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The Vitamin Shoppe is on pace to have it's highest topline revenue in the company's history. Yet, I would guess that most still haven’t fully grasped the results of massive multi-year turnaround plan at The Vitamin Shoppe. I know I probably sound like a broken record at this point, but it’s time to wake up people. Since The Vitamin Shoppe is shielded in the public markets by the Franchise Group ownership, the supplement retailer’s turnaround hasn’t been front and center, but overlooking it would be a mistake. Fact is, 2022 is setting up very nicely for The Vitamin Shoppe. They will have store growth for the first time in half a decade, they have a growing customer file for the first time in half a decade, and they are positioned inside of a growing specialty category that has been recession resistant in the past. This particular episode updates you on the recent business performance for The Vitamin Shoppe. I'll utilize the 2022 Q1 Franchise Group (NASDAQ: FRG) earnings report and conference call to provide quarterly segment-level financial details for The Vitamin Shoppe. I will also dig deeper into several areas of The Vitamin Shoppe, such as franchising activity and new ecommerce marketplace dropship strategy. Finally, I recap some of my earlier thoughts on the potential Franchise Group bid to acquire Kohl's and what that could mean for the specialty supplement retailer.
Jack Gayton (The Vitamin Shoppe) = https://youtu.be/K8Uy-8qlTqE
FOLLOW ME ON MY SOCIAL MEDIA ACCOUNTS
4.8
1717 ratings
The Vitamin Shoppe is on pace to have it's highest topline revenue in the company's history. Yet, I would guess that most still haven’t fully grasped the results of massive multi-year turnaround plan at The Vitamin Shoppe. I know I probably sound like a broken record at this point, but it’s time to wake up people. Since The Vitamin Shoppe is shielded in the public markets by the Franchise Group ownership, the supplement retailer’s turnaround hasn’t been front and center, but overlooking it would be a mistake. Fact is, 2022 is setting up very nicely for The Vitamin Shoppe. They will have store growth for the first time in half a decade, they have a growing customer file for the first time in half a decade, and they are positioned inside of a growing specialty category that has been recession resistant in the past. This particular episode updates you on the recent business performance for The Vitamin Shoppe. I'll utilize the 2022 Q1 Franchise Group (NASDAQ: FRG) earnings report and conference call to provide quarterly segment-level financial details for The Vitamin Shoppe. I will also dig deeper into several areas of The Vitamin Shoppe, such as franchising activity and new ecommerce marketplace dropship strategy. Finally, I recap some of my earlier thoughts on the potential Franchise Group bid to acquire Kohl's and what that could mean for the specialty supplement retailer.
Jack Gayton (The Vitamin Shoppe) = https://youtu.be/K8Uy-8qlTqE
FOLLOW ME ON MY SOCIAL MEDIA ACCOUNTS
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