Retail & CPG Solutions

Decision workflows for retail and CPG

Five governed workflows that turn the data you already own into ranked, dollar-sized actions — routed to the teams that act on them, each carrying a confidence rating.

Talk to an expert See the five solutions

One of the five — what a workflow actually hands over

Vendor / JBP Dashboard
Vendor / JBP Dashboard Promotional Margin Recovery • Joint Business Planning Review Vendor: Hartwell Beverage Co. Period: FY26 YTD JBP: FY27 Planning Preparing FY27 JBP brief • 24 events measured YTD across 4 categories • Next session: Nov 18–19 • Model version v3.2 TOTAL TRADE SPEND (YTD) $4.2M Vendor-funded: $3.6M • Margin: $0.6M NET INCREMENTAL MARGIN $11.7M ▲ +18% vs FY25 YTD TRADE SPEND EFFICIENCY 2.8x ▲ +0.4 vs FY25 • Cat. avg: 1.9x VENDOR FORECAST BIAS +18% Systematic over-forecast REALLOCATABLE FUNDS $385K 2 events flagged for FY27 cut Trade Spend Efficiency Trend Vendor TSER vs Carbonated Beverages category benchmark 3.0x 2.5x 2.0x 1.5x 1.9x avg 2.8x Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Above category benchmark for 5 consecutive quarters • +33% improvement vs Q1 FY25 Reallocation Brief — FY27 JBP Negotiation Artifact Tier 4 events with full lift decomposition and analog comparisons • $385K addressable Spring Citrus Splash TPR Carbonated Beverages › Citrus • Mar 4–17, 2026 • All formats Tier 4 VENDOR FUNDS $186K NET MARGIN −$31K EFFICIENCY 0.8x LIFT DECOMPOSITION Gross +12% / Halo +2% / Cannib. −15% / Pull-fwd −8% RECOMMENDATION Cut from FY27 plan or redesign as single-SKU display. TPR depth insufficient to offset cannibalization. ANALOG SUCCESS (same vendor) “Summer Citrus Heatwave” display + feature, Tier 1 — $124K funds → $312K net margin (2.5x) Holiday Multi-Buy Variety Pack Carbonated Beverages › Multi-pack • Dec 9–22, 2025 • All formats Tier 4 VENDOR FUNDS $199K NET MARGIN −$18K EFFICIENCY 0.9x LIFT DECOMPOSITION Gross +28% / Halo −3% / Cannib. −22% / Pull-fwd −19% RECOMMENDATION Redesign — multi-buy on single brand showed pure cannibalization across sister SKUs. ANALOG SUCCESS (same vendor) “Game Day Single-SKU Display” FY25 same window, Tier 1 — $156K funds → $267K net margin (1.7x) Both events represent $385K of vendor-funded trade spend with negative measured ROI after halo and cannibalization adjustment. Category Performance Breakdown Vendor performance across categories • FY26 YTD CATEGORY EVENTS SPEND NET MARGIN TSER Carbonated Beverages Core category 12 $2.4M $6.1M 2.5x ▲ Sparkling Water Top performer • growing category 6 $0.8M $2.8M 3.5x ▲ Energy Drinks Steady contribution 4 $0.7M $1.9M 2.7x ▲ Juice & Functional Smallest exposure 2 $0.3M $0.9M 3.0x — Total 24 $4.2M $11.7M 2.8x FY27 RECOMMENDATION Shift $250K from Carbonated trade fund to Sparkling Water. Sparkling Water generates $3.50 net margin per $1 of trade spend — the highest in this vendor’s portfolio. Vendor Forecast Bias by Event Type How much vendor-supplied forecasts overstate actual lift • FY25–FY26 history Vendor forecast Actual lift Multi-Buy +42% Actual +25% +17pp bias Display +35% Actual +21% +14pp bias Feature +28% Actual +19% +9pp bias TPR +18% Actual +14% +4pp bias Data Meaning — Promotional Margin Recovery • Confidence-gated recommendations • All amounts in USD
Promotional Margin Recovery. Every solution ends in an artefact like this: each event ranked, sized in dollars, tiered for action, and handed to trade marketing before the next joint business planning review.Illustrative
The solutions

Five places retail money is won or lost

Each is a packaged capability — the data model, the scoring logic and the deliverables already designed around the decision it serves.

New Item Launch Performance

Tell a distribution gap from a demand problem while the launch window is still open.

See the solution

Promotional Margin Recovery

Know which events actually earned their trade spend — before the next one is planned.

See the solution

Inventory & Working Capital

Replenishment parameters that reflect today’s demand, with changes written back to SAP.

See the solution

Weather-Driven Control Tower

Turn weather into a shared signal for staging inventory, protecting freight and tuning offers.

See the solution

Retailer Agreement Compliance

Score every retailer’s deduction compliance monthly and recover what is invalid.

See the solution
The through-line

Five solutions, one method

These are not five unrelated products. Each runs the same spine — a governed data backbone, a transparent scoring engine, ranked and dollar-sized recommendations routed to the roles that act on them, and an explicit confidence rating on every recommendation.

That is what makes them deployable next to each other rather than five integrations to maintain.

  • Governed data backboneOne auditable, versioned source behind every figure.
  • Transparent scoringDefined formulas, not a black box you are asked to trust.
  • Ranked, dollar-sized actionsRouted to the role that can act, not a dashboard nobody opens.
  • Confidence on every recommendationHigh, medium or low — so reviewers know what to question.

Which decision is costing you the most?

Every one of these started as a question a retail or CPG leader could not answer from the data they already owned. Tell us yours.

Talk to an expert