POPULARITY
En este episodio cubrimos los eventos más relevantes antes de la apertura del mercado: • Wall Street cae por tensión geopolítica y espera al FOMC: Futuros a la baja: $SPX -0.5%, $US100 -0.6%, $INDU -0.6%. Bonos mixtos: $US10Y en 4.45% (-1 pb), $US2Y en 3.96% (-2 pb). El conflicto Israel–Irán escala tras la eliminación del jefe militar iraní Ali Shadmani. Ayer el mercado rebotó por rumores de negociación, pero fueron desmentidos por Al Jazeera. Trump dejó el G7 antes de tiempo, elevando la incertidumbre. Hoy se publican ventas minoristas (-0.5% M/M esperado), núcleo (+0.2%), y el índice NAHB (36 pts). Mañana decide la Fed. • Archer Aviation se consolida como líder en eVTOL: $ACHR recaudó $850M adicionales tras una orden ejecutiva que impulsa taxis aéreos en EE.UU., elevando su liquidez a ~$2B. Presentará su modelo Midnight en el Paris Air Show y será proveedor oficial en los JJ.OO. de LA 2028. Colabora con el DOT, la FAA y la Casa Blanca. Inversores clave: $STLA, $BLK, $UAL, $BA y $PLTR. • Celsius sube por upgrade y momentum de Alani Nu: $CELH +3.9% tras mejora de TD Cowen a “Buy” con PT de $55. La firma destaca la recuperación de la marca principal y el éxito de Alani Nu, con ventas escaneadas creciendo >100%. Se espera que $CELH aproveche la red de distribución de $PEP y pueda integrar a Alani Nu al sistema. • OpenAI firma contrato de $200M con el Pentágono: OpenAI desarrollará prototipos de IA avanzada para seguridad nacional en el marco del nuevo programa “OpenAI for Government”, que incluye una versión gubernamental de ChatGPT. El acuerdo, respaldado por $MSFT, refuerza la expansión de OpenAI hacia el sector público. Colaboran también con Anduril en tecnología militar autónoma. Una jornada marcada por tensiones globales, avances tecnológicos clave y expectativa por la reunión del FOMC. ¡No te lo pierdas!
Send us a textBeverage industry veterans Duane Stanford and John Sicher analyze the latest trends revealed in the Beverage Digest Fact Book, discussing the surprising rise of Sprite over Pepsi and the continued dominance of functional beverages.• Non-alcoholic beers gaining mainstream acceptance as daytime alternatives to diet sodas• THC beverages operating in regulatory "Wild West" environment likely to face increased scrutiny• Sprite overtakes Pepsi to become America's third-ranked carbonated soft drink• PepsiCo has a long-term strategy as a "total beverage company" too• Functional refreshment drives growth in "gut sodas" like Poppy and Olipop• Energy drinks remain strong despite economic pressures due to functionality and flavor variety• Liquid refreshment beverage market shows bifurcated growth—water and energy drinks up• Sports drinks category puzzlingly weak despite functional benefits and strong brands• Coca-Cola implementing unified "sandwich strategy" with Body Armor and Powerade• Economic pressures and potential tariff impacts creating uncertain environment for beverage industryVisit our website to learn more about the Beverage Digest Fact Book, the Keurig Dr Pepper System Map Book, and subscribe to our digital newsletter for exclusive industry insights.
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 decreased by 3% YoY...but sustained place as the third-largest energy drink brand in the category with a dollar share of 10.9%. And I don't want gloss over this accomplishment…as CELSIUS became the first brand in over a decade not named Red Bull or Monster Energy that was able to capture more than a 10% share in the U.S. energy drinks market. Celsius energy drinks has seen massive growth in convenience stores, foodservice (e.g. fast food restaurants), mass retailers like Walmart, the club channel in retailers like Costco, and the Amazon marketplace. Additionally, the early international market development groundwork is starting to formalize with CELSIUS with performance continuing to exceed initial expectations in those recently expanded markets. It's my opinion that international expansion presents significant opportunity for incremental growth over the next three to five years. With Celsius at basically full distribution now…the TDP growth will have to come from increased items carried per store. Going forward, Celsius will increase items per store through a combination of product strategies like flavor, format, pack size, and variant expansion. Additionally, CELISUS will continue scaling up the new Essentials lineup that has exceeded the company's expectations. Moreover, they will seek more store placements like leveraging cold display activity in Celsius-branded coolers. If you missed the massive news from February, CELSIUS Holdings announced it had entered into a definitive agreement to acquire Alani Nu for a net purchase price of $1.65 billion. And the big news was that CELSIUS announced that, according to Circana last 52-week data for the period ending April 13, 2025…Alani Nu surpassed $1 billion in retail sales. But heading into next quarter, the combined brand platform of CELSIUS Holdings will have just over 16% category share (trailing only the Monster Energy combined brand platform and Red Bull). Also, because of the insane 70%+ YoY growth rate of Alani Nu, the combined brand platform of CELSIUS Holdings would be considered the fastest growing energy drink brand portfolio of the top 10 categorical competitors. But with the Alani Nu acquisition now closed…CELSIUS Holdings becomes an even more dynamically interesting company positioned favorably long-term. Lastly, with a great balance sheet...Celsius Holdings keeps strategic optionality available within (what I believe is) this market volatility fueled opportunistic period.
LikeFolio's Andy Swan says he's starting to get bullish again on Celsius (CELH). His firm's data shows an "explosive" of consumer interest building in its brand. Additional, Andy notes the acquisition of Alani Nu makes it a "powerhouse" in the health-conscious consumer space.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
En este episodio, desglosamos los temas más importantes que están marcando el pulso de los mercados: • Mercados atentos al 'Día de la Liberación': Los futuros se mantienen estables mientras los inversores esperan los detalles de los aranceles que Trump anunciará el 2 de abril. Se teme una escalada comercial si las medidas son amplias. También se publican hoy el informe JOLTS (7.69M esperadas) y los indicadores manufactureros de marzo. • Petróleo y oro repuntan: El Brent sube a $75.14 y el WTI a $71.84 tras amenazas de Trump contra Rusia e Irán. El oro alcanza un nuevo récord de $3,148.88 antes de moderarse a $3,132.37, acumulando +20% en 2025. Saxo Bank reporta toma de ganancias en metales y compras sostenidas en energía. • Celsius apuesta por el segmento femenino: $CELH adquiere Alani Nu por $1.65B para atacar el mercado femenino de bebidas energéticas, que se proyecta como el principal motor de crecimiento del sector. Truist elevó la acción a Buy con PT de $45. Las acciones suben +33% YTD y marcan máximos de seis meses. Acompáñanos para entender cómo el panorama arancelario, la demanda por refugios seguros y las nuevas estrategias de mercado están moldeando el rumbo de la economía global.
Send us a textBeverage Digest Editor & Publisher Duane Stanford and industry expert & regular podcast contributor John Sicher discuss Rodney Sacks' announced retirement as CEO of Monster Beverage. When Rodney Sacks and Hilton Schlosberg spotted the emerging energy drink trend in the early 2000s, few could have predicted they'd build a $53 billion global empire. Yet that's exactly what they did with Monster Energy, creating a brand that now rivals corporate giants like Ford and DuPont in market value.The announcement of Sacks' upcoming retirement as Co-CEO (transitioning to chairman until 2026) marks a pivotal moment in beverage industry history. His legacy? Transforming a small juice company into a dominant force commanding 35% of the US energy drink market, with 35 brands sold in 159 countries and $7.5 billion in annual revenue.As leadership transitions to Schlosberg amid a flurry of industry consolidation (Celsius acquiring Alani Nu, Ghost Energy joining Keurig Dr Pepper), Monster's future success will depend on maintaining the competitive edge and strategic discipline that defined the Sacks era while adapting to an increasingly crowded marketplace.
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed:(03:18) Celsius Acquisition and Market Dynamics(06:26) Coupang Earnings and Growth Potential(15:29) Costco Valuation Insights(24:24) Comparing Booking Holdings and Airbnb(32:42) Airbnb's Growth Potential(35:52) Comparing Portillo's and CAVA Earnings(43:20) AppLovin's Controversial Business Practices(51:37) Bubble Watch: Market Trends and Insights(59:04) Remitly's Business Model and Future Prospects*****************************************************JOIN OUR CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Sign-up for a bond account at Public.com/chitchatstocks A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond's yield is a function of its market price, which can fluctuate; therefore a bond's YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.*********************************************************************FinChat.io is The Complete Stock Research Platform for fundamental investors.With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat *********************************************************************Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/*********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
Aura Bora is acquired. Hiyo adds $19 million and a strategic partner. And Celsius drops $1.8 billion on Alani Nu. Oh, and Spindrift is back in the soda biz. Yeah, it's been a busy week, and the hosts have lots to say. We also sit down with Alex Duong, the founder & CEO of Fair & Square and Lena Zhuravsky, the founder of passionfruit centric-beverage brand Passion Joy. Show notes: 0:25: Party Gras. Skeptics & Price Points. Hiyo, Mike! Energy Cannibals. Full Circle. More Pizza? Who Eats Protein Pasta? – Jacqui is prepping for a big event, and it's not Expo West. Everyone has a take on Aura Bora's exit, including the Linkedin crowd. What makes Hiyo's positioning so attractive to consumers.. and investors? So, should we expect folks to have a can of Celsius in one hand and Alani Nu in the other? Perfect – another pizza drink. We love a couple of U.K.-based beverage brands, and a ginseng-centric one from here in the good ol' U.S.A. We finish with fish and pasta (just don't overcook it). 36:35: Interview: Alex Duong, Founder & CEO, Fair & Square – Alex is the founder and CEO of Fair and Square, an emerging brand of gut-friendly crackers inspired by childhood favorites. At a recent networking event hosted by industry organization Naturally San Diego, Alex discussed how his experience in the CPG industry has shaped his approach to brand-building. He also talks about the importance of patience and staying true to core values as an early-stage entrepreneur. 46:17: Interview: Lena Zhuravsky, Founder, Passion Joy – Lena is the founder of Passion Joy, a new brand of sparkling beverages with passion fruit at its core. As part of our conversation, Lena shares her vision for expanding distribution of Passion Joy in the U.S. and internationally, with plans to target major retailers and eventually compete on a global scale. Brands in this episode: Aura Bora, Hiyo, Alani Nu, Celsius, Spindrift, Bubluv, Trip, Kejoy, Perfy, Something & Nothing, Quinn Snacks, Ginsa, Cowbell Hydration, OHY, Brami, Banza, Wild Planet, Fishwife, Heyday Canning, Scout Fish, Hungry Boy Hot Sauce
Today the gang talks about Celsius purchase on Alani Nu and what it means for beer distributors, Jack Owoc's new Ai Energy, A-B and Boston's positive Q4 results, RNDC's CEO change and brand losses, and more. =================================Our 3 Daily Bev-Alc Trade Publications: https://beernet.com/Watch on Youtube: https://www.youtube.com/@BeerNetRadio/videosPodcast feeds - Audio: https://creators.spotify.com/pod/beernetradio=================================About Us:Beer Business Daily / Wine & Spirits Daily publisher Harry Schuhmacher joins his editors and bev-alc industry guests once a week as they grok the beer and beverage business issues of the day. Like and subscribe; it's free.Edited by Wyatt Schuhmacher-Our Three Daily Bev-Alc Trade Publications: https://beernet.com/-Twitter: @beerbizdaily#beernews #beerindustry #beer #beerbusiness
Some of the most speculative names in the market are seeing steep declines. What did you expect? (00:21) Jim Gillies and Ricky Mulvey discuss: - The recent declines for Palantir and Microstrategy. - If Home Depot's cash flow story is intact. - Celsius's $1.8 billion acquisition of Alani Nu. Then, (19:30) Alison Southwick and Robert Brokamp discuss Warren Buffett's estate plan, and the lessons for regular investors. Companies/Tickers discussed: PLTR, MSTR, QQQ, HD, CELH, PTON, BRK.A, BRK.B Host: Ricky Mulvey Guests: Jim Gillies, Alison Southwick, Robert Brokamp Producer: Dylan Lewis Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Energy drink Alani Nu sold to Celsius for $1.8B… so we explain how to pick an acquisition price.Alibaba is the Amazon of China & its stock has doubled… because AI is its new religion.We just found the ROI on the IRS… For every $1 we put into the IRS, we get $12 back.Plus, Birkenstock just argued to a judge that its sandals should legally be art…$CELH $BABA $BIRKWant more business storytelling from us? Check out the latest episode of our new weekly deepdive show: The untold origin story of… the Patagonia Fleece
Did we just experience the defining moment within the better-for-you, functional lifestyle products movement? Celsius Holdings (NASDAQ: CELH) had quarterly revenue of $332.2 million, which was down 4% YoY. And while that now marks the second straight quarter of YoY revenues losses…sequential QoQ revenue activity increased sharply at 25%. According to Circana last 52-week data, CELSIUS accounted for 30.3% of all energy drink category growth YoY. In addition, Celsius sustained its market share of 11.8% and is securely the third-largest energy drink brand in the category. And I don't want gloss over this accomplishment…as CELSIUS became the first brand in over a decade not named Red Bull or Monster Energy that was able to capture more than a 10% share in the U.S. energy drinks market. Celsius energy drinks has seen massive growth in convenience stores, foodservice (e.g. fast food restaurants), mass retailers like Walmart, the club channel in retailers like Costco, and the Amazon marketplace. Additionally, the early international market development groundwork starting to formalize with CELSIUS extending its relationship with Suntory Beverage & Food and also the first major international market expansion under the PepsiCo umbrella (i.e. Canada). It's my opinion that international expansion presents significant opportunity for incremental growth over the next three to five years. With Celsius at basically full distribution now…the TDP growth will have to come from increased items carried per store. Going forward, Celsius will increase items per store through a combination of product strategies like flavor, format, pack size, and variant expansion. Additionally, CELISUS will continue scaling up the new Essentials lineup that has exceeded the company's expectations. Moreover, they will seek more store placements like leveraging cold display activity in Celsius-branded coolers. But the huge breaking news that accompanied this earnings report was CELSIUS entering into a definitive agreement to acquire Alani Nutrition for a net purchase price of $1.65 billion, comprising a mix of cash and stock. In 2024, Alani Nu became the fourth-largest U.S. energy drink brand…reaching more than $800 million in retail sales across tracked channels…growing an astonishing 63% YoY. Moreover, the combined brand platform of CELSIUS and Alani Nu energy drinks would be considered the fastest growing energy drink brand portfolio of the top 10 categorical competitors...generating slightly below $2 billion in revenue and more than $3.5 billion in tracked channel retail sales over the full-year 2024 period, and would have 16% category share (trailing only the Monster Energy combined brand platform and Red Bull). But I'll also analyze a collection of questions that have huge energy drinks market implications like why did CELSIUS acquire Alani Nu, is there cannibalization risk, will PepsiCo distribute Alani Nu now, CELSIUS product category expansion, and will this set off more market consolidation and another game of independent DSD musical chairs.
This week's Modern Retail Rundown kicks off with big news from Nike and Skims. The two companies are creating a new women's activewear brand called NikeSkims. Next, the staff delves into why energy drinks maker Celsius is acquiring competitor Alani Nu. And Crocs is the latest retailer to address how its 2025 outlook could be impacted by President Donald Trump's tariff policy.
Jenny Horne gets the day started with some energy! Celsius (CELH) earnings catapulted over expectations and the company's guidance got a big boost after it announced a $1.8B deal to takeover Alani Nu. Shares of CELH are poised to open at new 2025-highs.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
A mixed holiday week started its final day with mixed direction. One green shoot was seen in Coinbase (COIN) after the SEC dropped its lawsuit against the company. Celsius (CELH) soared after its earnings beat and acquisition of Alani Nu boosted investor confidence. However, Rivian's (RIVN) beat wasn't rewarded. Diane King Hall dives into the morning's biggest stories.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
The Daily Business and Finance Show - Friday, 21 February 2025 We get our business and finance news from Seeking Alpha and you should too! Subscribe to Seeking Alpha Premium for more in-depth market news and help support this podcast. Free for 14-days! Please click here for more info: Subscribe to Seeking Alpha Premium News Today's headlines: DOGE dividend payments could send $5,000 to every American household Cruise operators face rough waters under Trump Administration Celsius Holdings confirms $1.8B purchase of rival Alani Nu (update) Sen. Warren wants DOJ to review Disney's deal with Fubo - report Nu Holdings reports Q4 results Michigan court upholds permits for Enbridge Line 5 tunnel construction Lilly's next obesity drug serves up dramatic weight loss -- and side effects - report Ryan Cohen raises Alibaba stake to $1B - WSJ Newmont in charts: Average realized gold price continues to climb higher in Q4 Explanations from OpenAI ChatGPT API with proprietary prompts. This podcast provides information only and should not be construed as financial or business advice. This podcast is produced by Klassic Studios Learn more about your ad choices. Visit megaphone.fm/adchoices
The Daily Business and Finance Show - Thursday, 23 January 2025 We get our business and finance news from Seeking Alpha and you should too! Subscribe to Seeking Alpha Premium for more in-depth market news and help support this podcast. Free for 14-days! Please click here for more info: Subscribe to Seeking Alpha Premium News Today's headlines: CNN laying off 'hundreds' of employees; NBC News cuts some jobs - CNBC Trump threatens Russia with tariffs unless it reaches a deal over ending Ukraine war Kinder Morgan Non-GAAP EPS of $0.32 misses by $0.01, revenue of $3.99B misses by $150M Moderna spikes as Oracle's Larry Ellison touts AI-driven mRNA vaccines Amazon plans to eliminate all of its facilities in Quebec Project Stargate likely be start of 'massive' AI investments in US: analysts Anthropic CEO, Musk question Stargate Project as questions remain Celsius Holdings is downgraded at TD Cowen due to increased competition from Alani Nu and other players Explanations from OpenAI ChatGPT API with proprietary prompts. This podcast provides information only and should not be construed as financial or business advice. This podcast is produced by Klassic Studios Learn more about your ad choices. Visit megaphone.fm/adchoices
Hold up, wait a minute! Isn't there a Newtonian law or something that says quarterly revenue can only go higher with Celsius energy drinks? Celsius Holdings (NASDAQ: CELH) had quarterly revenue of $265.7 million, which was down 31% YoY. Believe it or not…the last time Celsius Holdings had negative YoY revenue growth was in the first quarter of 2016 when the energy drink brand was generating around $4 million of quarterly revenue. According to Circana last 13-week data, CELSIUS accounted for 16% of all energy drink category growth YoY in the third quarter of 2024. In addition, Celsius grew market share slightly to 11.8% and is now securely the third-largest energy drink brand in the category. And I don't want gloss over this accomplishment…because it's the first time in over a decade that an energy drink not named Red Bull or Monster Energy has had a 10% share in the U.S. market. Celsius energy drinks has seen massive growth in convenience stores, foodservice (e.g. fast food restaurants), mass retailers like Walmart, the club channel in retailers like Costco, and the Amazon marketplace. Additionally, the early international market development groundwork starting to formalize with CELSIUS extending its relationship with Suntory Beverage & Food and also the first major international market expansion under the PepsiCo umbrella (i.e. Canada). It's my opinion that international expansion presents significant opportunity for incremental growth over the next three to five years. With Celsius at basically full distribution now…the TDP growth will have to come from increased items carried per store. Going forward, Celsius will increase items per store through a combination of product strategies like flavor, format, pack size, and variant expansion. Additionally, CELISUS will continue scaling up the new Essentials lineup that has exceeded the company's expectations. Moreover, they will seek more store placements like leveraging cold display activity in Celsius-branded coolers. While the U.S. energy drinks market has never been bigger than right now, competition within the category has never been greater (with C4 Energy, GHOST, and Alani Nu continuing to push market leaders). Then, you have categorical growth rates slowing and macroeconomic factors pressuring same-store sales of the largest convenience store chains. Finally, I'll breakdown a collection of categorical acquisitions that directly (and indirectly) impacted Celsius Holdings...which includes the recent news that Celsius acquired Big Beverages Contract Manufacturing, Keurig Dr Pepper (KDP) acquiring GHOST, and Molson Coors acquiring ZOA Energy. FOLLOW ME ON MY SOCIAL MEDIA ACCOUNTS LINKEDIN YOUTUBE TWITTER INSTAGRAM FACEBOOK --- Support this podcast: https://podcasters.spotify.com/pod/show/joshua-schall/support
He may be nicknamed “The Beverage Whisperer,” but when Ken Sadowsky speaks he's heard loud and clear. A longtime industry advisor and investor, Ken is one of the most respected and influential voices in the beverage business. Ken is currently the executive director of The Northeastern Independent Distributors Association, known as NIDA, a group of wholesalers that operate in states from Maine to Pennsylvania. He's also a senior advisor with Verlivest, the Belgium-based investment holding company founded by the owners of Anheuser-Busch InBev, which holds stakes in Oatly, Vita Coco and Hint Water. Ken is personally invested in and an advisor to several beverage companies including LifeAid, Icelandic Glacial, Recess and Dyla Brands. This episode is the third of a trilogy with Ken, who also joined us for conversations in 2016 and 2019. Ken and Taste Radio editor Ray Latif sample drinks representing fast-growing, bleeding-edge and established categories, including better-for-you sodas, cannabis libations, nonalcoholic cocktails, and shots of the juice variety. As they sip their way through a mish-mash of beverages, Ken shares his perspective on trendy concepts, package design, formulation his investment thesis, and successful retail strategies. Show notes: 0:35: Ken Sadowsky, The Beverage Whisperer – Ken and Ray engage in some Sox talk before they dive into a mass of beverages, foreign and domestic. Ken talks about cutting his teeth back in 1983 and his ability to understand what brands have what it takes to go from “the core consumer to the more consumer” and why he's not bullish on non-nutritive sugar alternatives. They sip on some Chamberlain Coffee and chat about how the cold brew coffee category has morphed and whether non-alcoholic cocktails are – at this point – more sizzle than steak. Ken also explains why he's a fan of entrepreneurs with industry experience and why it's important to be nice to your distributors, before sipping on Olipop's limited-edition Barbie collaboration and sharing his take on the future of better-for-you sodas. He also admits to being an “illegal cannabis consumer” (not really), why you should sample beverages warm, getting retailers to merchandise your brand in two locations and the Catch-22 of fundraising. Brands in this episode: Mountain Dew, Chamberlain Coffee, Throne Sport Coffee, Vitaminwater, De Soi, Little Saints, Lapo's, Seedlip, Parch, Honest Tea, Prime, Alani Nu, Olipop, Slim Fast, Poppi, Evolution Fresh, Nantucket Nectars, Nixie, Late July, Cape Cod Potato Chips, Milonga, Recess, Magic Cactus, Alldae, Guayaki, Yerbae, Louie Louie, Fhirst, Wunderground's Brain Wash, Califia Farms, Starbucks, Loom, The Turmeric Co., Icelandic Glacial
Over its first 3.5 years in market, the only constant at ZOA Energy seems to be change. So, I'll start this content off by reconciling some of my original thoughts around ZOA Energy (from a content piece I created a month before the energy drink even launched), with the drastic changes ZOA made in January 2023. This includes product enhancements, flavor adjustments, and shifts to the visual identity (and brand strategy). Yet, that original brand strategy and associated packaging design felt very much like Dwayne “The Rock” Johnson was extremely involved in ensuring it properly articulated and aestheticized his defining personality traits. But then the question likely shifts to why did ZOA Energy make all these changes anyways? The simple answer is expectations! Firstly, you have arguably one of the biggest global celebrities behind the company, that seemed authentically motivated, and within a product category that seemed aligned with him. Next, you had a U.S. energy drinks market that was on fire…especially within the categorical fragmentation of “energy plus.” Finally, you had a “Day 1” strategic partnership (and investment) by Molson Coors that provided national sales, field marketing, and distribution resources. This is a recipe for not just success…but outsized success! So, despite the relatively strong start...the brand was underperforming key competitors (e.g. Alani Nu and GHOST energy drinks) that launched within an 8-month period of ZOA Energy. While Molson Coors CEO Gavin Hattersley admitted ZOA Energy made several strategic missteps out the gate...he also stressed that it broke the golden rule of brand building by scaling too quickly. Yet, both Alani Nu and GHOST have been beverage industry rocket ships and now both passed the $600 million mark in retail sales over the most recent 52-week period (outselling ZOA Energy by 20 times more). But even with relatively weak performance since that January 2023 brand reset, Molson Coors expanded its strategic partnership with (and investment in) ZOA Energy. Why? After losing La Colombe Coffee Roasters to a strategic partnership with KDP, ZOA Energy became really the only sizable non-alcoholic (and health and wellness positioned) brand within the Molson Coors beyond beer portfolio...which I'll explain why I believe that's problematic. Finally, I'll examine several different implications around the timing of the brand reset that created distance between ZOA Energy and Dwayne "The Rock" Johnson. In today's ultra-competitive U.S. energy drinks market, brand authenticity matters A LOT…and that's because energy drinks are marketed as a lifestyle beverage that offers the functional benefit of energy. But wouldn't that help an energy drink with Dwayne ‘The Rock' Johnson weaved into the brand DNA? Yes, but only if ZOA Energy still felt like an authentic “energy drink” extension of him…and more importantly, the public still felt like they even knew who the authentic Dwayne ‘The Rock' Johnson was anymore. While changing the look, feel, and tone of ZOA Energy in the first few years was maybe a good decision in a vacuum, it (along with) the “Big Dwayne Energy” marketing campaign exacerbated this feeling with consumers that the brand felt more like just another diverse set of movie roles for the actor Dwyane “The Rock” Johnson. So, for this energy drink brand to really have a chance at meaningful success, ZOA can't just be another ‘ad' for its superstar co-founder or it's destined to continuing going ZOAwhere. FOLLOW ME ON MY SOCIAL MEDIA ACCOUNTS LINKEDIN YOUTUBE TWITTER INSTAGRAM FACEBOOK --- Support this podcast: https://podcasters.spotify.com/pod/show/joshua-schall/support
Is Bang Energy back baby…or is Monster Beverage CEO Rodney Sacks still dialing 1-900-Mix-A-Lot a year later looking for turnaround answers for the energy drink brand? Sticking with the recent theme from my previous Monster Beverage Corporation (NASDAQ: MNST) quarterly content, I'm going to focus a bulk of insights towards reconciling previous forward-looking statements that I've made about the Bang Energy turnaround strategy. But since Monster Beverage did just release their 2024 Q2 earnings report, I'll begin by analyzing those documents to obviously update you on how the existing brands within the Monster Beverage portfolio have been performing recently, but more importantly give context for my expanded strategic commentary on energy drink market dynamics and trends. Monster Beverage Corporation quarterly net sales was $1.9 billion (up 6.1% YoY on a constant currency basis). The largest segment of Monster Beverage (~92% of the total sales) is what they call “Monster Energy Drinks” even though it also includes Reign Total Body Fuel and Reign Storm, Bang Energy, and Monster Tour Water. Additionally, the next largest segment is known as “Strategic Brands,” which is a collection of conventional energy drinks that Monster picked up in the sort of “trade” with The Coca-Cola Company in June 2015. These include NOS and Full Throttle sold mostly in the NorAM market, and energy drink brand names like Burn, Predator, and Relentless that are sold globally. While I believe the energy drinks category has massive upside potential to continue growing…the near-term outlook is hazy. Firstly, categorical growth rates have slowed compared to the last handful of years. Moreover, a tighter consumer spending environment have been pressuring same-store sales at convenience channel retailers…which is the most important sales channel for energy drinks. And then Monster energy drink brands are facing opposition within the category at levels never seen before…as CELSIUS, C4 Energy, GHOST Energy, and Alani Nu continue to push hard. Finally, you have the YoY comparatives being thrown off because of the Bang Energy bankruptcy sales process that officially closed on July 31, 2023. But I'll examine the Bang Energy turnaround progress...looking through three strategic lenses: sales and distribution results by the Coca-Cola bottler system, product innovation pipeline, and branding and marketing efforts that could lift Bang Energy out of the Jack Owoc shadow. If you've looked at Bang Energy social media lately, many elements of this original “loud party vibes” lifestyle are still present...but there's one noticeable difference. Bang Energy and the streaming and content creator supergroup Any Means Possible (AMP) signed a strategic partnership that also makes the household name for Gen Z consumers the creative minds behind brand strategy. AMP is comprised of six members…with the most popular member being Kai Cenat, who's holds enough “attention” to shift culture. Finally, we can't talk Monster and Bang without some legal chatter, right? FOLLOW ME ON MY SOCIAL MEDIA ACCOUNTS LINKEDIN YOUTUBE TWITTER INSTAGRAM FACEBOOK --- Support this podcast: https://podcasters.spotify.com/pod/show/joshua-schall/support
According to Celsius Holdings CEO John Fieldly, the company is looking at expanding into “adjacent categories." I don't know about you…but doesn't that sound like something I predicted in November 2023? Celsius Holdings (NASDAQ: CELH) had quarterly revenue of $402 million, which was up 23% YoY. During the trailing twelve months, Celsius Holdings smashed through the billion-dollar mark…with the energy drink brand generating $1.49 billion in revenues over that period. According to Circana last 13-week data, Celsius was the number one brand driver of unit and dollar sales growth in the energy drink category. In addition, according to the trailing 4 weeks of Circana all tracked channel data for the period ending July 14, 2024, Celsius is now securely the third-largest energy drink brand in the category. Its market share grew about 1.4 percentage points YoY to 11% now. And I don't want gloss over this accomplishment…because it's the first time in over a decade that an energy drink not named Red Bull or Monster Energy has had a 10% share in the U.S. market. Celsius energy drinks saw massive growth in convenience stores, foodservice (e.g. fast food restaurants), mass retailers like Walmart, the club channel in retailers like Costco, and the Amazon marketplace. CELSIUS is now the best-selling energy drink on Amazon. Additionally, the early international market development groundwork starting to formalize with CELSIUS extending its relationship with Suntory Beverage & Food and also the first major international market expansion under the PepsiCo umbrella (i.e. Canada). It's my opinion that international expansion presents significant opportunity for incremental growth over the next three to five years. With Celsius at basically full distribution now…the TDP growth will have to come from increased items carried per store. In this quarter, average SKUs per retailer increased 35% to 20. Going forward, Celsius will increase items per store through a combination of product strategies like flavor, format, pack size, and variant expansion. Additionally, CELISUS will continue scaling up the new Essentials lineup that has exceeded the company's expectations. Additionally, they will seek more store placements like leveraging cold display activity in Celsius-branded coolers. While the U.S. energy drinks market has never been bigger than right now, competition within the category has never been greater (with C4 Energy, GHOST, and Alani Nu continuing to push market leaders). Then, you have categorical growth rates slowing and macroeconomic factors pressuring same-store sales of the largest convenience store chains. So, while I believe the energy drinks category has massive upside potential to continue growing…combining all those previously mentioned underlying drivers (plus a few more) mean that the near-term outlook is a little less rosy. CELSIUS still has ample sales and marketing levers to pull, and its core products continue to resonate with buyers…but that doesn't mean CEO John Fieldly isn't looking for additional growth opportunities (which lines up perfectly with my November 2023 prediction). FOLLOW ME ON MY SOCIAL MEDIA ACCOUNTS LINKEDIN YOUTUBE TWITTER INSTAGRAM FACEBOOK --- Support this podcast: https://podcasters.spotify.com/pod/show/joshua-schall/support
today we're chatting about the mysterious ingredients in the infamous logan paul's drink company prime, the girl on tiktok that found a rat in her alani nu energy drink and mistakes we made as newbie gym gals plus tips for current gym newbies! see what we mentioned in today's episode on our instagram stories!••••••••••••••••••••••••••••join our free women's communityshop the know your power collectionlisten + watch on✦ YouTube ✦ Apple Podcast ✦ Google Podcastcoaching✦ 1 on 1 Coaching✦ KYP Retreat Waitlistsponsors✦ Buff Chick Supplements ✦ 10% OFF with code JULIARENE✦ Mega Fit Meals code: MFJULIARENEconnect with us✦ KnowYourPowerPodcast@gmail.com✦ Podcast Instagram✦ Julia's Instagram✦ Kendall's Instagram✦ Julia's Personal YouTube✦ Kendall's Personal Youtube
What does a famous scene in Goodfellas and a renegotiation of the PepsiCo and Celsius distribution deal have in common? Celsius Holdings (NASDAQ: CELH) had quarterly revenue of $356 million, which was up 37% YoY. During the trailing twelve months, Celsius Holdings smashed through the billion-dollar mark…with the energy drink brand generating $1.41 billion in revenues over that period. According to Circana last 13-week data, Celsius was the number one brand driver of unit and sales growth in the energy drink category. In addition, according to the trailing 4 weeks of Circana all tracked channel data for the period ending March 31, 2024, Celsius is now securely the third-largest energy drink brand in the category. Its market share grew about four percentage points YoY to 11.5% now. And I don't want gloss over this accomplishment…because it's the first time in over a decade that an energy drink not named Red Bull or Monster Energy has had a 10% share in the U.S. market. Celsius energy drinks saw massive growth in convenience stores, foodservice (e.g. fast food restaurants), mass retailers like Walmart, the club channel in retailers like Costco, and the Amazon marketplace. CELSIUS is now the best-selling energy drink on Amazon. Additionally, the early international market development groundwork starting to formalize with CELSIUS extending its relationship with Suntory Beverage & Food and also saw the first major international market expansion under the PepsiCo umbrella, as sales and distribution activity in Canada began in December 2023. It's my opinion that international expansion presents significant opportunity for incremental growth over the next three to five years. With Celsius at basically full distribution now…the TDP growth will have to come from increased items carried per store. In this quarter, average SKUs per retailer increased to 20.6 from 13.5 in the prior-year period…causing TDP growth of 55% YoY and 27% sequentially. Going forward, Celsius will increase items per store through a combination of product strategies like flavor expansion, scaling the new Essentials lineup, and reintroducing iterated line extensions like fizz-free. Additionally, they will seek more store placements like leveraging cold display activity in Celsius-branded coolers. Finally, I connect the dots between one of the greatest movies of all-time, Goodfellas...and a recent 8-K report about the amended PepsiCo and Celsius distribution deal. In return for extra incentives on sales of Celsius with adjustments for promotions, John Fieldly likely asked for some extra non-compete coverage in the energy drink category. There's been some speculation that PepsiCo was interested in trying to unravel the mess of a structure that is Congo Brands/Alani Nu/PRIME (most likely get a share of Alani Nu), but it looks like that option is being put in witness protection (at least for the near-term). FOLLOW ME ON MY SOCIAL MEDIA ACCOUNTS LINKEDIN YOUTUBE TWITTER INSTAGRAM FACEBOOK --- Support this podcast: https://podcasters.spotify.com/pod/show/joshua-schall/support
In today's functional CPG market, how would you categorize what is (or isn't) a beverage? There's a growing format expansion trend within key functional beverage categories that's causing most consumers to provide a widening variance in definitions. But the mainstreaming version of the “beverage identity crisis” was something I started talking more about publicly during the “Great Shutdown” period because there was this perfect storm of converging factors that provided an extra tailwind for this format expansion trend within key functional CPG categories. Yet, it's that reversed format expansion playbook direction of “ready-to-mix (RTM) powder to ready-to-drink (RTD) beverage” that I want to unpack some more for you. That's primarily because it could very well become the dominant build model process amongst functional CPG entrepreneurs…one that we will begin seeing play out repeatedly within other growing functional CPG categories, thus causing more “beverage identity crisis” scenarios in the future. The massive mainstream success of Bang Energy consciously (or subconsciously) inspired many sports nutrition brand entrepreneurs to take the leap from pre-workout powders to energy drinks. See…those tens (or hundreds) of millions in high-margin energy drink adjacent categorical retail sales were now seen as more than numbers in a spreadsheet or bank account, but members of an audience. And it's those powerful audiences that have become defensible competitive moats and valuable business assets for CPG brands. Admittedly, sports nutrition brands (like C4 Energy, GHOST, and Alani Nu) didn't invent the “build an audience first strategy,” but they've perfectly leveraged it by also operating within the shadows of harder to track sales channels like specialty and ecommerce…where they can incubate powdered pre-workout energy supplement platforms that can then be extended into the beverage format. And the proof is in today's retail sales data for just how disruptively successful this “build process” has become within the energy drinks market. And what should be even more scary (for at least categorical incumbents), is that below the Top 10 energy drink brands, there's many more strong powdered pre-workout energy supplement platforms that are in different phases of beverage commercialization strategies. Oh…and surprise-surprise, this “changing of the guard” isn't just isolated to the energy category. Albeit a few years behind, the same thing is starting to play out within the hydration category. Beyond energy and hydration, I'll also cover the last of the “Big 3” mainstream functional beverage categories because protein is a bit different. While sports drinks and energy drinks are several multiples larger in total market size compared to hydration and energy powdered supplements, ready-to-mix protein powders outsell RTD protein beverages when you consider the entire multichannel sales landscape. So, it probably begs the question…why don't we then see the highest number of “powder to liquid” format swapping sports nutrition brand disruptors in the protein category? I'll explore those differing barriers-to-entry considerations...but explain why 2024 and 2025 could end up being filled with impressive launches by sports nutrition brands “protein powder market leaders” that have strong audiences of loyal customers. Finally, I'll analyze three other functional CPG categories (greens, relaxation, and gut health) that each should see similar blurring of categorical definitions in the next handful of years. FOLLOW ME ON MY SOCIAL MEDIA ACCOUNTS LINKEDIN YOUTUBE TWITTER INSTAGRAM FACEBOOK --- Support this podcast: https://podcasters.spotify.com/pod/show/joshua-schall/support
Many years ago, when I started proclaiming that the best and brightest sports nutrition brands could compete against any large CPG incumbent when it comes to functional food and beverage…oldhead CPG industry folk (especially beverage people) thought I was crazy. But at this point…I can just let that one super important beverage category retail sales scan data do most the talking for me. Energy drink brands that have roots in the supplement industry now account for over $3 billion in retail sales. And while most know the growth stories of CELSIUS, C4 Energy, GHOST, and Alani Nu, by now…I'm going dig a layer just below those brands and highlight a fast-charging challenger that could soon crack the top 10 best-selling energy drink list. In my wide-reaching conversation with Nic Stella, we cover topics like how his ability to spot early internet content and commerce connections have become a foundational element to the growth behind RYSE and RYSE Fuel. We also talk through a few different strategic partnership strategies…from flavor licensing to sponsoring UFC champions and professional sport teams. Moreover, Nic gets REAL about the beverage business and outlines a growing trend that I've long dubbed “the great beverage mirage.” Finally, we talk through his decision to lean into TikTok...which made him a key character in the brand story and catapulted RYSE to the top categorical spot on TikTok Shop. But these are just some of the insightful topics we talked about in this episode... FOLLOW ME ON MY SOCIAL MEDIA ACCOUNTS LINKEDIN - https://www.linkedin.com/in/joshuaschallmba YOUTUBE - www.youtube.com/c/joshuaschall TWITTER - https://www.twitter.com/joshua_schall INSTAGRAM - https://www.instagram.com/joshua_schall FACEBOOK - https://www.facebook.com/jschallconsulting --- Support this podcast: https://podcasters.spotify.com/pod/show/joshua-schall/support
Episode 539: Shaan Puri (https://twitter.com/ShaanVP) and Sam Parr (https://twitter.com/theSamParr) recap the biggest takeaways from spending the weekend with 10 billionaires including MrBeast, Andrew Wilkinson, Joe Gebbia and more. No more small boy spreadsheets, build your business on the free HubSpot CRM: https://mfmpod.link/hrd — Show Notes: (0:00) Intro (1:30) An evil genius affiliate play (6:30) MrBeast's glow up (14:30) Being uncommon among uncommon people (34:30) The lowlights (38:00) Breaking down billion-dollar energy drinks (48:30) Big takeaways from Tiny Talks — Links: • The sperm donor tweet - http://tinyurl.com/5ervvtav • MrBeast on YouTube - http://tinyurl.com/bdfp7waz • Feastables - https://feastables.com/ • MrBeast's Clone - http://tinyurl.com/3dj635ee • Prime - https://drinkprime.com/ • Alani Nu - https://www.alaninu.com/ — Check Out Sam's Stuff: • Hampton - https://www.joinhampton.com/ • Ideation Bootcamp - https://www.ideationbootcamp.co/ • Copy That - https://copythat.com • Hampton Wealth Survey - https://joinhampton.com/wealth Check Out Shaan's Stuff: • Try Shepherd Out - https://www.supportshepherd.com/ • Shaan's Personal Assistant System - http://shaanpuri.com/remoteassistant • Power Writing Course - https://maven.com/generalist/writing • Small Boy Newsletter - https://smallboy.co/ • Daily Newsletter - https://www.shaanpuri.com/ Past guests on My First Million include Rob Dyrdek, Hasan Minhaj, Balaji Srinivasan, Jake Paul, Dr. Andrew Huberman, Gary Vee, Lance Armstrong, Sophia Amoruso, Ariel Helwani, Ramit Sethi, Stanley Druckenmiller, Peter Diamandis, Dharmesh Shah, Brian Halligan, Marc Lore, Jason Calacanis, Andrew Wilkinson, Julian Shapiro, Kat Cole, Codie Sanchez, Nader Al-Naji, Steph Smith, Trung Phan, Nick Huber, Anthony Pompliano, Ben Askren, Ramon Van Meer, Brianne Kimmel, Andrew Gazdecki, Scott Belsky, Moiz Ali, Dan Held, Elaine Zelby, Michael Saylor, Ryan Begelman, Jack Butcher, Reed Duchscher, Tai Lopez, Harley Finkelstein, Alexa von Tobel, Noah Kagan, Nick Bare, Greg Isenberg, James Altucher, Randy Hetrick and more. — Other episodes you might enjoy: • #224 Rob Dyrdek - How Tracking Every Second of His Life Took Rob Drydek from 0 to $405M in Exits • #209 Gary Vaynerchuk - Why NFTS Are the Future • #178 Balaji Srinivasan - Balaji on How to Fix the Media, Cloud Cities & Crypto • #169 - How One Man Started 5, Billion Dollar Companies, Dan Gilbert's Empire, & Talking With Warren Buffett • #218 - Why You Should Take a Think Week Like Bill Gates • Dave Portnoy vs The World, Extreme Body Monitoring, The Future of Apparel Retail, "How Much is Anthony Pompliano Worth?", and More • How Mr Beast Got 100M Views in Less Than 4 Days, The $25M Chrome Extension, and More
During the 15-year stretch from 2004 to midway through 2019, the top three brands within the U.S. energy drinks market went unchanged (e.g. Red Bull, Monster Energy, and Rockstar Energy). But then Bang Energy blasted past Rockstar Energy that summer with a staggering 700%+ YoY growth rate…ending the 2019 calendar year at around $1.2 billion in sales. This sent shockwaves across the packaged beverage space for many reasons, but I want to focus on a particular aspect of the “Bang Effect.” It's time we all give Bang Energy the respect it deserves for what the brand did in the late 2010s to totally disrupt the energy drinks market. A great tasting “carbonated water with sugar or sweetener, flavor, and caffeine” just wasn't going to be enough anymore…because energy without the “plus” had started looking boring to the market! Bang Energy put Energy+ on the map, which forced Monster and Rockstar into defensive product strategy mode, and at the same time conscious (or subconsciously) inspired many sports nutrition brand entrepreneurs to take the leap from pre-workout powders to energy drinks. While I might be a bit biased considering my professional background, I've always believed the best and brightest sports nutrition brands could compete against any large CPG incumbent when it comes to functional food and beverage. Even if they won't ever admit it publicly, large energy drinks incumbents are worried about the “often imitated, never duplicated” influential epicenter of the CPG industry…sports nutrition. Why? Well…it reminds me of something I said in a recent piece of content about the sports drinks market. Gatorade had been accustomed to fending off direct attacks from known competitors. However, what happens when the market leader must fend off a rapidly multiplying amount of legitimate indirect attacks from lesser-known competitors? Now…swap Gatorade for Red Bull and Monster Energy. What Red Bull and Monster Energy want is for new categorical entrepreneurs to follow existing energy drink category playbooks (that they created). Following that “build process” within today's energy drinks market is almost guaranteed to fail because traditional category leaders understand how to compete against it. But now…sports nutrition brands have started to change the game. And the proof is in the pudding for how disruptively successful this “build process” has become within the energy drinks market. If we took the top 10 energy drink brands in 2023, you'd have half that were in one way, or another incubated within the sports nutrition space (e.g. Celsius, GHOST, C4 Energy, Alani Nu, and Bang Energy). If we just take those five “incubated in sports nutrition” market leaders…they generated over $3.6 billion in retail sales in 2023. Finally, consider the strong list of powdered pre-workout energy supplement platforms that are below those Top 10 energy drink brands…and in different phases of beverage commercialization strategies. A collection of names like RYSE Fuel, Bucked Up Energy, G Fuel, Recon1 Energy, and Jocko Go…that's an aggregate of several hundred million more in energy drink retail sales. And I won't even go one more a layer deeper because you get the point here…as this “changing of the guard” within the energy drinks space is only getting started. FOLLOW ME ON MY SOCIAL MEDIA ACCOUNTS LINKEDIN - https://www.linkedin.com/in/joshuaschallmba YOUTUBE - www.youtube.com/c/joshuaschall TWITTER - https://www.twitter.com/joshua_schall INSTAGRAM - https://www.instagram.com/joshua_schall FACEBOOK - https://www.facebook.com/jschallconsulting --- Support this podcast: https://podcasters.spotify.com/pod/show/joshua-schall/support
Why is Alani Nu Fat Burner banned in Canada? Unmask the danger of Rauvolfia vomitoria, and discover why this fat loss supplement is not only ineffective, but dangerous! For more information about this topic: https://brianyeungnd.com/2023/09/14/doctor-reviews-alani-nu-fat-burner/ Get EXCLUSIVE content and SUPPORT us: https://ko-fi.com/brianyeungnd
Is there a more riveting “what could be next” story playing out right now across any part of the CPG industry then with the brand portfolio Congo Brands? For those unfamiliar, here's a quick recap on the Congo Brands portfolio and its "creator/celebrity" partnerships...PRIME is the current star performer, selling ~$550 million of hydration beverages across large tracked channels over the last 52 weeks, and was created along with Logan Paul and KSI. Alani Nu is no slouch though, selling approximately $400 million worth of energy drinks across tracked channels over the last 52 weeks. The supplement brand turned beverage powerhouse was created with husband/wife team of Haydn Schneider and Katy Hearn. Finally, 3D Energy is an energy drink brand that has garnered decent success (albeit super small compared to PRIME and Alani Nu) and it was created with Christian Guzman. But within this content, I'll run through some possible interesting future ideas for each brand (including acquisition potential). Plus, I'll cover why I think Congo Brands could be looking at an IPO in late-2024. FOLLOW ME ON MY SOCIAL MEDIA ACCOUNTS LINKEDIN - https://www.linkedin.com/in/joshuaschallmba YOUTUBE - www.youtube.com/c/joshuaschall TWITTER - https://www.twitter.com/joshua_schall INSTAGRAM - https://www.instagram.com/joshua_schall FACEBOOK - https://www.facebook.com/jschallconsulting --- Support this podcast: https://podcasters.spotify.com/pod/show/joshua-schall/support
The hosts discussed the rise of high-profile creator-led brands and their transcendence beyond celebrity ties. They also reflect on a PSL season that started way too soon and the strategy behind functional brands that market both energizing and calming products. We also feature the latest installment of The Goat Pen, our regular series with Carlton Fowler, the co-founder and managing partner of early-stage investment firm Goat Rodeo Capital. Show notes: 0:42: Brad Is Back. “A Different Style Of Celebrity.” Craven Won't Leggo of Eggo Cream. – After a year-long hiatus BevNET reporter Brad Avery returned to the podcast and shared his perspective on the evolution of creator-led brands, including Chamberlain Coffee, Prime and Feastables. The hosts collectively bemoaned the early start to pumpkin spice products and continued the conversation on a few notable brands and products mentioned in recent episodes. 25:00: The Goat Pen with Carlton Fowler, Vol. 3 – Fowler spoke about Campbell's acquisition of Rao's owner Sovos Brands, why he's bullish on hard tea and the potential for Monster Energy and Dunkin's respective forays into the category, his perspective on how to most effectively set expectations and navigate disagreements between investors and entrepreneurs and the trajectory for CBD-infused food and beverage brands. Brands in this episode: Chamberlain Coffee, Prime, Alani Nu, Feastables, Starbucks, Eggo, Bennu Bev Co., Bang Energy, Kin Euphorics, Milk Bar, Magnolia Bakery, Fabalish, Rao's, Monster Energy, Dunkin', Samuel Adams, Twisted Tea, Luna Bay, Jiant, JuneShine, PBR, La Colombe
Most beverage industry veterans' thought was prediction was crazy months ago…but it looks like my super-secret Magic 8 Ball strikes again! Be honest...did you really believe my March 14, 2023 prediction that Monster Energy would eventually acquire the bankrupt assets of Bang Energy? But while I've already started to take my prediction victory lap, there's still a legal hurdle and many business unknowns left that I want to talk about in this Bang Energy bankruptcy update content. The final legal hurdle will be on July 12th, at which hearing the Debtors will seek Court approval of the sale of substantially all their assets to Blast Asset Acquisition LLC in accordance with the asset purchase agreement. But barring some outlier reason that would almost certainly cause an immediate liquidation of Bang Energy…Monster Beverage Corporation is the new owner of the company's intellectual property, goodwill, about $250 million in wholesale revenue producing DSD and retail relationships, everything involved with manufacturing and distribution facilities (even though some of that has been sold with or without a leaseback agreement), an owned DSD network (but from what I've heard…Huron Consulting recently cut that), and then human capital. So, what's next? Well…little is known about what Monster will do with Bang, but the most UNLIKELY scenario would be Monster deciding to shut down the brand, effectively removing a competitor from the marketplace. While Monster Beverage and Monster Energy are used interchangeably sometimes…we can't forget that Monster Beverage is a collection of many energy drink brands. Monster Energy is obviously the biggest, but they also own a collection of conventional global energy drinks that it picked up in the “trade” with The Coca-Cola Company that closed in June 2015. These brands include NOS and Full Throttle in the U.S. market, and names like Burn and Relentless that are used globally. I state this because it shows that Monster is willing to have a collection of similar products in each of the same global markets. That means Monster Beverage should be familiar with the strategies and tactics needed to support both its Reign Total Body performance energy drink brand and Bang Energy that created the energy drink sub-category. This performance energy drink market consolidation play is important because Monster is struggling to fend off upstart brands like GHOST, C4 Energy, RYSE, Alani Nu, and CELSIUS. So, I think positioning-wise…Monster uses Bang Energy as a low-cost performance energy drink offering to prop up price integrity and brand equity around its Reign Total Body brand. There's also a question of distribution…does Bang Energy move into Coca-Cola DSD trucks or does Monster separate it out and utilize independent DSD networks? But the rise and fall of Bang Energy will certainly be a story that Harvard Business School will try to distill down into a case study for learning purposes. I've covered many bankruptcies over the last handful of years, but this one is about as unique as we will ever experience. I say that because the craziness in every aspect of life since 2020 has desensitized us to what is or isn't an outlier. The Bang Energy story is an outlier in both the extreme entrepreneurial ups and the extreme business lows…both you can learn from. FOLLOW ME ON MY SOCIAL MEDIA ACCOUNTS LINKEDIN - https://www.linkedin.com/in/joshuaschallmba TWITTER - https://www.twitter.com/joshua_schall INSTAGRAM - https://www.instagram.com/joshua_schall FACEBOOK - https://www.facebook.com/jschallconsulting --- Support this podcast: https://podcasters.spotify.com/pod/show/joshua-schall/support
Grammy-nominated Hip Hop artist Jack Harlow recently invested in a beverage company based in his hometown of Louisville, Kentucky…but did he choose the right one? When you think about Kentucky and CPG…what comes to mind? Bourbon, right? The dozens of distilleries that make up the Kentucky Bourbon Trail are visited by a few million annually and the State has more than 11 million barrels of Bourbon ageing in warehouses. But just like how Jack Harlow feels a responsibility to make sure people don't think of Louisville hip hop and only think of one white guy…maybe he also doesn't want the Kentucky CPG industry to only be about bourbon. Which brings us to the recent collection of announcements from the Louisville-based energy drink brand Clear/Cut Phocus. The energy drink brand decided to drop the “Clear/Cut” part, brought on Jack Harlow as a co-owner, changed its CEO to a previous Bang Energy SVP of Sales, completely overhauled the visual identity of Phocus, and reformulated the drinks and stripped the portfolio down to a single new flavor. This for all intents and purposes…this wasn't a pivot…this is now a completely new company. Jack Harlow's strategy of buying into an existing brand isn't totally unique but is also a bit different than the norm of celebrity packaged goods behavior. Regardless, I think Jack Harlow would have been better off investing (and partnering) with Congo Brands...you know the portfolio company that owns the beverage names: Alani Nu, PRIME, and 3D Energy. But how about we don't get caught up on the woulda, coulda, shoulda decisions of Jack Harlow. Maybe it's better to focus on if a rapper is even the “right talent” to be combined with energy drinks being the “right product” in this celebrity packaged goods equation because rapper-themed energy drinks have a multi-decade track record of poor performance. So, to that…I wish Jack Harlow and Phocus all the luck in breaking the hip hop energy drink curse. Regardless, fortune favors the bold and, increasingly, the many celebrities who've made the leap into the CPG industry…so we will just have to wait and see what happens. FOLLOW ME ON MY SOCIAL MEDIA ACCOUNTS LINKEDIN - https://www.linkedin.com/in/joshuaschallmba TWITTER - https://www.twitter.com/joshua_schall INSTAGRAM - https://www.instagram.com/joshua_schall FACEBOOK - https://www.facebook.com/jschallconsulting --- Support this podcast: https://podcasters.spotify.com/pod/show/joshua-schall/support
A LOT has happened since the parent company of Bang Energy filed for Chapter 11 bankruptcy protection on October 10, 2022. If you checked out my previous comprehensive “Bang Energy Bankruptcy Explained” content about five months ago, you've likely been wondering what's going on at the beverage empire that Jack Owoc built. Well…I've been watching everything closely and read most of those 1000+ court documents, that amounted to thousands of pages, in hopes that I can provide a comprehensive update on the Bang Energy bankruptcy case and breakdown what everything ultimately means for the company and the entire energy drinks market. Firstly, this is a highly contested bankruptcy case that involves A LOT of egos, emotions, and energy drink competitors being among Bang Energy's largest creditors. Secondly, you have many factors at play that is causing the revenue to decline sharply at Bang Energy, including a DSD distribution swap away from PepsiCo, false advertising case with Monster Energy that's causing a packaging changeover, large retailers delisting or deprioritizing Bang Energy for upstarts like GHOST Energy, C4 Energy, RYSE, Alani Nu, and CELSIUS energy drinks, and then Huron Consulting Group implementing a cost optimization plan that put in motion that included a large SKU rationalization, a commercial real estate sale and leaseback strategy, and cuts to marketing spend…just to name some of the actions. Thirdly, Jack Owoc started seeing the writing on the wall and with not many viable options left to save Vital Pharmaceuticals (VPX Sports) that he birthed 30 years ago, Jack Owoc leaked the potential Bang Energy IPO. Next, Bang Energy put out a press release that says the board of directors “acknowledge Jack Owoc's vision in founding this leading brand and creating a world-class product in the energy drink category,” but he has been relieved of his CEO and Chairman of the Board duties. We are now in a full-on hostile takeover situation after I assume Jack Owoc went nuclear when he realized that his most hated rival Monster Energy could very well acquire Bang Energy. I'll explain why I believe Monster Energy would want to acquire Bang Energy, but also consider a few other options with the bankruptcy auction scheduled for April 27th, 2023. Bang Energy Bankruptcy Explained FOLLOW ME ON MY SOCIAL MEDIA ACCOUNTS LINKEDIN - https://www.linkedin.com/in/joshuaschallmba TWITTER - https://www.twitter.com/joshua_schall INSTAGRAM - https://www.instagram.com/joshua_schall FACEBOOK - https://www.facebook.com/jschallconsulting MEDIUM - https://www.medium.com/@joshuaschall
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 Bang Energy to become the third most popular energy drink in the U.S. market. Now…hold your horses on getting super excited about that. Firstly, this is based on one week data from IRI. Secondly, Celsius is beating a Bang Energy brand that is battered, bruised, and confused where they are at right now. Just like when retailers were delisting Coke Energy, Celsius is one of the biggest beneficiaries of the Bang Energy delisting process. So, Celsius is gaining incremental shelf space on that change, but you can't assume Bang Energy or other fast charging energy drink brands like GHOST, C4, Alani Nu, or Ryse Fuel are going to make it easy for them to retain it long-term. FOLLOW ME ON MY SOCIAL MEDIA ACCOUNTS LINKEDIN - https://www.linkedin.com/in/joshuaschallmba TWITTER - https://www.twitter.com/joshua_schall INSTAGRAM - https://www.instagram.com/joshua_schall FACEBOOK - https://www.facebook.com/jschallconsulting MEDIUM - https://www.medium.com/@joshuaschall
Protein coffee is currently trending on the social media platform TikTok, with the hashtag gaining nearly ten million views, but is it as simple as mixing espresso with protein powder? In this episode of the Xtalks Food Podcast, Sydney talks about the trending protein coffee drink, whether it's healthy and which companies sell it. Protein coffee, which is typically made by combining protein shakes, coffee and milk, along with some ice, is healthy in moderation, but adding too much caffeine can cause an increase in heart rate, stress and cortisol. Sydney talks about three companies that sell various versions of the drink, including Chike Protein Iced Coffee, Thunder Coffee Milk and Alani Nu. The team wonders whether it's necessary to combine the two functional beverages and if these drinks could potentially do more harm than good. Also, in this episode, Sydney talks about National Food Bank Day 2022. The day is honored to bring awareness to the persistent issue of hunger around the world, and while food banks receive attention and canned goods year-round, National Food Bank Day is a reminder that hunger must be eradicated. The day was founded on the 50th anniversary of the world's first official food pantry: St. Mary's Food Bank in Phoenix, Arizona, which was founded by John van Hengel in 1967. Sydney shares the history of food banks and pantries as well as ways to participate in National Food Bank Day. The team discuss the issue of unequal food distribution that leads to hunger in various communities as well as the need for holidays to commemorate those that help those in need. Read the full articles here:Is Protein Coffee Healthy and Which Companies Sell it?National Food Bank Day 2022: History and Significance For more food and beverage industry content, visit the Xtalks Vitals homepage.Follow Us on Social Media Twitter: @XtalksFood Instagram: @Xtalks Facebook: https://www.facebook.com/Xtalks.Webinars/ LinkedIn: https://www.linkedin.com/company/xtalks-webconferences YouTube: https://www.youtube.com/c/XtalksWebinars/featured
It was just announced that PepsiCo (NASDAQ: PEP) entered into a long-term agreement to be the preferred global distribution partner for Celsius Holdings (NASDAQ: CELH). PepsiCo will also make a net cash investment of $550 million in exchange for 8.5% ownership of Celsius Holdings. With the Bang Energy deal coming to an abrupt end in June 2022, PepsiCo couldn't risk falling behind in one of the fastest growing mature beverage categories. So, what does the PepsiCo and Celsius Holdings deal mean to the broader energy drinks market? This was the deal to make for PepsiCo, as Celsius Holdings is about two to three times bigger from a revenue perspective compared to C4 Energy or Alani Nu. This was also the most disruptive option for the energy drinks market because Celsius Holdings had 300+ unique DSD partners. Most of these were added in the last two years and will create a déjà vu moment for these independent DSD partners that will again be forced to replace another massive energy drink brand on their trucks. Which energy drink brands will benefit from the market chaos? Outside of Celsius Holdings, beneficiaries will be Bang Energy, C4 Energy, and Alani Nu. Additionally, next-tier energy drink brands like G Fuel, Kill Cliff, LifeAid Beverage, and even the newly launched energy drink from the supplement industry powerhouse 1st Phorm will get some benefit from the DSD reshuffling. But arguably the biggest indirect winner of the PepsiCo and Celsius Holdings deal is GHOST Energy. FOLLOW ME ON MY SOCIAL MEDIA ACCOUNTS LINKEDIN - https://www.linkedin.com/in/joshuaschallmba TWITTER - https://www.twitter.com/joshua_schall INSTAGRAM - https://www.instagram.com/joshua_schall FACEBOOK - https://www.facebook.com/jschallconsulting MEDIUM - https://www.medium.com/@joshuaschall
THE QUEENS ARE BACK! This time for real, because they're powered by multiple different candy-flavored highly caffeinated beverages. Will Elizabeth finally find an energy drink she likes? Will Sarah ever be able to sleep again after this experience? There's only one way to find out!
Well y'all, I have some MAJOR tea for you today.Alani Nu's Customer Appreciation Event was way to good to be true. They were ill-prepared, and how they handled the situation left a sour taste in my mouth.Especially as an established, well-off business.Listen to what went down and why I am done with them.Enjoy the drama and my frustration! lolxx TinaUPDATE: They issued an Instagram Story (it expires after 24 hours not even a formal post) apologizing. Not good enough for me. Also got a full refund back on all of my orders after asking._____________________________________________________________________Website & Online Training Programs: www.tinawielandfitness.comIG: @tinawielandfitFB GROUP: Busy Women, Fitness Driven
Celsius Holdings (NASDAQ: CELH) set more company records as the business almost triples in revenue, but will that continue in 2022? The current set-up looks great, but it won't be without marketplace challenges and competition breathing down on Celsius Holdings from all directions. This includes the important female energy drink buyer for Celsius, as upstart brand Alani Nu is growing at 600%+ YoY with annualized run rate revenue that close to $200 million. Celsius Holdings will need to continue focusing on expanding performance in several key sales channels that includes ecommerce (Amazon), fitness, and the granddaddy of them all...convenience stores. In 2021, Celsius Holdings reached another inflection point in its business, one which positions the energy drink brand for exponential growth and market share gains. This is above and beyond the recent brand popularity spike that has seen year-over-year quarterly revenue growth expand aggressively. In the last two years, Celsius Holdings have grown from two-tenths of a percent to now amassing just over two percent market share in the energy drink category. As the brand hits critical mass with a run rate now over $400 million in revenue, it has has been able to navigate the challenging marketplace dynamics that are creating higher barriers of entry for smaller scale new entrants that are now paying significantly higher shipping, raw materials, co-packer fees, and not being able to pass costs on and stay competitive due to Monster Energy and Red Bull pricing strategy. FOLLOW ME ON MY SOCIAL MEDIA ACCOUNTS LINKEDIN - https://www.linkedin.com/in/joshuaschallmba TWITTER - https://www.twitter.com/joshua_schall INSTAGRAM - https://www.instagram.com/joshua_schall FACEBOOK - https://www.facebook.com/jschallconsulting MEDIUM - https://www.medium.com/@joshuaschall
Quick minisode on this Friday because I wanted to catch up with you guys on a few topics and remind you to sign up for #6weekstoslay and not slide into my inbox late wanting to sign up. This is your sign. Time Stamps: (0:15) B Stands for Buy My Challenge (0:55) Don't Get FOMO (1:38) In Route to Appointment (5:28) Rating on Spotify (6:45) Alania Nutrition (9:30) Fitness Tiktoks (19:35) Be Nice (21:00) Challenge JOIN 6WEEKS2SLAY TODAY: https://www.dbft6weeks.com/6weeks2slay-30-january-2022 If you ever order through Alani Nu - use my link + code (www.alaninu.com/desb - code “desb) Join betterhelp today - www.betterhelp.com/desb code “desb” for 10% off your first month! #ad #sponsored Shop merch: https://www.desbfittraining.com/collections/shop-merch Apply to work with me 1-1: https://dbft.typeform.com/desbcoaching Follow @brunchwithdesb on insta: www.instagram.com/brunchwithdesb Hit me up: https://shor.by/DESB OPEN FACEBOOK FITNESS COMMUNITY: www.facebook.com/groups/dbftcommunity Be sure to join my email list for our new challenges, merch, and weekly motivation from me: http://eepurl.com/dy2JLz OR join my app here: https://train.desbfittraining.com/trainers/312078/landing PARAGON FITWEAR: code “desb” to save 11% PTULA ACTIVE: code “desb” to support me HYDROJUG: code “desb” to save 10% and stay hydrated af TULA SKINCARE: code “desb” to glow off with your skin and save 15% ALANI NUTRITION: code “desb” for free shipping over $50 and support me BUFFBUNNY COLLECTION: code “desb” to support instagram ➭ https://www.instagram.com/desb___ twitter ➭ https://twitter.com/desbfit youtube ➭ https://www.youtube.com/desireescogginfitness facebook ➭ https://www.facebook.com/desbfittraining official website ➭ https://www.desbfittraining.com ---------------------------------------------------
HAPPY HALLOWEEN, Y'ALL! In this episode, Rivers travels to a VERY SPOOKY trailer park in Eagle Rock, CA to sit down underneath a 12 foot-tall plastic skeleton and talk all things that go bump in the night with comedians Dustin Meadows, Brandie Posey, Anna Valenzuela, and Rick Wood! This time, we're once again discussing local folklore (cryptids, ghosts, faceless greasers, etc.) while also testing out the new "Witch's Brew" formula of the energy drink Alani Nu. Rob Zombie's "Dragula" is our JAM OF THE WEEK. Do it up, y'all. Follow Dustin, Brandie, Anna, and Rick on all forms of social media @DustinMeadows, @Brandazzle, @AnnaVisFun, and @TheEarthSats. Music at the end is "Jack-O-Fire" from the album 'Welcome to the Midnight Opry' by The Pine Hill Haints. Follow the show on Twitter @TheGoodsPod. Rivers is @RiversLangley Sam is @SlamHarter Carter is @Carter_Glascock Subscribe on Patreon for HOURS of bonus content and growing ALL THE TIME! http://patreon.com/TheGoodsPod Pick up a Goods from the Woods t-shirt at: http://prowrestlingtees.com/TheGoodsPod
This episode highlights notable news and new products from the perspective of Taste Radio hosts Ray Latif, Jacqui Brugliera and Mike Schneider, including an unusual cola collaboration, a groundbreaking law impacting CBD brands, flavor-driven innovation in overnight oatmeal, RTD cocktails and hummus. The show also includes updates on BevNET and NOSH's upcoming pitch competitions, a recap on beverage-related innovation, news and trends observed at the recently held 2021 NACS trade show and interviews with two entrepreneurs representing emerging brands: Cori Sue Morris, the founder and CEO of super-premium nut butter brand Retreat Foods and Susan Palmer, the founder and CEO of Little Red Kitchen Bake Shop, a maker of small-batch baked goods. Show notes: 1:05: Love It Or Hate It… We're Talking About It. -- The hosts opined about Pepsi's new limited-edition Cracker Jack flavor, why we're convinced that we have a brand competition that would suit almost any early-stage food or beverage company, Mike's excitement at the passage of Assembly Bill 45 and products that tickled the hosts' fancy over the past week, including a remarkable non-alcoholic canned cocktail and an upstart brand of freeze dried fruits and vegetables that is so(w) good. 21:14: A Re-Energized NACS Show -- Taste Radio editor Ray Latif sat down with BevNET Managing Editor Martin Caballero to discuss his major takeaways from this year's NACS trade show, including innovation in the energy drink category and how emerging brands are targeting the space, new products from the Coca-Cola Co. and PepsiCo that are targeting the convenience store channel and Vita Coco's new canned offering. 33:13: Interview: Cori Sue Morris, Founder/CEO, Retreat Foods -- Latif spoke with Morris at Natural Products Expo East 2021 for a conversation about the backstory and positioning of Retreat Foods, which markets adaptogenic-infused nut butters, why she's targeting Goop enthusiasts and how she mapped out social and pricing strategies for the brand. 43:05: Interview: Susan Palmer, Founder & CEO, Little Red Kitchen Bake Shop -- Also recorded at the Expo East 2020 show, Latif spoke with Palmer, whose Brooklyn-based company makes small batch, artisan cookies and sweet treats that are baked with mostly organic, fair trade and non-GMO ingredients. The conversation chronicled Palmer's experience as an entrepreneur, her commitment to high quality ingredients, the challenges of wholesaling fresh products, the company's recent alignment with rapid delivery service Gorillas and how she's positioning the brand for distribution in major retail chains. Brands in this episode: Ghia, Ithaca Hummus, Diesel Water, Sow Good, MUSH, Pepsi, Cedar's, Later Days Coffee, A Dash, Alani Nu, Soul Fixx Elixirs, MOSH, Super Coffee, Ethan's, Riot Energy, Shaka Tea, Zoa, C4, Rockstar Energy, Bang Energy, Monster Energy, Naked Juice, Smartwater, AHA, Minute Maid, Zico, Odwalla, Suja, Barrilitos, Vita Coco, Retreat Foods, Little Red Kitchen Bake Shop
Meet Biggie's New Love... Alani Nu. See omnystudio.com/listener for privacy information.
We live in a non-branded search world, but what does that mean for key active and sports nutrition categories? It's plain and simple, the rise of non-branded search has disrupted the sports and active nutrition industry. So, what's going on? I attribute it to a combination of (1) the low barriers of entry causing brand/product proliferation (2) strength of marketplaces like Amazon needing more selection to feed its flywheel (3) consumers realizing quality products exist everywhere and having a willingness to try them out. Meet the brand agnostic consumer that bring a broad and sophisticated range of purchase criteria with them when making decisions. Yes, occasions remain where brand is the prime driver, but it would be exhausting for consumers in today's market to be passionate about all product categories. That means the sole focus on brands vanish in favor for product attributes as the definer of quality. Consumers today are searching for categories (with or without generic descriptors), rather than brands. 80% of keyword searches on Amazon are generic. That means most consumers are searching for “women's pre-workout” or “chocolate whey protein” instead of Alani Nu or Optimum Nutrition. Since the bulk of search queries are now unbranded search, active and sports nutrition brands should be redefining their product differentiators. Fact is, almost all active or sports nutrition customers shop on Amazon. It's basically a default utility in America today, so overlooking the consumer behavior of using non-branded search more frequently would be a mistake regardless of how strong you believe your brand is in the market. With the help of my data partner Stackline, I'll look at how four of the biggest sports and active nutrition product categories are being affected by the rise in non-branded search.
Episode 26 is out! I'm on today with client, Lauren Curry. Apologies in advance for the Zoom quality. Be prepared for some skips and audio concerns but the story itself is a great one.Lauren and I argue about The Rock and Alani Nu lol. This is a brief engagement. Lauren and I discuss her comeback from injury. She went from being run over by a car to being a fitness junkie! Hear her story and be inspired.Visit the Fitness That Fits You Gym at 2407 Brownsboro Road in Louisville Kentucky 40217E: austin.pegram@gmail.comIG: austinftfyFB: Fitness That Fits You
Read just about any fitness article that mentions the consumption of alcohol and it have you believing it will absolutely destroy any of your physique goals. So, why have more fitness-focused companies aligned themselves with alcoholic beverages? Fact is, negativity towards alcohol within a healthy person's life wasn't always so grim, as advertising in the 1920s said “Guinness is good for you!” Today's "sensationalism drives consumerism mindset" has tried to replace balance, but three shifts in the last 10 years have fitness-focused and alcoholic beverage brands converging and leveraging common ground. The strongest functional CPG lifestyle brands (ie. Alani Nu) will continue to push the boundaries on product development that expands outside of traditional categories. Additionally, the trend of partnering with alcoholic beverages on marketing activations is only getting started as fitness-focused brands embrace the reality that being “hardcore chicken/veggies/rice 24/7/365" is about as valuable as those plastic trophies single-minded fitness competitors ruin their lives for in today's dynamic business environment.
Back it up, back it up! We're back! With another episode, it's a miracle! We first discuss some current events that have affected our lives in the past week including Alani Nu releasing a hard seltzer line, JJ Watt getting signed to the Cardinals and Selena finally getting her embroidery machine. Next we answer Vogue's infamous 73 questions (well half, this will be part one) then we wrap up the show with two hot takes and Cashing In, see ya next Wednesday! lols #peace
We are coming to the end of 2020, which gives us a perfect reason to reflect over the past year. Over the next few weeks, I will be sprinkling in some "Top 5 Lists" of different functional "better for you" CPG and FMCG topics that will be insightful, valuable, and/or just plain entertainment. In this first "Top 5 List" video of the year-end season, I cover my biggest sports nutrition brand winners of 2020. #5 - Outright Bar #4 - MyProtein #3 - Redcon1 #2 - Alani Nu #1 - GHOST Lifestyle Honorable Mentions - 1st Phorm, NutraBio, Glaxon, and HUM Nutrition