Portfolio Optimization

$90M CPG Manufacturer

43-year history of developing leading fly-fishing equipment
Recently purchases by an outdoor conglomerate
Continued strong growth in its core product expanding to adjacent industries is a focus

Profitability cube was developed that checks inventory levels and profitability by SKU, customer profitability, discounts provided to customer and pricing
Recommended an improved discount structures that limited the amount sales could arbitrarily give
Found true profitability of customers and channels by building out pock margin by channel and customer

Identified over $1M of EBITDA by implementing a tiered discounting system, reallocating inefficient marketing spend, modified the wholesale pricing structure to promote volume
$1M EBITDA improvement identified by reducing outlier SKUs, selectively raising prices on limited edition/seasonal runs, and implement bundled pricing strategies
Identified a $2M EBTIDA benefit from implementing best-in-class SIOP process to avoid out-of-stock, implement core KPIs to be tracked monthly to hit targets, and rationalizing certain vendors