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PODCAST

the Joshua Schall Audio Experience

Welcome to the Joshua Schall Audio Experience On my podcast, you’ll hear episodes of my popular short-form Consumer Packaged Goods (CPG) news segment "Consumed", a long-form CPG entrepreneurship interview segment "Formula For:", deeper dive segments "Deep Dish CPG", public speaking engagements, and any of my new and current thoughts that I record specifically for this audio experience! Leave a review on iTunes and let me know what you think!

business

All Episodes

00:19:31

CELSIUS Acquires Alani Nu | Energy Drinks Market...

the Joshua Schall Audio Experience ·

2025/02/24

Did we just experience the defining moment within the better-for-you, functional lifestyle products movement? Celsius Holdings (NASDAQ: CELH) had quarterly revenue of $332.2 million, which was down 4% YoY. And while that now marks the second straight quarter of YoY revenues losses…sequential QoQ revenue activity increased sharply at 25%. According to Circana last 52-week data, CELSIUS accounted for 30.3% of all energy drink category growth YoY. In addition, Celsius sustained its market share of

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00:00:55

[MONDAY MINUTE] A Cautionary Tale for CPG Brand...

the Joshua Schall Audio Experience ·

2025/02/24

There’s SO MANY business lessons from the “rise and fall” of Bang Energy, some of which are still emerging years later. In October 2022, I stated within my original bankruptcy content that “it’s hard to separate Bang Energy the brand (and product) from its founder…which will arguably become its biggest Catch-22 challenge.” And that statement personifies the legal battle over the personal social media accounts of Jack Owoc. The court ruling stated that “ownership of accounts is based on the existence

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00:09:21

Are Partnerships Enough to Bestow Brand Strategy...

the Joshua Schall Audio Experience ·

2025/02/20

Applied Nutrition might be growing above its previous IPO expectations, but can the company derive enough freshness from strategic partnerships to generate the type of consistent returns needed to win the hearts of external market stakeholders? Applied Nutrition Plc (LSE: APN) is a leading sports nutrition, health and wellness brand, which formulates and creates nutrition products targeted at a wide range of consumers and sold in over 80 countries worldwide. There are several product ranges under

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00:00:52

[MONDAY MINUTE] Political Party Can Determine Your...

the Joshua Schall Audio Experience ·

2025/02/17

When JD Vance used “drinking Diet Mountain Dew” to joke about how liberals are too easily offended and quick to point out what they perceive to be racist behavior, the large campaign event crowd barely applauded. But it wasn’t because JD Vance is weird (and clearly not a comedian), the joke went straight over the head of mostly everyone because it was packed with multilayered symbolism. Regardless, it got me thinking about how politics and consumer packaged goods oftentimes get mixed together

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00:21:33

Trump 2.0 "Global Trade" Changes | Everything the...

the Joshua Schall Audio Experience ·

2025/02/14

Trump is back…but should stakeholders operating within the intersecting CPG categories of functional foods, functional beverages, and nutritional supplements be cheerful about his return to the oval office? This will certainly not sound like a “hot take” or anything, but the second Trump presidential term will undoubtedly offer a mixture of risk and reward…ushering in a new era of market volatility. As press secretary Karoline Leavitt recently pointed out, "there has never been a president who

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00:13:25

Everything Functional CPG Stakeholders Need to Know...

the Joshua Schall Audio Experience ·

2025/02/10

Trump is back…but should stakeholders operating within the intersecting CPG categories of functional foods, functional beverages, and nutritional supplements be cheerful about his return to the oval office? This will certainly not sound like a “hot take” or anything, but the second Trump presidential term will undoubtedly offer a mixture of risk and reward…ushering in a new era of market volatility. As press secretary Karoline Leavitt recently pointed out, "there has never been a president who

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00:00:54

[MONDAY MINUTE] Chipotle Invests in Plantible |...

the Joshua Schall Audio Experience ·

2025/02/10

Have you seen the prices of whey protein isolate lately? Explaining the multitude of factors causing record high commodity inflation would take longer than the allowable video length, but maybe I have a better solution for our current broken food system. Plantible uses proprietary technology to grow duckweed on aqua farms in West Texas that’s efficiently extracted into a complete protein called “Rubi Protein.” According to the food technology startup, Rubi Protein has diverse functional CPG

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00:17:59

Can Premier Protein Achieve "Super Bowl Three-Peat"...

the Joshua Schall Audio Experience ·

2025/02/05

If there was a Super Bowl for convenient nutrition brands…Premier Protein would be considered the Kansas City Chiefs of the functional CPG category. BellRing Brands (NYSE: BRBR) is a portfolio that owns a collection of convenient nutrition brands like Premier Protein and Dymatize Nutrition, which was previously wholly-owned by Post Holdings. A fast-paced and busy lifestyle is pushing consumers to switch to quick and healthy meal options. This has resulted in above average categorical growth rates

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00:12:59

MyProtein Needs to Get Spicy🌶️ | THG (The Hut Group)...

the Joshua Schall Audio Experience ·

2025/02/03

Whether dumping Tapatio into its whey protein or getting the most famous British girl group to become advisors is the ultimate answer…THG Nutrition must do something to “spice up” its strategy! THG (aka the company formerly known as The Hut Group) recently updated the public markets by releasing its 2024 Q4 interim trading statement. I’ll be utilizing that financial information, along with notes I took listening to the earnings conference call, and any relevant publicly disclosed information to

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00:00:55

[MONDAY MINUTE] My Favorite Insights From the Circana...

the Joshua Schall Audio Experience ·

2025/02/03

Data insights company Circana just released its year-end recap analysis (and outlook) for the global retail food and beverage industry. To save you time (and a few headaches) from all that reading, I’ve compiled my top takeaways from that dense presentation. The first is that consumers are adopting more selective buying habits in hopes of making more room for discretionary items. Moreover, that’s manifesting itself in shifting shopping patterns…as consumers are making more trips but buying fewer

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00:12:40

Ferrero Group Acquisition of Power Crunch Explained |...

the Joshua Schall Audio Experience ·

2025/01/30

Ferrero Group recently announced it had signed an agreement to acquire Power Crunch. But why would the one of the world's largest sweet-packaged food companies acquire Power Crunch? Ferrero Group is no different than other multinational confectionary giants from Hershey’s to Mondelez and Mars, as involvement within the bar format of convenient nutrition is not abnormal (whether entering through M&A activity or brand extension development). In fact, Power Crunch isn’t even the first deal by

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00:15:46

1st Phorm, Anheuser-Busch, & Dana White Deal...

the Joshua Schall Audio Experience ·

2025/01/27

After getting ghosted, Anheuser-Busch puts together a deal that no one saw coming [well almost no one]. But maybe why this deal news announcement by Anheuser-Busch caught so many off guard was that (even being in market more than two years now) the trailing twelve months of tracked channel retail sales for the 1st Phorm Energy drink would rank them just inside the Top 50 energy drink brands in the U.S. market. But as you'll hear in the content, even if comparative growth rates were sharply

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00:00:55

[MONDAY MINUTE] Did "Dry January" Cause Stoli Vodka...

the Joshua Schall Audio Experience ·

2025/01/27

Why did the U.S. subsidiary that owns Stoli vodka (and many other alcohol brands) recently filed for Chapter 11 bankruptcy protection? The most obvious answer is that everyone in America has stopped drinking alcohol, right? But if only every complex question could be answered plain and simple! Unfortunately, this is a dark tale twisted in time that arguably started with a countertrade agreement that eventually involved Pepsi owning a fleet of Soviet military ships. No really…watch the related video

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00:00:58

[MONDAY MINUTE] Digitalization of Supermarkets...

the Joshua Schall Audio Experience ·

2025/01/20

Private label CPG is growing…and fast! Many will point to continued inflation as the major support for consumers switching to private-label alternatives, but what if it stems from a grocery retail CAPEX investment theme that started a decade earlier? Consider the digitalization of supermarkets…facial recognition cameras, AI-powered smart carts, smartphone apps, and I could keep going, but harnessing this Big Data can certainly help grocers create better private label products. So, yes…grocery

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00:10:19

Rebirth of Functional Ingredients Phenomenon | What's...

the Joshua Schall Audio Experience ·

2025/01/16

Looking back is a source of inspiration…rather than a sign of stagnation. But if there is no progress…there must be decline, right? Yet, I’m sure we’re all astutely aware of trend cycles across various forms of cultural expression. And one of my personal favorites can be seen through the Hip Hop music I grew up listening to. And that’s because Hip Hop music isn’t just inspired by jazz and soul…it’s made by recycling and reimagining snippets from those classic records. In fact, the art of music

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00:09:54

Nutrisystem, Jenny Craig Owner Wellful Acquires...

the Joshua Schall Audio Experience ·

2025/01/14

When you read the headline “Jenny Craig owner acquires Ancient Nutrition,” it might leave you befuddled…but what if I told you everything actually makes perfect sense? Wellful was essentially created in 2021 when Kainos Capital, a middle-market consumer products focused private equity firm, merged the direct-to-consumer weight management meal solution brand Nutrisystem with the supplement brand portfolio Adaptive Health. But then you need to know that Adaptive Health was formed when Direct Digital

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00:01:02

[MONDAY MINUTE] Humans Aren't Sold on Artificial...

the Joshua Schall Audio Experience ·

2025/01/13

What I’d consider traditional AI has already been built into many backend aspects of the CPG industry, but what about generative AI? I like to describe the ideal CPG industry AI scenario by using an analogy involving NFL offensive lineman. While these players are absolutely essential for success, you typically only acknowledge them when there’s a holding penalty. In the same manner, generative AI will become vital for CPG brands to win long-term. But it’s probably not from the gimmicky or cringy

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00:12:39

Quest "Overload" Protein Bars Coming Soon | Simply...

the Joshua Schall Audio Experience ·

2025/01/09

Quest Nutrition might possess much more revenue diversification compared to when it was acquired more than five years ago, but that doesn’t mean the Quest Bar has become any less of an important piece of the brand’s multibillion-dollar growth puzzle today. In this latest episode, I'll utilize the Q1 2025 Simply Good Foods Company (NASDAQ: SMPL) earnings report, earnings call, and supplemental presentations that were filed on 1/8/2025 as the backdrop to provide broad nutritional snacking market

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00:14:00

Are Nutrabolt IPO Rumors True? | C4 Energy (Cellucor)...

the Joshua Schall Audio Experience ·

2025/01/07

I’d like to thank the Austin Business Journal for carrying on this decade-long tradition of sporadically mentioning Nutrabolt IPO rumors after each new major business milestone has been reached. The first IPO rumors showed up in an August 2014 PricePlow blog post…after it noticed a spike in search traffic related to Nutrabolt receiving a significant minority investment from private equity firm, MidOcean Partners. Then, at the end of 2022…I predicted Nutrabolt would go public within the next year

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00:00:57

[MONDAY MINUTE] Protein "Made From Air" 🤨 | Food...

the Joshua Schall Audio Experience ·

2025/01/06

Each year, we’re currently adding more than 70 million new humans to the planet…which should make your head spin if you attempt to grasp how the food supply will handle this immense population proliferation. Were you able to pull an idea out of thin air? Wait a minute…that’s it! In the 1970s, NASA invented a method that allowed astronauts to use oxygen supplies to grow food. While this food technology was basically forgotten for four decades, the nascent air-fermentation-based proteins market is now

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