Three wedges. One order of operations.
Plotted against time to first revenue, long-term TAM, and political risk. Bubble size is political risk. Fill colour is our pick order: warm accent = Wedge 1 (strategic). Cobalt = Wedge 2 (cash). Grey = Wedge 3 (compound).
Source: Report 2 — Three Wedges (Adopt/Develop/Nix), 2026-04-13
Easy-Bake funds it. Hasbro still owns the brand outright, the cultural moment (celebrity chef + creator) is built for it, and Kevin sizes the relaunch at $200–300M in 6–8 months. Fastest yes in the deck.
India globalizes it. Hasbro is already manufacturing there for tariff reasons and selling almost nothing. A cricket sponsorship + education line closes the supply-chain-to-market gap. Biggest TAM, longest runway, one back-channel check (cricket discussions already in flight?).
Real Kids in Real Life means it. The category Kevin calls “giant white space.” Compounds the other two inside it — Easy-Bake is a Real-Kids product, the India line is a Real-Kids product. This is the wedge that turns us from vendor into category architect.