Consumer products companies operate inside a brutal arithmetic — input cost volatility, trade spend that distorts true margin, retailer chargebacks that hit weeks after the sale, and a DTC/wholesale mix that shifts every quarter. Brand and SKU profitability are the only metrics that matter, and most companies can’t actually see them on a current basis.
Sub-Sectors We Work In
Trade spend allocation, customer contribution margin, freight and slotting allocation, and the true gross margin by channel that most CPG companies are missing.
13-week cash forecasts, inventory rationalization, retailer payment term management, and the working capital discipline that keeps growth from turning into a crisis.
DTC vs wholesale economics, marketplace fees, returns and chargeback accounting, and the channel-level reporting that lets you optimize the mix.
Brand-level P&Ls, EBITDA bridges, lender packs, and the KPI cadence that keeps the management team and sponsor aligned.
Demand planning analytics, SKU rationalization, sell-through tracking, and the forecasting muscle that prevents the next markdown cycle.
Sell-side readiness, quality of earnings prep, brand-level reporting, and the data room your bankers wish every brand showed up with.
Brand and SKU profitability, channel mix economics, and the sponsor cadence a consumer brand needs.
Trade spend accounting, returns and chargeback accruals, inventory valuation, and audit readiness.
Unifying NetSuite, Shopify, retailer EDI feeds, and marketplace data into channel-level dashboards.
AI agents for demand forecasting, document intelligence on retailer contracts and chargeback claims.
Tell us where the friction lives in your consumer brand portfolio company and we’ll forward deploy a team that fits the way the business actually runs.
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