HUEL Should Be the Top M&A Target to Hedge Against GLP-1 Second-Order Effects in CPG Industry [xwbCBFMy9]

HUEL Should Be the Top M&A Target to Hedge Against GLP-1 Second-Order Effects in CPG Industry [xwbCBFMy9]

The world is likely entering into a golden age of therapeutics. So, what happens when more effective biologics targeted towards weight loss come out? The second order effects will usher in a whole new era of CPG industry winners and losers. But maybe HUEL has already positioned itself on the right side of the “friend or foe” argument? Remember what I said earlier…HUEL flipped the historical messaging around meal replacements from this negative “restriction diet” focus into this positive, proactive convenient food focus. That reframing strategy seems so simple, but Atkins, SlimFast, Weight Watchers, and others haven’t been able to pull it off yet…and the “Age of Ozempic” clock is ticking fast. And that’s why I think one more strategic buyer that I mentioned two years ago (i.e. Glanbia) might be even more interested now. I’d argue that investment criteria outlined previously still holds as true today as ever. Now throw in the GLP-1 points and the fact that Glanbia-owned SlimFast market performance has been abysmal the last two years. Plus…Glanbia has a balance sheet that’s looking really nice for M&A activity and a new CEO looking to make a splash in 2024. So, you never know, right? #shorts #protein #glp1 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 https://www.linkedin.com/in/joshuaschallmba ►TWITTER https://www.twitter.com/joshua_schall ►INSTAGRAM https://www.instagram.com/joshua_schall ►FACEBOOK https://www.facebook.com/jschallconsulting ►MEDIUM https://medium.com/@joshua-schall 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 josh@jschallconsulting.com

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