I am at war with product positioning right now. RAAHHHHHHH

If you caught my reel last week you already know the setup. Two brands, both slinging sunscreen. One did $5M last year. The other did $100M.

Same SPF. Same aisle. A 20x gap.

That gap has been living in my head rent free, so this issue is the full autopsy. And I promise it will change how you look at whatever product you are building or selling.

The Brand I Would Have Bet On

Before I pulled a single number, my money was on Vacation.

If you have spent any time in the DTC corner of the internet, you know them. "The world's best-smelling sunscreen." Elite 80s country club nostalgia. And the whipped sunscreen that comes out of an actual whipped cream can... that product had a chokehold on every brand designer's group chat, mine included.

So I did what I always do. Tapped into Particl through Claude to see what all that heat actually converts into.

S/o Particl for the data

About $5M in the last year.

Respectable. Real business. But here is the part that made me sit up. The whipped can, arguably the most viral sunscreen product of the decade, is not even in their top 5 best sellers !!????

For every founder reading this: virality and revenue keep two different scoreboards.

The Brand That Actually Won

Then you go look at Supergoop.

Roughly $100M over the last twelve months.

But the number that actually broke my brain was the winter. They did $10M in the thick of the winter months…. ❄️❄️❄️

A sunscreen brand. Printing money in January.

Sit with that for a wee bit, because every dollar in that winter chart is a positioning story.

Two Brands, Two Different Questions

The lazy read here is "Supergoop just has better marketing." Wrong. Vacation's marketing might honestly be better.

The real difference is the question each brand built itself to answer.

Vacation asked: how do we make people love buying sunscreen? And they nailed it. The nostalgia, the packaging, the fake corporate org chart, the whipped can. World class brand building, genuinely some of the best in DTC.

Supergoop asked a heavier question: how do we get people to wear SPF every single day?

That question has a backstory. Founder Holly Thaggard started the brand after a close friend was diagnosed with skin cancer. So from day one, she built SPF as a daily skincare step. The thing that goes on after your moisturizer, every morning, so you stay out of the dermatologist's office.

And you can see the positioning in the content. Vacation entertains you. Supergoop educates you. UV coming through your car window, incidental exposure on your walk to lunch, why you reapply at your desk. Every piece of education hands you one more reason to wear it on a random Tuesday in February.

Vibes give people a reason to buy once. Education gives people a reason to use it daily. And usage is where the compounding lives.

The Math That Falls Out of the Positioning

Here is the part I want you to steal, because this is the actual mechanism.

Position sunscreen as a beach product, and your customer needs you maybe 15 days a year.

Position it as a skincare step, and they need you 365.

Then look at the category you just walked into. Sunscreen is about a $5B market. But a daily SPF that lives next to your moisturizer is competing in skincare, and skincare is a $20B market.

Same active ingredients. One positioning decision. The ceiling moved by an order of magnitude. That winter revenue chart up top is the receipt. January sales are proof the positioning took.

Neither Brand Is Wrong

I want to be clear, because the internet loves crowning losers and Vacation is not one. They own their lane completely, the brand is a masterclass, and I would frame their packaging on my wall.

But they made a positioning choice, and that choice set their ceiling. Summer fun is a seasonal occasion in a $5B category. Daily skincare is a 365-day habit in a $20B one.

Branding decides how people feel at the shelf. Positioning decides how often they come back to it.

So if you are chasing the $100M version of anything, you need two things before the logo, before the packaging, before a single ad:

  • A market that is actually big enough to hold a $100M brand

  • A reason for the customer to use the product way more often than twice a summer

How I Pressure Test Positioning Now

These are the three questions I run on every brand now, client work or my own rabbit holes. Steal them please =)

1. The frequency question. How many days a year does your customer have a real reason to reach for this? If the honest answer is under 30, your positioning is capping you, no matter how beautiful the branding is.

2. The category question. What market do your price, your format, and your content actually place you in? Vacation sits in sunscreen. Supergoop moved in next to the moisturizer. You get to pick your neighbor on the shelf, and that neighbor decides your ceiling.

3. The reason question. What is the deeper reason someone uses this daily? For Supergoop it is "so you dont get skin cancer." When the daily reason is real, the education content writes itself, and education is what turns a purchase into a habit.

Weapon of the Week: The Frequency Flip

This prompt runs the exact Supergoop move on your own product. Copy it, fill the brackets, run it in Claude:

"I sell [PRODUCT] in [CATEGORY].

First, be honest about my current positioning: what occasion is my category built around, and how many days a year does my average customer actually reach for the product?

Then:

1. Name the larger adjacent category my product could credibly live in, the way Supergoop moved sunscreen into skincare. Give me the rough size of both markets.

2. Rewrite my one-line positioning so the product earns a spot in a daily routine instead of an occasional one.

3. List the 3 things that would have to change for the new positioning to be believable. Think format, price, channel, and what my content teaches.

4. Give me 5 content ideas that educate toward the daily use case. Each one should hand the customer a new reason to use the product on a normal day.

5. If there is no honest daily version of my product, say so, and give me the highest-frequency positioning that does exist.

Be opinionated. The goal is more days per year that my customer needs me."

run it on your own product before you run it on a competitor's

Run this before your next rebrand conversation. Most brands reach for a new logo when the actual problem is how many days a year they matter to the customer.

And to close out another brief, the weekly word from The Muse himself, Rick Rubin:

"The objective is not to learn to mimic greatness, but to calibrate our internal meter for greatness."

Ricky Rubin

Til next time soldier,
Carson

P.S. I throw punches at these pixels daily and I'm trying to figure out this YouTube thing... plz show some love over there »»» Subscribe to the YouTube channel.

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