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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

00:10:38

Unappreciated Artistry Behind the $75M David...

the Joshua Schall Audio Experience ·

2025/06/02

It was just announced that David closed a $75 million Series A funding round…valuing the 8-month-old startup at $725 million. Launched the same exact day as my previous content with David Co-Founder (and CEO) Peter Rahal went live in September 2024, David’s current valuation has already surpassed his first protein bar exit, which involved Kellogg’s acquiring RXBAR for $600 million in 2017. But David will obviously use the investment to scale manufacturing, accelerate product development, and expand

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00:00:58

[MONDAY MINUTE] MAHA vs. Willy Wonka | Stop Trying to...

the Joshua Schall Audio Experience ·

2025/06/02

Let’s be REEEAAALLLLYYYY honest with ourselves here…do we really need a “better for you” Make America Healthy Again (MAHA) version of every nostalgic sweet treat? I understand that many of my fellow Millennial parents want to give our kids the same joys of childhood that we had, but can we agree that some of Willy Wonka’s candy ideas should be off-limits? And that’s because…even if sensory experiences can be closely mimicked, what’s fun about dipping a pectin-based fruit strip into freeze dried

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00:17:35

Explosive Growth of Bloom Sparkling Energy Drinks |...

the Joshua Schall Audio Experience ·

2025/05/27

After trying the Bloom Sparkling Energy drinks before its official launch last year (and getting a better sense of the overall go-to-market strategy), I provided a very rare public statement on a beverage within the pre-launch phase of the commercialization cycle. And for those that might think I’m capping…you can ask AI to analyze thousands of my short- and long-form content pieces over the last decade. Yet, it would only find one other occasion where I declared pre-launch that massive success was

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00:00:50

[MONDAY MINUTE] Are Chobani⁩ High Protein Greek...

the Joshua Schall Audio Experience ·

2025/05/26

Beyond noting the obvious increased brand competition when predicting that 2025 would have a crazy marketplace setup developing within RTD protein beverages, I believed that mass and grocery retailers could start giving these products more placements outside of the typical healthy living/pharmacy merchandising sets. But while that remains to be seen within upcoming spring resets, there might be a new dark horse competitor that’s already starting to make waves in the refrigerated dairy space. Because

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00:12:03

Why Hasn’t Gymshark Evolved Beyond Outdated Athletic...

the Joshua Schall Audio Experience ·

2025/05/22

In March 2023, I created a piece of content that thoroughly examined the UK-only limited time offer branded pre-workout supplement that Gymshark created earlier that year by basically partnering with UK sports nutrition brand Applied Nutrition. And at the very end of that content, I mentioned that “I didn't think we'd be seeing Gymshark create a permanent supplement line or even tons of these LTO launches...at least in the short-term.” But since we're well past that timeframe mentioned,

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00:00:59

[MONDAY MINUTE] Lifeway Foods Family Feud is...

the Joshua Schall Audio Experience ·

2025/05/19

Is Lifeway Foods a real-life CPG industry version of the hit television series Succession? About 16 years after the cultured dairy brand was founded, the daughter and son take over as CEO and COO respectively…when their father dies of a heart attack. But while Lifeway Foods (NASDAQ: LWAY) has generated years of growth, family members filed an SEC consent statement that argued “significant and repeated failures of corporate governance have harmed the business, its employees, and driven poor financial

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00:14:00

MusclePharm Turnaround Progress | M&A Outlook |...

the Joshua Schall Audio Experience ·

2025/05/16

MusclePharm might seem the same to you…but it’s radically different from my POV! But for anyone new to these quarterly content pieces, FitLife Brands sells more than 250 SKUs across 13 supplement brands…each with a slightly different product portfolio and sales channel strategy. In total, the FitLife Brands portfolio is sold through more than 20K retail locations globally. But throughout this content, you’ll hear me categorize the FitLife Brands portfolio into three segments: Legacy FitLife Brands,

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00:14:41

Alani Nu is Ready (& Able) To "Save" CELSIUS Energy...

the Joshua Schall Audio Experience ·

2025/05/12

Just when CELSIUS was beginning to drown…Alani Nu had the ring-shaped flotation device ready to save the energy drink brand. Celsius Holdings (NASDAQ: CELH) had quarterly revenue of $329.3 million, which was down 7% YoY. And while that activity now marks the third straight quarter of falling YoY revenue…the addition of Alani Nu next quarter will guarantee positive YoY growth restarted (albeit mostly from the non-comparable acquisition-related aspect). According to Circana last 13-week data, CELSIUS

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00:16:44

RTD Protein Beverages Market Fragmentation | Premier...

the Joshua Schall Audio Experience ·

2025/05/12

As the second fastest growing category within the entire grocery store surpasses 50% household penetration…have attractive fragmentation opportunities now been unlocked within RTD protein beverages? 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

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00:00:59

[MONDAY MINUTE] ⁨Coca-Cola⁩ and ⁨Oreo⁩ Collaboration...

the Joshua Schall Audio Experience ·

2025/05/12

Coca-Cola and Oreo becoming “best friends” seemed like a lost episode of Golden Girls. We have powerhouse century-old brands…both embarking more intensely of late into limited-time product strategies that get people talking, create excitement, and ultimately generate FOMO. But when this type of collaboration happens…we typically see one brand leading with product and the other supporting and elevating with marketing communications. And that’s what made this collaboration special…as Coca-Cola and

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00:10:03

$800M Acquisition Offer for MyProtein Rejected! | THG...

the Joshua Schall Audio Experience ·

2025/05/06

If you’re going to come at the “king of the online sports nutrition market,” you better not miss! THG (aka the company formerly known as The Hut Group) recently updated the public markets by releasing its 2025 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 Nutrition division that includes the world's largest

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00:13:46

Activist Investor Urges Billion $$ Glanbia Breakup...

the Joshua Schall Audio Experience ·

2025/05/05

Dear Glanbia board of directors…don't be afraid to give up what's good for what's great! Glanbia Plc (LON:GLB) is a multibillion-dollar global nutrition company that's currently comprised of three divisions that span across the B2B supply chain (i.e. Health & Nutrition and Dairy Nutrition) and branded products (Performance Nutrition). “Health & Nutrition” is a leading global ingredients solutions business, providing value added ingredient and flavor solutions to a range of

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00:00:59

[MONDAY MINUTE] The Secret Behind Why Hot Pockets...

the Joshua Schall Audio Experience ·

2025/05/05

It appears that Hot Pockets and I now live by the same mantra, “suns out guns out." And that’s because if you purchased a package of those glorious frozen meat-filled hand pies lately, you noticed that Hot Pockets decided after 41 years to ditch its crisping sleeve. When Hot Pockets launched in 1983, that susceptor sleeve was a key part of the original packaging design that allowed for microwave cooking while maintaining a crispy texture. It was honestly a futuristic feature during a time when only

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00:09:15

"MyPillow Guy" Mike Lindell Launches Rev7 Energy Drink 🤔

the Joshua Schall Audio Experience ·

2025/04/28

Mike Lindell was able to previously leverage the entrepreneurship 101 playbook…reaching levels of commercial success that most founders can only dream about. But does the “MyPillow Guy” really think revisiting that familiar strategy will be effective once again? Most successful entrepreneurs share a common thread…they solve personal pain points, seize opportunities others overlook, and remain committed to refining that idea into something impactful. And while you might dislike Mike Lindell for a

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00:00:57

[MONDAY MINUTE] We Are Living in the "Golden Age" of...

the Joshua Schall Audio Experience ·

2025/04/28

The options for dietary supplements are virtually limitless at this point and whatever ingredients you want to ingest can undoubtedly be found in gummy form. In fact, I’d go as far as to say that we are living in the “golden age” of gummy supplements. But while gummies have become a staple within the supplement industry, format growth rate has normalized after the “Great Shutdown” spike. However, for you “gummy supplement haters,” don’t misinterpret that slowdown as some type of leading indicator

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00:09:08

Science in Sport & PhD Nutrition Acquired By Private...

the Joshua Schall Audio Experience ·

2025/04/23

Don’t you love the smell of a corporate takeover right after legacy brand portfolios experience cycles of weakness? On April 16, the board of directors of Science in Sport released a statement that confirmed it had received a possible takeover offer from the private equity firm bd-capital. Moreover, it noted that discussions were at an advanced stage…but there could be no certainty that a firm offer (with acceptable terms) will be made. But then about 24 hours after the takeover interest emerged,

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00:16:46

The Vitamin Shoppe Acquired By Private Equity For...

the Joshua Schall Audio Experience ·

2025/04/22

If you remember from about two weeks ago…within the opening portion of another content piece about the specialty retail brand, I stated that “while we patiently wait for the approved chapter 11 bankruptcy restructuring proposal involving Franchise Group, which is the portfolio company that owns The Vitamin Shoppe.” And I recognized that a big announcement would be coming soon because I've closely watched the court proceedings, which was a promise I made to my audience within that original

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00:01:00

[MONDAY MINUTE] What Do You Call the Beverage...

the Joshua Schall Audio Experience ·

2025/04/21

What do you call the beverage category that includes Olipop and Poppi? Gut health beverages, prebiotic drinks, functional soda, or do you have something more creative? To be completely honest, that lack of naming clarity might be the biggest problem this beverage category is experiencing right now…which means life is pretty darn good (especially for those beforementioned market share leaders that are still doubling retail sales YoY). But who do you call when you have a problem [clip]? No, not

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00:00:59

[MONDAY MINUTE] Most Creative Energy Drinks...

the Joshua Schall Audio Experience ·

2025/04/14

I’ve highlighted countless shockingly awesome “marketing stunts” created by CPG brands in the past, but what 5-Hour Energy recently did honestly had me questioning reality. And that’s because everyone already knows that portability is the biggest value proposition that small format energy shots have over their energy drink categorical counterparts. But what about in those rare “formal” occasions when it would be uncouth to put a 5-Hour Energy shot in your pocket? And that’s why the brand partnered

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00:14:46

Massive Growth of QUEST Protein Chips Making Doritos...

the Joshua Schall Audio Experience ·

2025/04/10

Quest Chips are getting called up to the Big League…and that should make established players like Doritos nervous! In this latest episode, I'll utilize the Q2 2025 Simply Good Foods Company (NASDAQ: SMPL) earnings report, earnings call, and supplemental presentations that were filed on 4/9/2025 as the backdrop to provide broad nutritional snacking market insights. In fiscal Q2 2025, Atkins Nutritionals brand dragged down the overall portfolio performance, as Quest Nutrition beat categorical

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