Скачать или смотреть Premier Protein Product Recall Fear Was Overblown | BellRing Brands 2022 Q4 Update

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.

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 2022 Q4 Earnings Report - https://bellring.com/investors/sec-fi...

#protein​​ #premierprotein​​ #dymatize

Timecodes
0:00 – BellRing Brands 2022 Q4 Update Introduction
0:54 – BellRing Brands Financial and Sales Breakdown
3:36 – Premier Protein Brand Deep Dive
6:06 – Dymatize Nutrition Brand Deep Dive
7:44 – BellRing Brands Operational Update
8:18 – Declining Volumes at Premier Protein and Dymatize
9:34 – Premier Protein Product Recall Implications


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 [email protected]