USUAL WINES
· Investor Deck · Seed Extension · Confidential
Investor Memo · 2026

Pure, clean wine
for how this generation
actually drinks.

A seed-extension thesis on the next category-defining better-for-you alcohol brand — already in market, already working.

Round
Seed Extension
Raise
$1.75M
Date
2026
Usual Wines Pinot Noir and Sauvignon Blanc cans
02 · The Pattern

Wine is overdue for its Michelob Ultra moment.

In 2010, Michelob Ultra was an undifferentiated light beer. Then they put "95 calories" on the bottle and built a thesis around active, health-conscious drinkers.

Today it is the #1 beer in America.

Wine has not had this moment yet. We are building it.

2010
#7
Undifferentiated light beer in a crowded category.
Today
#1
Best-selling beer in America. A category, not a SKU.
Now Open
The same playbook, the next category. Usual.
Usual Wines cans suspended above a still life of fruit and florals
Real wine. Real ingredients. A real category waiting to be defined.
03 · Why Now

Three forces
are converging
into one opening.

FORCE 01

The category is shifting, not shrinking.

Wine consumption is at a 20-year low — but not because people stopped drinking. They stopped drinking this version of wine.

FORCE 02

A new drinker has arrived.

Gen Z and younger millennials drink less but more intentionally. Calorie-aware, ingredient-aware, brand-aware. Better-for-you alcohol is the fastest-growing segment in the entire category — see Michelob Ultra, Athletic Brewing, High Noon.

FORCE 03

The wine aisle has a hole in it.

Wine is the last major alcohol category without a breakout better-for-you brand. Retailers know it and are actively looking for the product to fill the gap. Early signals confirm it.

04 · The Wine Aisle Today

Every other category has a breakout better-for-you brand.
Wine doesn't.

A 2x2 of the wine aisle today. The upper-right is empty. We're planting a flag.

↑ Calorie-conscious / Better-for-you
Authentic wine character & quality →
BETTER-FOR-YOU · WATERED-DOWN BETTER-FOR-YOU · AUTHENTIC LEGACY · INDULGENT PREMIUM · NOT BETTER-FOR-YOU Bev Babe FitVine Kim Crawford Josh Cellars La Marca Nomadica Archer & Roose Wander + Ivy USUAL the gap — and where Usual sits alone
05 · The Product

Usual Select.
Red, White, Rosé.

100 calories per can. Authentic wine character. No additives, no shortcuts, no compromises.

Usual Wines Pinot Noir can balanced on stone with cosmos flower
The Specs
  • Calories per can100
  • Alcohol by volume8.5%
  • Sugar< 1G
  • AdditivesNONE
  • FormatRTD
The Technical Moat

Lighter wine has a problem.
Most of it tastes hollow.

The standard process — centrifuge de-alcoholization — is a harsh method that strips the wine's delicate aromatics. Our proprietary temperature-based process gently reduces alcohol while preserving the wine's natural character and complexity.

"Lighter, not lesser."
The Standard

Centrifuge de-alcoholization

Mechanical, harsh. Strips delicate aromatics. The reason most low-alcohol wines taste like the idea of wine, not wine itself.

↓ OUR APPROACH ↓
Usual's Process

Proprietary temperature-based reduction

Gentle. Preserves natural character and aromatic complexity. The reason a 100-calorie can tastes like a real glass of wine.

Usual Wines Sauvignon Blanc balanced on a pear with Queen Anne's lace
Lighter, not lesser.
06 · Early Proof — DTC

Six months in,
the signal is unmistakable.

10K+
Cans sold in six months
5.0
Average customer rating
20%
Of total Usual revenue — and growing
Repeat-purchase signal validating the subscription flywheel
"
Finally a wine that fits my life.
— Verified customer review · unprompted · verbatim
07 · Building the Cultural Wedge

We're not chasing
the wine drinker.
We're meeting the active-lifestyle drinker where they already are.

Usual Wines Rosé can on rose quartz
Texas Ranchers MLP team logo Texas Ranchers
Palm Beach Royals MLP team logo Palm Beach Royals
  • Official sponsor of MLP's Texas Ranchers and Palm Beach Royals — Major League Pickleball brand placement, on-court visibility.
  • 50+ affiliate racquet clubs with bar and concession placement across Texas and Florida — 1M+ annual foot traffic.
  • Pickleball is the fastest-growing sport in America — and indexes directly to our buyer.
This is the same playbook that made Michelob Ultra inseparable from GOLF AND RUNNING. Sport ownership becomes brand ownership.
08 · Retail Is the Unlock

Top-down
hero accounts.
Bottoms-up grassroots.
Both already working.

Top-Down · Hero Accounts

Allegiant Stadium

  • Allegiant Stadium · Las Vegas Live in system. 20-case order pending. The flagship NFL hospitality account — home of the Las Vegas Raiders.
Bottoms-Up · Texas Beachhead

8+ accounts. And counting.

  • Swedish Hill — Austin Largest hospitality group in Austin.
    Doubled the reorder size on the next run. The single best leading indicator in the deck.
  • +7 more confirmed retail and on-premise accounts Across Texas. Grassroots traction with the demographic the rest of the wine aisle is missing.
Distribution Muscle

Hired the top-performing wholesale rep from Happy Dad Seltzers to lead distribution build-out. The blueprint for taking a cult DTC brand into the chain has now been hired in-house.

Retail is where Michelob Ultra's thesis became a category.
Same playbook. Same momentum.
09 · Unit Economics That Work

Margin, retention,
and payback —
all already in healthy territory.

DTC
~47%
Blended Contribution Margin
  • Paid CAC$208
  • Blended CACLower
Retail
100%
Gross margin on the can
  • Contribution margin after distributor & trade56%
Subscription
32%
Acquisition → subscription conversion
  • ChurnHealthy
  • Cohort trend↑ Improving
10 · The Financial Arc

From ~$55K MRR
to $1.26M MRR
over 36 months.

Margin expanding the whole way. Operating profitability achieved in month eight.

Year 1
Apr 2026 — Mar 2027
~$2.2M
Revenue. DTC-driven, retail emerging.
Year 2
Apr 2027 — Mar 2028
~$7.7M
Revenue. Retail scaling nationally.
Year 3
Apr 2028 — Mar 2029
~$12.8M
Revenue. ~$2M operating profit on a final-quarter run-rate basis.
REVENUE & OPERATING MARGIN · 36 MONTHS
Revenue scales 6× across three years; operating margin turns positive in month 8 and reaches ~16% by year-end Y3.
$1.5M $1.0M $0.5M $0 M1 M12 — Y1 M24 — Y2 M36 — Y3 MONTH 8 BREAKEVEN ~$1.26M MRR REVENUE OPERATING MARGIN
Month 8
Operating margin turns positive
~16%
Operating margin by Year 3
~$3.0M
Cumulative operating profit · Y1–Y3
11 · The Team

Operators.

Collectively, the team has built companies generating over $400M in annual revenue.

Andy Daidone
Andy Daidone
CEO
Adam Gillman
Adam Gillman
Operating Partner
Bert Culha
Bert Culha
Operating Partner
Jeremie Bitton
Jeremie Bitton
Operating Partner
Usual Wines cans suspended above a still life of grapes, figs, and pomegranate
The product. The proof. The playbook.
12 · The Ask

$1.75M
to turn proof
into category leadership.

Raise
$1.75M
Pre-money
$10M
Post-money
$11.75M
Option pool
+15%

Use of Funds

40%

Retail Rollout

Distributor activation beyond Texas, sales team build-out, trade spend, and POS investment.

40%

Inventory & Production

Meeting the demand curve without stockouts. The cost of saying yes to every door.

20%

Brand & DTC

Accelerating the acquisition engine that fuels the subscription flywheel.

Milestones This Capital Delivers

  • → 01Expand to 3 new markets beyond TX/FL.
  • → 02Reach $10M ARR run-rate.
  • → 03Achieve operating breakeven by Q1 2027.
  • → 04Reach 1,800 doors across retail and on-premise accounts.
13 · Close

The category
is moving.

Wine's Michelob Ultra moment will happen.
We are the only team with the product, the proof, and the playbook to be it.

Contact
Andy Daidone
CEO · Usual Wines
Pinot Noir poured into a wine glass alongside a Usual Wines can