the Joshua Schall Audio Experience

Author: Joshua Schall

Welcome to the Joshua Schall Audio Experience On my podcast, youll 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!
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Language: en

Genres: Business

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Is Optimum Nutrition Winning the "Protein Mania" Era? | Glanbia Q1 2026 Update
Thursday, 30 April, 2026

Is Optimum Nutrition Winning the "Protein Mania" Era? 🥤💪 Glanbia just released its Q1 2026 interim management statement, and the numbers tell a fascinating story about where the global nutrition market is headed.Despite a volatile economic backdrop, the "house that Optimum Nutrition built" continues to show massive strength, but there are some strategic shifts worth watching:🚀 Glanbia Growth: Glanbia (wholly-owned) group revenues are up 3.8% YoY, driven by a significant 8.2% volume growth.🌟 Optimum Nutrition Dominance: Representing 78% of GPN revenue, Optimum Nutrition saw an impressive 18.8% YoY revenue increase. However, with a double-digit price increase instituted in April, all eyes are on price elasticity as dollar sales growth slowed to 7% in the most recent 12-week period.🔍 "Untapped Upside": Keep an eye on ISOPURE. While Glanbia has streamlined its "healthy lifestyle" reporting, ISOPURE is quietly expanding distribution and targeting a more affluent, wellness-focused demographic. Is this the next billion-dollar global brand?🏗️ Operational Evolution: The new separation into "Health & Nutrition" and "Dairy Nutrition" segments is already providing clearer insights into value drivers, with Health & Nutrition seeing a standout 14.8% revenue jump.The protein market is on fire, but as competitors raise prices across the board, the real winner will be the brand that can balance premium positioning with consumer demand.