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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

00:08:26

GNC Health Announcement Explained | Is GNC Following...

the Joshua Schall Audio Experience ·

2023/07/27

Do you remember a few years ago when I laid out my long-term vision for the wellness retailing world…one where pharmacies and specialty supplement retailers would start merging conceptually? Though small underlying market forces have been slowly confirming that future, a GNC announcement last week might have altered everything. In August 2021, a year-ish after the company’s Chapter 11 bankruptcy saga ended, I asked myself “what could the GNC shopping experience of the future look like?” In that

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00:00:56

[MONDAY MINUTE] Is Olipop the Next Major Beverage M&A...

the Joshua Schall Audio Experience ·

2023/07/24

The gut health soda brand Olipop is on track to reach $200 million in sales this year. Does that scare the Big 3 soda portfolios? Yes, soda consumption has been falling in America for roughly two decades. But you must remember that Coke, Pepsi, and KDP are masters at backfilling demand through acquisitions to sustain their large share of overall liquids consumption. The only scary thing would be if the entrepreneurs at Olipop or its main competitor Poppi were the type of lunatics to stiff-arm all

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00:00:54

[MONDAY MINUTE] HEINZ Invented the Coca-Cola...

the Joshua Schall Audio Experience ·

2023/07/17

If you've ever thought, "I really wish someone would invent a condiment version of the Coca-Cola Freestyle machine," well then, it's your lucky day! With HEINZ REMIX, the Kraft Heinz Company is tapping into the growing consumer behavior towards personalization and social media trend around mixing things or doctoring up the flavor of condiments. This invention also perfectly aligns with the new contextual strategic approach that The Kraft Heinz Company adopted in late-2020. A major

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00:36:08

Probiotics CFU Commoditization Trap | Gut Health...

the Joshua Schall Audio Experience ·

2023/07/17

If I was just another mainstream consumer searching for the right probiotics, it would without a doubt be a super confusing shopping experience…and I see that as a major problem. Probiotics are the go-to for gut health…and outside of highlighting yogurt as a clear food example, probiotic supplements would be where most consumers reach if they were looking to maintain or improve the "good" bacteria in their body. But probiotic supplements can be costly, and their formulation varies widely

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00:13:47

BEAST Intellectual Property (IP) Sale Explained |...

the Joshua Schall Audio Experience ·

2023/07/15

It's crazy to think that I started working in the supplement industry 17 years ago! While most believe that MusclePharm was where everything started for me, I actually got my first supplement industry job when I was in college getting my undergraduate degree. As a contributor on the Bodybuilding.com Forums in 2006, I caught the attention of BEAST and was asked to join their sports nutrition brand as internet company rep...which today would be akin to a combination of digital jobs like community

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00:38:26

Weight Management Categorical Evolution | SPINS x J....

the Joshua Schall Audio Experience ·

2023/07/13

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! As another quarter ends within the functional CPG space, it’s 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 famous holistic categorical deep dive sessions. This time we decided to tackle the evolving weight management category. In our

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00:00:53

[MONDAY MINUTE] Coca-Cola is No "Rookie" to Brand...

the Joshua Schall Audio Experience ·

2023/07/10

The Coca-Cola Company is no rookie when it comes to brand licensing…that is unless we are talking about the kid from the Rookie of the Year movie. Heck…The Coca-Cola Company is basically an elaborate licensing company when you realize about two-thirds of its total revenue are generated by "concentrate sales" aka licensing of its secret ingredients in syrup form. But that’s neither here nor there, because ole Henry Rowengartner got something new up his sleeve. The Coca-Cola Company can be

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00:10:40

BioSteel Sales Misstatements & SEC Investigation |...

the Joshua Schall Audio Experience ·

2023/07/06

I was made aware of the Biosteel early in its history by my hockey sports agent friend, but the Canadian sports nutrition brand didn’t pop up in any of my content until October 2019 when the fully integrated cannabis company Canopy Growth Corporation paid $51 million to acquire 72% majority control. If you've seen Biosteel in the headlines recently, it's due to an ongoing SEC investigation surrounding the hydration company following improper revenue recognition standards that caused

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00:11:13

Monster Energy Fulfilled My Prophecy | Is This the...

the Joshua Schall Audio Experience ·

2023/07/05

Most beverage industry veterans’ thought was prediction was crazy months ago…but it looks like my super-secret Magic 8 Ball strikes again! Be honest...did you really believe my March 14, 2023 prediction that Monster Energy would eventually acquire the bankrupt assets of Bang Energy? But while I’ve already started to take my prediction victory lap, there’s still a legal hurdle and many business unknowns left that I want to talk about in this Bang Energy bankruptcy update content. The final legal

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00:00:54

[MONDAY MINUTE] 5.3 Trillion Reasons Why Nestle Gets...

the Joshua Schall Audio Experience ·

2023/07/03

Nestle will transform into a "health and nutrition powerhouse.” That’s at least what I predicted in an August 2021 YouTube video. Since then, Nestle has acquired the plant-based supplement brand Orgain, Brazilian supplement brand Puravida, New Zealand supplement portfolio The Better Health Company…plus buying a coffee brand from Starbucks and increasing nutrition-related manufacturing investments. That’s A LOT of activity, but an investor group with $5.3 trillion in assets under management

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00:10:04

Quest Chips Win Big | Atkins in a Ozempic World | The...

the Joshua Schall Audio Experience ·

2023/06/30

Fresh eyes on challenges, promising health and wellness brands, can’t lose…right? In this latest episode, I'll utilize the 2023 Q3 Simply Good Foods Company (NASDAQ: SMPL) earnings report, earnings call, and supplemental presentations that were filed on 6/29/2023 as the backdrop to provide broad nutritional snacking market insights. In Q3 of fiscal 2023, both Atkins Nutritionals and Quest Nutrition performed in the top-tier of categorical competitors in retail takeaway, with Quest Nutrition

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00:09:17

Small Batch = Big Customer Intimacy | Siete Family...

the Joshua Schall Audio Experience ·

2023/06/27

As your CPG brand grows bigger, something naturally happens that has a divergent relationship with customer intimacy. In the CPG industry, scaling your brand usually involves onboarding more intermediaries. The fact is that creating long-term close bonds between customers and CPG brands isn't easy given the nature of the industry. The examples are plentiful within the CPG industry, but the bigger a brand gets, typically the further it wrongfully distances itself from those core customers. And

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00:00:52

[MONDAY MINUTE] Coca-Cola Secret to Success |...

the Joshua Schall Audio Experience ·

2023/06/26

One of the greatest investing minds in history is also an avid Coca-Cola drinker. Besides owning billions in Coca-Cola stock, Warren Buffett also has a theory on why the soda brand is the global leader...and it has to do with "taste memory." The Oracle of Omaha believes the taste of Coke doesn’t accumulate in your mouth like other types of soda. Warren Buffett goes on to say that he’s never seen a word written about this phenomenon. Well…maybe because it’s more made up than Nessy and Big

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00:11:36

Why MTN DEW Game Fuel Energy Drink Failed | PepsiCo...

the Joshua Schall Audio Experience ·

2023/06/22

Mountain Dew is the unofficial drink of gamers…or at least that’s the stereotype, right? So, why did the energy drink version of Mountain Dew called Game Fuel end up failing? Mountain Dew is essentially the base of the food pyramid for people who spend marathon gaming sessions in front of a computer or console. The practical reason is obviously because Mountain Dew has more caffeine than Coke or Pepsi. And while not as much caffeine as coffee, a packaged drink has less effort and minimal upkeep

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00:08:33

Bang Energy Bankruptcy Deal Announcement Delays |...

the Joshua Schall Audio Experience ·

2023/06/20

If you ain’t delaying…are you really Chapter 11 bankruptcy auction banging? Believe it or not…it’s been something like 250 days since Bang Energy filed voluntary petitions for protection under Chapter 11 of the Bankruptcy Code. That might seem like a long time, but Chapter 11 bankruptcy cases, especially complex ones involving creditor claims in the billion-dollar range, are not quick…and that doesn’t consider the hostile takeover element that’s relatively unique here. But this isn’t a piece of

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00:00:56

[MONDAY MINUTE] Michelle Obama Launches Kids...

the Joshua Schall Audio Experience ·

2023/06/19

Did anyone else have former First Lady Michelle Obama starting a kid’s nutrition CPG brand on their Bingo Card? Well...you can check those December 2021 receipts on my YouTube video named HollywoodHouse Foods (https://youtu.be/-zXXmAS7bFI). But all jokes aside, I'm glad to see the Michelle Obama continuing her White House efforts to bring this next generation of kids into a healthier future. Beyond her ownership in Plezi Nutrition, Michelle Obama will “position the company to be a change agent

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00:12:32

Precision Fermentation & Its Disruptive Impact on the...

the Joshua Schall Audio Experience ·

2023/06/15

If you’re an astute follower of my content, you’ve heard me mention the concept of precision fermentation (and/or name notable startups that are commercializing such material for functional CPG brands) in numerous pieces of content over the last handful of years. That being said, I’ve somehow overlooked the fact that I haven’t given precision fermentation the respect it deserves with its own dedicated content. But regardless of mentioning it before...how about we start with what the heck precision

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00:13:31

Recession Impact on the Premium CPG Industry |...

the Joshua Schall Audio Experience ·

2023/06/06

There’s A LOT of misunderstandings when it comes to recessions. While it may seem counterintuitive, recessions aren't all bad news. The clouds that settle over the economy during a recession do in fact have a few silver linings…so I want to talk about the long-term impact of those within the context of the grocery business. And just so we’re on the same page, when I say grocery business…I’m talking about the CPG industry yes, but also grocery retailers, contract manufacturers, and agricultural

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00:40:44

Profitable Every Month for 25 Years! | FULL Story of...

the Joshua Schall Audio Experience ·

2023/05/30

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 episode is a special one for a three reasons...(1) we recorded it in person at the "Carlsbad mecca of functional ingredients" aka Compound Solutions, Inc. headquarters (2) Matt Titlow gave us the FULL origin story from the company's inception to the major pivot points throughout the 25 years and where we

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00:09:04

Shocking CPG Brand Strategy | Gross-Out Marketing &...

the Joshua Schall Audio Experience ·

2023/05/24

CPG marketers are constantly trying to come up with ways to stop consumers’ infinite scroll, so why not utilize a remixed version of an 1860s military strategy, right? While most think about “shock and awe” as simply a massive application of firepower by the military, the real battleground is within the opponent’s mind. “Shock and Awe” accomplishes psychological victory by influencing the will and perception to get the adversary to do what the attacker wants. That might seem just a tad extreme for

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710 results

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