Odd Lots · Friday, August 7, 2026
Fishwife, a premium tinned fish company, is experiencing a massive surge in demand for its sardines due to global supply shortages, with sales increasing four to fivefold. To meet this demand and introduce new customers to their product, the company has resorted to airfreighting sardines, significantly compressing their profit margins.
“That being said, with you know, so much inventory disappearing from the market, we saw our sardine sales starting and I would say December of last year like start to go wohoo bananas.”
“I think it was kind of first two to three x the velocities that we had been seeing before, and it has sustained and gone even up to you know, four or five x, which is massive.”
“And you know, we had to make the hard decision of like okay, are we okay? With our gross margin being compressed by these airship mens. As you can imagine, they are extremely expensive.”