Investment Thesis
Nosotros Tequila represents a premium play in the fastest-growing spirits category in America—craft tequila that commands premium pricing and builds brand loyalty.
The tequila market has grown at 10%+ annually for over a decade, with premium and ultra-premium segments growing even faster. Celebrity-backed brands have demonstrated the category's potential, with exits like Casamigos ($1B to Diageo) and Aviation Gin ($610M to Diageo) setting the template.
Nosotros has built authentic brand positioning, secured quality supply from Jalisco, and established distribution across key markets. The company is executing the playbook that has created multiple billion-dollar outcomes in premium spirits.
We see Nosotros as an asymmetric bet on the continued premiumization of American spirits consumption—with a clear path to strategic exit as major spirits conglomerates continue to acquire craft brands.