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Dear Glanbia board of directors…don't be afraid to give up what's good for what's great! Glanbia Plc (LON:GLB) is a multibillion-dollar global nutrition company that's currently comprised of three divisions that span across the B2B supply chain (i.e. Health & Nutrition and Dairy Nutrition) and branded products (Performance Nutrition). “Health & Nutrition” is a leading global ingredients solutions business, providing value added ingredient and flavor solutions to a range of attractive, high-growth end markets. In the first quarter of 2025, revenue increased by 24.9% YoY. “Dairy Nutrition” is the number one producer of American-style cheddar cheese in the U.S. market, but more importantly (for my audience) the number one producer of whey protein isolate…and provides a wide range of dairy and functional protein solutions. In the first quarter of 2025, revenue increased by 18.9%. The brands in the Glanbia Performance Nutrition portfolio include; Optimum Nutrition, BSN, think!, Isopure, Amazing Grass, and SlimFast. Glanbia Performance Nutrition had first quarter 2025 revenue that declined by 6.6% YoY, driven by a volume decrease of 5.8% and a price decrease of 0.8%. Additionally, I'll dive deeper into Glanbia Performance Nutrition geographical, sales channel, product format, and categorial performance. Optimum Nutrition, which was the initial M&A transaction in 2008 that created the GPN division, now represents 66% of the total revenue. In the last year, Optimum Nutrition generated revenue of approximately $1.2 billion. Moreover, Optimum Nutrition is the number one sports nutrition brand in the world and also the top sports nutrition brand in close to 20 different countries. As part of its group-wide transformation program announced last November, that seeks to generate annual cost savings of at least $50m by 2027, leadership noted that a GPN portfolio review to ensure focus can be placed on high-growth opportunities had determined the divesture decision on its Netherlands-based direct-to-consumer ecommerce business, Body & Fit (that was acquired in 2017), and its weight management brand SlimFast (that was acquired for $350 million in 2018). Also, if you don't follow the Irish financial news cycle, you might have missed that the activist investor Clearway Capital is back again! But this time…Clearway Capital is hoping to get support from Tirlán Co-op, which is Ireland's largest, farmer-owned agri-food and nutrition business. Also, Tirlán is the largest shareholder in Glanbia. But while I couldn't get access to the exact letter sent to Tirlán, urging it to support a plan to split up Glanbia…Clearway Capital did recently address the Glanbia board of directors at its annual general meeting, requesting the global nutrition company initiate a strategic review into potential disassembly. And just like three years ago, I'm still largely aligned with those Clearway Capital statements. But the major difference surrounds our motivation as to why we've been urging Glanbia to be split up into two (or three different businesses).
It was basically six years ago when I asked Glanbia to consider something completely foreign to their longstanding business culture, but today's the day my dreams became reality (well sort of)! Glanbia Performance Nutrition is one of two divisions of Glanbia plc (LON:GLB), a multibillion-dollar global nutrition company. The brands in the Glanbia Performance Nutrition portfolio include; Optimum Nutrition, BSN, think!, Isopure, Amazing Grass, and SlimFast. I'll use the recent earnings report, earnings call, and associated news to update you on how Glanbia Nutritionals and Glanbia Performance Nutrition is performing against the complex operating environment. Glanbia Performance Nutrition had full-year 2024 revenue of $1.81 billion, which increased 0.5% YoY. The brand portfolio had volume growth of 2.9%, but that was more than offset by price decline of 4.2% YoY. Additionally, I'll dive deeper into Glanbia Performance Nutrition geographical, sales channel, product format, and categorial performance (performance nutrition, healthy lifestyle, and weight management). Optimum Nutrition, which was the initial M&A transaction in 2008 that created the GPN division, now represents 66% of the total revenue. In 2024, Optimum Nutrition generated revenue of approximately $1.2 billion, which was up 7.5% YoY. Moreover, Optimum Nutrition is the number one sports nutrition brand in the world and also the top sports nutrition brand in close to 20 different countries. As part of its group-wide transformation program announced last November, that seeks to generate annual cost savings of at least $50m by 2027, leadership noted that a GPN portfolio review to ensure focus can be placed on high-growth opportunities had determined the divesture decision on its Netherlands-based direct-to-consumer ecommerce business, Body & Fit (that was acquired in 2017), and its weight management brand SlimFast (that was acquired for $350 million in 2018). And then in this final part of the content, I want to share some comments about how Glanbia intends to navigate the current volatility in the high-end whey market. Glanbia expects a $200 million transitory impact from this cycle of sharp commodity market inflation, which it plans to mitigate by pulling a variety of different front-facing and back-end levers. These include substantial price increases (that will trickle down to consumers later this year), shifts in price pack architecture, reformulation of products, and trade promotion efficiency (and pullback in overall marketing spend). Additionally, Glanbia leadership even noted that long-term investments in alternative protein sources are being considered (which maybe even includes a takeover of the embroiled precision fermentation startup Perfect Day that I suggested Glanbia acquire several years ago).
Did a recent human capital move finally signal that Glanbia Performance Nutrition intends to transform into a “functional beverage powerhouse” long-term that I've been talking about for the last few years? Glanbia Performance Nutrition is one of two divisions of Glanbia plc (LON:GLB), a multibillion-dollar global nutrition company. The brands in the Glanbia Performance Nutrition portfolio include; Optimum Nutrition, BSN, think!, Isopure, Amazing Grass, and SlimFast. I'll use the recent earnings report, earnings call, and associated news to update you on how Glanbia Nutritionals and Glanbia Performance Nutrition is performing against the complex operating environment. Glanbia Performance Nutrition had 2024 first nine month of 2024 revenue growth of 1.7% YoY. The brand portfolio had volume growth of 3.2%, but that was more than offset by price decline of 4% YoY. Additionally, I'll dive deeper into Glanbia Performance Nutrition geographical and product categorial performance (performance nutrition, healthy lifestyle, and weight management). BTW I'm thinking about the creation of a change.org petition for the Glanbia Performance Nutrition division name to be amended to The Optimum Nutrition Company. This one brand alone now accounts for 65% of the total GPN revenue. In first nine months of 2024, Optimum Nutrition had 6.4% YoY growth coming from strong volume gains, but U.S. market retail consumption growth in tracked channels was up 1.1% over the recent 13-week period. Additionally, Optimum Nutrition generated over $1.1 billion in revenue last year...which makes it the number one sports nutrition brand in the world and also the top sports nutrition brand in 18 different countries. Finally, I talk through why I think the recent hiring of GPN Americas President and an announced Glanbia group transformation program sounds like the perfect opportunity to strategically align around GPN becoming a “functional beverage powerhouse” long-term. The RTD beverage format accounts for about 8% of the total GPN revenue…and that basically $150 million in 2024 revenue comes from four main products (across three different GPN brands). Yet, all of the focus will likely be placed on the Optimum Nutrition and ISOPURE protein beverages that have underperformed compared to market leaders like Premier Protein. FOLLOW ME ON MY SOCIAL MEDIA ACCOUNTS LINKEDIN YOUTUBE TWITTER INSTAGRAM FACEBOOK --- Support this podcast: https://podcasters.spotify.com/pod/show/joshua-schall/support
If it ain't broke, don't fix it. But if it's REALLY broke…follow what Glanbia always does and just send it off to the island of the misfit toys! Glanbia Performance Nutrition is one of two divisions of Glanbia plc (LON:GLB), a multibillion-dollar global nutrition company. The brands in the Glanbia Performance Nutrition portfolio include; Optimum Nutrition, BSN, think!, Isopure, Amazing Grass, and SlimFast. I'll use the recent earnings report, earnings call, and associated news to update you on how Glanbia Nutritionals and Glanbia Performance Nutrition is performing against the complex operating environment. Glanbia Performance Nutrition had 2024 first half revenue of $882.1 million, which was down 0.8% YoY. The brand portfolio had volume growth of 3.1%, but that was more than offset by price decline of 3.9% YoY. Additionally, I'll dive deeper into Glanbia Performance Nutrition geographical and product categorial performance (performance nutrition, healthy lifestyle, and weight management). BTW I'm thinking about the creation of a change.org petition for the Glanbia Performance Nutrition division name to be amended to The Optimum Nutrition Company. This one brand alone now accounts for 65% of the total GPN revenue. In 2024 H1, Optimum Nutrition had 7.7% YoY growth coming from strong volume gains, but U.S. market retail consumption growth in tracked channels was basically flat over the 13-week period ending July 14, 2024. Additionally, Optimum Nutrition generated over $1.1 billion in revenue last year...which makes it the number one sports nutrition brand in the world and also the top sports nutrition brand in 18 different countries. I also update you on the GPN revenue breakdowns (and trends) by sales channel and product format. Finally, I talk through a collection of hot takes or things I'm left pondering about Glanbia at this current time. These include the full reasoning behind poor performance of RTD beverages and snacking formats at GPN (beyond the poor performance of SlimFast), slight (but impactful) design changes made to Optimum Nutrition packaging, and my updated outlook on dry whey and cocoa commodity pricing. FOLLOW ME ON MY SOCIAL MEDIA ACCOUNTS LINKEDIN YOUTUBE TWITTER INSTAGRAM FACEBOOK --- Support this podcast: https://podcasters.spotify.com/pod/show/joshua-schall/support
Maybe it wasn't the most impressive first official reporting period for Glanbia's new CEO…though it's not always about how you start that's important, but how you finish, right? Glanbia Performance Nutrition is one of two wholly-owned segments of Glanbia plc (LON:GLB), a multibillion-dollar global nutrition company. The brands in the Glanbia Performance Nutrition portfolio include; Optimum Nutrition, BSN, think!, Isopure, Amazing Grass, and SlimFast. I'll use the recent earnings report, earnings call, and associated news to update you on how Glanbia Nutritionals and Glanbia Performance Nutrition is performing against the complex operating environment. Glanbia Performance Nutrition had 2024 first quarter revenue that decreased 1.9% compared to last year. The brand portfolio had volume growth of 1.4%, but that was more than offset by price decline of 3.3% YoY. Additionally, I'll dive deeper into Glanbia Performance Nutrition geographical and product categorial performance (performance nutrition, healthy lifestyle, and weight management). BTW I'm thinking about the creation of a change.org petition for the Glanbia Performance Nutrition division name to be amended to The Optimum Nutrition Company. This one brand alone now accounts for 64% of the total GPN revenue. In 2024 Q1, Optimum Nutrition had 5.6% growth coming from both pricing and volume gains…and U.S. market retail consumption growth in tracked channels was basically flat over the 13-week period ending March 23, 2024. Additionally, Optimum Nutrition generated over $1.1 billion in revenue last year...which makes it the number one sports nutrition brand in the world and also the top sports nutrition brand in 18 different countries. Finally, I talk through a collection of hot takes or things I'm left pondering about Glanbia at this current time. These include where the struggling legacy brand SlimFast sits inside of an evolving weight management category that has seen huge spikes in GLP-1 weight loss solutions (e.g. Ozempic, Wegovy, Zepbound, etc.), think! protein bars and Girl Scouts collaboration, recent marketing strategic partnerships (McClaren F1, Spartan Race, and Sky Sports), dry whey and cocoa commodity pricing, and ISOPURE picking up momentum. FOLLOW ME ON MY SOCIAL MEDIA ACCOUNTS LINKEDIN YOUTUBE TWITTER INSTAGRAM FACEBOOK --- Support this podcast: https://podcasters.spotify.com/pod/show/joshua-schall/support
Sometimes when you're looking for billion-dollar opportunities…you can easily overlook those little details that can change everything. In last quarter's Glanbia content, you might have noticed my irritation growing because over the inability of Optimum Nutrition to have a protein RTD offering that's competing closely with the likes of market leaders…Premier Protein, Fairlife/Core Power, and Muscle Milk. But maybe I was looking at this problem from the wrong angle…maybe the answer to competing in the growing protein beverages market is through ISOPURE. But you might be asking why hasn't ISOPURE been successful to those massive levels either yet? And in this content I'll explore that...and more! Glanbia Performance Nutrition is one of two wholly-owned segments of Glanbia plc (LON:GLB), a multibillion-dollar global nutrition company. The brands in the Glanbia Performance Nutrition portfolio include; Optimum Nutrition, BSN, think!, Isopure, Amazing Grass, and SlimFast. I'll use the recent earnings report, earnings call, and associated news to update you on how Glanbia Nutritionals and Glanbia Performance Nutrition is performing against the complex operating environment. Glanbia Performance Nutrition had 2023 full-year revenue of $1.8 billion, which was an increase 4.8% compared to last year. The brand portfolio continued to have strong pricing power in the market (with it being up 5.4%), but volume was down 0.6%. Additionally, I'll dive deeper into Glanbia Performance Nutrition geographical and product categorial performance (performance nutrition, healthy lifestyle, and weight management). BTW I'm thinking about the creation of a change.org petition for the Glanbia Performance Nutrition division name to be amended to The Optimum Nutrition Company. This one brand alone now accounts for 62% of the total GPN revenue. In 2023, Optimum Nutrition had 17% growth coming from both pricing and volume gains…and U.S. market retail consumption growth in tracked channels was 13.7% over the 52-week period ending December 31, 2023. Additionally, Optimum Nutrition generated over $1.1 billion in revenue in 2023...which makes it the number one sports nutrition brand in the world and also the top sports nutrition brand in 18 different countries. Finally, I talk through a collection of hot takes or things I'm left pondering about Glanbia at this current time. These include where the struggling legacy brand SlimFast sits inside of an evolving weight management category that has seen huge spikes in GLP-1 drugs (e.g. Ozempic, Wegovy, etc.), the think! protein bar brand (which has regained sales momentum after the “Great Shutdown” period) will see an exciting licensing partnership come sometime later this year, and why I think Glanbia is addressing the growth opportunity within the digital channel in the incorrect manner. 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
If there's one thing consistent about Glanbia each year, it's that the global nutrition group always makes at least one acquisition. Glanbia Performance Nutrition is one of two wholly-owned segments of Glanbia plc (LON:GLB), a multibillion-dollar global nutrition company. The brands in the Glanbia Performance Nutrition portfolio include; Optimum Nutrition, BSN, think!, Isopure, Amazing Grass, and SlimFast. I'll use the recent earnings report, earnings call, and associated news to update you on how Glanbia Nutritionals and Glanbia Performance Nutrition is performing against the complex operating environment. Glanbia Performance Nutrition had 2023 YTD revenue increased 2.7% YoY, but that was a sequential slowdown from the first six months in 2023. The brand portfolio continued to have strong pricing power in the market (with it being up 8.9%), but volume was down 6.2%. Additionally, I'll dive deeper into Glanbia Performance Nutrition geographical and product categorial performance (performance nutrition, healthy lifestyle, and weight management). BTW I'm thinking about the creation of a change.org petition for the Glanbia Performance Nutrition division name to be amended to The Optimum Nutrition Company. This one brand alone now accounts for 61% of the total GPN revenue. In the first nine months of 2023, Optimum Nutrition had 14.5% growth coming from both pricing and volume gains…and U.S. market retail consumption growth in tracked channels was 9.5% over the twelve-week period ending September 10, 2023. Finally, I talk through a collection of hot takes or things I'm left pondering about Glanbia at this current time. These include where the struggling legacy brand SlimFast sits inside of an evolving weight management category that has seen huge spikes in GLP-1 drugs (e.g. Ozempic, Wegovy, etc.), why Optimum Nutrition needs to grow its protein RTD beverage offering, and why Optimum Nutrition needs to go back to the drawing board with Amino Energy to win any share in the energy drinks market. 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
After a decade of consistent leadership coming to an end soon, will there be major changes ahead for the multibillion-dollar global nutrition company? Glanbia Performance Nutrition is one of two wholly-owned segments of Glanbia plc (LON:GLB), a multi-billion dollar global nutrition company. The brands in the Glanbia Performance Nutrition portfolio include; Optimum Nutrition, BSN, think!, Isopure, Amazing Grass, and SlimFast. I'll use the recent earnings report, earnings call, and associated news to update you on how Glanbia Nutritionals and Glanbia Performance Nutrition is performing against the complex operating environment. Glanbia Performance Nutrition had 2023 H1 revenue of $889 million, which increased 3.4% YoY, but that was a sequential slowdown from Q1. The brand portfolio continued to have strong pricing power in the market (with it being up 10.9%), but volume was down 7.5%. Additionally, I'll dive deeper into Glanbia Performance Nutrition geographical, product format, sales channel, and categorial performance (performance nutrition, healthy lifestyle, and weight management). BTW I'm thinking about the creation of a change.org petition for the Glanbia Performance Nutrition division name to be amended to The Optimum Nutrition Company. This one brand alone now accounts for 60% of the total GPN revenue. In the first half of 2023, Optimum Nutrition had 16.2% growth coming from both pricing and volume gains…and U.S. market consumption growth was 14.3%. Finally, I talk through what it could mean for Glanbia as longtime Group Managing Director, Siobhán Talbot, is retiring and current head of the Glanbia Performance Nutrition division, Hugh McGuire, will take over starting January 1, 2024. Is this a big deal? The short answer is yes! So, what does the next 3-5 years at Glanbia look like? Hugh himself stated the normal boiler plate CEO changeover stuff in statements, but I think Glanbia needs to utilize its strong financial position to make a transformative acquisition. I still think blood is in the water over at THG (aka The Hut Group and MyProtein). That large transaction could be accompanied by a spin off its Glanbia Performance Nutrition division into a standalone company with a dual listing in the United States and Ireland. That's the kind of legacy creating move that Hugh McGuire likely pitched to the board during the interview process…or at least be something living rent free in his head. 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
Glanbia is certainly making that cheddar…figuratively and literally, but which GPN brand has been cutting the cheese lately? Glanbia Performance Nutrition is one of two wholly-owned segments of Glanbia plc (LON:GLB), a multi-billion dollar global nutrition company. The brands in the Glanbia Performance Nutrition portfolio include; Optimum Nutrition, BSN, think!, Isopure, Amazing Grass, and SlimFast. I'll use the recent earnings report, earnings call, and associated news to update you on how Glanbia Nutritionals and Glanbia Performance Nutrition is performing against the complex operating environment. Glanbia Performance Nutrition had 2023 Q1 revenue growth of 4.6% YoY on a constant currency basis from strong pricing increases. Additionally, I'll dive deeper into Glanbia Performance Nutrition categorial performance (performance nutrition, healthy lifestyle, and weight management). BTW I'm thinking about the creation of a change.org petition for the Glanbia Performance Nutrition division name to be amended to The Optimum Nutrition Company. This one brand alone now accounts for 60% of the total GPN revenue. This quarter, Optimum Nutrition had 20.8% growth and even more impressive U.S. consumption growth of 36.1%. With these recent Optimum Nutrition growth numbers…I want to be one of the first to congratulate the performance nutrition brand on becoming the most recent categorical brand to reach $1 billion in annualized revenue. Finally, I talk through a recent Glanbia M&A transaction and what that could or should signal from my perspective. I know I've talked about this a year ago, but it feels like Glanbia is at a bit of a crossroads right now. Path number one…do nothing substantial from an outside perspective and just use excess liquidity to rebalance risk tolerance to increase marketing and/or product innovation. Path number two…add a large asset through M&A. I've thrown out two compelling ones lately…THG (aka Myprotein), but you'd need to divest the beauty segment. The other was the precision fermentation startup Perfect Day that would have all kinds of interesting future plays. Path number three…Glanbia should start the corporate communications around a spin off its Glanbia Performance Nutrition division into a standalone company with a dual listing in the United States and Ireland. Either way…Glanbia has certainly become an increasingly fun behemoth to watch, right? 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
Did Optimum Nutrition just join an ultra-exclusive club within the supplement industry? Glanbia Performance Nutrition had 2022 revenue growth of 13.9% YoY on a constant currency basis from strong pricing increases. They also benefitted from the mid-2021 acquisition of LevlUp, a gamer (esports) nutrition brand. Glanbia Performance Nutrition is one of two wholly-owned segments of Glanbia plc (LON:GLB), a multi-billion dollar global nutrition company. The brands in the Glanbia Performance Nutrition portfolio include; Optimum Nutrition, BSN, think!, Isopure, Amazing Grass, and SlimFast. I'll use the recent earnings report, earnings call, and associated news to update you on how Glanbia Nutritionals and Glanbia Performance Nutrition is performing against the complex operating environment. Additionally, I'll dive deeper into Glanbia Performance Nutrition categorial performance (performance nutrition, healthy lifestyle, weight management, and international). I also share a collection of hot takes or things I'm left pondering about Glanbia after hearing GPN strategic priorities going forward. This includes a larger long-term prediction about Optimum Nutrition, pondering acquisition targets like MyProtein and a precision fermentation startup like Perfect Day, and explanation around why the mismanagement of BSN is only getting worse by the day. 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
Will revamping SlimFast and BSN be the answer to solving the struggles of both Glanbia Performance Nutrition brands? Glanbia Performance Nutrition had 2022 Q3 revenue growth of 13.7% YoY on a constant currency basis from strong pricing increases. They also benefitted from the mid-2021 acquisition of LevlUp, a gamer (esports) nutrition brand. Glanbia Performance Nutrition is one of two wholly-owned segments of Glanbia plc (LON:GLB), a multi-billion dollar global nutrition company. The brands in the Glanbia Performance Nutrition portfolio include; Optimum Nutrition, BSN, think!, Isopure, Amazing Grass, and SlimFast. I'll use the recent earnings report, earnings call, and associated news to update you on how Glanbia Nutritionals and Glanbia Performance Nutrition is performing against the complex operating environment. Additionally, I'll dive deeper into Glanbia Performance Nutrition categorial performance (performance nutrition, healthy lifestyle, weight management, and international). Finally, I share a collection of hot takes or things I'm left pondering about Glanbia at this current time, which includes the Slim Fast brand overhaul, BSN getting back into bodybuilding, and why your sports nutrition brand shouldn't follow the leader during this current recessionary period. 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
Is Glanbia the bellwether for the supplement industry or will things change in the second half of 2022? Glanbia Performance Nutrition had 2022 H1 revenue growth of 14.9% YoY on a constant currency basis from strong pricing increases. They also benefitted from the mid-2021 acquisition of LevlUp, a gamer (esports) nutrition brand. Glanbia Performance Nutrition is one of two wholly-owned segments of Glanbia plc (LON:GLB), a multi-billion dollar global nutrition company. The brands in the Glanbia Performance Nutrition portfolio include; Optimum Nutrition, BSN, think!, Isopure, Amazing Grass, and SlimFast. I'll use the recent earnings report, earnings call, and associated news to update you on how Glanbia Nutritionals and Glanbia Performance Nutrition is performing against the complex operating environment. Additionally, I'll dive deeper into Glanbia Performance Nutrition sales channel, product format, and categorial performance (performance nutrition, healthy lifestyle, weight management, and international). Finally, I share a collection of hot takes or things I'm left pondering about Glanbia at this current time, which includes the Slim Fast overhaul, Glanbia Performance Nutrition outlook that might give hints to the entire supplement (and sports nutrition) industry, and why more activist investor noise might be ahead for Glanbia. 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
Glanbia had one of the best quarters of growth in recent history, so why isn't everyone celebrating it? Glanbia Performance Nutrition had 2022 Q1 revenue growth of 15.7% YoY on a constant currency basis from strong pricing and volume increases. They also benefitted 1% from the mid-2021 acquisition of LevlUp, a gamer (esports) nutrition brand. Glanbia Performance Nutrition is one of two wholly-owned segments of Glanbia plc (LON:GLB), a multi-billion dollar global nutrition company. The brands in the Glanbia Performance Nutrition portfolio include; Optimum Nutrition, BSN, think!, Isopure, Amazing Grass, and Slim Fast. I'll use the recent earnings report, earnings call, and associated news to update you on how Glanbia Nutritionals and Glanbia Performance Nutrition is performing against the complex operating environment. Additionally, I'll dive deeper into Glanbia Performance Nutrition categorial performance (performance nutrition, healthy lifestyle, weight management, and international). Next, I'll share why I think Glanbia is set-up for massive M&A activity. Finally, I give my hot take on why activist investors are starting to target the global nutrition company and if I think Glanbia should spin-off Glanbia Performance Nutrition. Should Glanbia Consider Selling BSN? - https://youtu.be/uTWxEWotvdQ 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
Can we officially say now that Glanbia Performance Nutrition is back on track after a few hiccup years? Glanbia Performance Nutrition had 2021 full-year revenue of $1.44 billion, which increased 17.1% YoY on a constant currency basis from both strong pricing and volume increases. They also benefitted 1.2% from the mid-year acquisition of LevlUp, a gamer (esports) nutrition brand. Glanbia Performance Nutrition is one of two wholly-owned segments of Glanbia plc (LON:GLB), a multi-billion dollar global nutrition company. The brands in the Glanbia Performance Nutrition portfolio include; Optimum Nutrition, BSN, Think!, Isopure, Amazing Grass, and Slim Fast. I'll use the recent earnings report, earnings call, and associated news to update you on how the Glanbia Performance Nutrition portfolio is performing against the complex operating environment. Additionally, I'll dive deeper into the Optimum Nutrition (which grew 35% YoY globally in 2021) and Slim Fast brands, provide an update on the Glanbia Performance Nutrition strategic transformation project, and explain how Glanbia will likely make additional "bolt on" acquisitions within both divisions in 2022. 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
Is the Glanbia Performance Nutrition brand portfolio still the gold standard in the sports, active, and lifestyle nutrition market? Glanbia Performance Nutrition 2021 Q3 growth was reported net revenues growth of 23.2% YoY on a constant currency basis from both strong pricing and volume increases (at 18% and 4.4% respectively). They also benefitted 0.8% from last quarter's acquisition of LevlUp, a gamer (esports) nutrition brand. Glanbia Performance Nutrition is one of two wholly-owned segments of Glanbia plc (LON:GLB), a multi-billion dollar global nutrition company. The brands in the Glanbia Performance Nutrition portfolio include; Optimum Nutrition, BSN, Think!, Isopure, Amazing Grass, and Slim Fast. I'll use the recent earnings report, earnings call, and presentation slides to update you on how the Glanbia Performance Nutrition portfolio is performing against the complex operating environment. Additionally, I'll dive deeper into the Optimum Nutrition and Slim Fast brands, provide an update on the Glanbia Performance Nutrition strategic transformation project, and explain how Glanbia used it's strengthened balance sheet to make another "bolt on" acquisition within the Glanbia Nutritionals division. Finally, I'll explain why a pending 9-figure transaction could create massive opportunities for $500 million plus M&A deals in the near future. 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
In this episode, we are joined by Chris Hickey. Chris is a current Board Member with us at Momentous and was previously the CEO at IsoPure and the CMO at Exos. We switched things up and had Chris interview Matt.The two discussed Matt's childhood, his eating habits, and his daily routine. The two also talked about pastimes, some of Matt's role models, and what it was like starting Momentous.Find Momentous:LiveMomentousInstagramFacebookTwitterYoutube
Interview with Dr. Jeremy Alland, Primary Care Physician and Sports Medicine Specialist at Midwest Orthopaedics at Rush, to discuss the importance of wearing a helmet while skiing and how to be aware of concussions.Interview with Jay Jacobson, the Global Director of Education at Optimum Nutrition, BSN, and Isopure. The difference between amino acid supplements vs protein powders and when they should be taken during the day.Ask the Doctor segment: Dr. Cole answers questions from listeners about Tenex procedure, runners knee, and activities that can be done after a knee replacement.
Glanbia is a global nutrition company that owns various nutritional supplement and sports nutrition brands. These brands include names like Optimum Nutrition, BSN, Think!, Isopure, Amazing Grass, and Slim Fast. Using the recently filed Glanbia earnings report and supplemental earnings call and presentation slides, I'll update you on how the Glanbia Performance Nutrition portfolio is performing against the complex global operating environment. Additionally, I'll discuss how the Glanbia Performance Nutrition transformation project is progressing against its original goals and timeline. Finally, I'll cover how the progressively stronger Glanbia balance sheet is setting up for the company to likely add another acquisition in the near-term. (Note: I suggest a few functional CPG brands for Glanbia Performance Nutrition leadership at the end of the episode.)
Is it time for Glanbia Performance Nutrition to go “over the top” in its strategy as it continues to slip in importance of the overall Glanbia portfolio? Glanbia is a global nutrition company that owns various nutritional supplement and sports nutrition brands. These brands include names like Optimum Nutrition, BSN, ThinkThin, Isopure, Amazing Grass, ABB, and Slim Fast. I'll use the recent earnings report and earnings call notes to update you on how the massive consumer behavior event COVID-19 has affected Glanbia Performance Nutrition and Glanbia Nutritionals. Finally, I'll explain why Glanbia Performance Nutrition is expanding its transformation project that they announced in late 2019. Interested in seeing the presentation visuals of this episode, check out my YouTube video - https://youtu.be/7LRjcMJA44k
To supplement or not to supplement? That's the question we're answering in this episode. Robin shares the results of her (slightly insane) week-long broth cleanse while Brandy reports back on her (slightly pathetic) once-per-week physical activity challenge. They also discuss the stigmas surrounding the supplement industry, the safest ones on the market for health newbs, and which ones to take for weight loss, energy, and muscle gain. Recommended protein powder: Evolve for vegans or Isopure for people with tastebuds. Weight loss: CLA (brand = ON). Helps your body process fat. Appetite suppressant: Hoodia. Energy: B12 (Whole Foods brand or Nature's Way).
Sarcopenia is the healthcare and national security problem nobody is talking about. Sarcopenia is muscle loss as we grow older. Lack of muscle increases healthcare costs, reduces quality of life, and jeopardizes US national security. Learn how to prevent sarcopenia. Get the facts. Thanks for checking out the show and subscribing. If you really loved this episode, then please take a screenshot and share it on your Instagram page, Facebook page, etc. and be sure to tag me so I know. Thank you in advance! Protein powders I like BodyTech Hexatein https://amzn.to/3eG3P8U Dymatize https://amzn.to/31h2rpb Isopure https://amzn.to/3dFEdrq New episodes every Friday Joe Cannon, MS has degrees in exercise science and biology & chemistry. He’s an authority on dietary supplements, personal fitness training and the author of several books including Rhabdo, the first book about exercise-induced rhabdomyolysis. Joe-Cannon.com SupplementClarity.com Disclaimer: episodes are for information only. I’m not a medical doctor and no medical advice is given or implied. Always consult your doctor for the best advice for you. Links to Amazon are affiliate links. This helps you support my podcasts and videos. When you click on my amazon links and purchase something, I make a small commission at NO extra cost to you. My books: My rhabdomyolysis book: https://amzn.to/35tfz9O My personal training textbook: https://amzn.to/3cEDXbZ My dietary supplement book: https://amzn.to/2Vil3St All my books on Amazon: https://amzn.to/2L3tOLc
With major sporting events happening throughout the year, like March Madness, the NFL Draft, MLB Opening Day, there are TONS of opportunities for brands to leverage professional athletes in their marketing campaigns. We bring in OpenSponsorship Account Manager, Matt Hochberg, to discuss some campaigns he's helping brands run around major sporting events + the results they have seen so far. 2:50 - How can advertisers target specific regional markets? Jason and Matt discuss Quip’s campaign with professional baseball players and their children around Opening Day. 6:30 - Matt breaks down Isopure’s March Madness campaign with both NBA players and athletes who are just basketball fans. 9:20 -Matt discusses Jordan Burrough’s product giveaway with health food app, HowUDish, as it is happening! HowUdish got 500+ entries, 18k+ views, and 5k+ likes within ONE HOUR. Matt also speaks to how creative content can drive maximum engagement.
For Show Notes and Coach McKeefery's Website - http://www.RonMcKeefery.com Now Available on iTunes http://bit.ly/1bPlMei Pick up your copy of Coach McKeefery's #1 Amazon International Bestseller "CEO Strength Coach" - http://www.CEOStrengthCoach.com Please “Thank” our sponsor who bring this show to you for free:PLAE - http://plae.us/Train Heroic - http://trainheroic.com/ Matt Wan is the Founder and CEO at Momentous, a sports nutrition startup on a mission to change the supplement industry. Momentous is the first and only brand of its kind to collaborate directly with dietitians and strength coaches from all four Major Leagues and NCAA. After launching their first product line last year, they already have more than 40 professional sports teams as customers. While still a very young company, they’ve raised money from an impressive variety of individuals and institutions. The Board of Directors at the company includes the former CMO of Exos and CEO of Isopure, Chris Hickey, Academy Award-winning filmmaker and world-renowned mountaineer Jimmy Chin, and mega-entrepreneur and media personality, Rob Dyrdek. Matt currently lives in Jackson Hole, Wyoming. His passion for nutrition and training started at an extremely young age when then 49ers strength coach Dave Scholz took Matt under his wing in the 6th grade. Dave, now an advisor to Momentous and the Head Strength and Conditioning coach at Texas Tech, systematically introduced Matt to the world of performance training and nutrition and Matt’s obsession grew from there. Matt founded Momentous and dropped out of Harvard the next year to pursue the business full time. In This Episode We Discuss:The Momentous story. Biggest mistake he has made and how he learned from it. Problems in the supplement market. Taking risks and betting on yourself. Leadership and management of clients and employees. Best piece of coaching advice he has ever received. His favorite quote, Book/App/Website recommendation.
For Show Notes and Coach McKeefery's Website - http://www.RonMcKeefery.com Now Available on iTunes http://bit.ly/1bPlMei Pick up your copy of Coach McKeefery's #1 Amazon International Bestseller "CEO Strength Coach" - http://www.CEOStrengthCoach.com Please “Thank” our sponsor who bring this show to you for free:PLAE - http://plae.us/Train Heroic - http://trainheroic.com/ Matt Wan is the Founder and CEO at Momentous, a sports nutrition startup on a mission to change the supplement industry. Momentous is the first and only brand of its kind to collaborate directly with dietitians and strength coaches from all four Major Leagues and NCAA. After launching their first product line last year, they already have more than 40 professional sports teams as customers. While still a very young company, they’ve raised money from an impressive variety of individuals and institutions. The Board of Directors at the company includes the former CMO of Exos and CEO of Isopure, Chris Hickey, Academy Award-winning filmmaker and world-renowned mountaineer Jimmy Chin, and mega-entrepreneur and media personality, Rob Dyrdek. Matt currently lives in Jackson Hole, Wyoming. His passion for nutrition and training started at an extremely young age when then 49ers strength coach Dave Scholz took Matt under his wing in the 6th grade. Dave, now an advisor to Momentous and the Head Strength and Conditioning coach at Texas Tech, systematically introduced Matt to the world of performance training and nutrition and Matt’s obsession grew from there. Matt founded Momentous and dropped out of Harvard the next year to pursue the business full time. In This Episode We Discuss:The Momentous story. Biggest mistake he has made and how he learned from it. Problems in the supplement market. Taking risks and betting on yourself. Leadership and management of clients and employees. Best piece of coaching advice he has ever received. His favorite quote, Book/App/Website recommendation.
In this episode, Prince talks with Rafique 'Flex' Cabral, who is a long time friend, co-founder of Trooper Fitness, an Isopure athlete, Marine Veteran and a certified Master level personal trainer. The discussion revolves around the physical and mental challenges of injury and other setbacks in life. Flex shares his real life experience coming back from injury as well as how he helps his clients come back from their setbacks. It takes a Trooper Mentality to get through obstacles like this, and the conversation delves into steps you can take to get there. Follow Rafique 'Flex' Cabral on Instagram at @TrooperFlex" See acast.com/privacy for privacy and opt-out information.
PROJECT RECLAMATION Episode 42: Self Image Cuz You’re Amazing…Just The Way You Are In this episode, Steve & JB tackle the topic of Self Image…more specifically, negative self image. We dive into the reality of negative self image, share some of our own examples and experiences, and talk through how to deal with it, and try to shed some light on how to realize and accept that making changes to get better are a good thing, but at the same time how to see and accept that you really are amazing…just the way you are. 0:00 Mean Girls https://www.youtube.com/watch?v=W8_POt2KlfQ 2:32 Chicago PD https://www.nbc.com/chicago-pd 3:40 Chicago Med, Chicago Justice & Chicago Fire https://www.nbc.com/chicago-med https://www.nbc.com/chicago-justice https://www.nbc.com/chicago-fire 6:42 Chubby Unicorns 10:38 Orange Beach, AL https://en.wikipedia.org/wiki/Orange_Beach,_Alabama 19:48 Ketosis https://en.wikipedia.org/wiki/Ketosis 20:09 Isopure http://www.theisopurecompany.com/ 21:11 Diabetic Ketoacidosis https://en.wikipedia.org/wiki/Diabetic_ketoacidosis 22:07 Human Spontaneous Combustion https://en.wikipedia.org/wiki/Spontaneous_human_combustion 33:56 Turkey Trots https://www.active.com/turkey-trots 35:04 Ectomorphs, Mesomorphs & Endomorphs https://www.muscleandstrength.com/articles/body-types-ectomorph-mesomorph-endomorph.html 53:10 “She’s All That” https://www.imdb.com/title/tt0160862/ 53:49 Arrow https://en.wikipedia.org/wiki/Arrow_(TV_series) 59:37 Tommy Lee https://en.wikipedia.org/wiki/Tommy_Lee 59:44 Steven Tyler & Mick Jagger https://en.wikipedia.org/wiki/Steven_Tyler https://en.wikipedia.org/wiki/Mick_Jagger 1:05:44 “Just The Way You Are” -Bruno Mars https://www.youtube.com/watch?v=LjhCEhWiKXk Project Reclamation Links Website: http://projectxreclamation.com Email: projectxreclamation@gmail.com Facebook: https://www.facebook.com/Project-Reclamation-395831667534101/ YouTube: https://www.youtube.com/channel/UCihrXohOFuDTZh1BM_HwiJw Instagram: https://www.instagram.com/projectxreclamation/?hl=en Twitter: https://twitter.com/ProjectReclama2 Jax the dog: https://www.facebook.com/jax.frickmovicz.9 Page the dog: https://www.facebook.com/page.frickmovicz.3 Tim's Links YouTube: https://www.youtube.com/channel/UCHCxAUPtoaoagQKW7lOdZSg Facebook: https://www.facebook.com/tim.frick.92 Instagram: https://www.instagram.com/t_k_ultra/?hl=en Twitter: https://twitter.com/TheTimFrick
Meet Karim Ramos fitness trainer and model. Karim went from being an obese teen to becoming a model for Phat Farm and most recently featured in print ads for Isopure. Hear what he has to say about food options for kids and his long term goal. You can listen live and call in on Thursday, April 4 at 11:00 pm Eastern Time. Call 347-215-8677.
Combining the power of video and social media. Jerry will answer CF-related questions in a short format video.In this episode, Jerry talks about the importance of protein drinks, which are a great way to help you recover after a workout - especially after intense ones. Jerry shares a few of his favorite drinks, including chocolate milk, Muscle Milk, and Isopure. These drinks and other like them will help give your body a chance to recover after your workout.Big thanks to Genentech for their support of Jerry Cahill's CF WindSprints.For more information on CF Wind Sprints, cystic fibrosis, or the Boomer Esiason Foundation, be sure to visit us at www.esiason.org. Also, be sure to check out www.cfwindsprints.com
Ben Prince from Isopure at ASMBS