Podcasts about premier protein

As the second fastest growing category within the entire grocery store surpasses 50% household penetration…have attractive fragmentation opportunities now been unlocked within RTD protein beverages? BellRing Brands (NYSE: BRBR) is a portfolio that owns a collection of convenient nutrition brands like Premier Protein and Dymatize Nutrition, which was previously wholly-owned by Post Holdings. A fast-paced and busy lifestyle is pushing consumers to switch to quick and healthy meal options. This has resulted in above average categorical growth rates and increased household penetration of RTD protein shakes that promote active lifestyles. Additionally, powders are becoming more mainstream, and category proliferation has created an environment where more consumers are purchasing both every day and performance nutrition positioned protein products at grocery stores and mass retailers. Bellring Brands had a strong 2025 Q2 with net sales reaching $588 million, which was up 18.9% YoY. Premier Protein (~90% of BellRing Brands total revenue) grew 22% YoY, which came from mostly volume increases. Dymatize Nutrition was up 3% YoY, stemming from volume increases within international markets and new product introductions. In response to these elevated sports nutrition competitive threats, BellRing Brands has attempted to invest further into Dymatize brand marketing and restarting product innovation. Though, I'd say neither effort has resulted in meaningful success yet. Moreover, I provide three deep dives into the functional CPG portfolio's "hero SKU families" of Premier Protein RTD protein shakes and Premier Protein and Dymatize protein powders. But my latest first principles thinking content will examine two emerging product innovation concepts that are becoming more popular (both in terms of product launches and customer demand). The first is around a richer and creamier RTD protein beverage…Premier Protein is calling its version “Indulgence” and BellRing Brands leadership noted on the earnings call that this new subline has demonstrated impressive incrementality, bringing in a considerable number of consumers new to the brand and category. Similarly, Quest Nutrition is also recently launched its “more indulgent” RTD protein beverages subline…calling it “Protein Milkshake.” But what you'll also notice about the Quest Protein Milkshake is that the protein content is much higher than the “unwritten 30 grams of protein rule.” So, now you're seeing competitors, that have brand equity will outside the performance nutrition buyer segment, start to push the upper limits of protein content. And finally, on the flipside…competitors are also testing the lower limits and seeking to attach protein with other beverage categories like carbonated soft drinks and water. So, what does this all mean? And I think there's still A LOT of opportunity to innovate within RTD protein beverages market, which will open up the category to more buyers, different use occasions, and more day parts. Doss is the first Adaptive Resource Platform (ARP). Book a live demo here.

You could succeed, if the light shines, travel plans, suvs or cars, in the shadows, wireless chargers, why do ppl like big headphone?   When a show ends, Netflix goes up again, the dropout, still didn't finish murder at the end of the world, tiny beautiful things.   Taco Bell Mexican pizza, Premier Protein, spring roll in a bowl, bbq pizza bake, sushi sandwich, Mexican fish tacos, pesto chicken skillet.   Happy weekend stars Happy Super Bowl

If there was a Super Bowl for convenient nutrition brands…Premier Protein would be considered the Kansas City Chiefs of the functional CPG category. BellRing Brands (NYSE: BRBR) is a portfolio that owns a collection of convenient nutrition brands like Premier Protein and Dymatize Nutrition, which was previously wholly-owned by Post Holdings. A fast-paced and busy lifestyle is pushing consumers to switch to quick and healthy meal options. This has resulted in above average categorical growth rates and increased household penetration of RTD protein shakes that promote active lifestyles. Additionally, powders are becoming more mainstream, and category proliferation has created an environment where more consumers are purchasing both every day and performance nutrition positioned protein products at grocery stores and mass retailers. Bellring Brands had a strong 2025 Q1 with net sales reaching $532.9 million, which was up 23.8% YoY. Premier Protein (~90% of BellRing Brands total revenue) grew 26.3% YoY, which came from mostly volume increases. Dymatize Nutrition was up 12.6% YoY, stemming from volume increases within international markets. In response to these elevated sports nutrition competitive threats, BellRing Brands has attempted to invest further into Dymatize brand marketing (i.e. utilization with NFL star running back Christian McCaffrey) and restarting product innovation (i.e. pre-workout energy powder and RTD protein beverages leveraging Pebbles cereal). Moreover, I provide three deep dives into the functional CPG portfolio's "hero SKU families" of Premier Protein RTD protein shakes and Premier Protein and Dymatize protein powders. But my latest first principles thinking content will explain my usage of that specific NFL analogy in the introductory statement. And while the most obvious connection would be that BellRing Brands corporate headquarters is located within St. Louis, Missouri (and the Rams relocating almost a decade ago it makes the Kansas City Chiefs the “local team"), a more hidden connection would be that both brands have dominated their respective “sports” of late…and much like the Kansas City Chiefs are attempting to win their third Super Bowl in a row, BellRing Brands (because of primarily Premier Protein) is hoping to reach its own version of a three-peat. And if analyzing the trailing twelve months BellRing Brands net sales activity, the brand portfolio has now successfully reached the $2 billion milestone (and is well on its way to reaching $3 billion in net sales). So, why do I believe the Premier Protein “three-peat” is almost guaranteed at this point?

Believe it or not…it's already been five years since Post Holdings spun-off its “active nutrition brand portfolio” to create BellRing Brands. But while being nostalgic can be fun…I'm more interested in pondering what the next five years could look like. BellRing Brands (NYSE: BRBR) is a portfolio that owns a collection of convenient nutrition brands like Premier Protein and Dymatize Nutrition, which was previously wholly-owned by Post Holdings. A fast-paced and busy lifestyle is pushing consumers to switch to quick and healthy meal options. This has resulted in above average categorical growth rates and increased household penetration of RTD protein shakes that promote active lifestyles. Additionally, powders are becoming more mainstream, and category proliferation has created an environment where more consumers are purchasing both every day and performance nutrition positioned protein products at grocery stores and mass retailers. Bellring Brands had a strong 2024 Q4 with net sales reaching $555.8 million, which was up 17.6% YoY. Premier Protein (~85% of BellRing Brands total revenue) grew 20.3% YoY, which came from large volume increases. Dymatize Nutrition was up 3.9% YoY, stemming from volume increases within international markets. Moreover, I provide three deep dives into the functional CPG portfolio's "hero SKU families" of Premier Protein RTD protein shakes and Premier Protein and Dymatize protein powders. And it wasn't until the BellRing Brands CEO shared on LinkedIn that they were “ringing the NYSE bell” in honor of their anniversary that I realized it's already been five years since Post Holdings spun-off its “active nutrition brand portfolio” to create BellRing Brands. So, I'll start by getting a little nostalgic by sharing some of my thoughts from five years ago...and also provide a five-year performance update for BellRing Brands since the IPO. But even if that “historical recap” was enjoyable…I'm sure you're more interested in my logic surrounding what could happen to BellRing Brands over the next five years. So, my latest first principles thinking content will predict how BellRing Brands evolves and matures in its brand strategy, product portfolio strategy, domestic distribution strategy, international expansion, and acquisitions (M&A). And then finally…you probably want me to tell you that BellRing Brands stock will again triple in the next five years, but I'm far from intelligent enough to predict something like that! FOLLOW ME ON MY SOCIAL MEDIA ACCOUNTS ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LINKEDIN⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YOUTUBE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TWITTER⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠INSTAGRAM⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠FACEBOOK⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ --- Support this podcast: https://podcasters.spotify.com/pod/show/joshua-schall/support

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

Premier Protein remains the “gold standard” in convenient nutrition, but slowdowns in its brand portfolio counterpart (Dymatize Nutrition) should be concerning. Fortunately, something always remains to be harvested…so let them not "play Koia" and be idle for much longer. BellRing Brands (NYSE: BRBR) is a portfolio that owns a collection of convenient nutrition brands like Premier Protein and Dymatize Nutrition, which was previously wholly-owned by Post Holdings. A fast-paced and busy lifestyle is pushing consumers to switch to quick and healthy meal options. This has resulted in above average categorical growth rates and increased household penetration of RTD protein shakes that promote active lifestyles. Additionally, powders are becoming more mainstream, and category proliferation has created an environment where more consumers are purchasing both every day and performance nutrition positioned protein products at grocery stores and mass retailers. Bellring Brands had a strong 2024 Q3 with net sales reaching $515.4 million, which was up 15.6% YoY. Premier Protein (~85% of BellRing Brands total revenue) grew 19.8% YoY, which came from large volume increases. Dymatize Nutrition was down 2.6% YoY, stemming from volume increases within international markets. Moreover, I provide three deep dives into the functional CPG portfolio's "hero SKU families" of Premier Protein RTD protein shakes and Premier Protein and Dymatize protein powders. Believe it or not, a whole year has passed since I even mentioned M&A in a quarterly BellRing Brands content piece...but it's the perfect time to talk again about M&A and brand portfolio architecture is now for several reasons. Firstly (and most broadly), consumers can't seem to get enough protein. There's increasingly diverse consumer cohorts that possess a heightened awareness around the value of protein. Secondly (and related), that demographic diversity, being interested for different reasons, makes protein a battleground category as it proliferates across the entire grocery store. Thirdly, the Dymatize growth story from the last few years had allowed Bellring Brands to shift M&A needs from “must have” to “nice to have,” but that seems to be ending now. Additionally, a major convenient nutrition brand portfolio competitor (i.e. Simply Good Foods) just acquired the fastest growing protein RTD liquids brand (i.e. OWYN). And then finally, plant-based protein sales have again been strong…holding their own against milk-based counterparts because top products have advanced to a point where consumers feel they are near parity in terms of flavor and texture. So, what does this all mean? The same thing I referenced in 2021…that Bellring Brands needs to find a leading plant-based protein brand to fill a portfolio gap. I believe there are a few plant-brand protein brands that are focused on building their own core customer that's outside the typical natural channel shopper…with product and branding in line with conventional protein products. So, the best option to acquire right now for Bellring Brands would be Koia. FOLLOW ME ON MY SOCIAL MEDIA ACCOUNTS ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LINKEDIN⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YOUTUBE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TWITTER⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠INSTAGRAM⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠FACEBOOK⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ --- Support this podcast: https://podcasters.spotify.com/pod/show/joshua-schall/support

Ever wondered how a career at Walt Disney World could lead to a role in the world of Disney races? Tracy Wiu, the vibrant runDisney race announcer, reveals her captivating journey from the magical realms of Disney entertainment to becoming a beloved voice in the running community. Listen as Tracy recounts her first Disney Princess run in 2011 and shares how running has positively impacted her mental health. Along the way, we discuss the essential role of protein in your diet, answer questions about the Pelkey Running Club, and celebrate the Florida Gators' impressive NCAA Outdoor Track and Field Championship streak.Amidst the laughter and light-hearted banter, we tackle summer travel plans, including John's heartfelt visit to his 89-year-old mother in Pennsylvania and Carissa's upcoming lifestyle event in Nantucket, featuring Premier Protein's ice cream pop-up and some competitive pickleball. We even touch on the emotional twists involving Matt Pablo and Riley's poisoning, with a nod to the quirks of Mylar and Super Mary. This episode also promises some giggle-filled moments as we navigate the logistics of balancing travel with a bit of alone time away from parental duties.Lastly, Tracy delves into her diverse background, from her roots in Manila to her education in musical theater in Boston, and her various roles at Walt Disney World. Her stories of hosting Disney events after a challenging Star Wars run are both inspiring and heartwarming. Plus, she shares her efforts to get back into fitness, her amusing COVID wall-painting adventures, and a fun rapid-fire round discussing her favorite race costumes and co-hosts. Join us for an episode brimming with motivation, travel tales, and the supportive spirit of the running community.Send us a Text Message.Support the Show.Let Registered Dietitian Carissa Galloway lead you through a science-backed plan to transform the way you think about your diet.Visit www.GallowayCourse.com and use the code PODCAST at checkout for a great discount!Become a 321 Go! Supporter. Help us continue to create! HEREFollow us!@321GoPodcast@carissa_gway@pelkman19Email us 321GoPodcast@gmail.comOrder Carissa's New Book - Run Walk EatImprove sleep, boost recovery and perform at your best with PILLAR's range of magnesium recovery supplements. Use code 321GO at www.theFeed.com to get 15% off Let Sara Akers with RunsOnMagic plan your next runDisney weekend! IG @runsonmagic or you can go to www.RUNSONMAGIC.com or email her runsonmagictravel@gmail.com Use Promo Code 321GO

If you get too close to the sun, you will burn. This is the recent story of Premier Protein. BellRing Brands (NYSE: BRBR) is a portfolio that owns a collection of convenient nutrition brands like Premier Protein and Dymatize Nutrition, which was previously wholly-owned by Post Holdings. A fast-paced and busy lifestyle is pushing consumers to switch to quick and healthy meal options. This has resulted in above average categorical growth rates and increased household penetration of RTD protein shakes that promote active lifestyles. Additionally, powders are becoming more mainstream, and category proliferation has created an environment where more consumers are purchasing both every day and performance nutrition positioned protein products at grocery stores and mass retailers. Bellring Brands had a strong 2024 Q2 with net sales reaching $494.6 million, which was up 28.3% YoY. Premier Protein (~85% of BellRing Brands total revenue) grew 33.8% YoY, which came from large volume increases. Dymatize Nutrition was up 4.6% YoY, stemming from volume and price increases. Moreover, I provide three deep dives into the functional CPG portfolio's "hero SKU families" of Premier Protein RTD protein shakes and Premier Protein and Dymatize protein powders. As I've detailed in the past, Premier Protein has been partnering with the biggest and most reputable players in the industry to make large CAPEX investments…which has now given them a scalable, regionally diverse supply chain that will enable many years of robust growth. And you might be thinking, “what does that have to do with Premier Protein getting too close to the sun and getting burnt?” Well…generally speaking, business growth is a sign of success. However, when supply is still constrained, and demand is greater than expected…you can get yourself in trouble fast. This past quarter, Premier Protein tried to push the boundaries on promotional activity…and continue launching new flavors (that excite the marketplace), all without the needed retailer and internal inventory buffers. Because of that, Premier Protein likely will need to pull back on promotional activity in the second half of its fiscal year. I'd caution them to slow down a bit, rebuild inventory levels (with the production ramp up) and get ready for the 2025 “New Year, New You” period. Why? I think 2025 has an interesting setup brewing within the RTD protein beverages marketplace: (1) I believe there will be A LOT more brand competition within this protein category format (including Dymatize), (2) I believe mass and grocery retailers will start to give RTD protein beverages more placements outside of the typical healthy living/pharmacy space, and (3) all these activities will be blanketed with likely higher protein input costs. So, things should be fun to say the least! FOLLOW ME ON MY SOCIAL MEDIA ACCOUNTS ⁠⁠⁠⁠⁠⁠⁠LINKEDIN⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠YOUTUBE⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠TWITTER⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠INSTAGRAM⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠FACEBOOK⁠⁠⁠⁠⁠⁠⁠ --- Support this podcast: https://podcasters.spotify.com/pod/show/joshua-schall/support

41 months after I posed the original question, The Simply Good Foods Company has finally given me the answer I've been waiting for! So, I've been alluding to this “eat or be eaten” phase of The Simply Good Foods Company for the last 3.5 years. But only a few days after posting that January 2021 Simply Good Foods prediction, the company released its first quarter earnings report and then-CEO Joe Scalzo dropped some details on the conference call that I turned into another more detailed prediction mostly exploring plant-based protein convenient nutrition names...one of which was a relatively under-the-radar brand named Only What You Need (OWYN). And for those that haven't seen last week's headlines yet (and are confused by all that previous information), The Simply Good Foods Company announced that it had entered into a definitive agreement under which it will acquire OWYN for $280 million in cash. For my finance people that enjoy knowing the deal specifics, that purchase price represents a multiple of approximately 2.3x estimated 2023 net sales and 13.3x estimated adjusted EBITDA, including run-rate synergies. Seeing the gap in the protein beverages market, OWYN was created in 2017 to delivered enough plant protein and the right combinations of amino acids for muscle building and repair…plus enough calories to provide sustainable energy during workouts and training. In that same year, CPG legend Jason Cohen and longstanding partner Clearlake Capital invested in OWYN and helped fill key management positions with people who had deep industry experience…one of which, Mark Olivieri, was arguably the most impactful. He led brand marketing that evolved the brand purpose of OWYN to stand for truth and transparency and positioned OWYN as not just another plant-based option, but as a riskless plant-based option. He built a strategic narrative around the belief that the detrimental health impacts of over-claiming and under-testing is not just a marketing issue, but also is a social issue. Mark Olivieri would eventually become President and then CEO in August 2021, leading them through a few key investment transactions, and staying true to that quest to fuel bodies with cleanest nutrition…thus turning OWYN into a powerhouse brand across multiple sales channels, product formats, and pack types. In fact, within the last 52-week period ending March 24, 2024…OWYN is the fastest growing RTD protein shake brand in the market (growing 10 times more than the categorical average). Why I said OWYN “gets slept on” too much within the protein category is they are in the early phase of building a truly distinctive brand that has increasingly, mainstream appeal with a highly engaged, passionate core customer. But the remaining part of this content piece will focus on why (beyond the brand strategic narrative stuff that) I thought OWYN was a strategically compelling M&A opportunity way back in 2021 and why Simply Good Foods finally saw the light now...and then what does this mean to the convenient nutrition competitive landscape (Should market leaders like Premier Protein, Fairlife/Core Power, and Muscle Milk be nervous?) 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

Premier Protein just confidently deployed a product strategy that could be key to its future growth…now it just needs to get the execution details right! BellRing Brands (NYSE: BRBR) is a portfolio that owns a collection of convenient nutrition brands like Premier Protein and Dymatize Nutrition, which was previously wholly-owned by Post Holdings. A fast-paced and busy lifestyle is pushing consumers to switch to quick and healthy meal options. This has resulted in above average categorical growth rates and increased household penetration of RTD protein shakes that promote active lifestyles. Additionally, powders are becoming more mainstream, and category proliferation has created an environment where more consumers are purchasing both every day and performance nutrition positioned protein products at grocery stores and mass retailers. Bellring Brands had a strong 2024 Q1 with net sales reaching $430.4 million, which was up 18.7% YoY. Premier Protein (~83% of BellRing Brands total revenue) grew 18.9% YoY, which came from large volume increases. Dymatize Nutrition was up 20.9% YoY also stemming from volume increases. Moreover, I provide three deep dives into the functional CPG portfolio's "hero SKU families" of Premier Protein RTD protein shakes and Premier Protein and Dymatize protein powders. As I've detailed in the past, Premier Protein has been partnering with the biggest and most reputable players in the industry to make large CAPEX investments…which has now given them a scalable, regionally diverse supply chain that will enable many years of robust growth. And you might be thinking, “what does that have to do with Premier Protein deploying a new product strategy?” Premier Protein has dabbled in a seasonal flavor strategy (on and off) for years, but it's the recent Salted Caramel Popcorn launch that I believe signals that they're advancing into a more dynamic LTO flavor strategy. This “drop culture” mentality is used A LOT within the performance nutrition powders (and energy drinks), but never in the protein beverage space. Why? Well…Premier Protein isn't the only brand that has been dealing with manufacturing capacity constraints around aseptic low acid processing to produce RTD shakes over the last several years. That is an industrywide challenge…which means every other competitor doesn't have enough capacity for its already top-selling products, so they will continue being gun shy on launching new innovations (flavors or ingredient decks) when the format would the same. That then makes Premier Protein having enough manufacturing capacity to not only meet its expected growth, but allow for innovation aggressiveness, a competitive advantage. 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

What happens when you combine the number one brand in the convenient nutrition category, a sales channel revenue diversification opportunity with 150K U.S. locations, and a beverage portfolio that's recently shown an affinity for strategic partnerships? If you're an avid follower of my quarterly content that analyzes the performance of the functional CPG brand portfolio BellRing Brands (NYSE: BRBR), that introductory word problem might sound vaguely familiar. And that's because at the very end of last month's video, I stated Keurig Dr Pepper (NASDAQ: KDP) needs to consider entering into a strategic sales and distribution partnership with Premier Protein. The protein beverage U.S. market size is estimated to be somewhere just north of $6 billion. Outside of private label penetration, the top five largest protein beverage brands in the U.S. market would be Premier Protein, Coca-Cola owned tag team of Core Power and Fairlife, Ensure (owned by Abbott Labs), Boost (owned by Nestle), and Muscle Milk (owned by PepsiCo). If you look at the entire protein beverages market, multipack SKUs drive the bulk of the sales activity...but I'm not sure that's ideal long-term from a consumer or market outlook perspective. When you hear players like Premier Protein talk about how the protein beverages have less than half the household penetration of protein bars, it's used to signal a huge long-term growth opportunity. While I agree with this…you also must realize a key driver of that is the consumer cost of entry. How can brands like Premier Protein create a lower cost of entry for consumers to trial protein beverages? They need to embrace a DSD distribution strategy. With stating that…I'm also acknowledging that's easier said than done, and it's a two-way street that requires more of the DSD distribution network to embrace the protein beverage category. I've been publicly predicting KDP needs to get more protein beverage exposure since October 2021. It's that 26-month-old YouTube video that's a bit of a cult classic within the beverage CPG space because it correctly predicted the Nutrabolt/C4 Energy deal, the La Colombe deal, and the Athletic Brewing investment. Protein was mentioned as one of the five beverage categories KDP needed to invest in over the next three years, but I didn't predict Premier Protein as the conviction M&A target. In fact, it was the only beverage category I didn't give a prediction because I thought protein input type created too much strategic optionality. But with KDP CEO changes upcoming in 2024, I've adjusted my previous thoughts. KDP typically seeks out sizable deals that are more complex, resulting in portfolio expansion and distribution scale. As an example, when KDP did deals for C4 Energy, La Colombe, and most recently Electrolit to fill category white spaces…those new brands create more scale and expand the KDP portfolio, which makes its capabilities become stronger. So, its drop sizes get bigger, merchandizing gets more impactful, KDP can service each store more frequently, and its commercial relationships tighten. One of the biggest areas of impact from these recent deals has been in the convenience channel. Sounds like just the thing that Premier Protein can benefit from…and they're also the type of brand that can help feed the KDP flywheel, right? 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

I've said it once and I'll say it again…it's crazy how the number one brand in the entire convenient nutrition category (e.g. Premier Protein) can still have so much untapped organic growth opportunity! BellRing Brands (NYSE: BRBR) is a portfolio that owns a collection of convenient nutrition brands like Premier Protein, Dymatize Nutrition, Powerbar, and Joint Juice, which was previously wholly-owned by Post Holdings. A fast-paced and busy lifestyle is pushing consumers to switch to quick and healthy meal options. This has resulted in above average categorical growth rates and increased household penetration of RTD protein shakes that promote active lifestyles. Bellring Brands had a strong Q4 with net sales reaching $472.6 million, which was up 24.6% YoY. Premier Protein (~83% of BellRing Brands total revenue) grew 30.2% YoY, which came from mostly volume increases. Dymatize Nutrition was down just under 1% YoY stemming from a slight volume decrease. Moreover, I provide two deep dives into the functional CPG portfolio's "hero SKU families" of Premier Protein RTD protein shakes and Dymatize protein powders. In this quarter, BellRing Brands leadership decided to discontinue the operations of PowerBar in the North American market, but the company will continue offering the brand internationally. Finally, I explain several different growth opportunities that are untapped at Premier Protein. These include how operational improvements will create more revenue and my predictions that Premier Protein will start to diversify both its highly concentrated domestic sales channel mix (e.g. convenience stores) and geographical revenue mix. 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

Magic Spoon versus Premier Protein cereal. The official protein cereal shootout! https://dralo.net/links

After another insanely positive quarterly performance, Premier Protein is now the number one brand in convenient nutrition, but it's a recent “under the radar” partnership announcement that has me thinking about a previous crazy prediction I made in early 2021. BellRing Brands (NYSE: BRBR) is a portfolio that owns a collection of convenient nutrition brands like Premier Protein, Dymatize Nutrition, Powerbar, and Joint Juice, which was previously wholly-owned by Post Holdings. A fast-paced and busy lifestyle is pushing consumers to switch to quick and healthy meal options. This has resulted in above average categorical growth rates and increased household penetration of RTD protein shakes that promote active lifestyles. Bellring Brands had a strong Q3 with net sales reaching $445.9 million, which was up 20.3% YoY. Premier Protein (~80% of BellRing Brands total revenue) grew 19.9% YoY, which came from almost equal growth in volume and price. Dymatize Nutrition was up 32.3% YoY stemming from large volume increases. Moreover, I provide two deep dives into the functional CPG portfolio's "hero SKU families" of Premier Protein RTD protein shakes and Dymatize whey protein powders. I also explain why a recent expansion of the co-manufacturing network announcement with SunOpta should have you believing in my $2 billion prediction for Premier Protein. But you might be thinking...why is this important and how does a billion-dollar plus RTD shake product line, that's already the market leader, grow 100s of millions more each year to reach $2 billion in 2025? Few points to make here: (1) this additional manufacturing capacity helps them keep their full lineup of flavors on shelves…and more skus per store and larger TDPs generally equal higher sales. (2) delivering products more efficiently will create cost savings that can be reallocated back into growth activities like marketing. (3) the additional capacity will speed up company backstock replenishment again…which gives the sales and marketing teams more confidence to get aggressive on growth activities that increase velocity in the short-term. Finally, more manufacturing capacity allows for innovation aggressiveness when format would the same as top-sellers. What I mean by that is…if Premier Protein had a new plant-based protein innovation they believe is a winner, but no capacity for its already winning proven products…they would be gun shy on launching that. So, as you can see…there's A LOT more upside in the brand! 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

Join host Christy Smallwood in this Small Business Success Talks episode as she sits down with special guest George Potts from Fifth Influence. Together, they delve into an insightful discussion covering a wide range of topics including marketing, leadership, small business success, objectives and key results, people management, growth, coaching, strategic planning, and much more. Discover valuable strategies and actionable advice that can help propel your business towards success this summer and beyond. https://smallbusinesssuccesstalk.biz/ GUEST'S BIO: George Potts started Fifth Influence a year after leading the digital and social media efforts on the celebrated 84 Lumber Super Bowl advertising campaign in 2017. Recognized as one of the top 10 Super Bowl campaigns of all time, recipient of a Cannes Gold Lion, covered and discussed by 1,000s of media outlets, featured in several advertising textbooks, it generated so much interest to watch the conclusion of the commercial online that it broke the internet. It was such a pop cultural phenomenon that Saturday Night Live lampooned the effort in a skit featuring Cecily Strong a week after the Super Bowl. Over 20 years George produced award winning digital and social media efforts for tens of iconic brands from Huffy bikes to Nestle Drumstick and rising challenger brands like Premier Protein and YellaWood accomplishing a litany of digital marketing firsts such as: • The earliest CPG brand integrations in social media games for Dreyer's/Edy's Fruit Bars (now Outshine) and Stouffer's Mac N Cheese in Zynga's Farmville • Cross-referencing Google Earth data with social media profiles to target and advertise to homeowners that need decks for YellaWood, and • Facebook live-streaming of hunting and angling outings on Facebook for Dick's Sporting Goods' Field & Stream brand and retail stores. Potts brought big brand digital advertising and marketing bona fides to political and issue advocacy campaigns. He's not a political novice though. Thirty-years ago, he graduated from Duquesne University with a B.A. in Political Science and moved to Washington, D.C. to pursue a Ph.D. in American Politics. Over the summer however, he quickly made connections, abandoned his plans, and worked on Capitol Hill. When his girlfriend and now wife asked him to return to Pittsburgh a few years later, he pivoted and built a career in digital advertising, but never abandoned politics. He would freelance as digital communications advisor to local and regional political campaigns including several Pittsburgh mayoral races, occasionally bringing the work into the agency he was working for at the time. He is also a recognized expert in using social media listening to guide and predict political campaigns. One example: Pittsburgh Post-Gazette ‘Sara's to Lose'. https://www.linkedin.com/company/fifthinfluence/ https://twitter.com/fifthinfluence https://www.instagram.com/fifthinfluence/ https://www.facebook.com/fifthinfluence Listen in to George's podcast at https://marketingpodcasts.net/show/yajagoff-on-fifth/ ********************************************************************* This episode of Small Business Success Talk brought to you by: Chrysaetos. Making a better human experience by building better leaders. We are the Leadership Professionals. https://chrysaetos.biz/ Eagle Eye Strategic Marketing. Meaningful marketing that creates meaningful results. https://eagleeyestrategicmarketing.biz/ Interested in booking Christy for your next event? Visit https://christysmallwood.com/, or email sidekick@eagleeyestrategies.biz for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

The gang's all here again…which should be huge news for Premier Protein heading into the back-half of its fiscal year. But as I normally do with my performance update content of publicly-traded functional CPG brands, I will use the recently filled earnings report, earnings conference call, and any relevant publicly disclosed news, in this case it's BellRing Brands (NYSE: BRBR) 2023 Q2 earnings release, to obviously update you on the performance of brands in that portfolio, but also use it as the backdrop to discuss market insights within the active nutrition formats of the liquids and powders. BellRing Brands is a portfolio that owns a collection of convenient nutrition brands like Premier Protein, Dymatize Nutrition, Powerbar, and Joint Juice, which was previously wholly-owned by Post Holdings. A fast-paced and busy lifestyle is pushing consumers to switch to quick and healthy meal options. This has resulted in the increased household penetration of RTD protein shakes that promote active lifestyles. Bellring Brands had a strong 2023 Q2 with net sales reaching $385.6 million, which was up 22.3% YoY. Premier Protein (~80% of BellRing Brands total revenue) grew 26.2% YoY because it was able to exercise pricing power because of its strong brand equity in the inflationary market. Dymatize Nutrition was up 10.5% YoY stemming from price increases. Moreover, I provide two deep dives into the functional CPG portfolio's "hero SKU families" of Premier Protein RTD protein shakes and Dymatize whey protein powders. Finally, I explain why Premier Protein bringing back a collection of its slowest velocity SKUs speaks to the confidence that BellRing Brands leadership has in its production expansion plans. In the latest quarter, they saw double-digit production growth and expect to have incremental capacity in 2024 north of 20%. I've talked about this extensively in previous content, but the company has a plan they are executing on for additional supply which included adding capacity to existing co-manufacturing network, expanding the co-manufacturing network, and having former big poppa Post Holdings build an aseptic processing facility to produce RTD shakes. Additionally, the footprint in each of these new facilities is much larger and allows for a quicker ramp up in the case of adding more production lines. You might be wondering how a billion-dollar RTD shake product line, that's already the market leader, can grow 100s of millions more each year? Remember, for one…Premier Protein hasn't been able to do much marketing or pull any substantial promotional levers. Secondly, they didn't have their full lineup of flavors on shelves at most retailers until very recently. And finally, they're severely under-distributed in the grocery and mass channels. So, there's A LOT more upside in the brand, believe it or not…and that doesn't even consider Dymatize continuing its growth story. 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

Are the recent Premier Protein and Dymatize Nutrition product innovations enough or is it time for BellRing Brands to go M&A hunting in 2023? As I normally do with my performance update content of publicly-traded functional CPG brands, I will use the recently filled earnings report, earnings conference call, and any relevant publicly disclosed news, in this case it's BellRing Brands (NYSE: BRBR) 2023 Q1 earnings release, to obviously update you on the performance of brands in that portfolio, but also use it as the backdrop to discuss market insights within the active nutrition formats of the liquids, powders, and bars. BellRing Brands is a portfolio that owns a collection of convenient nutrition brands like Premier Protein, Dymatize Nutrition, Powerbar, and Joint Juice, which was previously wholly-owned by Post Holdings. A fast-paced and busy lifestyle is pushing consumers to switch to quick and healthy meal options. This has resulted in the increased household penetration of RTD protein shakes that promote active lifestyles. Bellring Brands had a strong 2023 Q1 with net sales reaching $367.2 million, which was up 18.3% YoY. Premier Protein (~80% of BellRing Brands total revenue) grew 22.9% YoY because it was able to exercise pricing power because of its strong brand equity in the inflationary market. Dymatize Nutrition was up 2.5% YoY stemming from price increases. Moreover, I provide two deep dives into the functional CPG portfolio's "hero SKU families" of Premier Protein RTD protein shakes and Dymatize whey protein powders. Finally, I recall my previous comments and predictions from early to mid-2021 to explain the product innovation strategy at BellRing Brands that includes the breakfast occasion (e.g. Premier Protein cereal and Premier Protein frozen pancakes), nighttime occasion (e.g. Premier Protein Good Night), and plant-based protein (e.g. Dymatize Plant). 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

Purchasing volume has fallen for both Premier Protein and Dymatize, yet total revenues for the brands keep climbing…what's going on here? As I normally do with my performance update content of publicly-traded functional CPG brands, I will use the recently filled earnings report, earnings conference call, and any relevant publicly disclosed news, in this case it's Bellring Brands (NYSE: BRBR) 2022 Q4 earnings release, to obviously update you on the performance of brands in that portfolio, but also use it as the backdrop to discuss market insights within the active nutrition formats of the liquids, powders, and bars. BellRing Brands is a portfolio that owns a collection of convenient nutrition brands like Premier Protein, Dymatize Nutrition, Powerbar, and Joint Juice, which was previously wholly-owned by Post Holdings. A fast-paced and busy lifestyle is pushing consumers to switch to quick and healthy meal options. This has resulted in the increased household penetration of RTD protein shakes that promote active lifestyles. Bellring Brands had a strong 2022 Q4 with net sales reaching $379.2 million, which was up 11.5% YoY. Premier Protein (81% of BellRing Brands total revenue) grew 10.1% YoY because it was able to exercise pricing power because of its strong brand equity in the inflationary market. Dymatize Nutrition was up 31.6% YoY stemming from price increases. I also give some more detail later in the content about why both Premier Protein and Dymatize struggled with comparative volumes. Finally, I explain why the voluntary product recall, that was initiated by one of the company's contract manufacturers, might not be much of a problem to available supply and brand equity at all based on information that I found throughout the financial documents. 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

Check out our webinar: “How Top Sales Pros Create Passive Income & Achieve Financial Freedom With Hands-Off Real Estate Investing”   Park has been creating and teaching the storytelling curriculum for the Executive Masters of Sustainability Leadership at Arizona State University for five years showing business leaders around the world how to advance their social initiatives further and faster through the power of story.   Four years of coaching U.S. Air Force leadership how to connect with recruits, commissioned officers, staff and congress through story.   Innumerable in-person and virtual storytelling masterclasses and mastery courses for organizations that include Dell, Hilton, Visit California, Destination D.C., McCormicks (the spice people), Cummins (the diesel engine people), American Express, and Premier Protein plus a host of small companies to emerging challenger brands.   Teaching executive ed. and story marketing courses at Emory University, Stetson University, Nova Southeastern University, Dayton University, University of Wisconsin, ASU, and of course my beloved WAZZU.   You can connect with Park through linkedin: linkedin.com/in/parkhowell Download our free eBook on “Passively Investing in Real Estate” by going to www.hightechfreedom.com   Subscribe to our newsletter for sales and real estate investing tips by going to www.hightechfreedom.com   Host Contact Information - Chris Freeman LinkedIn - http://linkedin.com/in/chrisfreeman Facebook - https://www.facebook.com/chris.freeman.9461 

Wendy LaFayette, creator of Busy Fit World and leading health & wellness expert is perhaps considered one of the most inspiring people in her many roles she plays everyday. She has created a brand for herself. Everyday she motivates thousands of people via various platforms including YouTube, various partner company blogs, newsletters and social media. As a motivator & role model, she has a unique connection with anyone she comes in contact with because of her contagious growth mindset & vivacious personality. LaFayette once struggled with her own wellness journey & had to figure out how to meet her own personal goals. LaFayette has been a leader in the fitness industry for 7+ years representing top brands such as Power Crunch, Lenny & Larrys, Premier Protein, Quest Nutrition where she designed the companies first ever National Merchandising Division. (Which is now being duplicated internationally)Wendy holds an international nutrition certificate from Venice Nutrition and has a business degree from MSU-Billings in Marketing & Management. LaFayette's website busyfitworld.net attracts visitors who look to her to provide comprehensive wellness programs. Wendy resides in San Diego, CA and when she's not creating more opportunities for her brand, she enjoys spending quality time with her dog Sam enjoying the views SoCal offers. Support the showTo support the show: https://www.patreon.com/busyfitworldhttps://www.buzzsprout.com/2049251/supporters/newFor more be sure to check out:https://linktr.ee/wendylafayetteSign up to work with me for one on one nutrition & training by emailing busyfitworld@gmail.com or check out my website https://busyfitworld.netInstagram: @wendylafayette Apparel is @Bodybybrazil use discount code BUSYFITWORLD15 for 15% off www.bodybybrazil.com Editor: Lisa Boehmke Burnett https://www.lisaboehmke.com/Episode videos can be seen on YouTubehttps://www.youtube.com/channel/UCwR6oZrQAaP4TH4DHHKijRw

  Vidcast:  https://youtu.be/e2rLG_AOaL4   The FDA and Lyons Magnus LLC have extended the recall of variously branded foods due to contamination with not only cronobacter sakazakii but also an additional bacterium clostridium botulinum. Cronobacter infections are rare and most dangerous for those with weakened immune defenses.  Clostridium bacterial infection is a severe form of food poisoning with neurologic consequences including vision problems, slurred speech, difficulty swallowing, and ultimately respiratory paralysis and death.  The brands involved include: Lyons Barista Style, Lyons Ready Care, Cafe Grumpy, Tone It Up, Uproot, Organic Valley, Sated, Aloha, Rejuvenate, Optimum Nutrition, Sweetie Pie Organics, Intelligensia,m Ensure Harvest, Pediasure Harvest, Glucerna Original, Kate Farms, Pirq, Oatly, Premier Protein, MRE, Stumptown, and Imperial.  If you have any of these brands, contact the Lyons Recall Support Center at 1-800-627-0557 or visit its website at lyonsmagnus.com to find out whether your specific product is affected by this recall.  If you have a recalled product, return it to the point of purchase for a refund.   https://www.fda.gov/safety/recalls-market-withdrawals-safety-alerts/lyons-magnus-expands-voluntary-recall-include-additional-nutritional-and-beverage-products-due   #lyonsbarista #bacteria #cronobacter #clostridium #infection #recall lyonsbarista, bacteria, cronobacter, clostridium, infection, recall  

Will Dymatize have enough power remaining in its growth story to make up for some predicted Premier Protein headwinds from a product recall? As I normally do with my performance update content of publicly-traded functional CPG brands, I will use the recently filled earnings report, earnings conference call, and any relevant publicly disclosed news, in this case it's Bellring Brands (NYSE: BRBR) 2022 Q3 earnings release, to obviously update you on the performance of brands in that portfolio, but also use it as the backdrop to discuss market insights within the active nutrition formats of the liquids, powders, and bars. BellRing Brands is a portfolio that owns a collection of convenient nutrition brands like Premier Protein, Dymatize Nutrition, Powerbar, and Joint Juice, which was previously wholly-owned by Post Holdings. A fast-paced and busy lifestyle is pushing consumers to switch to quick and healthy meal options. This has resulted in the increased household penetration of RTD protein shakes that promote active lifestyles. Bellring Brands had a strong 2022 Q3 with net sales reaching $370.6 million, which was up 8.2% YoY. Premier Protein (81% of BellRing Brands total revenue) grew 7.3% YoY because it was able to exercise pricing power because of its strong brand equity in the inflationary market. Dymatize Nutrition was up 16.8% YoY stemming from price increases. Finally, I provide some details around the Premier Protein voluntary product recall from its contract manufacturer Lyons-Magnus and explain if I think it will cause any long-term issues to the company's reputation and the reputation of the product in question. 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

  Vidcast:  https://youtu.be/pQGyCcgjBik   The FDA and Lyons Magnus LLC now recall variously branded and flavored drinks.  These include: Lyons Ready Care Dairy and Nutritional Drinks; Lyons Barista Style beverages; Pirq chocolate, vanilla, caramel and strawberry drinks; Lucerna chocolate, vanilla, and strawberry drinks, Aloha protein drinks, Intelligentsia coffee and oat latte; Kate Farms pediatric vanilla, Oatly oat milk barista; Premier Protein chocolate, vanilla, and cafe latte drinks, MRE protein shakes; Stumptown cold brew coffees; and Imperial nutritional and dairy drinks.  These products are contaminated with Cronobacter sakazakii.  This bacterium causes bacterial infections manifest by fever, vomiting, and urinary tract infections particularly in frail or immunocompromised persons.  If you have any of these products, don't consume them and return them to the place of purchase for a refund.  For more information, call the Lyons Recall Support Center at 1-800-627-0557.   https://www.fda.gov/safety/recalls-market-withdrawals-safety-alerts/lyons-magnus-voluntarily-recalls-53-nutritional-and-beverage-products-due-potential-microbial   #lyons #drinks  #cronobacter #infection #recall  

Dymatize continues to carry the bigger heavier Premier Protein on its back, but are things set to change in the back-half of BellRing Brands' fiscal year? As I normally do with my performance update content of publicly-traded functional CPG brands, I will use the recently filled earnings report, earnings conference call, and any relevant publicly disclosed news, in this case it's Bellring Brands (NYSE: BRBR) 2022 Q2 earnings release, to obviously update you on the performance of brands in that portfolio, but also use it as the backdrop to discuss market insights within the active nutrition formats of the liquids, powders, and bars. BellRing Brands is a portfolio that owns a collection of convenient nutrition brands like Premier Protein, Dymatize Nutrition, Powerbar, and Joint Juice, which was previously wholly-owned by Post Holdings. A fast-paced and busy lifestyle is pushing consumers to switch to quick and healthy meal options. This has resulted in the increased household penetration of RTD protein shakes that promote active lifestyles. Bellring Brands had a strong 2022 Q2 with net sales reaching $315.2 million, which was up 11.7% YoY. Premier Protein (81% of BellRing Brands total revenue) grew 6.5% YoY because it was able to exercise pricing power on the market. Dymatize Nutrition was up strongly at 54.9% YoY stemming from both strong volume increases and excellent pricing benefits. I'll update you on some additional strategic decisions on the Dymatize brand that should help further grow their ecommerce sales. Finally, I provide an update on the Post Holdings spin-off distribution and explain what that could mean for BellRing Brands. 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

Have you noticed the rocket ship that is the Dymatize Nutrition brand? If you are a hardcore sports nutrition consumer, I would guess you haven't and that's by design with the strategic shift that made a few years ago. In this latest episode, I'll utilize the recent BellRing Brands (NYSE: BRBR) earnings report, earnings call, and publicly disclosed news as the backdrop to discuss what it could mean to the overall active nutrition market in the liquids, powders, and bars formats. BellRing Brands is a portfolio that owns a collection of convenient nutrition brands like Premier Protein, Dymatize Nutrition, Powerbar, and Joint Juice, which was previously wholly-owned by Post Holdings. We are in the midst of a health and wellness revolution that's pushing consumers to switch to quick and healthy meal options. This has resulted in the increased household penetration of RTD protein shakes that promote active lifestyles. Bellring Brands had a strong FY22Q1 with net sales reaching $306.5 million, which was up 8.5% YoY. Premier Protein (82% of BellRing Brands total revenue) grew 4.5% YoY off demand and pricing increases. Dymatize Nutrition was up strongly at 40.6% YoY stemming from volume increases and excellent pricing benefits. That being said, is it crazy to think that BellRing Brands could have actually grown quicker this quarter if it wasn't for supply chain shortages? 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 Post Holdings (NYSE: POST) bailing out its former wholly-owned Active Nutrition brand portfolio? BellRing Brands (NYSE: BRBR) is a portfolio that owns a collection of convenient nutrition brands like Premier Protein, Dymatize Nutrition, Powerbar, and Joint Juice. Consumers are looking to purchase better nutritious products and improve their overall health. The “COVID-19 Effect” created a huge sedentary period that consumers are now trying to fight back against. This has resulted in the increased household penetration of RTD protein shakes that promote active lifestyles. In this latest episode, I'll utilize the recent BellRing Brands earnings report, earnings call, and publicly disclosed news as the backdrop to discuss what it could mean to the overall active nutrition market in the liquids, powders, and bars formats. Bellring Brands had a phenomenal FY21Q4 with net sales reaching $340 million, which was up 20.3% YoY. Premier Protein (83% of BellRing Brands revenue) grew 18.2% YoY off strong demand and pricing increases. Dymatize Nutrition was up strongly at 41.3% YoY stemming from both extremely strong volume and pricing. That being said, is it crazy to think that BellRing Brands could have actually grown quicker this quarter if it wasn't for supply chain shortages? How can BellRing Brands overcome these supply chain challenges and create strong growth above analyst expectations in FY2022? 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

Do you want to know how to land major brands? Bill Durrant had been working for a big agency for years when he decided to leave and work freelance for a while. That's when opportunity knocked and old Nestle client asked him to work on his new account, Clif Bar. This is the client that really started his agency Ex Verus, which helps brands develop a paid media strategy that drives visible sales growth and merchandise those results to leadership. In today's episode, he sits down with Jason to talk about how good timing has as much to do as being good, what is it like to work with major brands like Coca-Cola, why it is so important for him to develop a relationship with clients, and 3 Golden Nuggets How to get in with the major brands? For Bill, getting a major brand's attention was all about timing and also making a good impression. He had been working at a big agency and worked on the Nestle account. He eventually decided to leave and start working freelance when an old Nestle client called him to handle the marketing for his new account, Clif Bar. What tells people who want to land a major client is that within these same organizations there are many brand managers in charge of growth stage brands that need creative input and are willing to work with smaller agencies that can bring some new and interesting input. Work on your relationship with clients. When his agency got their first client, they set the goal to start building relationships with as many people within the organization as possible. They also started getting introduced to people from other departments and other products, with the possibility of working with them too. Also, the same people that he worked with during those years eventually went on to other companies and called them to start growing those brands. Good clients will take you everywhere they go. This is why Bill values his relationship with them and even makes it a point to fly out every once in a while and touch base with his most valuable clients. The three-tier approach. With client relationships being such a core element of business, you have to make sure that clients build this relationship with the agency more so than with a key member of the team. Team members will leave sometimes for different reasons, and the client shouldn't feel like their communication with the agency will change for the worst because of it. This is why Bill has established a three-tier approach where there's a senior leadership level, junior planners, and associate planners. In case someone in one of those levels leaves, there's still two other points of contact that have developed a relationship with the client. Gusto: Today's episode is sponsored by Gusto, an all-in-one people platform for payroll, benefits, HR where you can unify your data. Gusto automatically applies your payroll taxes and directly deposits your team's paychecks, freeing you up to work on your business. Head over to gusto.com/agency to enjoy an exclusive offer for podcast listeners. Subscribe Apple | Spotify | iHeart Radio | Stitcher | Radio FM Landing Major Brands and How Good Clients Will Take You Everywhere Jason: [00:00:00] What's up, everybody? Jason Swenk here. I am excited I have another amazing guest on the show. We're going to talk about the landing big well-known brands. Because a lot of you have been reaching out, how do we get these big brands? Like Coca-Cola, Pepsi, and all these major brands? Well, on today's episode, we're going to talk about that with this amazing guest. So let's go ahead and get it. Hey, Bill. Welcome to the show. Bill: [00:00:34] Hey, thanks so much for having me, Jason. Jason: [00:00:36] Yeah, man. I'm excited to have you on. So for the ones that have not heard of you yet tell us who you are and what do you do? Bill: [00:00:47] Alright, I am Bill Durrant and I'm the president and founder of Ex Verus Media. We're based out in Los Angeles and we are a paid media agency focused in that space, uh, really designed to create culture, creating growth-stage brands. Um, to work with those brands, to build them, to grow them from a media standpoint. Uh, and not just their brands, but also immediate demand as well. So the performance side of the world as well. Jason: [00:01:12] Awesome. Well, tell us, how, how did you get into this space? I'm always curious and like, what was your first project or deal? Bill: [00:01:20] Yeah. You know, I think our origin story is a little… You know, it's a little funny. It shows you how important it is to be a lucky and good, not just good. Um, I had worked for a number of years at a big agency and worked on, uh, the Nestle accounts. I worked with a number of grants from Nestle and, uh, I had decided to leave, um, just start doing some freelance work. And while I was doing that, I got a phone call from a former Nestle client who said, hey, I'm running a part of the marketing organization at Clif Bar now. And we'd love to know if, uh, you might be able to be a one-person media agency, um, for us. And of course I had no idea how to do that. But found myself saying yes. And, uh, that turned into an incredible and a very long run with Clif Bar, um, which started the agency. So from very small projects, um, to consolidating all of their media and advertising across the organization and using that as the launchpad for what we are today. Jason: [00:02:24] Well, shit, dude. You went and straight to the, a huge brand. Um, yes, that was, uh, that was good timing and, uh… I don't know, luck, but I think that was just good timing. Bill: [00:02:39] Yeah. You know, I, I think so. And, and I think, you know, like I said, it shows you it's important to be good. It's important to be ready when opportunities come up. But it's also important, you know, at that point in time, Clif Bar was not investing very much money into paid media. So it wasn't a stretch for me to do the work and to bring on one or two team members. Um, the real stretch was I think, in people's imaginations when they understood like wait Clif Bar, I mean, that they've got to be a billion-dollar brand. And, you know, taking advantage of, you know, essentially the credibility that that gave us. I didn't have to tell anyone, you know, hey, they're not necessarily spending $10 million a year in media. Um, they're not a massive account, at least right now. And being able to do that and to leverage that credibility, um, is ultimately what started to land us our next relationships. Jason: [00:03:31] Yeah. And I, and I think really kind of… Talk a little bit about, cause a lot of times people think these big brands are so intimidating. Like they get so nervous and I'm like, they're just people like you and me. They just got, but they got to get a thousand different approvals and they make decisions on committees, you know, and all that kind of stuff. But like, talk a little bit about that. Like I remember when we landed our first big one, I was just naive. And I didn't even, I didn't even know they were big. Like I remember, and I even lost it a really big account cause I didn't even know who they were. Which I always tell on the show Berkshire Hathaway. I was like, who are you guys? Bill: [00:04:16] Yeah. It's um, I can't believe you told Warren Buffett to screw off, but that's a, um, that's definitely a story. I, you know, I think you're absolutely right. These are people who put their pants on one leg at a time, just like the rest of us. And particularly if you're a creative agency or an agency where, you know, everything isn't continuously trying to be consolidated, like it is on the media side. Um, there's a lot of opportunity for them to, you know, really want to stand out and break through just within their organization, let alone to consumers. So, you know, there are folks that are going to be more willing within those organizations to work with an agency of any size, uh, if it brings them the right, the right kind of breakthrough work. And what we also found is that within those organizations, these large organizations, there's a Coca-Cola and sure everybody would want to work with Coca-Cola or with Sprite, or, you know, even with minute maid or some of the larger brands. But from our standpoint, you know, working with Coca-Cola doesn't necessarily mean working with those massive brands and trying to take on the largest agencies in the world. Um, there are folks that are brand managers on really interesting growth stage brands. They really need our help and creative thinking. Um, and there's huge opportunities to not only do great work with brands like that, and then have the benefit of saying, you know, I get to work with, with a fortune 100 company. Um, but to actually get work out of that, that then becomes part of your calling card to future opportunity. Jason: [00:05:49] Yeah. Yeah. I remember I did an interview, our Four interview. So if you guys want to go check it out, it's jasonswenk.com/four. The number four, it's a pretty long URL. And I interviewed, uh, Del Ross of IHG International Hotel Group. And at the time he was director of... He's not there. So don't hit Del up anymore. And, uh, I asked him, I said, how can smaller agencies that haven't worked with bigger brands get into bed with bigger brands? And he was like, look, just like what you said, be innovative, call me up and tell me something that is new. That's changing. Don't just say, hey, I take you out to golf or send me a stupid, you know, puzzle that I have to solve in order to get, get his attention. And he's like, look, just say, hey, I was wondering like… And this was as example when Facebook was coming out with his pay-per-click and saying, hey, have you heard of power editor? And the remarketing possibility that you can do in the hospitality space? I'd love to do a test project for you. And that's, that's what we did with Lotus Cars. And that's what we did with Hitachi Power Tools and a number of different, bigger brands. And once you got in there, I want you to tell us about this too, about, especially with Clif… You know, uh, the Clif Bar. There are so many different side businesses or divisions in those. So how did you start building relationships in order to grow that account? Bill: [00:07:18] Well, I think the point that you just made is a really important one. And, uh, you know, I think our success is a testament to this strategy and the strategic approach, because it, it really is a win-win for everyone. And when you can show that client how they're, they're winning by doing something or learning something that they wouldn't have experienced or been exposed to before, um, your business is going to grow, right? And I think with Clif Bar, you know, we were kind of… It's funny, I came from Nestle where, you know, there's typically one agency group that runs all Nestle brands regardless of where they are in the country. And so portfolio management was very important. And so we came into the Clif Bar relationship really saying, you know, this is going to be about portfolio management. Even if there's one or two brands that spend the most. And this is going to be about building relationships with as many people within the organization as possible. Now, an organization like Clif makes that really easy, just great people, uh, all the way through. And what we found was that not only were we, you know, picking up and, and working with additional brands within Clif, which, which ultimately I think helps the bottom line. Um, what we also found was that those folks would then progress in their careers and move outside of the walls of Clif and move to other organizations. And in fact, that's, that's exactly what happened and we've kind of evolved our relationship. We now work with, uh, Premier Protein and PowerBar and Supreme Protein, which is literally down the street. But as people progressed in their careers and moved to other organizations, um, we then had new startup brands and new opportunities to work with. So it raised the tide of the boat and it helps us diversify as well away from one kind of main client comprising the bulk of our revenue. And so we saw that strategy paying off, not just right away. Um, hey, could you introduce me to such and such at such and such brand we'd love to chat with them. You know, you're already an insider, so you've already got trust and a reason to be there. Um, so you're not just a cold call, uh, when you're asking for introductions to the other brand managers. But even when you're not necessarily getting work from them today, you may be getting work from them tomorrow. It's still important to continue to build those relationships Jason: [00:09:47] Taking care of your employees has never been more important than right now. And while paydays are great, running payroll is a major pain, calculating taxes, deductions, compliance. None of it it's easy. Unless of course you have Gusto. Gusto is a simple online payroll and benefits built for your small business. Gusto automatically applies your payroll taxes and directly deposits your team's paychecks, freeing you up to work on your business. Plus, with Gusto's help, you can offer benefits like 401k's health insurance, workers' comp, and a lot more. And because you're a smart agency masterclass listener, you're going to get three months free once you run your first payroll. Go to gusto.com/agency that's gusto.com/agency for three free months. Yeah, one of our mastermind members, um, does a lot of work with Facebook and some of the key people at Facebook. She was telling us this and some of the other members are like, oh, that means you're going to lose Facebook? And she was like no, no, no. And I was, I knew it was coming. I was like, I'm getting new business from all these other companies. And it was like, you build relationships with these people, you know, they take you everywhere. We saw that as well, but it's about building that relationship, not just being transactional. And I think so many, like one of our other mastermind members, we always have a digital agency experience in Colorado. And I remember I'm already talking about we always make it one of the things in the first month we have to go physically, this is pre-COVID… Go visit them and just build rapport and help them out. And always, rather than just sending stupid reports, like, why do agencies just send reports? Like, you know what happens to your report? It just… They look at it first month. They might ask the question and then all the other ones it goes in the garbage. And then they forget about you. Bill: [00:11:58] Oh my goodness. That's exactly right. And you're right to talk about how to differentiate yourself and creating that personal communication is, is, is really one of the top ways to do it. We still have a very limited client base, uh, here in Los Angeles. We still only had one or two clients over the last six years that we could actually drive to. And we made it a point to fly and to be in person with people. So I've had status with Southwest Airlines for 10 years Because of that, because it's so easy to fly from, from Burbank to Oakland and to be there in person and to continue to cultivate those relationships. And, and to do that with people that I genuinely like and genuinely consider friends now Jason: [00:12:52] What, um…? Switching focus just a little bit, because you have about 30 people that you were telling me in the pre-show, your people will leave sometimes. They build relationships with your clients. Um, I know one of the hard things that people have an agency, let's say you have a project manager, account manager leading like a major account, and that person decides to leave. How do you maintain that relationship going forward with that client as a key person left? Bill: [00:13:26] That's a great question. You know, I think what we do is we try to make it like a three-tiered approach. So you've got folks that are at a senior leadership level. You know, we've got 30 people and, you know, maybe four or five people kind of fit that, fit that descriptor. And that's even a growth from where we were just six months ago. Uh, so we've got a senior leadership level. We've got, you know, uh, an associate director manager kind of media planner core team. And then you've got your kind of junior planners and associate planners, and that's kind of how our structure works from a client relationship standpoint. We're I think continuously thinking about where's the relationship at all three levels. So that if a person who's core, especially this day where there's been so much turnover just in general across the industry. You know, there's still going to be someone at the other two levels with whom the client has a strong relationship. And then we know that mission one, once we get a new person in to replace who's left, is for them to build that relationship with the clients. That's just as important as it is for them to build a relationship with the folks internally as well. Um, we take that very seriously. So the first thing we do is we look at what are these three levels? How can we always have two strong points of contact at different levels? Uh, regardless of who's left, um, because you'll find that sometimes clients just really love a particular associate planner or someone who's at a more entry-level role, because that's the person that's getting them, the information that they're asking for on a daily basis and doing a great job. And not just showing up every week or every month, um, for other things. Uh, the other thing that we like to do from a relationship standpoint is, again, to prioritize those relationships. And to understand that this really is a relationship business uh, first and foremost, and a results business as a very close second. Um, we always have to be mindful of results and the innovation that we're bringing to clients. But we know that we don't have a business long-term if we're not cultivating relationships and keeping those strong. So it's very important to us as an organization to hire properly. We're not just going to hire someone who's got the particular skillset that our client is looking for. We're also going to hire someone that we think that they're going to blend well with and to work well with and to enjoy on a personal level. Um, and somebody who's articulated enough to maintain that level of relationship with them and not just a technical expert. So that's the other big piece that's so important and foundational to everything is that if you're hiring correctly, you're really setting yourself up to be successful in that. Uh, without even necessarily having to have a strategic approach after that. Jason: [00:16:21] Yeah. I mean, we're in a people relationship business, both hiring, like you were saying, and, and managing those relationships. I love that. And I love that the three points of contact and always having two points. It's kind of like climbing a mountain. You never want just one point of contact. I mean, you know, I watched that free solo in my hand still… you know clam up when I'm thinking of him just holding on with one hand. I'm like at least two points and you, you're, you're going to make it. Uh, well, depending on which mountain you choose, I guess. Bill: [00:16:56] That's the perfect analogy I'm going to steal that analogy. Yeah, exactly. Jason: [00:17:00] Well, we, we love mountains here, right? So that's why I live in the mountains. Well, this has all been amazing. Um, tell us a little bit about the book called Digital Stone Age. Bill: [00:17:11] Yeah. So Digital Stone Age was a book that was designed to, uh, essentially have a conversation, um, at more of the readers pace that we found ourselves increasingly having with brands over the last couple of years. And that conversation was really around this idea of… Uh, you know, I'm a growing brand, I may have a decent media budget. Uh, I may not, I may, you know, be kind of bootstrapping, uh, with a smaller budget, at least compared to my peer set. And as a result, everything that I do has to be digital. And we found a lot of brand managers coming in with this mindset or everything that I do has to be social. And, you know, they weren't necessarily wrong in wanting to be in those places and to utilize those tactics. But what we found is that they weren't being neutral about it, and they weren't truly understanding what is going to truly grow my brand based on where consumers are now. And, you know, essentially the thesis of the book is you have to take care of generating that immediate demand. But you also have to take care of building a brand simultaneously. And as important and critical as digital tactics have been, you know, tactics that were kind of native to the digital space. Uh, what we also found was that people are still watching TV. People are still viewing… Now post-COVID, hopefully, post-COVID doesn't even make sense. But people are still viewing, um, out-of-home advertising. So we're seeing that grow again in 2021 and then beyond, um, people are still utilizing tactics that might feel old-fashioned to a very modern digital marketer, and they're using them very successfully. Um, simultaneously you've got folks who are doing the same thing of, uh, you know, I I've always been in TV. I've always been on a radio. I've always been an outdoor. And I would like to just continue with what's worked and we know that that's not what works best either. There truly is a synergistic effect by taking different kinds of media channels and different approaches, um, and using them simultaneously than trying to double down on one particular approach or tactic. So writing a book about that and essentially laying out the evidence that proves that over studies that have been done by people far more, far more intelligent than I… Over thousands of brands and over the last 10 years, it's really powerful and exciting to see that and to know… Hey, I now have a blueprint or a path forward and a strategic framework on how to be successful in growing a brand in this modern era where even if a particular channel isn't a digital channel. It's still becoming more and more digitized. And being able to lean into those trends and be modern, but also simultaneously driving, uh, results with your budgets. Uh, that's a very powerful thing to be able to say you can do as a marketer. Jason: [00:20:15] Well, I lied. Last question. Has the book gotten you a lot of business with some of the brands that you want? Bill: [00:20:22] You know, I think what it does is two things. Um, number one is it immediately drives credibility that we know what we're talking about. Um, so we don't use it as a lead magnet per se. We use it as a compliment to, uh, our introduction process and our proposal process, um, with clients. And so it's a little bit harder to quantify. But we know that, um, the book and some of the work that we've done as extensions of that from a PR standpoint, just getting our message out to the press, um, have generated interest and inbound leads. And have generated clients for us. That's, I think, the most satisfying thing to know is we were able to obtain a client by doing things the right way and leaning in on thought leadership. Not just having to rely on referrals of course, which are important, but you can't just rely on them, uh, or other channels or tactics that might've felt less, um, true to who we are. Jason: [00:21:23] Well, I, you know, we have a lot of mastermind members that have written books and what they'll do is they literally send it out to their top 100 list. And they'll actually have like a bookmark and a special note on the page they want them to read. And it's customized to them, right? And then they get this book. If they like reading, then it's gold. If they're like me and they're like, ah, kryptonite throw it away, right? So you got to make sure you know your audience. Um, but, uh, yeah, some mastermind members crush it on that. So if you're not doing it, try that part out. Bill: [00:21:58] I love that. I love that idea. Uh, the idea of shipping out a hundred packages is a little scary. But the, I, the idea of physically getting something into their hands is so powerful. Love it. Yeah. Jason: [00:22:09] Awesome. Well, cool. Um, what's the website for the agency? And then obviously, you know, the Digital Stone Age, I think you can get on an Amazon Barnes and noble all over. So congrats on that. But what's the website address people will go and check the agency out? Bill: [00:22:25] Yep. exverus.com. It's just E X V E R U S means from the truth in Latin. Jason: [00:22:31] Awesome. Glad you spelled that out because I bet a lot of people would have messed that up. But thanks so much for coming on the show, uh, loved having you. Um, and if you guys liked this episode, you'll make sure you get subscribe. Uh, however you're listening to it. And if you want to be around other amazing agency owners that can really elevate you faster. And these are experienced agency owners that are pushing you and they're growing at a rapid pace. I'd love to have you guys go to digitalagencyelite.com and go apply. Um, we make everyone go through an application process, interview process just to make sure help you out. And that you're right for the group, but these are the best of the best agency owners sharing what's working and be able to see the things that you might not be able to see. So go do that now. And until next time, have a Swenk day. Related: https://jasonswenk.com/work-with-big-brands/

Is it crazy to think that Premier Protein, with its approximately $1 billion in trailing 12-month revenue, might actually be in the early innings of its growth story? Bellring Brands had a phenomenal FY21Q3 with net sales reaching $343 million, which was up 68% YoY and 21% QoQ! Premier Protein (83% of BellRing Brands revenue) grew 65% YoY off strong demand and pricing increases. Dymatize Nutrition was up an astounding 99% YoY stemming from both extremely strong volume and pricing. That being said, why did BellRing Brands have this much quarterly growth?

Bellring Brands (NYSE: BRBR) growth storm has further strengthened from the recent performance of Dymatize Nutrition, but what takes the active nutrition brand portfolio to the next level? BellRing Brands is a portfolio that owns a collection of convenient nutrition brands like Premier Protein, Dymatize Nutrition, Powerbar, Joint Juice, and Supreme Protein (recently shuttered), which was previously wholly-owned by Post Holdings. A fast-paced and busy lifestyle is pushing consumers to switch to quick and healthy meal options. This has resulted in the increased household penetration of RTD protein shakes that promote active lifestyles. In this latest podcast episode, I'll utilize the recent BellRing Brands earnings report, earnings call, and publicly disclosed news as the backdrop to discuss what it could mean to the overall active nutrition market in the liquids, powders, and bars formats. Because Premier Protein makes up 84% of the portfolio's total revenue, I'll dive deeper into that brand, but also provide more commentary on the turnaround story that's happening at Dymatize Nutrition. Finally, I run through the four strategic pillars of Bellring Brands that will unlock organic growth. Only time will tell how this plays out, but Bellring Brands will certainly be an interesting name to pay close attention to in the near-term.

This is the fiftieth anniversary of the very first cereal to be born out of a licensing agreement. The unique-at-the-time agreement between Post Holdings and the Flintstones owner created a cereal brand named after Fred and Wilma Flintstone's daughter Pebbles. What does this have to do with the legacy sports nutrition brand Dymatize Nutrition? I'll utilize the recent BellRing Brands (BRBR) 2021 fiscal year Q1 financial reports and publicly-disclosed news as the backdrop to discuss what that information could mean to the overall active nutrition market in the liquids, powders, and bars formats. I'll be again diving deeper into the Premier Protein brand that makes up 84% of the portfolio's total revenue, but I'll also provide more commentary than normal on the Dymatize Nutrition brand because of it's recent growth turnaround story. A big driver for this success in large retail channels could be attributed to the “Pebbles Effect”, as the Fruity Pebbles and Cocoa Pebbles Dymatize protein powder has been a major bright spot of the legacy sports nutrition brand. The recent growth of Dymatize allows Bellring Brands leadership to shift M&A focus from “must have” to “nice to have” in the short-term, thus giving them time to find the right targets. Only time will tell how this plays out, but Bellring Brands will certainly be an interesting name to pay close attention to in the near-term.

Premier Protein is once again ringing the sales bell after it rebounds from its first slip up as a publicly-traded company last quarter. Premier Protein is the key holding of the BellRing Brands (BRBR) portfolio that owns a collection of Active Nutrition businesses that also includes Dymatize Nutrition, Powerbar, Joint Juice, and Supreme Nutrition. A fast-paced and busy lifestyle is pushing consumers to switch to quick and healthy meal options. This has resulted in the increased household penetration of RTD protein shakes that promote active lifestyles. I'll utilize the recent quarterly earnings report and conference call for BellRing Brands to update you on the growth of the portfolio's largest consumer brand Premier Protein. Additionally, I'll breakdown how the RTD protein beverage category, active nutrition powders, and protein bar formats are performing in the challenging retail environment stemming from COVID-19. I'll also share some news surrounding Dymatize Nutrition being consolidated and the closure of the Dallas facility. Finally, I breakdown the BellRing Brands 2021 outlook and explain why I believe M&A activity will be in their near-term future.

In today's episode of Finding Your Niche, I shared a conversation with Mark Lewis, a multi-company CMO that was most recently at Tres Agaves, a Tequila company based out of California. Mark is an incredibly experienced marketer having overseen analytics and marketing for brands such as Mitsubishi Motors, Blue Shield of California, NBA 2k, Premier Protein, adn several others. In today's episode, we shared a conversation about what truly goes into a company's marketing strategy and what can be measured to ensure it's successful. Thanks for listening and I hope you enjoy. ----- Mark's LinkedIn: https://www.linkedin.com/in/sfmarklewis/ ----- Our Website: Willowcreekmedia.com Jake's LinkedIn: https://www.linkedin.com/in/jakekranz/

A fast-paced and busy lifestyle is pushing consumers to switch to quick and healthy meal options. This has resulted in the penetration of RTD protein shakes that promote active lifestyles. In this podcast episode, I'll utilize the recent quarterly earnings report and conference call for BellRing Brands to update you on the growth of the portfolio's consumer brand Premier Protein. Additionally, I'll breakdown how the RTD protein beverage category is performing in the challenging retail environment stemming from COVID-19. Finally, I'll share insights around minor adjustments that I'd make to ensure growth will sustain through the back-half of the calendar year. If interested in watching the YouTube video that includes financial graphs & charts, watch here - https://youtu.be/YP_HXkeUkJs

On this podcast episode, I use the BellRing Brands 2020 FYQ2 earnings report as the backdrop to explain is Premier Protein is perfectly positioned to take advantage of the uncertain COVID-19 retailing environment. BellRing Brands is a portfolio that owns a collection of convenient nutrition businesses, such as Premier Protein, Powerbar, Joint Juice, Supreme Protein, and Dymatize Nutrition and was previously wholly-owned by Post Holdings. I will further update you on the growth of Premier Protein RTD beverages in the face of the COVID-19 retailing environment. Alternatively, I cover how this reliance of protein RTD beverages could be a huge risk for BellRing Brands. I provide details on different sales metrics that and how new products are performing in the market. Additionally, I comment on their surge in digital sales. Finally, I chat about the Premier Protein positioning and if I think that growth will continue into the back-half of the fiscal year.

  Thank you for tuning in to Episode 130 of the Down Cellar Studio Podcast. This week's segments included:     Off the Needles On the Needles Brainstorming From the Armchair Crafty Adventures Knitting in Passing KAL News Events Contest, News & Notes Life in Focus On a Happy Note Quote of the Week   Thank you to this episode's sponsors: Colorful Eclectic     Off the Needles   Sensory Crochet Ball Pattern: none Yarn: Lily Sugar and Cream Cotton in Seabreeze & Hot Orange Hook: E (3.5 mm)   Teething Ring  Pattern: None Yarn: Cotton dish cloth yarn Hook: D   Baby Gym Toys I purchased supplies from Amazon- Wooden Beads by Darice - 25 mm and 20 mm & an 8 piece wooden animal teether set 25mm were good size to crochet around. 6 single crochet then increase on first round. knit straight, then decrease down to 6 on last round.   Baby To Be Hat Yarn: Online SuperSock Needles: US 2 (2.75 mm) and US 4 (3.5 mm) Pattern: Used the numbers from Barley Light by Tin Can Knits but omitted Garter Section   Baby Socks Pattern: Newborn Hat and Sock Set by Shelley Mackie Yarn: Online SuperSock Needles: US 1.5 (2.5 mm) Written for DPNs so I made notes about how to change for 2 needles On the Needles   Rainbow Frankenstein Socks Yarn: Scraps of fingering weight (mostly Patons Kroy) Started with Blue Raspberry from Laura's socks, then Spring Leaf Stripes from Dan's socks Needles: US 1.5 (2.5 mm) Pattern: OMG Heel by Megan Williams I use Cate's Clasp Weft Join to join the yarn   Imprim Bleu Socks Yarn: Bergere de France Goomy 50 in the Imprim Bleu color way Pattern: OMG Heel (most likely) Needles: US 1 (2.25 mm) Past first heel. Patons Kroy charcoal gray in stash. Looks great. Forgot that I cast on 60 instead of my normal 56 so my heel had 2 extra stitches didn't realize until end. Will try them on but think it will be fine. Newborn Vertebrae Pattern: Newborn Vertebrae by Kelly van Niekerk Yarn: Knit Picks Felici in the Dark Side Colorway (rainbow with charcoal gray stripes) Needles: US 2 + US 3 Brainstorming   Tin Can Knits has two relatively new DK color work sweater patterns that I'm really intrigued by:   Strange Brew & Dog Star     From the Armchair   Season 1 Dark (Netflix Original)- I recommend changing the settings to Closed Captioning instead of dubbing.   Handmaid’s Tale on Hulu & Mayday Podcast     Crafty Adventures   I repaired the sleeve on my friend's sweater and added pom poms to my suitcases.     Knitting in Passing Started rehearsals for Cabaret and found that some of my friends may be interested in learning to knit (or to knit again).   KAL News   Pigskin Party KAL Wondering what this crazy KAL is? Check out this page which gives you the best overview with all necessary links. There's also a helpful "Start Here" Thread in the Ravelry Group Check out the Rules but if you still have questions, come over to the Questions thread and ask. We’re happy to help. Put your Name on the Roster then claim your spot in the End Zone Dance Thread where you'll track your points. Continue to update this with all of the points you earn during the KAL For every 100 points, you'll earn an entry into the drawing for the Grand Prizes Check out our amazing Sponsors; if you use their products, you'll earn more points per FO Find the coupons here. Some of our Pro Shop Level Sponsors will be creating exclusive items for Pigskin Party participants. They may come out at different times and will likely be limited in quantities, so keep your eyes on this Exclusive Items thread in the group for all the latest news Scope out the prizes! Some will be given out during the KAL; some will be part of the Grand Prizes. Don’t forget to use #DCSPigskinParty17 on Instagram so we check out what you’re doing and you can be eligible for participation prizes. Thank you to our Pro Shop Sponsors! Atelier De Soyun  Colorful Eclectic Daisy Girl and Company Fancy Image Yarn Fibernymph Dye Works Inner Yarn Zen Joy in Rugging Knit Style Yarns Knitted Wit Knitters Brewing Company Knitty Kitty Bags Mekamika Nekozuki Knits Plum Deluxe Tea Prairie Bag Works Queen City Yarn Sunsoaked Yarns Woodsy and Wild Yarn Love   Key Details Mentioned in this Episode: Superbowl weekend is this weekend!! Don't forget you have until Monday February 5th to finish knitting, get your photos and update your End Zone Dance Post. I will close it first thing on Tuesday morning. If the thread is unlocked you can enter.   Slay the Stash 2018 Each month you can declare a skein of yarn to knit/crochet/weave to its very end. Let’s use up those older special skeins that are soooo pretty we don’t want to touch them. In 2018, we are turning those sacred skeins into beautiful projects you can enjoy-- and maybe win a new beautiful skein of yarn from one of our sponsors along the way! Full details and rules can be found here. February Post Use and follow #slaythestash2018 on Social Media     Sponsor List January: KnitCircus February: Kathryn Frank Fiber Arts March: Blue Skin Yarns April: BlueberryChick Yarn May: Legacy Fiber Artz June: Knitters Brewing Co July: Fish Belly Fiber Works August: SixandSevenFiber September: Fibernymph Dye Works October: Marigold Jen November: Dyenamixx Yarns December: Sunsoaked Yarns Events   2018 Box O' Balls Round Robin Mini Swap: sign up anytime during 2018.  Shipping cost of $13.50 (within US; have option to send Internationally) The contents will include: at least 20 mini yarn balls (each ball will be minimum of 5g/ 20 yards) to choose from, a handwritten note or card and a small gift. Find all of the details in this thread in the Ravelry Group.   Ravellenics- knit along with the Winter Olympics on a project of your choosing (runs from February 9-25) Ravellenics Group- here you can find the rules + another handy link that's a good place to start. Team Sasquatch group Contest, News & Notes I am looking for test knitters for my Jean Marie shawl pattern (due by the end of February). PM me on Ravelry (Bostonian) if you're interested. Life in Focus Project 2018 is well underway. Set 18 goals for the year. Each week I set action items to get me closer to those goals. In this episode I reviewed some recent progress. How is 2018 going for you? Let's chat about it in the Ravelry Group!     On a Happy Note Cabaret Rehearsals started! I'm psyched to be dancing with my high school dance friends, to get my brain working in new ways, for brushing up on my tap skills and for fun costumes! Ice Skating with friends outside at Gillette Stadium (where the Patriots play) Baby shower for Megg- 9 years since last baby. Could use some new things. Watched Pats win AFC championship while she opened gifts. Will and Aila sleepover! Premier Protein- heard about at WW. I've only tried Chocolate so far but I like it.   Quote of the Week Breath is the bridge that connects life to consciousness, the bridge that units your body to your thoughts. Whenever your mind becomes scattered, use your breath as the means to take hold of your mind again.   -Thich Nhat Hanh ------   Thank you for tuning in!   Contact Information: Ravelry: BostonJen & Down Cellar Studio Podcast Ravelry Group Twitter: Instagram: BostonJen1 Facebook: https://www.facebook.com/downcellarstudio Sign up for my email newsletter to get the latest on everything happening in the Down Cellar Studio!        

1:50 -Jules explains release candidacy Angular Weekly Meeting Notes 7:10- RC5 and Angular 2 11:20 - Big changes with RC5: NGModules 14:45 - Big changes with RC5: Bootstrapping root modules 15:45 - Big changes with RC5: Lazyloading and packaging options 20:20 - Big changes with RC5: Compiler options 23:30 - RC5 and depreciation 28:17 - Documentation 29:33- Installing release candidate Migration guide 33:50 - Engineering list Picks: Lootcrate (Charles) Stickermule (Charles) Osmo coding set (Lukas) Premier Protein (Lukas) ngMigrate (Lukas) DJI Phantom 4 Drone Camera (Jules) Munchery (Jules) Duet Beer by Alpine Beer Company (Jules) 2016 Rio Olympics (Ward)

1:50 -Jules explains release candidacy Angular Weekly Meeting Notes 7:10- RC5 and Angular 2 11:20 - Big changes with RC5: NGModules 14:45 - Big changes with RC5: Bootstrapping root modules 15:45 - Big changes with RC5: Lazyloading and packaging options 20:20 - Big changes with RC5: Compiler options 23:30 - RC5 and depreciation 28:17 - Documentation 29:33- Installing release candidate Migration guide 33:50 - Engineering list Picks: Lootcrate (Charles) Stickermule (Charles) Osmo coding set (Lukas) Premier Protein (Lukas) ngMigrate (Lukas) DJI Phantom 4 Drone Camera (Jules) Munchery (Jules) Duet Beer by Alpine Beer Company (Jules) 2016 Rio Olympics (Ward)

1:50 -Jules explains release candidacy Angular Weekly Meeting Notes 7:10- RC5 and Angular 2 11:20 - Big changes with RC5: NGModules 14:45 - Big changes with RC5: Bootstrapping root modules 15:45 - Big changes with RC5: Lazyloading and packaging options 20:20 - Big changes with RC5: Compiler options 23:30 - RC5 and depreciation 28:17 - Documentation 29:33- Installing release candidate Migration guide 33:50 - Engineering list Picks: Lootcrate (Charles) Stickermule (Charles) Osmo coding set (Lukas) Premier Protein (Lukas) ngMigrate (Lukas) DJI Phantom 4 Drone Camera (Jules) Munchery (Jules) Duet Beer by Alpine Beer Company (Jules) 2016 Rio Olympics (Ward)