Cracking the Code:  Solving Formulation Challenges with Functional Mushroom Adaptogens in RTDs

Cracking the Code: 

Solving Formulation Challenges with Functional Mushroom Adaptogens in RTDs

Formulating a functional RTD is a bit like conducting an orchestra; each ingredient plays a role, and one wrong note can throw off the entire performance. Add mushroom adaptogens into the mix, and things can get even more complex. From flavor challenges to stability concerns, the R&D path is full of interesting (and sometimes frustrating) hurdles.

But the good news? With the right tools and insight, most of these challenges are totally solvable.

Here’s a closer look at the most common formulation headaches with adaptogenic mushrooms in RTDs—and how your team can overcome them.

The Flavor Factor: Functional Mushrooms Aren’t Exactly Subtle

Reishi, Lion’s Mane, Cordyceps, and Chaga are powerhouses, but let’s be honest, they weren’t invited for their flavor. Earthy, bitter, and sometimes even metallic, mushroom adaptogens can overpower a beverage's intended taste.

• Masking strategies are key. Ingredients like isomalto-oligosaccharides (IMO) can help neutralize bitter notes, while erythritol + allulose blends reduce the need for sugar without introducing a harsh cooling effect.
  
• Natural flavors and acidulants (like citric or malic acid) can help brighten the profile and shift the sensory experience.
  
• Want to go clean-label? Botanicals like cinnamon, ginger, or citrus peel offer flavor depth while keeping your label consumer-friendly.
  
  

Stability + Solubility: Not All Functional Mushrooms Play Nice in Liquids

Full-spectrum mushroom powders, as opposed to extracts, have lower dispersibility resulting in visible particulate suspension. This can be a dealbreaker for some RTDs that require a higher dispersibility factor.

• Use emulsifiers or natural stabilizers (like gum acacia or citrus fiber) to help suspend particles and improve mouthfeel.
  
• For clear RTDs, consider encapsulation techniques or creating dual-phase beverages with visible mushroom “shots” if aesthetics are important.
  
• Trial micronized mushroom powder—finer grades reduce grittiness and improve dispersion.
  
  

Dosage vs. Drinkability: Balancing Efficacy with Experience

You want functional benefits, but you also want consumers to actually enjoy drinking the product. High inclusion levels of mushroom powders can negatively impact taste, texture, and even stability.

• Work with research-backed doses that are effective without being excessive. As little as 1-3 grams per serving is enough to support claims without compromising flavour or mouthfeel.
  
• Pair with complementary adaptogens or nootropics like L-theanine, ashwagandha, or B-vitamins to create a synergistic blend and reduce the need for higher mushroom volumes.
  
  

Regulatory & Labeling Concerns

Claims around cognition, immunity, or stress support are tempting, but they’re also tricky to navigate legally.

• Stay within structure-function claim boundaries: “May support focus” or “Helps manage everyday stress” are safer bets than “Improves memory” or “Cures fatigue.”
  
• Choose ingredients that have been manufactured in GFSI certified food facilities and undergo 3rd party testing for each and every batch.
• Ensure your mushrooms are tested for heavy metals and microbial contamination—especially when working with powders from wild-grown sources.
  
  

Supply Chain Snags

Mushroom ingredients can vary in quality, potency, and lead time, especially if you're sourcing internationally or relying on a single supplier.

• Choose the right supplier - Top Health Ingredients offers 3rd-party testing, batch consistency, and multiple freight options.
  
• Bonus points if your supplier has in-house food scientists who can help with formulation (ps. We have those!).
• Our mushrooms grown and processed in an aseptic facility in Northern California
  
  

Final Sip: The Future of Mushroom RTDs

The functional mushroom movement isn’t going anywhere. Consumers are craving natural solutions for stress, focus, and immunity, and they want them in formats that fit their lifestyle. RTDs are a perfect fit, but only when executed with care.

Whether you’re navigating flavor masking or ingredient stability, the key is to partner with the right experts and prioritize both functionality and experience.

Need help finding the right adaptogens or tackling your next formulation? With in-house food scientists and formulation experts, we help brands turn their functional beverage ideas into reality.

Looking for the perfect full-spectrum mushroom powder to take your RTD to the next level?

Formulating with mushrooms doesn’t have to be complicated. Connect with us to get started.