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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

00:08:49

Meal Delivery Services Are Creating Nutritional...

the Joshua Schall Audio Experience ·

2025/01/02

If you haven’t noticed by now, I enjoy deconstructing the core mechanics behind different business models to see what makes them successful or not. It means dissecting how various companies generate revenue, understand their value propositions, identify their target markets, and examine the various strategies they use to deliver products and/or services. But I arguably have the most fun when analyzing companies that are generally outside of (but through some strategic decision is now entering) my

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00:09:49

Cizzle Brands Reverse IPO | CWENCH Hydration Rose...

the Joshua Schall Audio Experience ·

2024/12/30

What does the mythical phoenix bird rising from its own ashes after bursting into flames have in common with a Canadian supplement brand going public through a reverse takeover transaction? On December 19, 2024, a reverse takeover transaction involving Cizzle Brands was completed…and it was granted conditional approval to list its common shares on CBOE Canada (on December 30, 2024) under the stock ticker symbol CZZL. I’m sure most haven’t heard of Cizzle Brands yet...and that probably stems from the

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00:00:52

[MONDAY MINUTE] Liquid Death Solves a Major Golf...

the Joshua Schall Audio Experience ·

2024/12/30

Can we all agree that Liquid Death is the king of the CPG industry when it comes to brand collaborations? It’s newest LTO merch offering solves a major golf etiquette problem…especially for those that “had one too many” Liquid Death and believe golf courses are essentially just massive public bathrooms. Now…instead of always running to the woods to pee, golfers can whizz right on the course in front of everyone. To make this public urination dream become a reality, Liquid Death partnered with not

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00:10:47

USANA Health Sciences Acquisition of Hiya Health...

the Joshua Schall Audio Experience ·

2024/12/27

On the Monday before the Christmas holiday, USANA Health Sciences (which if you didn’t know is a U.S. public company trading on the NYSE under the stock ticker USNA) announced its acquisition of an almost 79% controlling ownership stake in Hiya Health for a $205 million cash transaction…with contract features providing acquisition of the remaining equity at a pre-negotiated valuation scale. For the last twelve months ended September 30, 2024, Hiya Health generated net sales of $103 million and

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00:00:59

[MONDAY MINUTE] Poppi vs. Olipop | Prebiotic Soda...

the Joshua Schall Audio Experience ·

2024/12/23

Comparing Poppi and Olipop is like comparing a college sorority girl and a biochemistry lab nerd. So, why does it seem surprising to most beverage industry pundits that consumers aren’t worried about recent claims disputing Poppi’s good-for-your-gut reputation? In the two months since Poppi was hit by a widely publicized class action lawsuit, retail sales numbers continue to crush harder than I am now after seeing Poppi co-founder Allison Ellsworth kill that dance. I’m joking guys…happily married,

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00:13:43

Can Reebok Nutrition Be Successful? | Why Did Reebok...

the Joshua Schall Audio Experience ·

2024/12/19

Several years ago, I explored three strategic paths of extending into nutritional supplements that would be available to major lifestyle brands predominantly known for athletic apparel. And those were obviously entering the supplement category through acquisition, internal brand development, or creating a strategic partnership. But since that original content was released, several large athletic apparel brands have indeed decided to extend into nutritional supplements...and by leveraging each of

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00:14:16

Immune Health CPG Category Must Leverage FOMO Emotive...

the Joshua Schall Audio Experience ·

2024/12/17

It was once famously said that “life can only be understood backwards; but it must be lived forwards.” And that is certainly true regarding how the “Great Shutdown” era impacted American society. But while much of that story is still being written several years later…we can be quite confident that the way people approach their personal health (and wellness) will never quite be the same again. As an example, occasion-based vitamins and supplements thrived as consumers invested in certain

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00:00:50

[MONDAY MINUTE] Yogurt Market Gets Boost From...

the Joshua Schall Audio Experience ·

2024/12/16

Yogurt! Yogurt! I hate Yogurt! Even with strawberries. Maybe Rick Moranis doesn’t like yogurt because he also has the technology to blow up and then shrink people…but for the more than 37 million Americans with type 2 diabetes, yogurt consumption could be on the rise. That’s because the FDA just announced it will allow the first ever qualified health claim for yogurt…recognizing that three servings per week may reduce the risk of type 2 diabetes. Diabetes is a top 10 cause of death in America…which

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00:11:17

This Decision Inspired (and Challenged) Me! |...

the Joshua Schall Audio Experience ·

2024/12/09

About a year ago, Campbell Soup Company CEO Mark Clouse made that statement during a keynote presentation to student leaders saying, "I like to seek out experiences that challenge me. I like to do things that make me a little uncomfortable and that put me in positions where I was learning…where I was trying something that I might not have been great at.” And he’s right…as putting yourself in positions where you're a little uncomfortable (but where you can learn and develop as you move forward) is an

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00:00:59

[MONDAY MINUTE] Vital Proteins Collagen Disrupted the...

the Joshua Schall Audio Experience ·

2024/12/09

Vital Proteins was hardly the first supplement brand to utilize collagen peptides, but it has become a category creator that disrupted the entire protein space. And while most will focus on the brand’s leading share in the collagen market across every U.S. sales channel, I want to talk sustainability at Vital Proteins. For those unaware, collagen peptides are an upcycled byproduct of the meat industry…but Vital Proteins has additional responsible sourcing standards and traceability guidelines

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00:10:10

Future of Convenient Nutrition Centers Around "Human...

the Joshua Schall Audio Experience ·

2024/12/05

Is the future of convenient nutrition centered around human fuel? Bombarded with tons of complicated information about what they should and shouldn’t eat/drink, busy health-conscious consumers are searching for nutrition simplicity. In fact, U.S. and UK consumers are spending (on average) half as much time preparing food as the previous generation…which is increasing interest (and demand) for high-protein convenient nutrition products. And this makes sense…especially when you consider that protein

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00:08:59

PROMIX Nutrition Acquired By Largest Private Equity...

the Joshua Schall Audio Experience ·

2024/12/04

Though it certainly wouldn’t go down as the biggest acquisition, totally overlooking last week’s PROMIX Nutrition deal will prove detrimental for any founder building within the supplement industry. In 2011, Albert Matheny founded PROMIX after being unable to find products that matched his standards for ingredient quality, science-backed performance, and product safety. PROMIX lives by the simple mantra “no artificial anything.” To control the product (and ingredient) quality, PROMIX develops its

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00:00:57

[MONDAY MINUTE] Food & Beverage Product Innovation...

the Joshua Schall Audio Experience ·

2024/12/02

More than two years ago, I began sharing early indicators around how GLP-1 pharmaceutical weight loss solutions were starting to impact various aspects of functional CPG product categories. And while only an estimated six percent of U.S. adults are currently prescribed GLP-1 medication, it has already become a major disruptor to the entire space. We’re already seeing brands make sharp repositioning moves, initially through mostly marketing communications, to ensure a boost from GLP-1 second-order

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00:13:59

The "Side Hustle Boom" is Creating Massive Functional...

the Joshua Schall Audio Experience ·

2024/11/26

The side hustle boom is happening across every age group, income level, and industry in America. And that should motivate the functional CPG space to spend extra time analyzing this cultural force. I’m the “product of a side hustle.” And I won’t bore you with all the personal details because it’s not contextually relevant, but I wouldn’t be who I am (or where I am) today if it wasn’t for a string of side hustle pursuits that began at the tail-end of my undergraduate education. But while “always

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00:00:52

[MONDAY MINUTE] GLP-1 Gets the "Oprah Effect" | Did...

the Joshua Schall Audio Experience ·

2024/11/25

We live in an era where health and wellness dominate public conversation, but one person’s voice remains arguably the most powerful catalyst for change. Even at 70-years-old (and more than a decade removed from daytime TV), Oprah Winfrey still very much has the potential to move society. While she’s been a major contributor to diet culture, it’s her recent public discourse that could mark a pivotal moment in public health. Despite the prevalence of obesity (and its association with numerous health

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00:11:52

1440 Foods Acquires FITCRUNCH (and Bakery Barn) |...

the Joshua Schall Audio Experience ·

2024/11/21

With M&A transactions getting louder, it can only mean one thing…protein bar brands are starting to party like it’s 2019 again! In my April 2024 content, I stated for that "party to restart" the protein bar market needed increased deal announcements. And maybe not so surprisingly…it only took less than four months before a deal announcement included a protein bar brand that was included on my list. That’s because in early-August, international private equity firm Cinven announced that it had

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00:22:24

Comprehensive 5-Year Outlook | Premier Protein...

the Joshua Schall Audio Experience ·

2024/11/20

Believe it or not…it’s already been five years since Post Holdings spun-off its “active nutrition brand portfolio” to create BellRing Brands. But while being nostalgic can be fun…I’m more interested in pondering what the next five years could look like. 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

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00:44:29

Simple Yet Sophisticated Growth Strategy at MALK |...

the Joshua Schall Audio Experience ·

2024/11/18

Is the best college football coach of all time Nick Saban? Is “Goodfellas” the best mob movie? Does Handel’s Ice Cream taste the best? Or how about…am I the world’s best dad? There is no such thing as “best,” even if the art created by my newborn son Axton (that hangs on my home office wall) states that “hands down” I am the world’s best dad! There is no “best” or “worst,” only different…and everything has a value that can only be truly measured subjectively. So, despite CPG brands still lazily

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00:00:54

[MONDAY MINUTE] Should the Alcohol-Like Beverage...

the Joshua Schall Audio Experience ·

2024/11/18

Do you remember last year when Kristen Bell and Dax Shepard revealed their kids sometimes order non-alcoholic beer at restaurants. Well…it sparked an important discussion around how the emerging alcohol-like beverage category fits into the consumption habits of minors. When Recess Mood or a “beer” from Athletic Brewing were conceptualized, these entrepreneurs created products with adults in mind. But broken down to their most basic ingredients, many are hardly different from juice, soda, or

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00:13:31

MusclePharm Pro Series Launch & Product Line...

the Joshua Schall Audio Experience ·

2024/11/15

It took only a year, but it seems MusclePharm has again become a victim of product line extension creep. For those unaware, the supplement brands that are within the FitLife Brands portfolio are now categorized in three segments: Legacy FitLife Brands, which is broken into two sub-segments…NDS Products (which are a collection of brands mostly sold in the GNC franchise system), iSatori Products (which are a collection of brands sold through a diversified retail mix), and then Mimi’s Rock Corporation

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702 results

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