Blog/CPG Insights

CPG Insights

Industry-specific analysis from a team that doesn't just study CPG finance — we live it. Deep dives into the metrics, strategies, and decisions that matter most for product brands.

Unit Economics

Why Most CPG Brands Get Their COGS Wrong

If your COGS only includes raw materials, you're leaving money on the table. Here's the full picture — from co-man fees to freight-in to shrinkage.

Feb 18, 20268 min read

Growth Strategy

When to Raise vs. When to Bootstrap: A CPG Finance Perspective

Not every brand needs venture capital. We break down the financial signals that tell you whether outside funding will accelerate — or complicate — your growth.

Feb 10, 202610 min read

Channel Strategy

Retail vs. DTC vs. Amazon: Where Are You Actually Making Money?

Channel revenue is vanity. Channel profit is sanity. Here's how to build a P&L by channel and stop subsidizing unprofitable sales.

Feb 3, 202612 min read

Trade Spend

Trade Spend 101: Stop Giving Away Your Margins

Retailer promotions, slotting fees, and chargebacks can eat 20-30% of revenue. Learn how to track, negotiate, and optimize your trade spend.

Jan 27, 20269 min read

Inventory

The Cash Trap: How Inventory Mismanagement Kills CPG Brands

You're profitable on paper but broke in reality. The culprit? Inventory. Here's how to stop tying up cash in dead stock and production overruns.

Jan 20, 20267 min read

Financial Planning

Building a 13-Week Cash Flow Forecast for Your CPG Brand

The single most important financial tool for any early-stage CPG brand. We walk through how to build one from scratch — and actually use it.

Jan 13, 202611 min read

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