the Joshua Schall Audio Experience

Is Glanbia Performance Nutrition Still the Gold Standard?


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Is the Glanbia Performance Nutrition brand portfolio still the gold standard in the sports, active, and lifestyle nutrition market? Glanbia Performance Nutrition 2021 Q3 growth was reported net revenues growth of 23.2% YoY on a constant currency basis from both strong pricing and volume increases (at 18% and 4.4% respectively). They also benefitted 0.8% from last quarter's acquisition of LevlUp, a gamer (esports) nutrition brand. Glanbia Performance Nutrition is one of two wholly-owned segments of Glanbia plc (LON:GLB), a multi-billion dollar global nutrition company. The brands in the Glanbia Performance Nutrition portfolio include; 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 make another "bolt on" acquisition within the Glanbia Nutritionals division. Finally, I'll explain why a pending 9-figure transaction could create massive opportunities for $500 million plus M&A deals in the near future.

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    the Joshua Schall Audio ExperienceBy Joshua Schall

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