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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

00:09:21

Supplement Industry Event Predictions that Could...

the Joshua Schall Audio Experience ·

2023/01/13

What happens when a bunch of shred zepplins, swolezillas, and Broseidons circle around a stack of price inflated sports nutrition products and start making event predictions about the supplement industry? This will basically be the personification of that imaginary scenario! My one big rule for these annual prediction lists is that I don’t allow carryover from previous years. Additionally, since these are "outlandish" predictions, I try and take Happy Gilmore level swings. The second rule was put in

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00:14:05

Top 5 Sports Nutrition Industry Trend Predictions in...

the Joshua Schall Audio Experience ·

2023/01/11

Which sports and active nutrition industry trends do I predict will be the biggest in 2023? Believe it or not, this will be my fifth annual list of sports and active nutrition industry trend predictions. Many of you know that I cut my teeth in the sports nutrition space…plus I’ve always believed the best and brightest companies in sports and active nutrition are the influential epicenter for the entire CPG industry. So, there’s always an extra layer of maybe self-generated pressure that I put on

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00:10:34

Newly Reformulated Quest Bar is a Game Changer | The...

the Joshua Schall Audio Experience ·

2023/01/09

Better, softer, yummier…is this newly reformulated Quest Bar a gamechanger in sustaining market leadership in the active nutrition snacking category? In this latest episode, I'll utilize the 2023 Q1 Simply Good Foods Company (NASDAQ: SMPL) earnings report, earnings call, and supplemental presentations that were filed on 1/5/2023 as the backdrop to provide broad nutritional snacking market insights. In Q1 of fiscal 2023, both Atkins Nutritionals and Quest Nutrition performed in the top-tier of

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00:12:26

Top 5 Functional Food & Beverage Trends in 2023

the Joshua Schall Audio Experience ·

2023/01/05

It’s that glorious time of year again, where my content creation morphs into a collection of Top 5 lists that either gives me the chance to highlight key insights from the last year or provides me the opportunity to put my reputation on the line as a forward-leaning CPG strategist and make predictions about the coming year. Believe it or not, this will be my fifth annual list of functional food and beverage trend predictions. For those that are new to my content, I only have one big rule for these

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00:12:29

What Can CPG Entrepreneurs Learn From Hip Hop Artist...

the Joshua Schall Audio Experience ·

2023/01/03

Rick Ross is one of the most successful musicians in the world, but few realize he also dabbles in the world of consumer packaged goods (CPG). 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 his overall business activity is lower compared to Jay Z, you might be

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00:10:44

Biohacking to Best Self | Future of the Biohacking...

the Joshua Schall Audio Experience ·

2022/12/29

Who doesn’t enjoy a trick, shortcut, or innovative method for accomplishing familiar tasks more easily and efficiently, right? While these type of lifehacks are heralded throughout society, it’s fraternal twin known as biohacking feels like a strange cultlike mix of amateur DIY medicine and things you’d read in futuristic sci-fi novels. Depending on which biohacking subculture you ask (e.g. grinders, transhumanists, primitivists or immoralists), you’ll get a different definition of what biohacking

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00:14:51

Top 5 Biggest Sports Nutrition Brand Winners of 2022

the Joshua Schall Audio Experience ·

2022/12/26

It’s that glorious time of year again, where my content creation morphs into a collection of Top 5 lists that either gives me the chance to highlight key insights from the last year or provides me the opportunity to put my reputation on the line as a forward-leaning CPG strategist and make predictions about the coming year. Outside of just ranking which five sports nutrition brands I thought were the biggest winners in 2022 (plus another handful of honorable mention brands), I also toss in numerous

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00:11:38

Is Gatorade in Trouble? | Hydration Category (Sports...

the Joshua Schall Audio Experience ·

2022/12/22

Isotonic beverages, sports drinks, hydration products…whatever you call them, blurring lines and new positionings are creating one heck of a fascinating CPG category. For those looking beyond water for their hydration needs, the market is heavy with functional beverages and powdered supplements. While just about every CPG category has been filled with brands “skating on ice” trying to meet the everchanging consumer demands, none closely compared to the hydration category that was once defined pretty

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00:53:47

Top Sports Nutrition Market Trends in 2022 | SPINS x...

the Joshua Schall Audio Experience ·

2022/12/20

I want to welcome you back to another episode of what I’ve branded Pivotal since these interview-style segments tackle impactful CPG industry topics and lessons from the business leaders that live it EVERY DAY! As we close out another year, it only seems right that I would focus this latest episode on both recapping some sports and active nutrition trends/themes from the last year and look forward to predicting what trends/themes are getting hotter and others that might be cooling off. Instead of

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00:10:30

MusclePharm Intellectual Property (IP) Sale Explained...

the Joshua Schall Audio Experience ·

2022/12/15

If you watched to my last content about the (not yet officially announced) new CEO at MusclePharm, I unfortunately had to leave you on this sort of cliffhanger. While I was alerted about the MusclePharm intellectual property (IP) portfolio sale a few days before that content was published, it wasn’t my place to break that news publicly and I provided my reasoning for that to stay transparent with my audience. But this content will get the important stuff, such as why MusclePharm is selling a

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00:11:29

MrBeast Will Disrupt the Beverage Industry Next |...

the Joshua Schall Audio Experience ·

2022/12/14

Back in December 2021, I successfully predicted that the biggest YouTuber in the world, Jimmy Donaldson aka MrBeast, would build on the successful momentum of the MrBeast Burger virtual restaurant concept and launch a CPG product. Two months later, MrBeast launched Feastables, a better-for-you snacking brand with its first product being the MrBeast Bar. The current Feastables product portfolio, which now also includes plant-based cookies, is just the beginning of a much bigger vision. What will be

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00:14:54

Keurig Dr Pepper and Nutrabolt (C4 Energy) Deal...

the Joshua Schall Audio Experience ·

2022/12/09

Keurig Dr Pepper (NASDAQ: KDP) finally got off their butt and landed a key strategic partnership in the energy drinks market. On December 8, KDP and C4 Energy entered into a strategic partnership that includes a long-term sales and distribution arrangement, which is expected to meaningfully increase retail availability and household penetration for the C4 Energy brand. KDP is making a pre-tax cash investment in Nutrabolt of $863 million, in exchange for preferred equity ownership stake of

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00:11:06

MusclePharm Has a New CEO | Can Eric Hillman...

the Joshua Schall Audio Experience ·

2022/12/06

MusclePharm (OTCMKTS: MSLP) has a new CEO and every supplement industry veteran will recognize his name. At the time of filming this content, the CEO change isn't exactly public information yet, but I can confirm that it's Eric Hillman. Who is "Big E", which he has been signing off on MusclePharm social media interactions? Eric Hillman is the co-founder of the supplement industry distributor Europa Sports Products (now known as Europa Sports Partners). After acquiring its second-largest competitor

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00:12:38

1st Phorm Deserves More Respect | Why 1st Phorm is...

the Joshua Schall Audio Experience ·

2022/11/30

1st Phorm isn’t like other supplement brands. That’s by design, but it seems to cause a level of ignorance by sports nutrition industry pundits that has always felt downright disrespectful to me. My belief is that outside of a rare few, the vast majority are one trick ponies that see the sports nutrition space through one lens only. Basically, they like to fit brands into boxes based on their understanding of the supplement market. The problem is that 1st Phorm doesn’t fit neatly into a box

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00:10:52

CPG Brands Have Gotten Innovation Drunk | Managing...

the Joshua Schall Audio Experience ·

2022/11/29

In a challenging business environment, where managing innovation risk has become critical, should you be expecting more than the typical brand-supplier relationship in the CPG industry? With tens of thousands of new CPG products launching every year, simply putting “new” on a bottle won’t get any meaningful market attention. There’s no doubt in my mind that innovation done right accelerates company growth in the CPG industry, but anticipating consumers’ needs, and measuring and managing innovation

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00:15:24

Condition-Specific or Multifunctional | Supplement...

the Joshua Schall Audio Experience ·

2022/11/28

Is the future of product development within the supplement industry heading towards more condition-specific or multifunctional formulation approaches? This juxtaposition in supplement industry product development approaches has been on mind for a while now...and there are so many considerations at play here coming from both the brand-level and supply side of the supplement industry, but also with how it all interacts to consumer behavior. We know that ingredient advances are enabling formulators to

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00:11:17

Premier Protein Product Recall Fear Was Overblown |...

the Joshua Schall Audio Experience ·

2022/11/21

Purchasing volume has fallen for both Premier Protein and Dymatize, yet total revenues for the brands keep climbing…what’s going on here? As I normally do with my performance update content of publicly-traded functional CPG brands, I will use the recently filled earnings report, earnings conference call, and any relevant publicly disclosed news, in this case it’s Bellring Brands (NYSE: BRBR) 2022 Q4 earnings release, to obviously update you on the performance of brands in that portfolio, but also

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00:12:12

Celsius Energy Drink Passed Bang Energy For 3rd Place...

the Joshua Schall Audio Experience ·

2022/11/14

Did y’all really think the party was over for Celsius Holdings after the PepsiCo deal? Come on man! Celsius Holdings (NASDAQ: CELH) hit another record quarterly revenue ($188 million - up 98% YoY) and represented its 17th consecutive quarter of sequential growth for the energy drinks brand. While Celsius energy drinks saw massive growth in convenience stores, mass retailers like Walmart, the club channel, and the Amazon marketplace...the big news this quarter was that the brand announced they passed

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00:13:52

BSN Getting Back Into Bodybuilding | SlimFast Brand...

the Joshua Schall Audio Experience ·

2022/11/13

Will revamping SlimFast and BSN be the answer to solving the struggles of both Glanbia Performance Nutrition brands? Glanbia Performance Nutrition had 2022 Q3 revenue growth of 13.7% YoY on a constant currency basis from strong pricing increases. They also benefitted from the mid-2021 acquisition of LevlUp, a gamer (esports) nutrition brand. 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

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00:14:09

Rating the "Sharon Leite (CEO) Era" | The Vitamin...

the Joshua Schall Audio Experience ·

2022/11/10

On August 27, 2018, Sharon Leite officially took over the role of CEO at The Vitamin Shoppe. How has she done in my opinion? Firstly, I'll transport us back in time, so we can get a sense of what was happening at The Vitamin Shoppe when we took over the job. The peak revenue and store count era was in 2016, but cracks quickly began to show at The Vitamin Shoppe (and GNC), as they struggled to compete with Amazon, changing consumer expectations with shopping experiences, and the dissemination of the

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