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 scope a solution that fits the way the business actually runs.
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