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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

00:14:26

$206 Million Hydration Supplement Brand LMNT Expands...

the Joshua Schall Audio Experience ·

2024/05/23

Ready-to-mix (RTM) powder to ready-to-drink (RTD) liquid format expansion could very well become the dominant build model process amongst functional beverage entrepreneurs…though a recent hydration category example could be elemental in proving my strategic thesis correct. While I might be a bit biased considering my professional background, I believe the sports nutrition space has always been the “often imitated, never duplicated” influential epicenter of all ingestible CPG categories. But many

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00:42:51

Mayawell Can Authentically Disrupt the Prebiotic Soda...

the Joshua Schall Audio Experience ·

2024/05/21

Doesn’t it seem every beverage category is not what it used to be…as consumers are drinking up beverages that have benefits beyond just quenching their thirst. Even the largest (most sacred) packaged beverage categories are no longer safe…as carbonated soft drinks volume have been declining for much of the last decade. Consumers continue to move closer towards this four-way intersection of taste, convenience, nutrition, and functionality. And functional sodas…that often have a focus on adding

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00:00:58

[MONDAY MINUTE] DUDE Wipes, Cleveland Browns "Crappy"...

the Joshua Schall Audio Experience ·

2024/05/20

Over the last dozen years as a CPG industry strategist, I’ve seen A LOT of “trade-in promotions” used across different product categories to meet different business objectives. Maybe a CPG brand wants to support its sustainability credentials through recycling incentives. Or maybe it’s focused around rewarding customer loyalty when exchanging an older product version. Though often it’s utilized when a CPG brand believes it has a superior product to categorical incumbents that’s unnoticed by the

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00:14:59

MusclePharm is Brightest Brown Crayon in the Box |...

the Joshua Schall Audio Experience ·

2024/05/16

Is there a hidden meaning behind FitLife Brands calling MusclePharm “our most significant organic growth opportunity”? For those unaware, the supplement brands that are within the FitLife Brands portfolio are now categorized in four 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), Mimi’s Rock Corporation Products (which are a collection of brands mostly sold on

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00:00:58

[MONDAY MINUTE] Invention of Pop-Tarts Was Inspired...

the Joshua Schall Audio Experience ·

2024/05/13

Most successful CPG products do not arrive out of nowhere; they’re remixes of existing ones. While most remixed CPG product innovations have “easy to understand lineages,” Pop-Tarts (and its lesser-known competitor) wouldn’t fit that description. See…the food technology advancement that packaged those fruit-filled pastries in Mylar wrappers and made them shelf-stable was remixed from a 1961 product launch called Gaines-Burgers. Well…if we didn’t love dogs enough…you’re about to learn about another

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00:14:24

Premier Protein Sales Growth Rate "Too Hot" |...

the Joshua Schall Audio Experience ·

2024/05/09

If you get too close to the sun, you will burn. This is the recent story of Premier Protein. 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 and increased household penetration of RTD protein shakes

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00:12:50

PepsiCo Pulled "Mob Boss" Move on CELSIUS 😲 | Celsius...

the Joshua Schall Audio Experience ·

2024/05/08

What does a famous scene in Goodfellas and a renegotiation of the PepsiCo and Celsius distribution deal have in common? Celsius Holdings (NASDAQ: CELH) had quarterly revenue of $356 million, which was up 37% YoY. During the trailing twelve months, Celsius Holdings smashed through the billion-dollar mark…with the energy drink brand generating $1.41 billion in revenues over that period. According to Circana last 13-week data, Celsius was the number one brand driver of unit and sales growth in the

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00:13:58

Can You Teach an Old Dog New Tricks? | Ready-to-Mix...

the Joshua Schall Audio Experience ·

2024/05/07

Maybe it wasn’t the most impressive first official reporting period for Glanbia’s new CEO…though it’s not always about how you start that’s important, but how you finish, right? Glanbia Performance Nutrition is one of two wholly-owned segments of Glanbia plc (LON:GLB), a multibillion-dollar global nutrition company. The brands in the Glanbia Performance Nutrition portfolio include; Optimum Nutrition, BSN, think!, Isopure, Amazing Grass, and SlimFast. I'll use the recent earnings report, earnings

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00:16:14

Simply Good Foods Company Acquires OWYN | Convenient...

the Joshua Schall Audio Experience ·

2024/05/06

41 months after I posed the original question, The Simply Good Foods Company has finally given me the answer I’ve been waiting for! So, I’ve been alluding to this “eat or be eaten” phase of The Simply Good Foods Company for the last 3.5 years. But only a few days after posting that January 2021 Simply Good Foods prediction, the company released its first quarter earnings report and then-CEO Joe Scalzo dropped some details on the conference call that I turned into another more detailed prediction

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00:00:59

[MONDAY MINUTE] Travis Scott (Cacti) vs. Kylie Jenner...

the Joshua Schall Audio Experience ·

2024/05/06

Who wins in a fight…Travis Scott or Kylie Jenner? No, this isn’t one of those weird man vs. woman fetish wrestling matches…I’m referring to an alcoholic beverage brand fight. It was recently announced that beauty CPG category mogul and “Kardashians” personality Kylie Jenner is launching Sprinter…a canned vodka soda cocktail. But if you remember…Kylie Jenner’s baby daddy (aka the talented rapper and cultural icon) Travis Scott launched agave-based hard seltzer brand Cacti with beverage giant

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00:13:44

Was Liquid Death "Death Dust" a Big Mistake? |...

the Joshua Schall Audio Experience ·

2024/04/29

Does it matter that Liquid Death “swung on and missed” its first attempt at extending its platform beyond the ready-to-drink beverage category? If you checked out my “beverage identity crisis” content from last week, I had originally intended to include these Liquid Death format expansion insights in that piece. But there was a bit too much strategic nuance that I believed would create confusion with the previous content’s central focus. So, instead…I figured I’d give this important recent Liquid

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00:00:53

[MONDAY MINUTE] 40K C-Store Owners Shared Energy...

the Joshua Schall Audio Experience ·

2024/04/29

40,000 convenience store owners have spoken, and they had A LOT to say about the growing energy drinks category. And even if you aren’t super familiar with this beverage category’s sales insights, I’m sure you intuitively recognize that convenience stores are the most important in terms of channels for energy drinks in the U.S. market. But here are the top 3 biggest “categorical” takeaways from the recent Goldman Sachs Beverage Bytes survey. The first is a market reaction to what I coined “energy

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00:13:54

MyProtein Rebrand Faces "No Pain, No Gain" Reality |...

the Joshua Schall Audio Experience ·

2024/04/24

I already predicted the massive MyProtein rebrand would face a “no pain, no gain” reality, so what is THG CEO Matthew Moulding all fired up about? THG (aka the company formerly known as The Hut Group) recently updated the public markets by releasing its 2024 Q1 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 obviously update you on the recent performance of THG

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00:15:28

Beverage Identity Crisis | Impact of Blurring...

the Joshua Schall Audio Experience ·

2024/04/22

In today’s functional CPG market, how would you categorize what is (or isn’t) a beverage? There’s a growing format expansion trend within key functional beverage categories that's causing most consumers to provide a widening variance in definitions. But the mainstreaming version of the “beverage identity crisis” was something I started talking more about publicly during the “Great Shutdown” period because there was this perfect storm of converging factors that provided an extra tailwind for this

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00:00:57

[MONDAY MINUTE] Energy Drink and Supplement Brands...

the Joshua Schall Audio Experience ·

2024/04/22

Will insurgent CPG brands capture an even greater share of category growth as innovation by large companies remains limited and consumers seek meaningful value propositions? While accounting for less than 2% of market share in their respective categories, insurgent CPG brands captured nearly 20% of incremental category growth last year. And you might be asking yourself, what is an insurgent CPG brand anyways? Bain & Company defines them as those that generate more than $25 million of annual

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00:14:43

Protein Bar Market is Growing Again 🤑 | Top...

the Joshua Schall Audio Experience ·

2024/04/15

Is it time for protein bar brands to party like it’s 2019 again? I was recently asked about shifting convenient nutrition marketplace dynamics…including some questions directed towards delivery formats. And it was the bar delivery format that seemed to draw the most curiosity within that conversation. Maybe it’s because of what happened to the protein bar category because of the “Great Lockdown.” Maybe it’s because out of bars, liquids, and powders…it has the lowest current retail sales growth rate,

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00:00:59

[MONDAY MINUTE] Debate Over Open Source Food...

the Joshua Schall Audio Experience ·

2024/04/15

Sharing is caring, right? I believe that commercial-scale precision fermentation facilities will be like data centers, which eventually became ubiquitous. And, like data centers, these commercial-scale precision fermentation facilities could one day be relied upon to make a vast array of vital products. But that future might hinge on how open or closed this food technology eventually becomes. Most precision fermentation startups are heavily funded by tech billionaires and venture capitalists. Why

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00:13:59

PRIME Hydration & What Popular Kids Toy Trends Tell...

the Joshua Schall Audio Experience ·

2024/04/12

If you were comparing the beverage brand PRIME to a childhood toy franchise, which one do you think would be the best fit (and why)? Prime Hydration grew 510% YoY, reaching just shy of $660 million in U.S. tracked channels. If you combined with non-tracked channels (and international markets), that number would likely be north of $800 million in 2023. Furthermore, it was announced before the end of 2023 that the brand sold its one-billionth bottle in less than two years. PRIME is (or maybe the

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00:00:53

[MONDAY MINUTE] MyProtein Kitchen Concept Store...

the Joshua Schall Audio Experience ·

2024/04/08

MyProtein is the world's largest online sports nutrition brand. So, you could say that “physical stores” aren’t much of a thing at MyProtein…or at least they weren’t in the past. More recently, MyProtein has invested in retail partnerships where the functional CPG brand places a limited (or exclusive) SKU range as part of bigger demand generation strategy. That could be as simple as offering a larger pack size of Clear Whey at Costco or something more unique like a healthy frozen meals licensing

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00:15:15

QUEST Nutrition Unlocked the Sales Growth "Cheat...

the Joshua Schall Audio Experience ·

2024/04/05

Basically with what Quest Nutrition has been able to accomplish, competitors believe "it's basically cheating" at this point. In this latest episode, I'll utilize the Q2 2024 Simply Good Foods Company (NASDAQ: SMPL) earnings report, earnings call, and supplemental presentations that were filed on 4/4/2024 as the backdrop to provide broad nutritional snacking market insights. In fiscal Q2 2024, both Atkins Nutritionals (aka the Atkins diet) and Quest Nutrition performed well against

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