Danone has acquired direct-to-consumer (DTC) brand Huel for $1.15 billion, highlighting the high valuation of subscription-based customer acquisition engines. Huel reported £214M in 2024 revenue with EBITDA growing to over £18M, following similar category exits like Yfood to Nestlé. Additionally, the $REKT community and @rektdrinks demonstrate strong DTC metrics with an average order value (AOV) of nearly $600 for their sparkling water products.