College Retail Partnership Thoughts | The Vitamin Shoppe 2022 Q2 Performance Update

The Vitamin Shoppe is on pace to have it's highest topline revenue in the company's history. Yet, I would guess that most still haven’t fully grasped the results of massive multi-year turnaround plan at The Vitamin Shoppe. I know I probably sound like a broken record at this point, but it’s time to wake up people. Since The Vitamin Shoppe is shielded in the public markets by the Franchise Group ownership, the supplement retailer’s turnaround hasn’t been front and center, but overlooking it would be a mistake.  Fact is, 2022 continues to set up very nicely for The Vitamin Shoppe. They will have store growth for the first time in half a decade, they have a growing customer file for the first time in half a decade, and they are positioned inside of a growing specialty category that has been recession resistant in the past. This particular episode updates you on the recent business performance for The Vitamin Shoppe. I'll utilize the 2022 Q2 Franchise Group (NASDAQ: FRG) earnings report and conference call to provide quarterly segment-level financial details for The Vitamin Shoppe. I will also dig deeper into several areas of The Vitamin Shoppe, such as franchising activity, merchandising additions (Ladder), creation of a corporate holiday, and two potentially important strategic partnerships with college campus retail operator Follett Higher Education Group and personalized fitness company FlexIt. Finally, I update you on the bid to acquire Kohl's by the Franchise Group. 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