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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

00:00:47

[MONDAY MINUTE] PRIME Propaganda is Getting Out of Hand

the Joshua Schall Audio Experience ·

2023/09/18

Even Edward Bernays would be impressed with whoever is behind the onslaught of propaganda against PRIME. First, several school districts in countries like Australia, Canada, and UK issue parental warnings or straight up ban the drinks. Plus, Canada supposedly recalled PRIME…even though the beverage brand doesn’t distribute into the country yet. And you might think crazy international folks, but even American Karens are urging the legislative branch to put pressure on the FDA. But shout out to Senate

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00:43:35

Cognizin Momentum Builds | Kirin Holdings Health...

the Joshua Schall Audio Experience ·

2023/09/13

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! For the past several months, you’ve probably noticed that branded beverage cooler over my shoulder. I call it my “get shit done” cooler because it’s stocked with mostly C4 Smart Energy drinks but also a variety of other functional beverages that contain the brain energy ingredient Cognizin. Whether it’s signals from growth

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00:23:56

Supplement Industry M&A Outlook | OBVI Acquires...

the Joshua Schall Audio Experience ·

2023/09/12

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, but the supplement consumer has proved once again that it’s highly resilient. And while the level of investment funding and quantity of M&A transactions are down this year (compared to the previous few years), things have fared relatively well for the supplement industry. The markets are rightsizing, lofty

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00:00:47

[MONDAY MINUTE] "The Rule of Nike" & Purpose-Driven...

the Joshua Schall Audio Experience ·

2023/09/11

CPG brands must understand how quickly and dramatically they can be dragged into cultural battles that impact the bottom line. Does that mean CPG brands should deemphasize purpose-driven moves around identity and culture? It depends…mostly predicated on what I like to call The Rule of Nike. Because the fact is that most consumers want CPG brands to serve their basic needs by understanding what they care most about, not try to win at every flavor of the week’s cultural moment. But in those cases

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00:52:04

Secrets to "Overnight Success" at Bloom Nutrition |...

the Joshua Schall Audio Experience ·

2023/09/06

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! If I asked you to make a list of the fastest-growing supplement brands of the 2020s, I’d consider you downright silly if you didn’t include the name Bloom. Excuse the punny joke, but if you weren’t aware…business is absolutely “bloom’in” at the supplement brand that Greg Lavecchia (Bloom CEO & Co-Founder) created with

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00:00:57

[MONDAY MINUTE] Artificial Intelligence Developed...

the Joshua Schall Audio Experience ·

2023/09/04

If I was a writer at one of those big clickbait paywalled media companies, this content’s title might read “AI unveils Satan’s new energy drink!” To decode that a bit, and no I didn’t make this energy drink name up, but Europe-based HELL Energy recently decided to let advanced AI systems craft every aspect of its newest product offering. AI started by formulating the perfect (and complaint) performance energy drink. It then digitized three flavor variations, tasted them, and utilized predictive

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00:11:35

THORNE Acquired by L Catterton for $680 Million |...

the Joshua Schall Audio Experience ·

2023/08/31

It has been just over two years since I last created a piece of content focused on Thorne Healthtech, so it’s probably long overdue for an update…especially considering something big just happened! Outside of that August 2021 IPO deep analysis on Thorne Healthtech, the only other YouTube mention of the company was in this year’s annual outlandish supplement industry event prediction content. But if you read the headlines (and remember that prediction), you know that I was mostly correct. Thorne

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00:00:55

[MONDAY MINUTE] Permissible Indulgence Consumer...

the Joshua Schall Audio Experience ·

2023/08/28

Too often, I see “better for you” or functional CPG brands thinking strategically about customer personas in these clean binary constructs. I get it though…an avid premium kombucha buyer would never have a shopping cart that’s also full of Oreos, hot and ready fried chicken, and cans of fake spray cheese, right? Well…CPG entrepreneurs with that kind of limiting mindset about consumer behavior leave A LOT of opportunities on the playing field. Just because a growing number of consumers are avoiding

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00:09:39

Functional CPG Brands Should Fear "Private Label 3.0"...

the Joshua Schall Audio Experience ·

2023/08/23

Even as food inflation moderates slightly, private-label brands continue to pose an expanding level of competitive threat to functional CPG brands. What? Why would a functional CPG brand be worried about competition risk from private-label products? They are just cheaper basic versions of national brand products anyways, right? While those cheapest copycat focused private-label brands like Great Value at Walmart or Market Pantry at Target are still thriving, those (and many more) would be bucketed

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00:00:52

[MONDAY MINUTE] Acorn Flour the Next Hot Trend in...

the Joshua Schall Audio Experience ·

2023/08/21

Serious question…have you ever seen an overweight squirrel? Yeah…me either, and I saw tons of them at Kent State University where the black squirrel is an unofficial mascot. Maybe us humans should be looking at those cute…I wish I had one as a pet, squirrels as our spirit animals for weight management. They do the basics everyday…exercise, sun exposure, and nutritionally dense meals full of acorns. Not interested in that latter part…heck I didn’t even know humans could eat acorns until I discovered

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00:11:06

New Glanbia CEO Announcement | Major Changes Ahead? |...

the Joshua Schall Audio Experience ·

2023/08/16

After a decade of consistent leadership coming to an end soon, will there be major changes ahead for the multibillion-dollar global nutrition company? Glanbia Performance Nutrition is one of two wholly-owned segments of Glanbia plc (LON:GLB), a multi-billion 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

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00:09:59

Why the Largest Global Supplement Brands Utilize...

the Joshua Schall Audio Experience ·

2023/08/14

Have you ever wondered why so many of the largest global supplement companies utilize a multilevel marketing strategy? Is it just that effective or is there something deeper at play? I can’t be the only supplement industry professional that’s ever wondered why an MLM brand like Herbalife sells more supplements in 90 days than a massive brand like Optimum Nutrition can throughout an entire year. Or that an MLM brand like USANA Health Sciences sells a billion dollars of supplements annually. Or that

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00:00:44

[MONDAY MINUTE] Top 3 Weirdest Recent Food & Beverage...

the Joshua Schall Audio Experience ·

2023/08/14

Hundreds of class actions lawsuits get filed each year against food and beverage CPG companies. While many of those legal complaints would be classified as reasonable, I want to take this in a totally different direction. I want to run down my top 3 weirdest lawsuits filed against food and beverage CPG companies over the last few years. Coming in at number three, Kellogg’s was sued because their Strawberry Pop-Tarts didn’t contain enough strawberries inside. Coming in at number two, Tootsie Roll was

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00:14:23

Premier Protein Becomes Top Selling Convenient...

the Joshua Schall Audio Experience ·

2023/08/10

After another insanely positive quarterly performance, Premier Protein is now the number one brand in convenient nutrition, but it’s a recent “under the radar” partnership announcement that has me thinking about a previous crazy prediction I made in early 2021. BellRing Brands (NYSE: BRBR) is a portfolio that owns a collection of convenient nutrition brands like Premier Protein, Dymatize Nutrition, Powerbar, and Joint Juice, which was previously wholly-owned by Post Holdings. A fast-paced and busy

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00:10:15

CELSIUS Energy Drinks & PepsiCo Vibe | Celsius...

the Joshua Schall Audio Experience ·

2023/08/09

Vibe this, vibe that, if CELSIUS really wanted to create an impactful flavor, maybe the next one should be PepsiCo Vibe. This is only the second 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 $326 million, which was up 112% YoY. According to IRI last 52-week data, Celsius was the number one brand driver of unit and sales growth in the energy drink category

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00:11:58

Monster Energy Drastically Changes Bang Energy? |...

the Joshua Schall Audio Experience ·

2023/08/07

It’s only been a week since Monster Beverage officially completed the acquisition, but leadership is finally unmuting itself about what’s next for Bang Energy. 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 strategic gameplan that leadership at Monster Beverage started to disclose during the 2023 Q2 earnings conference call, I'll also start off this content off by running through some

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00:00:54

[MONDAY MINUTE] RTD Cocktails Must Learn From the...

the Joshua Schall Audio Experience ·

2023/08/07

Just like the hard seltzer craze from a few years ago and flavored malt beverages many moons before that, history looks to be repeating itself once again…as too many beverage entrepreneurs are rushing into a red-hot market. Yes, the RTD cocktail category has now grown to 5 percent share of the alcoholic beverage market…and yes, breakthrough innovation opportunities are always out there but most new categorical announcements have been boring! On the other hand, there was maybe one of the most

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00:12:22

GHOST Lifestyle Experiential Retail Prediction |...

the Joshua Schall Audio Experience ·

2023/08/02

A multi-sensory brand experience creates a stronger emotional connection, and that’s why I think GHOST’s next big move should be building a curated lifestyle shop on the ground floor of its Chicago headquarters. While I'll provide historical context for that GHOST Lifestyle prediction, it all surrounded the pre-launch belief that GHOST Energy would be a mega success. That opened up GHOST Lifestyle to two things: a broader mainstream consumer would be introduced to brand, and it opened GHOST up

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00:10:04

What Can CPG Entrepreneurs Learn From Snoop Dogg? |...

the Joshua Schall Audio Experience ·

2023/07/31

Snoop Dogg is one of the most successful musicians in the world, but he’s also no slouch when it comes to impacting the consumer packaged goods (CPG) industry. So, what can CPG professionals learn from the hip-hop legend? I’ve always believed that hip-hop and CPG entrepreneurship are linked together. This is probably why you see so many hip-hop artists that are involved with CPG entrepreneurship or investing in this consumer sector. While Snoop Dogg might not have the headline grabbing exits of

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00:00:58

[MONDAY MINUTE] Monster Energy "OWNS" the Word...

the Joshua Schall Audio Experience ·

2023/07/31

Who owns the word Monster or more broadly any word in business? The company most willing to battle to protect its trademark, and in the case of the word Monster…that would be Monster Energy. Some have called the energy drink brand a trademark bully…filing 100s of trademark objections in the last few years. While I believe guarding a CPG brand’s iconic assets is paramount, can those choices sometimes cause unintended consequences? Here's one of those perplexing scenarios. Monster Energy is a

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710 results

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