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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

00:00:54

[MONDAY MINUTE] Ice Cream is the Best for Stress...

the Joshua Schall Audio Experience ·

2023/11/13

Some stressed out entrepreneurs drown themselves in alcohol, my stress relieving “vice” is that nighttime bowl of ice cream. I subscribe to the theory that there’s no problem too large that sugar can't solve. But what if the problem was that sugar-loving consumers want to maintain the same taste of their indulgences but curtail their sugar consumption? For many indulgence focused CPG brands that offer sweets, sugar reduction remains a top priority. While adding sweeteners (usually the artificial

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00:11:17

Can Monster Energy & Coca-Cola Turnaround Bang...

the Joshua Schall Audio Experience ·

2023/11/09

Is there still some Bang left in Jack Owoc’s fight for the company he founded? While the bulk of this content is going to be focused on reconciling what I previously predicted Monster Beverage would do with the Bang Energy asset to the actual turnaround strategy that Rodney Sacks (Monster Energy CEO) has been slowly providing details of within their quarterly earnings conference calls. And since Monster did just release their 2023 Q3 earnings report, I'll start this content off by running

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00:12:31

CELSIUS Energy Drink Reaches 10% Market Share 🤯 |...

the Joshua Schall Audio Experience ·

2023/11/08

Remember that scene in Talladega Nights where the original driver leaves the track and Lucius asks the pit crew if anyone wants to jump in the car and go fast? Well…Celsius Holdings is the energy drinks version of Ricky Bobby! This is only the third quarter that Celsius energy drinks was fully integrated into the PepsiCo DSD distribution system after the August deal announcement. Celsius Holdings (NASDAQ: CELH) had quarterly revenue of $385 million, which was up 104% YoY. According to IRI last

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00:10:15

Celsius Holdings Should Acquire The Vita Coco Company

the Joshua Schall Audio Experience ·

2023/11/06

CELSIUS is climbing the energy drinks leaderboard, but to catch Monster Energy…maybe they need to think like Monster Beverage Corporation and The Coca-Cola Company. So, I’m scrolling through a slew of business news the other day and I see a Bloomberg article headline…seemingly taken from an interview with Celsius Holdings CEO John Fieldly that states “potential acquisition on the horizon.” While I'm quite certain John Fieldly wouldn't show his cards like that, I actually think a certain

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00:00:59

[MONDAY MINUTE] Gatorade vs. Powerade: A Story About...

the Joshua Schall Audio Experience ·

2023/11/06

Digital marketers at functional CPG brands better watch how they flex on Instagram. When Powerade reformulated its beverage to contain more electrolytes earlier this year, The Coca-Cola Company decided to take a few swipes at hated rival PepsiCo...owner of Gatorade. In one of these “Powerade vs. Gatorade” social media posts, it featured a side-by-side comparison of electrolytes and vitamins with the caption reading, “don’t underestimate our electrolytes” followed by a flexed arm emoji. Harmless

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00:11:16

Glanbia M&A Announcement | Optimum Nutrition...

the Joshua Schall Audio Experience ·

2023/11/03

If there’s one thing consistent about Glanbia each year, it’s that the global nutrition group always makes at least one acquisition. 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 call, and associated news to update you on

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00:12:01

Atkins Survival Plan in the "Age of Ozempic" | Quest...

the Joshua Schall Audio Experience ·

2023/10/30

Will upcoming changes to Atkins Nutritionals help them survive in the “Age of Ozempic”? In this latest episode, I'll utilize the 2023 Q4 Simply Good Foods Company (NASDAQ: SMPL) earnings report, earnings call, and supplemental presentations that were filed on 10/24/2023 as the backdrop to provide broad nutritional snacking market insights. In Q4 of fiscal 2023, both Atkins Nutritionals and Quest Nutrition performed in the top-tier of categorical competitors in retail takeaway, with Quest

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00:00:52

[MONDAY MINUTE] Has White Claw Gone Too Far? | "Total...

the Joshua Schall Audio Experience ·

2023/10/30

There seems to be an “anything goes attitude” emerging within the beverage industry. Want to make an alcoholic Mountain Dew? Sure! Want to create a caffeine-free Monster Energy with alcohol? Sounds wonderful! And if you want to make fun of a product concept on April Fool’s Day one year…and reveal commercial plans for basically the same thing the next year, we’re here for it! Well…if you haven’t heard yet, White Claw will be launching a non-alcoholic premium seltzer soon. White Claw 0% will come in

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00:39:03

Trends Trifecta: Gut Health, Functional Mushrooms, &...

the Joshua Schall Audio Experience ·

2023/10/25

Pivotal is an interview-style segment that tackles topics in consumer packaged goods (CPG) and fast moving consumer goods (FMCG) from the business leaders that live it EVERY DAY! As another quarter recently ended within the functional CPG space, it’s seemed only right that I ask my good friend and Market Insights Director at SPINS, Scott Dicker, to join me again for another one of our legendary holistic categorical deep dive sessions. Since this is our fourth quarterly installment of the Josh &

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00:00:52

[MONDAY MINUTE] Kraft Heinz Turned to the United...

the Joshua Schall Audio Experience ·

2023/10/23

With the per capita sales volume of ketchup falling slightly over the last five years, the Heinz marketing team members knew they needed to collectively step-up big time. Knowing that remixing some played out CPG industry strategy wasn’t going to work...Heinz turned to the United States Mint for inspiration. Thankfully, we aren’t going to see more green ketchup again either! Instead, Heinz is remixing the decadelong “State Quarters Program” that was estimated to increase demand by nearly $3 billion

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00:18:03

CELSIUS Energy Drinks CEO Explains Key Growth Drivers...

the Joshua Schall Audio Experience ·

2023/10/16

Pivotal is an interview-style segment that tackles topics in consumer packaged goods (CPG) and fast moving consumer goods (FMCG) from the business leaders that live it EVERY DAY! This is going to be a sort of special edition Pivotal episode because it was filmed onsite at this year’s NACS Show in Atanta. While my guest certainly doesn’t need an introduction at this point, I would be remiss not to give major props to John Fieldly. Since taking over as CEO in 2017, Fieldly has built Celsius into one

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00:00:52

[MONDAY MINUTE] D'Amelio Family TikTok Dances its Way...

the Joshua Schall Audio Experience ·

2023/10/16

Even if you don’t understand those trendy TikTok dances, it doesn’t mean there isn’t a mix of skill and hard work, along with timing and luck that goes into capitalizing on these new kingmakers of the world. If you can consistently “catch lightning in a bottle” by holding consumer attention with the help of these digital platform algorithms, congratulations…you’ve just become one of the most sought-after assets in the world. What’s the conversion rate on billions of views, likes, comments, and

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00:12:43

What's Next for Congo Brands? | PRIME Hydration,...

the Joshua Schall Audio Experience ·

2023/10/12

Is there a more riveting “what could be next” story playing out right now across any part of the CPG industry then with the brand portfolio Congo Brands? For those unfamiliar, here’s a quick recap on the Congo Brands portfolio and its "creator/celebrity" partnerships...PRIME is the current star performer, selling ~$550 million of hydration beverages across large tracked channels over the last 52 weeks, and was created along with Logan Paul and KSI. Alani Nu is no slouch though, selling

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00:00:49

[MONDAY MINUTE] Top 3 Nastiest CPG Industry Gross-Out...

the Joshua Schall Audio Experience ·

2023/10/09

Remember in the movie "Hustle & Flow" when Terrence Howard's character said "it's hard out here for a pimp." Well...I have no idea about that, but I do know legacy CPG brands are having a hard time coming up with effective ways to stop consumers’ infinite scroll. Their latest effort revolves around using the power of going gross. By introducing weird flavor combination LTO products, legacy CPG brands are using a branch of cognitive science called scheme theory against

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00:00:53

[MONDAY MINUTE] PRIME Hydration Glowberry...

the Joshua Schall Audio Experience ·

2023/10/02

Stay with me here for a second, but the pursuit of the ultimate Pokémon card is a thrilling adventure that ignites the hearts of collectors. It encompasses the joy of discovery, the excitement of serendipity, and the satisfaction of completing a quest. Now…swap Pokémon card for PRIME Hydration drink or that’s how I envision Logan Paul pitched the idea! PRIME just launched its newest limited-edition flavor Glowberry…which on its own wouldn’t warrant my attention, but this go-to-market strategy is

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00:12:00

BPI Sports Bankruptcy Explained | Is There a Future...

the Joshua Schall Audio Experience ·

2023/09/27

Everywhere you turn, iron-clad sports nutrition brands of the past are now showing cracks in their armor. So, should the recent BPI Sports news have really surprised you? I’m going to let you in on a not so little secret within the supplement industry. Supplement brands are competing for every dollar from consumers who have a heightened sensitivity to costs, and though the supplement consumer has proved once again that it’s highly resilient…gone are the days of generating a reliable, perpetual

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00:14:41

MusclePharm Bankruptcy Update | FitLife Brands...

the Joshua Schall Audio Experience ·

2023/09/26

It has been over six months since my last MusclePharm bankruptcy update, but don’t misinterpret that silence as somehow indicating the court proceedings must have been good vibes only. If you followed my Bang Energy bankruptcy content, you know that process took around 260 days. But it was complex, involving creditor claims in the billion-dollar range…and had that infamous hostile takeover element to it! Surprisingly enough…the MusclePharm bankruptcy has taken even longer, though with far less in

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00:00:43

[MONDAY MINUTE] GHOST is Exhausted With All the...

the Joshua Schall Audio Experience ·

2023/09/25

They say that “imitation is the sincerest form of flattery,” but I’m not sure this one passed the vibe check. When my creative director Grant Furness showed me the twitter jokes circulating around in late-May about Swift Lifestyle, I thought can you imagine the conversation that brand owner had with his design agency…or most likely the international freelancer on Fivver. It’s like “Hey Bro! I want my sports nutrition brand to look like GHOST Lifestyle…you know one of the most recognizable companies

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00:13:47

MyProtein Rebrand Thoughts | THG Nutrition Spin-off?...

the Joshua Schall Audio Experience ·

2023/09/19

MyProtein is in the early stages of rolling out a global rebrand, but is it impactful enough to make the future clearer for the THG Nutrition division? On September 14, 2023, THG (aka the company formerly known as The Hut Group) updated the public markets by releasing its 2023 first half earnings report. 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

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00:09:41

Biosteel Bankruptcy & Court-Supervised Sale...

the Joshua Schall Audio Experience ·

2023/09/18

In my Biosteel content from July 6, titled "BioSteel Sales Misstatements & SEC Investigation | Canopy Growth Next Steps with Sports Drink", I knew major decisions would need to be made for brand survival, but I completely overlooked the probability of a BioSteel bankruptcy…mostly because Canopy Growth CEO said he still had “great confidence” in the sports drink brand. But on September 14, 2023, Canopy Growth announced that in an effort to simplify its business and reduce cash burn, it

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