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