Schall Me Maybe? 🥫📈📉 @joshua_schall
Functional CPG Strategist | Commerce Nerd | Infinitely Curious | Early-Stage Investor | Rust Belt Native | Futurist | Hip Hopper linkedin.com/in/joshuaschal… Houston, TX Joined March 2011-
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Just when gym bros thought their wallets were about to get fatter...
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Instead of always thinking Optimum Nutrition needs to be the "clear winner" in every protein category format for GPN, maybe ISOPURE is the better RTD protein beverage offering to compete against the likes of market leaders…Premier Protein, Fairlife/Core Power, and Muscle Milk.
Move fast and break things… Unless you are dealing with specifics involving ingestible products 🧐
Most grocers have been around a LONG TIME: · Kroger = 141 years · HEB = 119 years · Safeway = 109 years · HyVee = 94 years · Albertsons = 85 years · Whole Foods = 44 years Newest “large" grocer = Sprouts (2002) That's my Foxtrot & Dom's thoughts...grocery business is brutal!
Who's attending the Beverage Forum next week?
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jtgu7wxxcl1txh @cl86460yml
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mama we made it @GhostLifestyle @PriceIsRight
Awesome beverage content today from @noahsfriedman - alcohol lawsuit @Nrcoope - energy drink @joshua_schall - powder form factor
A excellent piece by the always brilliant @joshua_schall well worth checking out.
PRIME grew 510% YoY in 2023. PRIME "haters" are hyper-fixated on L4W NIQ sales volume data being slightly down. But is PRIME really "dying"? Or put another way…is PRIME more like Barbie or Furby? 🧐 ➡️ youtu.be/SmCTuh49Sys
@joshua_schall brotha, see our April Fools post today. Great minds...
South Carolina Rep finally SNAPS in chamber, PERFECTLY lifts veil of political corruption in middle of lion's den in two minutes🔥 “I will ALWAYS fall back on the common sense of my constituents FAR MORE than I will EVER listen to you unelected bureaucrats and other…
Good stuff here.
The chaotic last handful of years has created a significant shift in consumer need states. It forced us all to reassess our direction and find better ways forward. These changes also create new opportunity (especially in the CPG industry). ➡️ youtu.be/CNE_jBAWLuc (read on)
@joshua_schall @NielsenIQ I’m actually most impressed with your emoji use here…
@joshua_schall Ryse is definitely the next to pop (they really already are). Great fundamentals, great community. Nic's doing solid work over there.
@joshua_schall Congrats big poppa! Welcome to fatherhood!
$CELH Great interview by Joshua Schall. Worth checking out if your holding this as position or looking to get into it. youtube.com/watch?v=fPdkYd…
If you're looking for a good listen, @joshua_schall and I chopped it up about the business of beverage, the @drinkjuvee journey over the past couple years and where we're heading in the future. ⬇️⬇️
When the energy drink brand @drinkjuvee launched in Oct 2022, I could tell there was intention behind its strategic decisions. But it was after @guhlo connected @slkeene and I that all my earlier thoughts started to make a lot more sense. ➡️ youtu.be/mKK5FCBRo2g?si… (read more)
More details + some good thoughts on Bang from @joshua_schall “Coca-Cola is no rookie when it comes to this evolutionary balancing act and they will figure it out quickly,” Schall wrote. “It’s taken just under six months, but it feels like Monster has torn Bang Energy down to…
Full agreement w/ Josh & Scott - 2024 - Promo pricing galore
Some of the topics we cover in this Sports/Active Nutrition “State of the Union” are: - energy, hydration, & protein disruption - "Huberman Effect" - "post-work but before bed" occasion - 2nd life of overlooked ingredients - social commerce impacts ➡️ youtu.be/AwpL1N32l-I?si…
@_Pat_Connolly x.com/joshua_schall/…
It's utterly scary how the market leader within the entire convenient nutrition CPG subcategory...a brand that generated $1.37B in TTM revenue with a 25% YoY growth rate...can still have so much untapped organic growth opportunity!?! ➡️ youtu.be/RD3_5y0QLuY (read on) $BRBR
so sorry for the wait! we don’t sell GHOST Energy in the UK/EU (the US formula isn’t compliant anymore) so the cans you are finding are pricey because they’re from individual resellers. global versions are launching as we speak! Canada, Australia, NZ up first, UK/EU early 2024.
Day 66 of asking for 2024, I beg. @danplourenco sort the plug out 🥷🏽 Imported businesses charging £5+ ($6) for individual cans. USA: $2.50 (£2.06) / 12 pack $24 (£19.76)
Analysis: Why NACS Left Us Hyped on Energy+ Many thanks to @joshua_schall for working with the @BevNET team on NACS coverage bevnet.com/news/2023/anal…
@joshua_schall @fairlife It’s constantly sold out at my Costco and when it’s in stock there are purchase limits
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