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š² Our connection to nature is a strange thing
The business of human rewilding
Welcome to Oh look another health trend! In some much-needed respite from the Harris-Trump debate headlines, weāre diving into a nerdy analysis of the human rewilding space.
š² Our connection to nature is a strange thing
Anyone whoās been on a ābucket listā (that was hard for me to type) wilderness experience will tell you it was magical. They were one with nature. Had the time of their lives. Even if they froze their asses off or almost got chomped by a bear. (Nothing like a taste of mortality to make one feel more alive!)
Because being closer to nature feeds us. Itās a fact.
Given that we, as a species, spent so long getting out of makeshift shelters and into comfy homes, this drive to experience, once again, a āmore primitiveā way of life is perhaps counterintuitive.
But we are dying to rewild ourselves. And weāre willing to pay good money to do it.
I cannot say I am contributing to this search volume. US search interest, six-month rolling average. Source: Google Trends
This is illustrated particularly well by Jordan Jonas Expeditions, one of the latest startups offering wilderness survival experiences. From ~$3k you can spend a week scrambling up mountains, howling to wolves, and being humbled by your inability to feed yourself (top of the food chain, though!).
Because hereās the thing: wilderness experiences pare down our never-ending to-do lists.
Itās incredibly freeing when your only concern is to pick berries for your next meal, or find a stream, or gather kindling. It boils life down to the bare bones. Suddenly itās crystal clear what really matters: your health, your loved ones, and the next glorious sunrise.
As long as itās only for a finite period.
The key is not to be forced to survive, but to choose to. So if you donāt manage to trap a rabbit with a few twigs and a rock you can just get Burger King on your way out of the woods.
In other words, itās the very creature comforts we seek to escape from that allow these expeditions to be so transformative. We can experience the great outdoors with a safety net, and feel badass while doing it.
With a little bit of help. Which is why the human rewilding space holds a bunch of business opportunities.
Hereās my take.
ā” First up, the obvious: Rewilding influencers will be big. People donāt want to go to a survival camp run by a gaggle of hippies nibbling on herbs and talking to squirrels. They want the real, rugged deal.
Those whoāve made a name for themselves in the survival game will be in high demand. Some will launch their own expedition startups (or buy them, like Jonas). Others will need help offering experiences, merch lines, and more.
Itās a golden opportunity for partnerships of all kinds.
ā” Bite-sized rewilding will become a thing. Not everyone can afford to, or is physically able to, spend a week in the wilderness. Many will look for less intense ways to experience nature.
Things likeā¦
Rockhounding, surprisingly, isnāt jumping over rocks. Itās searching for cool little ones you can take home. US search interest, six-month rolling average. Source: Google Trends
Think of business opportunities here in terms of level of rewilding and cost. You have the classic āextremeā survival experiences on the one end. Then Sunday foraging school and a mushroom pickling class on the other.
There really are a plethora of options out there.
ā” Rewilding for kids is likely to be a high-growth niche. Over the last few years I have heard, ad nauseam, parents bemoan the lack of nature-based ācharacter-buildingā experiences available for youngsters.
Back in the day they say, setting down their Stetson, kids could be kids. Weād be dropped off in the woods for a weekend. Smoke fish by the creek. Bugle to elk. Sleep on a mound of coyote furs.
Hyperboles aside, they have a point. There are three significant areas of opportunity here:
āRite-of-passageā wilderness training for teens
āBite-sizedā options like forest and outdoor school
Water-tight legal advice for these companies (because, kids + wilderness)
Just throw them in the mud already. US search interest, six-month rolling average. Source: Google Trends
When it comes to proper survival/wilderness training for teens, I think the play is to go super-high-end, no-costs-spared stuff.
Wealthy parents are likely to pay top dollar to expose their darlings to true character-building in nature ā as long as the guides are uber-vetted, and thereās maybe a medical team on standby. Survival of the fittest! but with help hiding in the wings, please.
Tidbits
š« On theme with last weekās newsletter (here if you missed it) we have two product announcements to talk about:
Protein Candy, the world's first āsuper candy,ā is launching across North America this week. I wonāt bore you with the nutritional details but basically, a lot of protein, very little sugar, and even a decent amount of fiber. I canāt be the only one waiting for unbiased reviews.
The UKās largest dairy supplier teamed up with an almost as large sports nutrition brand to release a range of high-protein desserts and yogurts. In a surprising turn of events, their branding is neither retro-themed nor ultra-modern. Weāre all curious to see consumer response.
š” Our homes have microbiomes. At least, thatās what scientists are calling the mix of organisms that live happily in our houses. Products that enhance microbial diversity in indoor spaces, like probiotics for buildings, are coming. I have a feeling optimizing the microbiome of nurseries and kidsā rooms will be particularly big business.
Thank you for reading! If you find yourself frequently enjoying these essays and youāre inclined to forward one to a friend, please do. Nerds are terrible at self-promotion. We mean to focus on growing our lists, but we get too busy digging into random stuff. š
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