PODCAST · business
the Joshua Schall Audio Experience
by Joshua Schall
Welcome to the Joshua Schall Audio ExperienceOn my podcast, you’ll hear episodes of my popular short-form Consumer Packaged Goods (CPG) news segment "Consumed", a long-form CPG entrepreneurship interview segment "Formula For:", deeper dive segments "Deep Dish CPG", public speaking engagements, and any of my new and current thoughts that I record specifically for this audio experience!Leave a review on iTunes and let me know what you think!
Episodes
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MyProtein Perplexing New Look 🤔 | THG (The Hut Group) Q3 2026 Update
MyProtein is undoing their global rebrand and attempting a dangerous strategic pivot. THG (aka the company formerly known as The Hut Group) recently updated the public markets by releasing its Q3 2026 results. I’ll be utilizing all available publicly disclosed information to obviously update you…
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Kroger vs. Red Bull Standoff Explained | Why No CPG Brand is Safe Anymore
Is any CPG brand truly "untouchable" anymore? In this episode, I'm breaking down the explosive, high-stakes corporate war between Kroger and Red Bull. Red Bull is a beverage brand commanding over a third of the U.S. energy drink market and generating $10 billion in annual retail sales, yet it has...
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[MONDAY MINUTE] Why Gatorade is Investing Millions in Women to Fix a 6% Sports Science Flaw
Did you know that only six percent of sports science studies focus exclusively on women? Think about that for a second longer…as nearly all modern hydration, recovery, and performance nutrition protocols are built entirely on male physiological data. So, almost zero data on women's needs across...
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Walmart Just Bet Big On The “Mood & Mind” Beverage Trend
Calm is the new energy, or at least that’s what Walmart emphatically declare when it recently began rolling out a brand new "Mood & Mind" merchandising section across 1,000 stores. And honestly, I love this decision for a few reasons. I’ll start off a bit selfishly here, but Walmart just…
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Caffeine Crossroad: Why Energy Drinks Are Dumping Hip Hop For Country Music
The energy drink marketing playbook is officially being rewritten. Historically, the approximately $29 billion U.S. energy drink market has run on a high-octane formula engineered around the fast-paced, anti-establishment ethos of extreme sports and hip-hop culture. But as the category matures…
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Trump Family Is Secretly Taking Over the Beverage Industry
Forget real estate. The Trump family is officially taking over the beverage aisle. Donald Trump’s eldest granddaughter, Kai, recently partnered with Accelerator Active Energy to launch her very own flavor called Blue Raz Slush, which is directly inspired by her childhood love for movie theater...
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Stop Watching Trends: Predictive Market Engineering For Functional CPG Leaders
Stop watching trends. Start engineering markets. In this episode, I've adapted from my educational session at the inaugural Future Nutra Innovation Summit, and I'm breaking down why traditional market research is broken and show you how to use Predictive Market Engineering to map the math of…
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[MONDAY MINUTE] Slim Jim & CHOMPS Conspiracy No One Is Talking About | Extinction of "Macho Man" Meat Snacks Era
I usually roll my eyes at wild conspiracy theories, but did you hear the one about the “macho” meat snacks era? For decades, meat snacks were marketed almost exclusively to young males and road-trippers. Although today, the almost $7 billion U.S. meat snacks market is being driven by suburban...
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What 32K Convenience Stores Just Revealed About Energy Drinks
Roughly 32,000 convenience store locations have spoken, and they shared some interesting opinions about the growing energy drinks category. And even if you aren’t familiar with every insight regarding this beverage category, I’m sure you intuitively recognize that convenience is the most…
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Quiet Consumer Rebellion Rebranding Kombucha | SenseMaxxing Trend
Kombucha is at a crossroads. U.S. retail sales are stalling, yet the “sense-maxxing” revolution could be powerful enough to change everything! For years, kombucha was the king of gut health beverages. But now? Those trendier, cheaper prebiotic sodas (like Olipop) are stealing the crown…and…
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Tech War Rewriting MLM Supplements | Why Herbalife Acquired Bioniq
Multi-level marketing (MLM) supplement companies are facing a massive double-threat: the rise of GLP-1 weight loss medications like Ozempic and an existential trust crisis caused by Generative AI. In this episode, I'm breaking down the secret playbooks legacy giants like Herbalife, Amway, and…
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[MONDAY MINUTE] Truth About Sustainable Packaging in Food & Beverage CPG
Here’s what CPG industry leaders won’t tell you about sustainability. While many food and beverage brands dream of fully compostable packaging solutions, the reality is often stalled by these massive hurdles…a lack of vendors meeting precise technical specifications, prohibitive costs during the...
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Pepsi Supreme Court Battle You Haven’t Heard About
Why is Pepsi fighting a Supreme Court battle over an energy drink brand they already discontinued? Well, because this is no longer just about Mountain Dew Rise Energy. In 2021, a relatively small, canned nitro cold brew coffee brand (Rise Brewing) sued PepsiCo for copying their trademarked name....
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Inside the $1B+ Adult Non-Alcoholic Movement | Kaleigh Theriault (NielsenIQ)
The Adult Non-Alcoholic (ANA) Market & Evolving Consumer Behavior Shifts. Today, we are cracking open the data behind one of the most explosive shifts in modern beverage history…the meteoric rise of the adult non-alcoholic market. No longer a niche corner of the grocery store, adult non-alcoholic...
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Netflix & Ferrero Stole the MrBeast Playbook | Wonka's The Golden Ticket
Are Netflix and Ferrero about to dethrone MrBeast and Feastables? 🍫✨ In this episode, I'm breaking down the hyper-gamified strategic partnership between streaming giant Netflix and the fiercely private CPG conglomerate Ferrero Group. Together, they are resurrecting the dormant Willy Wonka candy...
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[MONDAY MINUTE] How Grocery Stores Trick You (And Make Millions Doing It)
Welcome to the American grocery store, where “Reduced Fat” is just code for “I’ve replaced your nutrients with a science experiment.” Shoppers want to eat healthier but are flying blind. And while more than half expect retailers to support their wellness journey, existing tools often oversimplify...
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Why Banning Colorful Energy Drinks Won’t Save Teens From Caffeine
The tragic death of a Texas teen allegedly from an energy drink is heartbreaking (full stop). But when government officials (like Texas Attorney General) attempt to connect the dots between “bright packaging aesthetics” and energy drink brands deceptively marketing to minors…it ends up sounding...
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[MONDAY MINUTE] Inside Target's Massive New Grocery Transformation
Target is secretly turning into a scaled-up Trader Joe’s, executing the largest transition of its grocery department layout in more than a decade. Almost half of its grocery assortment has been overhauled, not to mention a huge expansion of health and wellness items. Also, Target just slashed...
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Is THG Quietly Selling MyProtein? | MyProtein Packaging Mystery | THG (The Hut Group) H1 2026 Update
Let’s just hope the MyProtein packaging I just saw was some mistake or they’ve got some explaining to do! THG (aka the company formerly known as The Hut Group) recently updated the public markets by releasing its H1 2026 results. I’ll be utilizing all available publicly disclosed information to...
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"Cognitive Creatine" Market Opportunity is No Longer a Speculative Hypothesis
What if the most famous bodybuilding supplement in history was actually meant for your brain? For over 30 years, we’ve lived in a reality where creatine belongs exclusively to plastic shaker bottles, gym bro subculture, and building big muscles. But behind the scientific shadows, a parallel…
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How cbdMD Bought Twinlab for Pennies on the Dollar
How does a small, struggling hemp company pull off the "heist of the year" in the supplement industry? In this video, I'm breaking down the mind-blowing M&A transaction between cbdMD and the legendary legacy supplement brand Twinlab. Drowning in a staggering $148 million of debt, Twinlab was...
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[MONDAY MINUTE] Twisted Loop of SNAP and Medicaid Waste | Stop Funding Chronic Disease
I generally hate overreaching regulations that unfairly target consumer choice. As an example, if you’re spending your own money, you should have absolute freedom to choose what you eat (or drink). But here’s my semi-controversial take…when it’s the taxpayer's dime, the rules change. If you’re...
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Pat McAfee Has "Elite Grocery Store Knowledge" | CPG Brands Pat McAfee Should Invest Into Next
From an early bet on Liquid Death to co-owning JAMS, here is why Pat McAfee needs to go all-in on investing into CPG brands. I mean this in the most endearing way possible, but Pat McAfee looks like the type of dude that has “elite grocery store knowledge.” And this is why I think he really needs...
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Billion-Dollar CPG Playbook with OLIPOP Early Backer | Nathan Cooper (Barrel Ventures)
Today, we are pulling back the curtain on CPG venture capital with Nathan Cooper, Founder and Managing Partner at Barrel Ventures. As an early backer of category-defining brands like OLIPOP, Nate shares his unique "Rules" of CPG investing in an era defined by rapid disruption. We kick things off…
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Why Nestlé Just Abandoned a Billion-Dollar Dietary Supplements Empire 💊
Why did Nestlé just walk away from a massive dietary supplement empire generating $1.2 billion in annual revenue? In this episode, I'm breaking down the major corporate shakeup in the global dietary supplements market: Nestlé's decision to divest its mainstream "Holistic Health" vitamin platform…
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The Ghost of Jet.com: How it Changed Walmart (& Online Shopping) Forever
Why did Walmart spend a staggering $3.3 billion on a 13-month-old startup, only to shut it down four years later? In this video, we uncover the incredible untold story of Jet.com. While many critics on Wall Street called the massive acquisition a desperate, overpriced Hail Mary, Walmart wasn’t…
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[MONDAY MINUTE] Next Big Functional Foods Boom 💸 | Women's Health Trend No One Is Talking About
Think the next massive CPG boom only centers around protein? Think again! Type “postpartum snacks” into the magical Google machine right now…and you’ll get tons of results that are total bullshit. My wife is a few weeks postpartum with our second child…and I was literally LOL’ing at these blogs...
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New Trump Tariff Targets Your Whey Protein
Breaking news: Politicians have officially found a way to tax your muscle gains. Because of course they did! The U.S. and Canada just nuked their trade talks, and Trump slapped a massive 50% tariff on Canadian whey and milk protein. Then, not to be outdone in the competition of economic...
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Whey Protein & Creatine: Market Dynamics, Trends, & Future | SPINS x J. Schall Consulting
Welcome to another episode where Scott Dicker (Senior Director, Head of Research and Insights at SPINS) and I unpack shifting market dynamics impacting active nutrition. So, what’s on today’s program? We’re providing exclusive insights regarding two industry heavyweights: protein and creatine....
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OREO Protein Bars Are Finally Invading America | How the End of GHOST & Mondelez Licensing Helped Grenade
It was just announced that the Best Selling Protein Brand in the UK market, Grenade, is expanding into America with Indulgent Flavors (Including Oreo). Back in August 2024, I made the following comments about the Grenade Oreo protein bars. I’d expect more resources allocated to geographic...
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How a Few M&A Deals Changed the Energy Drinks Market Forever | GHOST vs ALANI NU vs BLOOM
Did a few M&A deals change the energy drinks market forever? Between the start of Q1 2025 and the end of Q3 2025, three massive M&A transactions completely rocked the beverage industry. Keurig Dr Pepper (KDP) bought a majority stake in GHOST, Celsius Holdings acquired Alani Nu for $1.8 billion…
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[MONDAY MINUTE] The 32% "Healthy Eating Tax" No One Is Talking About!
Great news! The government wants you to eat “real food.” The bad news? Your bank account didn’t get the memo. According to research by consumer insights and data firm Numerator, following the new food pyramid costs an extra $1,012 per person, per year. Essentially, that’s a 32 percent “healthy...
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From Erewhon Moms to Ohio Dads: How to Build a CPG Brand for Everyone | Blake Mitchell (Interact Brands)
In this episode, I’m sitting down with Blake Mitchell of Interact Brands to dissect the modern realities of CPG packaging design and strategic brand building. Rooted in old-school Rust Belt Ohio principles from our entrepreneurial fathers, Blake and I champion the timeless rule of constructing...
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Why Jamieson Wellness Was Just Acquired for $1.4B By Kirin Holdings
Why is one of the world's largest legacy beer companies quietly buying up the global dietary supplement market? In this video, I'm breaking down the radical corporate transformation of Kirin Holdings. Facing a terminal decline in Japan’s domestic beer market due to an aging population, Kirin is...
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[MONDAY MINUTE] THEY Finally Admitted Food Prices Are Out Of Control
Has the government finally admitted that feeling like you need a second mortgage just to afford the fancy cheese isn’t a vibe? Although instead of sending you a coupon, they’re launching the “Grocery Guarantee,” a strategic "risk-shifter" designed to crack the credit bottleneck for the U.S. food...
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SILLY Strategic Mistake Ruining MusclePharm | Dr. Tobias & Joey Chestnut | FitLife Brands Q2 2026 Update
FitLife Brands just dropped its Q2 2026 earnings report, showing a massive 65% year-over-year revenue spike to $26.5 million. But behind that explosive headline number lies a much more complicated story of acquisition padding, falling legacy brand sales, and major strategic hurdles. Does FitLife...
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Why Everyone Will Take Creatine | Future of the Creatine Market | "Creatinification" | Steve Jennings (Jenerise)
“One day, everyone will take creatine.” Maybe that sounds crazy to you. Or maybe you’re like me and more recently came to that conclusion. But for a very (very) small group of people, that bold visionary prediction became obvious more than three decades ago. Joining us is industry pioneer Steve...
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Why P&G Just Acquired Thorne for $3.8 Billion | Will Procter & Gamble Dilute Thorne Supplements?
Procter & Gamble just dropped a staggering $3.8 billion to acquire Thorne, leaving mainstream financial commentators and health enthusiasts completely shocked. Why would a consumer packaged goods (CPG) titan known for Pampers, Tide, and Crest buy a premium dietary supplement brand? In this video,...
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[MONDAY MINUTE] Nestlé's $523M Secret Ozempic Strategy
Nestlé just dropped $523 million dollars to fully acquire the German complete nutrition brand Yfood. But don’t totally overlook this as just another simple brand acquisition. And that’s because it could become an important part of Nestle’s (mostly still disguised) global strategy to conquer the...
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Why Protein is Getting "Whey" More Expensive | Glanbia Q2 2026 Update
Is your favorite tub of protein powder starting to break the bank? In this video, I'm breaking down why your protein supplements are getting "whey" more expensive...and it could all tie back to global nutrition giant Glanbia, the powerhouse owner of Optimum Nutrition (ON). Following their...
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How This Energy Drink Went Stone Cold | Celsius Holdings 2026 Q2 Update
Has the CELSIUS growth story gone “stone cold” or are temperatures about to heat up once again? Celsius Holdings (NASDAQ: CELH) had quarterly revenue of $817.9 million, which was up 11% YoY. Excluding the Rockstar Energy acquisition-related financial impact, Celsius Holdings revenue would've only...
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Protein Cereal "Dark Horse" Brand Transforming Your Breakfast | Eoin Carroll (TRUELY Cereal)
Remember Saturday mornings watching cartoons with a giant, sugary bowl of cereal? For most of us, that childhood staple vanished the second we got serious about fitness. But what if you didn't need to trade your favorite childhood tradition for your macro goals? Well, today’s guest did exactly...
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Can Premier Protein Conquer Convenience Stores | BellRing Brands 2026 Q3 Update
With “protein mania” pushing the macronutrient into top-of-mind status (arguably creating more purchasing impulsivity), is it finally time for Premier Protein to embrace the “single life”? BellRing Brands (NYSE: BRBR) is a portfolio that owns a collection of convenient nutrition brands like…
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[MONDAY MINUTE] How Jumex Escaped the "Ethnic Aisle" To Go Viral 📈
Everyone has been focused (and rightfully so) on the Electrolit growth story, but there’s another trending Mexican beverage company you shouldn’t be overlooking! For decades, Jumex was stuck in the “ethnic aisle” as a nostalgia brand for immigrants. But then, they teamed up with AriZona Beverages...
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Functional Beverage Built for the "Back Nine Fade" | Luc Bohunicky (COURSE RECORD)
Much like golf, which Arnold Palmer once said, “is deceptively simple and endlessly complicated,” launching a beverage brand looks easy from the outside, but day-to-day execution is deeply complex. But then, what happens when you combine both? Well, in this episode, we sit down with Luc…
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Bain Capital Acquires Vitabiotics For $1.2B | PE Dietary Supplement Market M&A Playbook Explained
The global dietary supplement market just witnessed a massive $1.2 billion acquisition. In this deep dive, I'm breaking down how the family-owned Vitabiotics Group caught the eye of private equity giant Bain Capital. From fleeing geopolitical adversity during the 1947 Partition of India to...
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Phorm Energy "Heat Check" | Year 1 Recap & Future Playbook | Anheuser-Busch, 1st Phorm, & Dana White
The U.S. energy drink market is a brutal, $28.5 billion battlefield where loyalty between brands and DSD distributors rarely exist. After helping build massive energy drink brands like GHOST, CELSIUS, Alani Nu, and C4, independent beer distributors watched PepsiCo and Keurig Dr Pepper (KDP) strip...
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[MONDAY MINUTE] How Gen Z & Gen Alpha Broke the Beverage Market | Keurig Dr Pepper “State of Beverages” Trend Report
According to the latest Keurig Dr Pepper “State of Beverages” Trend Report, the “Go-To” drink era is officially over. And the packaged beverage giant is blaming Gen Z and Gen Alpha for completely rewriting the rules of what we sip. For us old farts, wellness meant restriction. No sugar, no fun.…
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Functional Hydration Market Analysis | Why Sports Drinks Are Disappearing
The sports drinks (and functional hydration market) is undergoing a massive structural shift, driven by corporate price wars, format innovations, and a literal beverage “real estate crisis” happening inside your local convenience store. In this market breakdown, I'll analyze the aggressive…
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[MONDAY MINUTE] Dolly Parton Just Declared War on Buc-ee’s!
Dolly Parton spent decades living on a tour bus. Now, she’s using that wisdom to take down Buc-ee’s. So, if you weren’t aware, the “Queen of Country” just launched Dolly’s Tennessean Travel Stop. Instead of just walls of beef jerky, Dolly’s has live music stages, sit-down southern cafés, and a...
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ABOUT THIS SHOW
Welcome to the Joshua Schall Audio ExperienceOn my podcast, you’ll hear episodes of my popular short-form Consumer Packaged Goods (CPG) news segment "Consumed", a long-form CPG entrepreneurship interview segment "Formula For:", deeper dive segments "Deep Dish CPG", public speaking engagements, and any of my new and current thoughts that I record specifically for this audio experience!Leave a review on iTunes and let me know what you think!
HOSTED BY
Joshua Schall
CATEGORIES
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How many episodes does the Joshua Schall Audio Experience have?
the Joshua Schall Audio Experience currently has 871 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is the Joshua Schall Audio Experience about?
Welcome to the Joshua Schall Audio ExperienceOn my podcast, you’ll hear episodes of my popular short-form Consumer Packaged Goods (CPG) news segment "Consumed", a long-form CPG entrepreneurship interview segment "Formula For:", deeper dive segments "Deep Dish CPG", public speaking engagements, and...
How often does the Joshua Schall Audio Experience release new episodes?
the Joshua Schall Audio Experience releases new episodes frequently with a large back catalog of 871 episodes. Check the episode list for recent publication dates.
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You can listen to the Joshua Schall Audio Experience on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts the Joshua Schall Audio Experience?
the Joshua Schall Audio Experience is created and hosted by Joshua Schall.
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