I agree that the only way the conflicting expectations will be resolved is by "waiting and seeing". I predict that MSLP will guide up - DRASTICALLY up - in about three weeks.
Various points regarding BB:
- You yourself have shown that MSLP sales on BB have been essentially flat for two years - two years in which MSLP's overall sales will be up 400%. Clearly, at this point, there is no correlation between "how MSLP is doing on BB" and "how MSLP is doing".
- What were the approximate annual sales figures for BB, around $10M? That would have been around 20% of total MSLP revenue in 2012, around 10% in 2013, and around 5% in 2014. I'm guessing in 2015 it would be around 3%. If BB sales are flat or even declining while non-BB sales are up 100% this year, and 30% or 40% or 50% or 60% NEXT year, the appropriate response is "so what?".
- The performance of MSLP products on BB is VERY volatile. Combat has been bouncing in and out of the top 10 for many months now. Overall I believe MSLP product presence in the BB top 50 is much better than it was a few months ago. I assume product performance on BB is greatly impacted by promotional activity (BOGO, xx% discounts, etc.).
- OF COURSE MSLP's relative performance on BB will fall as it becomes available in more and more retail outlets both domestically and internationally. Other than shopaholics and people with disabilities, who LIKES to shop online for what is essentially food? Would you PREFER to pay more online for protein powder and then wait a week for delivery?
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