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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

00:13:44

AG1 x Starbucks | Athletic Greens (AG1) Partnerships...

the Joshua Schall Audio Experience ·

2024/10/04

A few days ago, images started popping up on social media platforms that showed Starbucks in-store signage giving customers the option of ordering “nutritional blends” that includes AG1 greens powder. And while that partnership didn’t seem far-fetched at all to me…it did have many people in the comments questioning if the images were AI-generated. Maybe that's just a “sign of the times” where you can’t trust anything you see on the internet, but also likely because it’s a small test currently in

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00:12:09

"Healthy Longevity" Trend | Massive Opportunity For...

the Joshua Schall Audio Experience ·

2024/10/02

Longevity has become a cultural phenomenon…and that should be making functional CPG entrepreneurs salivate more than all those customers providing samples for DNA test kits. Did you know that more than half of Americans say it’s their goal to live to 100? But becoming a centenarian wasn’t always a goal sought by most Americans…partly because of what I’ve dubbed the “Mrs. Fletcher Effect.” You might be too young to remember these famous early-90s "I've fallen and I can't get up" TV commercials, but

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00:00:59

[MONDAY MINUTE] CPG Industry Venture Investing and...

the Joshua Schall Audio Experience ·

2024/09/30

Broadly speaking, these last 2.5 years have been tough on CPG brands relying on investment to turbocharge their growth. But for those that developed fiscal discipline, adapted to the new operational reality, and proved their business model again…the ongoing stillness and fog for investment and M&A is starting to clear. A handful of recent deals reaffirm that strategics are reliant on CPG entrepreneurs to provide innovation and growth that they can’t necessarily create internally. Moreover,

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00:11:31

General Mills "Protein" M&A Predictions | Staying...

the Joshua Schall Audio Experience ·

2024/09/25

With the balance sheet in a great place, I think it’s the perfect time for General Mills (NYSE: GIS) to “reshape the brand portfolio” in hopes of staying relevant in today’s high protein grocery world. Over a very recent period of seven days…General Mills signaled twice (quite loudly in fact) that the 168-year-old multinational CPG company is ready to reshape its brand portfolio for growth. The first signal happened on September 12th, when General Mills announced that it has entered into definitive

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00:51:01

How SALUD Became the Next Liquid I.V. by...

the Joshua Schall Audio Experience ·

2024/09/23

In today’s big data world, sage advice like “follow your intuition” too often gets criticized within business settings. Yet, having deep domain expertise can improve your intuition breadth and depth…allowing your brain to unlock the powers of pattern-matching…and the ability to more consistently predict what will happen next. And as you’ll hear in this episode, I didn’t need to question how I came to a particular conclusion the first time seeing the early concept for SALUD…I just knew the hydration

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00:00:59

[MONDAY MINUTE] PepsiCo Uses Artificial Intelligence...

the Joshua Schall Audio Experience ·

2024/09/23

AI is the heartbeat of CRISPR gene-editing, precision fermentation, and cellular agricultural when it comes to unlocking boundless consumer-centric food advancements. These deep-learning platforms can design ingredients from billions of edible sequences and apply parameters for producing them. And I know A LOT of you are probably saying, “that’s not natural and probably dangerous,” which I totally understand…but also consider the positive product development aspects of being able to pack more

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00:16:55

"Peak Disruption" Felt From MyProtein Rebrand | THG...

the Joshua Schall Audio Experience ·

2024/09/19

It’s my belief that business strategy is at its highest impact when you also consider timing and cadence of decisions. So, what major strategic decision left me questioning if THG leadership is aligned with that principle? THG (aka the company formerly known as The Hut Group) recently updated the public markets by releasing its 2024 H1 trading statement. I’ll be utilizing that financial information, along with notes I took listening to the earnings conference call, and any relevant publicly

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00:41:03

DAVID is Unapologetically Challenging the Protein Bar...

the Joshua Schall Audio Experience ·

2024/09/16

Because I cut my teeth in what most call the “Barnum & Baily Circus” side of ingestible CPG (aka the sports nutrition niche of the supplement industry), I’m very used to founders making “big things coming” proclamations. But that being said, I’m struggling to remember the last time I’ve felt this much pre-launch wonder/intrigue around a functional CPG product…with many competitors, retailers, and industry colleagues, reaching out to get my thoughts on David protein bars. Some of this could be

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00:00:59

[MONDAY MINUTE] Cargill Market Domination Plan |...

the Joshua Schall Audio Experience ·

2024/09/16

Most CPG companies are largely unready to handle the ingredient shortages, price hikes, and supply issues caused by climate change (and/or population growth) over the next decade. From staple crops to cash crops like cocoa and coffee, disruption from these factors won’t happen everywhere at once…but the impact severity will only increase over time. Food technology innovations like precision fermentation and cellular agriculture present hopeful aid…that is if they survive the upcoming predicated

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00:12:05

Protein Prices Getting WHEY Out of Control Again? |...

the Joshua Schall Audio Experience ·

2024/09/13

It was two years ago when protein input prices got WHEY out of control, but as Justin Timberlake once said, "what goes around, goes around, goes around...comes all the way back around." But back in April of this year…I shared this funny meme on Instagram that provided a cryptic message to supplement brand owners that sell "whey protein" products. And I was trying to warn them that this “grossly underreported food supply story” would most-likely impact dry whey commodity

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00:18:04

What the Supplement Industry Doesn't Understand |...

the Joshua Schall Audio Experience ·

2024/09/10

Even after shining a spotlight on arguably one of the largest “blue oceans” just over two years ago, it seems inattentional blindness continues to plague most supplement brands. But within the supplement industry…maybe the phenomenon of missing something so obvious could be attributed to being distracted by the same old way or even disbelief that there’s a simpler opportunity. The “sports nutrition” niche of the supplement industry is a graveyard of once-buzzy brands that abruptly stopped growing…at

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00:00:54

[MONDAY MINUTE] Are Kids the Next Target for Coffee...

the Joshua Schall Audio Experience ·

2024/09/09

Even though my son Axton is only four months old, I can already see the “like father, like son” idiom playing out. Any parent knows that our children will mimic us…the good stuff, the bad stuff, and even all those autopiloted daily consumption decisions. But what happens when it’s recommended that kids under 12 shouldn’t drink something that 73% of American adults drink daily? Well…a 7-year-old noticed this market opportunity and launched Kiid Coffee, betting that there are more kids out there (just

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00:17:27

Can Radical Transparency (& Traceability) Be An...

the Joshua Schall Audio Experience ·

2024/09/03

Can “radical transparency” be an effective strategy within the supplement industry? While this subject matter exploration began almost a decade ago through various strategic management consulting projects, it has also found its way into many of my past content pieces. But the inspiration behind this current radical transparency content has roots in what first motivated me to investigate the management philosophy. A few weeks ago, I’m scrolling LinkedIn and see this business story shared that had an

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00:00:53

[MONDAY MINUTE] Convenience Channel Energy Drink...

the Joshua Schall Audio Experience ·

2024/09/02

More than 40,000 convenience store owners have spoken, and they shared some interesting takes surrounding the growing energy drinks category. And even if you aren’t familiar with every insight regarding this beverage category, I’m sure you intuitively recognize that convenience is the most important sales channels for energy drinks in the U.S. market. But here are my top 3 biggest “categorical” takeaways from the recent Goldman Sachs Beverage Bytes survey. The first is a market reaction to

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00:12:20

Can Protein Bars Survive a "High Protein" Grocery...

the Joshua Schall Audio Experience ·

2024/08/29

If you’ve spent any time recently perusing the grocery shelves, it’s likely that you noticed that high-protein claims are penetrating more diverse food and beverage categories. In addition to the ubiquitous protein bars, protein powders, and protein shakes...you can now buy items such as protein pasta, protein bagels, protein waffles, protein chips, protein coffee, and even protein-boosted versions of dairy items like milk and yogurt. Consumers can’t seem to get enough protein. In fact, Google

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00:51:54

Health & Wellness Trends and Investment Landscape...

the Joshua Schall Audio Experience ·

2024/08/26

As my deep domain expertise has digitally disseminated, it’s provided immense opportunities to connect with likeminded individuals across the entire health and wellness CPG ecosystem. And that includes the “investment and financial services layer,” which shouldn’t be surprising to regular audience members…as my content has always been heavy-handed in that general area. So, with the emerging and intersecting categories of functional foods, functional beverages, and dietary supplements becoming

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00:00:53

[MONDAY MINUTE] Snacking Revolution: From Mindless...

the Joshua Schall Audio Experience ·

2024/08/26

71% of you have snacked in the past 24 hours. But despite the frequency of snacking occasions remaining stable over the past decade, the consumer has evolved. Today, snacking goes far beyond “filler” between meals or mindless munching…they’re often an expression of personal goals and values in our fast-paced, health-conscious world. 36% of all snacking occasions involve some need for “Optimization,” which is up 5 percentage points since 2020. This supports the notion that consumers are looking for a

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00:20:38

ZOA Energy Drink Brand a Failure? | How Can Dwayne...

the Joshua Schall Audio Experience ·

2024/08/22

Over its first 3.5 years in market, the only constant at ZOA Energy seems to be change. So, I'll start this content off by reconciling some of my original thoughts around ZOA Energy (from a content piece I created a month before the energy drink even launched), with the drastic changes ZOA made in January 2023. This includes product enhancements, flavor adjustments, and shifts to the visual identity (and brand strategy). Yet, that original brand strategy and associated packaging design felt very

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00:45:13

Building a Next-Gen Beverage Platform | Morgan Wallen...

the Joshua Schall Audio Experience ·

2024/08/20

At one time or another, we’ve all been asked the common question, “what’s one thing you wish you could tell a younger version of yourself?” While “Marty McFly” is the only person I know that’s successfully gone “Back to the Future,” my conversation with Blodin Ukella (Founder and CEO of The RYL Company) provided me a closely similar opportunity. And that’s because a decade earlier, I was that same ambitious CPG industry “young buck,” leaving a strategy leadership position at a hyper-growth active

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00:00:55

[MONDAY MINUTE] Leading Carbonated Beverages Should...

the Joshua Schall Audio Experience ·

2024/08/19

What keeps the CEOs of beverage conglomerates like The Coca-Cola Company, Pepsico, and Anheuser-Busch up at night worrying? I’d guess you initially considered the normal propaganda that “sugar is bad” or “alcohol is terrible,” but there might be a bubblier culprit that ends up creating the most discomfort. Today, around two-thirds of adults experience regular digestive symptoms like gas, bloating, and abdominal pain. Specifically, the most noticeable rise is in patients experiencing irritable bowel

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