Trade spend, slotting, and an inventory clock that doesn’t wait for month-end.
Food and beverage operators live with a different definition of margin — list prices that nobody pays, trade spend that distorts every customer P&L, slotting fees that hit upfront, and perishable inventory that can turn a strong quarter into a write-down. Channel mix shifts from grocery to club to food service to DTC change the unit economics every quarter.
Sub-Sectors We Work In
Trade spend allocation, slotting amortization, freight and merchandising allocation, and the real gross margin by customer and channel.
Turns analytics, write-down discipline, perishability tracking, and the inventory governance that protects margin in a category where time is the enemy.
Grocery, club, food service, and DTC unit economics reported side-by-side so leadership can see which channel actually pays.
Brand-level P&Ls, EBITDA bridges, lender packs, and the KPI cadence that keeps the management team and sponsor aligned.
13-week cash forecasts tied to retailer payment terms and trade spend timing. Lender covenant compliance built into the monthly rhythm.
Sell-side prep, quality of earnings, brand-level P&L, and the operational story your bankers need to maximize the next transaction.
Channel and customer profitability, trade spend governance, and the sponsor cadence a CPG company needs.
Trade spend accruals, returns and chargeback accounting, inventory valuation, and audit readiness.
Unifying ERP, retailer EDI, syndicated data, and marketplace feeds into channel-level dashboards.
AI agents for demand forecasting and trade spend optimization, document intelligence on retailer contracts.
Tell us where the friction lives in your food & beverage portfolio company and we’ll scope a solution that fits the way the business actually runs.
CONNECT WITH US