Did Pebbles Cereal Save Dymatize Nutrition? | Consumed Ep.111 скачать в хорошем качестве

Did Pebbles Cereal Save Dymatize Nutrition? | Consumed Ep.111

The "Consumed" series is my take on CPG news that I find interesting throughout the week. My goal is to add commentary, dive deeper, or bring more context to topics that often do not get covered by the traditional media outlets. Consumed Ep.111 covers BellRing Brands (BRBR) 2021 fiscal year Q1 earnings report that was recently released on 2/4/21. BellRing Brands (formerly known as Post Holdings Active Nutrition) is a portfolio that owns a collection of convenient nutrition brands like Premier Protein, Dymatize Nutrition, Powerbar, Joint Juice, and Supreme 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 the increased household penetration of RTD protein shakes that promote active lifestyles. I'll utilize the recent BellRing Brands financial reports and public news as the backdrop to discuss what it 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. *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.* BellRing Brands 2021 FYQ1 Earnings Report - https://bellring.com/investors/sec-fi... #bellringbrands​ #premierprotein​ #dymatize 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   / joshuaschall   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 [email protected]