5.474095796676443,
    "m3": 13.484195233788235,
    "m4": 7.653810669711748,
    "m5": 2.714122827070715,
    "m6": 0
   },
   "coverage": 0.9
  },
  "shortlistAverages": {
   "F": 55.38338238220258,
   "coverage": 0.8800000000000001
  }
 }
]