Your systems
are leaking margin.
We find it. We fix it.
Inventory says one thing. Orders say another. Finance is questioning everything. If your operation is running on spreadsheets and vibes, this is your recovery plan.
TRUSTED BY CATEGORY-DEFINING BRANDS
LMNT Henry Rose Kulfi Beauty Everist Realsy Riot Pop
The Cost of Inventory Inefficiency
On Average, Up to 12% of Revenue is Lost Due to Overstocks, Stockouts & Preventable Returns Combined
EXCESS STOCK CARRYING COST
20% – 30%
Of value/yr
REVENUE LOST TO STOCKOUTS
4% – 8%
Of annual rev
UNPLANNED MARKDOWN FROM BAD FORECASTS
53%
Of all markdowns
CASH TRAPPED IN DEAD/SLOW SKUs
Limiting growth
Case Studies
Scaling a Midwest Seltzer Brand Through Strategic Cost Optimization & SKU Rationalization
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25% reduction in COGS - achieved by restructuring suppliers, renegotiating packaging, and optimizing fill volume
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Margins went from under 5% to over 20% - making the brand viable in the three-tier distribution system for the first time
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SKU portfolio cut from 12 to 8 - reducing production changeovers, procurement complexity, and inventory overheads
01
CLARIFY
Days 1-30
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Full operational diagnostic across supply chain, COGS, fulfillment, org structure
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P&L deep dive to identify margin leakage and cash flow drains
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Customer and channel profitability analysis
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Prioritized value-creation roadmap with quick wins identified
02
BUILD
Days 31-60
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Renegotiate supplier terms and co-packer agreements
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Implement demand planning and inventory systems
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Install weekly operating cadence and KPI tracking
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Build retail expansion models and channel readiness
03
EXECUTE
Days 61-90
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COGS reductions live: new suppliers, packaging, sourcing
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Team operating rhythms fully adopted
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Strategic initiatives scoped and business-cased
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Next 90-day roadmap delivered
The 90 day transformation
