Glanbia Performance Nutrition Acquires Gaming Nutrition Brand LevlUp | Consumed Ep.135

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.135 covers how Glanbia Performance Nutrition made up for a step back in 2020H1 and used its strengthening balance sheet to acquire gaming nutrition brand LevlUp. I hope you weren’t caught headline reading when the impressive Glanbia Performance Nutrition 21H1 growth was reported because it might not tell you the whole story. Yes, Glanbia Performance Nutrition net revenues increased 28.1% YoY on a constant currency basis from both strong pricing and volume increases (at 22.2% and 5.6% respectively), but what about on a two-year stacked basis? Glanbia plc (LON:GLB) is a global nutrition company that is comprised of two wholly-owned segments; Glanbia Nutritionals and Glanbia Performance Nutrition. For my content, I mainly focus on the latter, which comprises of various nutritional supplement and sports nutrition brands. These brands include names like Optimum Nutrition, BSN, Think!, Isopure, Amazing Grass, and Slim Fast. I'll use the recent earnings report, earnings call, and presentation slides to update you on how the Glanbia Performance Nutrition portfolio is performing against the complex operating environment. Additionally, I'll dive deeper into the Optimum Nutrition and Slim Fast brands, provide an update on the Glanbia Performance Nutrition strategic transformation project, and explain how Glanbia used it's strengthened balance sheet to acquire a gamer nutrition brand named LevlUp. Finally, I concluded with why a question posed during the earnings call irked me big time and shows Glanbia still has a great deal of legacy mechanical thinking that will come back to bite them in the butt’s once again in a few years.

*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 2021H1 Earnings Report - https://www.glanbia.com/investors​​

#glanbia​​ #supplements​​ #joshuaschall


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]