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Re: StocksAnonymous post# 70878

Wednesday, 10/29/2014 10:57:32 AM

Wednesday, October 29, 2014 10:57:32 AM

Post# of 80868
it's a nice looking product...but there is a lot of competition from Cytosport and Premier Protein in this category.

Musclepharm needs another 10 of such protein drink products, and the coconut water element probably doesn't mean that much again....as all these products look alike.

I wonder why Glanbia is so absent in this category? Glanbia seems to be the weakest company when it comes to sales and marketing. Glanbia benefits from a cost perspective sourcing the Whey protein internally, and from a tax perspective, having the HQs in Ireland.
Apart from that, Glanbia is a boring company...that buys what it needs but doesn't come up with much on it's own.