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StocksAnonymous

10/21/14 11:08 AM

#70673 RE: bellator_exec #70671

You are making assumptions for global demand of a product based on the bodybuilding.com top 50 webpage. That's not an accurate gauge of demand if you ask me. For what it's worth, I saw a half empty box of combat crunch at smoothie king yesterday (didn't even know Combat Crunch was being stocked at Smoothie king) and the quest bars next to it were completely full. Does that mean that combat crunch is selling better than quest? No, maybe they completely sold through the quest bars and had to restock.

Rhenarium

10/21/14 11:10 AM

#70674 RE: bellator_exec #70671

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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stupified777

10/21/14 12:06 PM

#70675 RE: bellator_exec #70671

Ill take that bet.

TheExpertHimself

10/21/14 1:53 PM

#70677 RE: bellator_exec #70671

Yeah, and Cellucor's phone is overheated too as 5 lbs Cellucor Whey is priced at $34.95 at Costco right now...

Don't you understand? Dymatize, EAS, Cellucor, Musclepharm, MuscleTech, BSN and Optimum Nutrition....they are broadening into mass market retail...they will all benefit while the specialty retailers eventually will suffer...None of these major brands give a shit what specialty retailers think of that, because nothing is gonna make them miss out on the mass market.
Specialty retailers need to consolidate...exactly what we have been seeing over the last couple of years...What you are saying is pure rubbish!

The smaller players like Gaspari Nutrition...they just fade away, Gaspari went bankrupt last week if you didn't notice.