Is Glanbia the bellwether for the supplement industry or will things change in the second half of 2022? Glanbia Performance Nutrition had 2022 H1 revenue growth of 14.9% YoY on a constant currency basis from strong pricing increases. They also benefitted from the mid-2021 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 SlimFast. I'll use the recent earnings report, earnings call, and associated news to update you on how Glanbia Nutritionals and Glanbia Performance Nutrition is performing against the complex operating environment. Additionally, I'll dive deeper into Glanbia Performance Nutrition sales channel, product format, and categorial performance (performance nutrition, healthy lifestyle, weight management, and international). Finally, I share a collection of hot takes or things I’m left pondering about Glanbia at this current time, which includes the Slim Fast overhaul, Glanbia Performance Nutrition outlook that might give hints to the entire supplement (and sports nutrition) industry, and why more activist investor noise might be ahead for Glanbia.

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