Glanbia Performance Nutrition "RTD Beverage Challenge" | Glanbia 2024 Q3 Update скачать в хорошем качестве

Glanbia Performance Nutrition "RTD Beverage Challenge" | Glanbia 2024 Q3 Update

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. I AM NOT A FINANCIAL ANALYST OR ADVISOR AND NOTHING IN THIS VIDEO SHOULD BE USED TO MAKE INVESTING DECISIONS. I AM JUST SHARING MY OPINIONS ON A VALUED PART OF THE CPG ECOSYSTEM THAT I AM PASSIONATE ABOUT. IF INACCURACIES WERE SAID IT WAS AN HONEST MISTAKE AND NOT MALICIOUS OR TO GIVE NEGATIVE INTENT. Glanbia 2024 Q3 Earnings Report - https://www.glanbia.com/investors​​ #glanbia​​ #supplements​​ #protein I appreciate each and every one of you that took even a moment of your time to watch this video. I know your time and attention are your biggest assets and I hope you got adequate value in return from this content. Thank you from the bottom of my heart! ✅ CHECK OUT THE PODCAST ON THE FOLLOWING PLATFORMS: 🍎Apple: https://apple.co/3aPKOOJ 👽Spotify: https://spoti.fi/38N9nur 🔍 Google: https://bit.ly/2vgVTcy ⚓Anchor: https://anchor.fm/joshua-schall FOLLOW ME ON MY SOCIAL MEDIA ACCOUNTS ►LINKEDIN   / joshuaschallmba   ►TWITTER   / joshua_schall   ►INSTAGRAM   / joshua_schall   ►FACEBOOK   / jschallconsulting   ►MEDIUM   / joshua-schall   About Joshua Schall of J. Schall Consulting: Joshua is consumer packaged goods (CPG) Strategist and Entrepreneur that focuses on the product categories of value-added (or functional) food, beverage, beauty, and nutritional supplements. He was an early advocate for digital grocery optimization and is an expert at the entrepreneurial ideation to consumerization cycle. Recently, he has shifted that decade of knowledge into early-stage investments, board membership, and public speaking engagements. His YouTube channel is a walk through his daily life and a peek into his business musings. Enjoy a look into his life through the lens! ►EMAIL josh@jschallconsulting.com