Water Tower Hour Recap
On the most recent Water Tower Hour podcast, we sat down with WTR’s Chief Revenue Officer Tim Regan to recap our Consumer Products Virtual Investor Conference, which was held on June 5 and 6. Those interested can listen to the episode on Apple Podcasts, Spotify, or on our website. Links are accessible in our full report. Righting the ship. Many of the participating companies have been working hard to right the ship following the post-pandemic hangover. There were several new management teams with new strategies, and a lot of talk about inflection points. Vera Bradley’s CEO, CFO, and CMO have each been there for less than two years, and it is about to roll out its Project Restoration strategic initiatives next month, which management believes will take it into the third major stage of its lifecycle. Herbalife has completely turned over its C-Suite within the past two years, but it is mostly bringing back folks that have been in those roles in the past and have been quite successful. LifeVantage’s entire current senior management team has been in place for less than four years, and it is looking for its LV360 strategic initiatives that it launched 15 months ago to begin to gain traction now that it has been fully rolled out globally. Beachbody has taken $250 million in costs out of its infrastructure to dramatically reduce its break-even point, which is particularly remarkable considering it is currently at about a $500 million annual sales run rate. 1-800-FLOWERS has deleveraged its balance sheet and margins are getting back to pre-pandemic levels. DTC companies highlighted: Herbalife, Medifast, LifeVantage, Beachbody, USANA, and 1-800-FLOWERS. Keynote highlighted: R.J. Hottovy, head of Analytical Research at Placer.ai, gave the keynote speech to kick off the conference. Placer.ai is a location-based analytics platform powered by mobile data. Hottovy walked through some key themes it is seeing so far in 2024. Consumers are shifting more toward value. Hottovy thinks the #1 story in retail this year is that store formats that are growing are rethinking their store formats. Fashion companies highlighted: Vera Bradley and Lanvin. Presentations are available on demand via links in our full report and 1x1 requests can be sent to .
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