CPG Cheat Codes
Tips, Tricks, and Resources for CPG Brands
Chargeback Audit 101 - A Mini Master Class
The brands that get chargebacks under control share one belief. They stopped seeing chargebacks as random bad luck and started seeing them as a process they can audit, fight, and mostly prevent. That's the whole game.
Retail Compliance for CPG Brands: What You Need to Sell Into Retail
Retail compliance is more than chargebacks. See the operational and product rules CPG brands must meet to sell into retail, and how to stay compliant.
Retail Chargebacks: What Causes Them and How CPG Brands Can Prevent Them
A retail chargeback is a fee a retailer like Walmart, Target, or Kroger deducts straight from what it owes you when a shipment breaks the rules laid out in their vendor manual. The money is gone before you see an invoice, usually tagged with a reason code that tells you what they say went wrong….
AI in Supply Chain - The Best AI Use Cases We’ve Seen in CPG Operations
We interviewed a number of COOs and Directors of Operations, and we documented what they feel are the best use cases for AI in supply chain and CPG operations.
3PL vs 4PL: How CPG Brands Should Choose Their Logistics Model
3PL vs 4PL explained for CPG brands. Compare cost, control, and retailer compliance to pick the right logistics model for your stage.
The Reorder Point Formula: How CPG Brands Prevent Stockouts
Out-of-stocks cost retailers roughly $1.2 trillion a year globally, according to IHL Group's 2025 inventory research. For a growing brand, the sting can be painful. A stockout can cost you a retail slot, tank your Amazon ranking right when you've built momentum, or teach a buyer that you can't be trusted with more doors.
The CPG Growth Squeeze: What nobody tells you about the cash and ops reality of scaling a brand
You raised your round, landed the retail doors, and the revenue chart finally points the right way. On paper, this is the part you worked toward. In practice, it's the stretch where a lot of good brands quietly get into trouble, because growth and cash don't move on the same schedule.
What does a Fractional COO actually do for a CPG brand?
A fractional COO is a senior operations executive who works with you part-time on an ongoing basis, usually 10 to 25 hours a week. It isn't a one-off project and it isn't a temp filling a seat. This is someone who joins your leadership team, owns the operational side of the house, and stays long enough to actually fix things…
The Pallet Mistake Quietly Eating Your Margin
When a growing brand first starts shipping to retail, almost all the attention goes to the case. How does it look on shelf? How does it feel in a consumer's hand? That focus makes sense, and it matters. But when it's time to actually build the pallet, the instruction to the co-packer or warehouse is usually some version of “just stack as many as you can so it doesn't topple over.”
Equity Isn't the Only Way to Fund Your Brand's Growth
A lot of the cash crunches that send founders back to the cap table aren't equity problems at all. They're working capital problems wearing an equity costume. Solving a working capital problem by selling more of your company is one of the most expensive habits in any industry…