the Joshua Schall Audio Experience

Can Celsius Holdings eventually take the energy drinks "game of thrones"? At over $250 million ARR, with 117% YoY and 30% QoQ growth, Celsius Holdings is starting to fire on all cylinders. They just crossed 100K retail locations and showing 333% YoY in distributor revenues from an extensive overhaul of its DSD distribution network over the last few years. Celsius now has a ~1.6% market share in th...

I hope you weren’t caught headline reading when the impressive Glanbia Performance Nutrition 21H1 growth was reported because it might not tell you the whole story. Yes, Glanbia Performance Nutrition net revenues increased 28.1% YoY on a constant currency basis from both strong pricing and volume increases (at 22.2% and 5.6% respectively), but what about on a two-year stacked basis? Using the late...

Is it crazy to think that Premier Protein, with its approximately $1 billion in trailing 12-month revenue, might actually be in the early innings of its growth story? Bellring Brands had a phenomenal FY21Q3 with net sales reaching $343 million, which was up 68% YoY and 21% QoQ! Premier Protein (83% of BellRing Brands revenue) grew 65% YoY off strong demand and pricing increases. Dymatize Nutrition...

Does this science-driven wellness company have what it takes to improve your financial health in the public markets? On July 16th, Thorne HealthTech filed its S-1 document to the SEC with the intention of raising up to $100 million from the sale of shares through an initial public offering. While it’s unknown at recording when the IPO date will be, the company plans to list on the Nasdaq under the...

Though the “algorithms rule us all” rhetoric is almost always viewed negatively, could machines help Americans overcome the obesity epidemic? News Flash! Americans are fat. I’m not just saying that as someone with an opinion, but because it’s a fact. The most recent CDC data says that 43% of American adults over the age of 20 are obese. If you pull that back a bit, 74% of American adults over the...

What could the GNC shopping experience of the future look like? Turn your TV dials to ABC because The Jetsons is about to start. On this episode, George Jetson heads to his local GNC. In October 2020, GNC had an open CEO position. I shared what I would do as the next CEO of the specialty retailer and some of that information covered would obviously be ingrained into the future of GNC. While I’ll c...

Vitamin Shoppe just reported Texas-sized sales growth, but that isn’t the only Texas news the specialty supplement retailer recently shared! I'll utilize the 2021Q2 Franchise Group (NASDAQ: FRG) earnings report and conference call to provide segment-level financial details for The Vitamin Shoppe. More importantly, I'll supply you with a range of insights and updates surrounding The Vitamin Shoppe...

How is Nestle progressing in its pursuit to become a health and nutrition powerhouse? In recent years, CPG giants have scrambled to add more health and nutrition brands into their portfolios, as consumers spend more on these categories. When CEO Mark Schneider joined Nestle in 2016, he brought a unique perspective because of his healthcare industry experience. In my opinion, this changed the long-...

Have you ever wanted to own an important piece of supplement industry history? How about one that has category creating lineage to the most popular supplement among U.S. adults? If that has you intrigued, then the newest supplement brand portfolio to file its IPO paperwork is right up your alley! So, who is this historically significant supplement brand portfolio? The Better Being Company…huh? Who...

The beverage industry is in the beginning of a new era. For the last several years, beverage brands have been “skating on ice” trying to meet the everchanging consumer demands for functional “better for you” packaged beverages that provide convenience. It’s really this “cat and mouse” game where consumers become more selective in their purchases, thus forcing beverage brands to make adjustments. W...

In a beverage category controlled firmly by Gatorade for decades, will the massive marketing push of BioSteel be enough to make a material impact? With CBD regulation being stalled for the last few years in the U.S. market, the original strategic plan of Canopy Growth acquiring sports nutrition brand BioSteel to commercialize cannabis-focused supplements was also on the back burner. That being sai...

If the fitness content is good enough for Michelle Obama than the company that owns it should be good enough for the public markets, right? Are you confused? Don’t worry…the connection between the former first lady, her favorite workout program p90x, and the stock market will make sense after you consume this content. In mid-February 2021, Beachbody announced it would go public through a three-way...

Celebrities continue to seek additional ways to monetize their personal brands, so it shouldn’t surprise anyone that they would look at one of the fastest growing sub-categories of the CPG industry, right? Along with the fact that dietary supplements has been one of the most exciting, fast-moving, and highest growth areas within the CPG industry…is that they’re relatable. Around 80% of today’s adu...

Will a passionate and loyal consumer base be enough to push Zevia towards public market gains? On June 25, 2021, Zevia filed its S-1 document to the SEC with the intention of raising up to $100 million from the sale of common stock shares through an initial public offering. For those not aware, Zevia was founded in 2007 by Ian Eisenberg and husband/wife lawyers Derek and Jessica Newman. It was act...

With the massive acceleration in growth from Quest Nutrition and the Atkins Nutritionals brand showing life again, will The Simply Good Foods Company become the next $1 billion active nutrition CPG portfolio? As usual, I’ll start by running through some high-level financial data to update you on how The Simply Good Foods Company (NASDAQ: SMPL) performed recently, but more importantly provide conte...

Before keynoting the IPA World Congress + Probiota Americas 2021 - Digital Summit, I sat down with Danielle Masterson (Senior Correspondent - NutraIngredients-USA) to talk about the growing WalMazon Effect within the supplement retail landscape. Additionally, we talked about how specialty supplement retailer GNC recently teamed up with Walmart and The Vitamin Shoppe started franchising for the fir...

The explosion of the NFTs space has been nothing short of remarkable. So, should your CPG brand consider jumping on this trend? While NFTs could represent a huge opportunity to tap into the growth of virtual worlds and connect with consumers, I don’t want CPG brand owners to get too excited and make silly decisions because a lot of the various valuable applications are longer term plays that go be...

I’ve always believed that Hip Hop and CPG entrepreneurship are linked together. Firstly, Hip Hop is seen as counterculture to other music genres, which is similar to CPG entrepreneurship in today’s “technology” filled founder landscape. Additionally, Hip Hop and CPG entrepreneurship are both centered around being salesmanship and the ability to hustle. Moreover, Hip Hop music is rooted in remixing...

Remember almost 2 years ago when I said that GNC was trying to pull off this magical feat where it could close 1000+ store locations, but actually grow its physical retail exposure? Well, it’s magician clout just got a major boost after it secured arguably the most important strategic retail partnership. On 6/7/21, GNC announced that it entered into an exclusive agreement with Walmart to sell a se...

The “COVID-19 Effect” has substantially increased the prioritization of wellness among global consumers, but is your own myopic view of the construct leaving opportunity on the table? Wellness is a modern word with ancient roots. As a modern concept, wellness gained popularity in the 1950s, 1960s and 1970s, when subject matter experts largely shaped the way we conceptualize and talk about wellness...

For those that aren’t too familiar with who the publicly-traded (OTCMKTS: BILZF) Ignite International Brands is and maybe even who Dan Bilzerian is…check out my first piece of content about the subject matter that I published about 6 months ago [https://youtu.be/pqDvxbpeD5w]. My hope for this podcast episode is that it will be both entertaining to casual observers of the CPG industry, but also pro...

When Chinese businesses shut down last mid-to-late January for their 2020 New Year, it marked the end of “business as usual” for the functional CPG industry. Many shoppers still have a small hint of PTSD from seeing empty retail shelves caused by constant supply shortages of CPG essential goods in the early months of the pandemic. Despite being more than a year from those March and April 2020 pant...

MusclePharm announces it’s re-entering the energy beverage space in conjunction with its latest earnings and I’m still sitting here confused if I’m being completely honest. For those unaware, MusclePharm had energy drinks in the mid-2010s under the Energy Sport and Energy Sport Zero offerings. While I thought the product was decent at the time, it never took off likely due to outside factors that...

Did a recent M&A transaction between a global fitness company and nutritional supplement brand signal more lookalike activity could be ahead? It seems this deal stayed mostly under the radar (at least in America), but F45 Training acquired True Protein for an undisclosed amount. Ten years ago, F45 Training started in Australia and became a 1750+ global fitness studio franchise that combines 45...

What does the two billion dollars plus investment from Japanese tech giant SoftBank in THG (formerly known as The Hut Group) mean to the company and the overall market? Last July, I called "THG a very very special company." I even gave them the highest compliment by comparing THG to the earlier days of Amazon when they built Amazon Web Services (AWS) for internal purposes, which was then turned in...