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!
In this episode, we cover the breaking news that Bodybuilding.com was just sold by Expedia Group, after the travel company had the supplement internet retailer for less than a year. The new owner of Bodybuilding.com is The Najafi Companies, a Phoenix-based Private Equity Firm, with the owner having ties to Phoenix Suns ownership. I will share an update on where Bodybuilding.com is today, what The Najafi Companies focuses on with their investments and their assumed plan of action. Additionally, I give details on why I believe this could end up to be a strong investment.
Can you pick a game that is more fun than guessing Amazon’s next acquisitions? I’ll wait…
With recent news of Amazon looking to buy several what I like to call “splashy” companies during and after this Great Lockdown recessionary period, it got me thinking about what exactly the internet retailer could potentially be up too.
This podcast will focus on 5 (non-technology) categories of likely interest to Amazon and the name(s) I believe would be the best fit for them.
Fashion Heavy General Merchandise Retailer
Athletic Apparel Manufacturer
Pharmacy Benefit Manager
Is it just me or does the momentum around Celsius Energy Drinks remind you of what happened 3-4 years ago with Bang Energy?
How does the saying go? Longtime listener, first time caller? If you follow me on LinkedIn, you know I have been sharing quarterly updates on Celsius Holdings for the last several years. That being said, this is my first standalone video with Celsius being the focal point. I think it will be interesting for my community to take a deeper dive into how this emerging energy beverage company is attacking the competitive energy drinks market.
Since this is the first one, I need to establish a bit of a rubric. I will borrow my flow from other publicly-traded companies and will use the recent quarterly earnings as the backdrop to talk about bigger categorical and strategic insights. Additionally, since we are still in the midst of COVID-19, I will be providing some additional thoughts on how that uncertainty is causing retailing environment.
On this podcast episode, I use the BellRing Brands 2020 FYQ2 earnings report as the backdrop to explain is Premier Protein is perfectly positioned to take advantage of the uncertain COVID-19 retailing environment. BellRing Brands is a portfolio that owns a collection of convenient nutrition businesses, such as Premier Protein, Powerbar, Joint Juice, Supreme Protein, and Dymatize Nutrition and was previously wholly-owned by Post Holdings.
I will further update you on the growth of Premier Protein RTD beverages in the face of the COVID-19 retailing environment. Alternatively, I cover how this reliance of protein RTD beverages could be a huge risk for BellRing Brands. I provide details on different sales metrics that and how new products are performing in the market. Additionally, I comment on their surge in digital sales. Finally, I chat about the Premier Protein positioning and if I think that growth will continue into the back-half of the fiscal year.
On this episode, we will use the recent 2020Q1 GNC earnings report, that was released on 5/11/2020, as the backdrop to discuss its upcoming bankruptcy "This is Sparta Kick" moment. I will breakdown the key quarterly financial data, but more importantly cover what is happening with GNC and the COVID-19 retailing environment. I also cover some details around human capital cost reduction, store optimization plans, COVID-19 store closures, and cost cutting or delaying measures with rent and vendors. Finally, I share the updated financial picture that GNC is looking at and the judgement day of 5/16/20.
This podcast episode will introduce six consumer trends that were caused or accelerated by the coronavirus pandemic, as it continues to reshape every part of our lives. There has likely never been a more volatile period for consumer behavior shifts in our lifetime and that creates massive winners and losers. As an entrepreneur (or aspiring one), you should LOVE this time period.
In this video, I am going to highlight a collection of accelerated trends that are happening right now, explain the underlying drivers, give some examples of impacted categories, and what the viability of their future is within the consumer market.
Work From Home
Is the "COVID-19 Effect" slowing down the fastest growing CPG category in the U.S.? In this episode, I consider several assumptions on if packaged CBD products are following the COVID-19 market activity of general CPG products, vices like alcohol CPG, or nutritional supplements. Additionally, I give updates on the shifting sales channel activity, supply-chain, and pricing reactions within the CBD market in 2020.
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, we have a candid discussion with Stephanie Leffler, CEO of OneSpace, which provides a suite of tools to help CPG brands win top position on the digital shelf. OneSpace believes that “eye level is buy level” is just as important online as it is offline by providing on-demand services for centralizing, optimizing and publishing content that wins top position on multiple online retailers.
In this episode we talk about:
How "COVID-19 Effect" has actually benefited the OneSpace team and with its relationships with CPG brand clients
How sticky the growth in online grocery will be in the near future after COVID-19
Instacart's coming out party
Why CPG brands need to be using this time to really invest in the digital channel
...and many more insightful topics!
If you want to get in contact with OneSpace - https://www.onespace.com/
This episode of the "Consumed" series covers the breakdown of the 2019Q4 earnings release and current report of the Franchise Group, which acquired The Vitamin Shoppe officially on 12/16/2019. I use the recent financial reports as the backdrop to explain my perspective on if The Vitamin Shoppe is in a better position to take on the coronavirus pandemic than their main competitor GNC.
This episode of the "Consumed" series covers the breakdown of the 2020Q1 Glanbia preliminary financial report. Glanbia is a global nutrition company that owns various nutritional supplement and sports nutrition brands. These brands include names like...
ThinkThin (now called Think!)
I use the recent earnings report as the backdrop to explain my perspective on if Glanbia Performance Nutrition can use its strong balance sheet to grow their market leadership during the coronavirus pandemic.
The economic effects of the coronavirus pandemic continue to wipe out jobs at a record pace. For the week ended April 18, another 4.4 million workers filed for new unemployment benefits, bringing the total number of job losses to about 26 million in the last five weeks. That amounts to about one in six working Americans.
While I am not some career coach, recruiter, resume writer, or have much content that usually resembles personal development, I do believe I can help your unemployment situation by using my 10+ years of corporate strategy consulting. I will dive into 5 concepts to ensure you come out of the "Great Lockdown" in a better position professionally than you came into it.
On this special "COVID-19 Effect" edition of the Pivotal interview series that tackles topics in consumer packaged goods (CPG) and fast moving consumer goods (FMCG) from the business leaders that live it EVERY DAY...we have a candid discussion with Jeremy Smith, President of LaunchPad Group USA, which is the only full service business strategy, branding and representation group intensely focused on emerging food brands highly specialized in Costco Representation and Strategy.
In this episode we talk about:
How emerging food brands are dealing with "COVID-19 Effect" at Costco
The current appetite for new merchandising at Costco during COVID-19
Why Costco is growing both in-store and digitally through the coronavirus pandemic
Jeremy's best advice for food CPG brands on how to use this time best
...and many more insightful conversations!
If you want to follow Jeremy, check out - https://www.linkedin.com/in/jeremy-smith-8aa3281/
On the latest episode of the special edition "COVID-19 Effect" Pivotal interviews, we have a candid discussion with Chris Walton, Co-Founder/Co-CEO of several businesses including the fast-growing retail blog OmniTalk. He is also a senior contributor to Forbes and admittedly my favorite business writer because we share a commonality in our style and thoughts. Prior to starting his entrepreneurial ventures, Chris worked for Target, where he was the VP of the retailer’s Store of the Future project and also a VP of Merchandising on Target.com.
In this episode we talk about:
How "COVID-19 Effect" is accelerating several macro retail trends
Walmart's community building storytelling emergence
How Amazon gets stronger during this period of time
How post-purchase touch-points in retail will be integral right no
...and many more insightful conversations!
If you want to follow Chris, check out - https://omnitalk.blog/
If you'd like to subscribe and watch this episode on YouTube, check out - https://youtu.be/2pKtoSA4ERg
On this special "COVID-19 Effect" edition of our Pivotal interview series, we have a candid discussion with Chris Wagner, Founder/CEO of several business including Raze Energy, NutraKey, and G POP Foods. Because of the diversity of the portfolio of businesses, it gives Chris a unique perspective across many different food, beverage, and nutritional supplement CPG product categories that all sell in diverse sales channels.
In this episode we talk about:
How "COVID-19 Effect" has created changes within the four walls of his businesses
Process of stress testing his multiple businesses
Unlikely supply chain challenge at Raze Energy
Small supplement retail landscape
Would you like to watch the YouTube video version, click here - https://youtu.be/TfkTPVftdz4
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, we have a candid discussion with Adam Brown, Founder/CEO of Sircle Media, a leading social media strategy and content creation agency that has a deep client roster of "better for you" CPG brands.
In this episode we talk about:
How "COVID-19 Effect" has created changes at Sircle Media
How CPG brands are turning to community reinforcement
How CPG brands are pivoting their assets to stay relevant
Increase in "Live" usage on social media platforms
If you want to watch the YouTube version, click here - https://youtu.be/iZs_qC98bN4
Simply Good Foods Company, which owns "health and fitness snacking" brands Quest Nutrition, Atkins Nutritionals, and Simply Protein recently reported its earnings on 4/6/2020. If you are interested in the financial performance breakdown, check out the linked YouTube channel that includes presentation slides. Alternatively, this podcast episode will focus on how Quest Nutrition and Atkins Nutritionals are positioned in the COVID-19 retailing environment.
Product Mix Fit
Channel Strategy Fit
Supply-Chain & Balance Sheet Check
Link to Full YouTube Video - https://youtu.be/vHf5pLk5mP8
On this "COVID-19 Effect" special Pivotal interview, we have a candid discussion with my longtime friend and personal high performance coach Colby Knepp.
In this episode we talk about:
How "COVID-19 Effect" has created changes in his high performance coaching business
How no one is coming to save us except ourselves, so it's time to own this situation
How to rebuild positive routines
Common mindset challenges his successful entrepreneurs have been dealing with and how he has been correcting those behaviors
How to get unstuck and stay on the offense in the face of uncertainty
If you want to connect with Colby, click here - https://bit.ly/34sHk2I
The struggling supplement retailer GNC recently released its delayed 2019Q4 earnings report. In this podcast, I breakdown the top-level financial data, but more importantly I cover an additional COVID-19 business update press release that GNC submitted on 4/6/2020. I will add commentary to what is happening in the COVID-19 retailing environment and around differing interpretations of the definition of essential or non-essential retail operations. Finally, I share my opinions on several POVs, including vendors (consignment and wholesale), supplement industry, and GNC.
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, we have a candid talk with Rich White, Founder and CEO of Sportika Export, the leading sports nutrition exporter in the U.S. On this special "COVID-19 Effect" episode, Rich shares about...
COVID-19 Effect on Sportika Export (and the adaptations his company is making)
Silver Linings at Sportika Export from this event
Overall International Supplement Market Sentiment from COVID-19, but also compounding from FOREX/Tariff/Import issues
Winners (or lightest hit) regions/countries
Losers (or hardest hit) regions/countries
How do U.S. supplement brands doing business internationally come out stronger after this?
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, we have a candid talk with Aaron Hinde, President & Co-Founder of LifeAid Beverage Co., about how the uncertainty surrounding the coronavirus pandemic has affected his multiple INC. 5000 List member beverage company. LifeAID products represent a far superior alternative to sodas, energy drinks, sports drinks, and even traditional health drinks. Each beverage boasts 2-3 grams of targeted supplements with under 50 calories per can. In addition, they contain no artificial colors, flavors, or sweeteners. LifeAID products are sold nationwide in over 30,000 retail locations.
In this episode we talk about:
How LifeAid is pivoting away from the gym channel that is down over 80%, but still supporting them with LifeAid Lift Program
Aaron transparent communication style during uncertainty
Aaron ability to see opportunity in even the most challenging environments
Why CrossFit gyms will get through this shutdown
Awesome closing remarks about growth mindset
Is COVID-19 affecting a high-growth e-commerce business that serves the college student community? I set out to answer that question.
I had a candid conversation with Russell Saks, CEO & Co-Founder of Campus Protein, about how the uncertainty surrounding the coronavirus pandemic has affected his business, which is located in New York City. We also discuss how the "extended college summer break" constraint has given the Campus Protein team an opportunity to realign and strengthen their business. Finally, we share about a new project that launched called BEAM and the founding story behind that supplement brand.
On 3/28/2020, I interviewed Aaron Singerman (CEO of Redcon1) about how his sports nutrition company had partnered with on-demand delivery apps, such as Grubhub, Postmates, and Uber Eats to provide another fulfillment option for customers. While their HQ and Redcon1 gym are "pick-up points" as well., the strategy really has legs when you consider that 1000s of Redcon1 retailers can add themselves as additional locations. While this is creative in the face of COVID-19, it's also long-term on-trend with the evolution of expected shopping experience.
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, we talk to Michael Noe, the owner of 406 Nutrition and Invictus Marketing, about what he is doing to help give value to brick and mortar supplement stores during this time of uncertainty with the coronavirus pandemic.
If you are interested in checking out his content on COVID-19, check out his...
Facebook Page - https://bit.ly/2UsqUE5
Instagram - https://www.instagram.com/mr.406nutrition/
Is COVID-19 affecting even the fastest growing businesses in the world? I set out to answer that question.
I had a candid conversation with Aaron Singerman, CEO of Redcon1, about how his company was performing against the challenging business environment of COVID-19. Being that Redcon1 will likely be at the top 1% of INC Magazine's fastest growing private company list for 2020, I thought Aaron would have a great perspective to share with my community. Aaron and I talked about...
March 2020 Sales Growth and April Sales Projections
Which Redcon1 products are performing well
Economic pandemic brewing
Why we need to get back to work
Formula For, is a podcast that unpacks the early stories of CPG entrepreneurs, to reveal the list of ingredients that ultimately led them to the revered products they built. On this never before launched episode that was taped on 7/18/2018, we talk to Brendan Ahern, which is currently CEO and Co-Founder of Ronnie Coleman Signature Series (RCSS). RCSS is a privately held, born global, premium sports nutrition company. The company was founded in 2011 and initial capital was generated through prepaid international sales orders. Their first three years of business generated over 2000% growth and they were named #208 on INC. Magazine’s 500 Fastest Growing Companies List. RCSS products are available in over 120 countries.
Prior to co-founding RCSS with Ronnie Coleman, he played a major role in brand development of Bio-Engineered Supplements & Nutrition (BSN), which was acquired by Glanbia in 2011 for $155MM.
Ronnie Coleman: The King Documentary - https://www.netflix.com/title/81018183
On 3/16/2020, the nutrition supplement retailer GNC submitted a "Notice of Late Filing" to the SEC. For those that aren't aware of what these notices mean, they are requested by publicly-traded to have the SEC grant them longer to submit audited financial statements. When they are filed, it is rarely for a good reason.
In this podcast, I breakdown how certain clauses in the debt load of GNC might create issues for them in 2020. The most important clause being that they cannot have a "going concern" footnote in their audited financial statements. Additionally, I talk about options GNC has to further avoid bankruptcy and how the current coronavirus COVID-19 pandemic could help them stay in business through 2020. Finally, I leave with commentary around how brands, partners, and vendors should now be thinking about their relationship with GNC.
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, we talk to Tyler Parsons, Director of Sales at Defyned Brands, about what he is doing to help give value directly to brick and mortar supplement retail stores during this time of uncertainty with the coronavirus pandemic. If you are interested in checking out his content on supplement retail preparedness surrounding COVID-19, check out his Facebook Page at https://www.facebook.com/wolfofsupplements/ or Instagram at https://www.instagram.com/wolfofsupplements/
Watch Video Here 👉🏼 https://youtu.be/CMIUghGmFTY
Formula For, is a podcast that unpacks the early stories of CPG entrepreneurs, to reveal the list of ingredients that ultimately led them to the revered products they built.
On this never before launched episode, that was taped on 6/25/2018, we talk to Marc Lobliner, which is currently Chief Marketing Officer of TigerFitness.com, a multiple INC. 500/5000 company, as well as Owner/CEO of one of the fastest growing supplement companies, MTS Nutrition and protein bar companies, Outright Bar. Additionally, Marc is Partner in several other nutritional supplement businesses.
Before his current list of achievements, Marc was the leader of Scivation, a multi-million dollar, globally distributed sport nutrition company. During his seven years at Scivation, he launched and developed Team Scivation, an online personal training and diet program, into the largest of its kind in Sport Nutrition history with over 70,000 concurrent members. Prior to starting Scivation, Marc was a co-founder of, and served as Chief Marketing Officer for the Sylvester Stallone sports nutrition company, INSTONE, LLC. Marc also spent over four years working for Weider Publications’ Muscle & Fitness, FLEX, Men’s Fitness and Muscle & Fitness Hers magazines.
Is the grass really greener on the other side? Mandatory in-office workers are about to find out during the COVID-19 pandemic.
Be honest, you’ve had a tinge of jealously towards the estimated under 5% of us “work from home” professionals, right?
I mean we get to work from the pool, coffee shops, and even travel the world without the constraints of micro-managers wanting us to use those big brother time tracking programs and be present every Monday to Friday from 9-5 sitting in our office or cubicle...even when you’ve completed your meaningful work!
Remote workers have the life! You’ve dreamt of this moment, until you realized this week (or will be realizing it very soon) that it isn’t as glorious and easy as you thought...
Don’t believe the hype from someone that has worked from home since late 2012. Working from home is fucking hard. Its hard because there is no structured routine that society has built over centuries. I believe great people thrive in crisis, so this is your time to shine! To help, I thought I would try and share some basic tips and tricks that has allowed me to grow multiple businesses in a non-routine work environment.
Can you imagine spending almost $4 billion to gain access to the hottest beverage club in the U.S.? That is what essentially PepsiCo did when they acquired Rockstar Energy.
One of the lead PepsiCo strategy executives said on Linkedin, “This is one of the largest and most transformational deals PepsiCo ever made and it will dramatically accelerate our growth trajectory for years to come.” Why are they making such a big deal about this purchase?
I dig into those reasons and more in this episode of The Joshua Schall Audio Experience...
"A Rising Tide Lifts All Boats..."
When I started making consistent business content about four and a half years ago, I wanted to give "legs" to the valuable insights that were being shared between myself and others in conference rooms. I felt that non-NDA information was being held too close to the chest, especially in functional CPG categories like sports nutrition. Because of that, I have made it my mission to bring positive light to the space...
While working on some projects in Denver, I decided to stop in to see my good friend Stephen Adele. This "insight heavy" conversation is exactly the type of thing that would normally be locked up between two people...yet it's extremely value to any professional that is looking for unique perspectives on the following;
▪️ Sports Nutrition Market in 2020
▪️ Direct to Consumer Business
▪️ Sales Strategy & Techniques
▪️ Why Strategy is King
▪️ What Skills Are Paramount for Entrepreneurs Today
Watch Video Here 👉🏼 https://youtu.be/tfCTQG6PVhI
Coldstone Creamery ice cream flavored whey protein, Warheads flavored pre-workout, Swedish Fish flavored BCAAs, and the list continues to grow with sports nutrition brands using authentically licensed flavors in their products, but is that differentiation strategy about to get tougher soon?Recently, Post Holdings and Dymatize Nutrition (which Post Holdings owns through BellRing Brands) launched a Pebbles Cereal flavored protein that I believe changed the market dynamics of sports nutrition brands attempting to acquire licensing from other food/beverage IP owners. Find out why in this audio version of a recent episode of my popular Deep Dish CPG YouTube series.
I would like to welcome you to the Joshua Schall Audio Experience. The first official upload will focus around what this podcast is about, why I decided to launch it, and when will I launch new episodes of this podcast. Additionally, I will share a bit about myself at the end for those that aren't familiar with me or my story.
Truth is, this podcast has been hyped up since I started creating YouTube videos in July 2018, but now it feels amazing to finally move this project from "boy who cried wolf status" to now a new living breathing representation of my passion to share my thoughts, opinions, and insights.
Thank you for supporting me on this journey...we are only getting started!