Beverage consulting services

I work with beverage alcohol producers who want to make better decisions faster. Every engagement starts with your questions and ends with something your team can use.

Market Research & Strategy

Know your market, then choose where to win.

I analyze category trends, competitors, and customer segments to show where your brand has room to grow, whether by channel, geography, package, or price tier. The result is a clear strategy and a roadmap your team can execute.

Market and competitive benchmarking
Customer segmentation and target profiles
Channel and market opportunity analysis
A prioritized growth roadmap

A good fit if you’re entering a new market, your growth has flattened, or you need a defensible plan for leadership, investors, or lenders.

Data & Analytics

Dashboards and KPIs your team will actually use.

Most beverage companies have plenty of data and little clarity. I audit what you collect, define the KPIs that matter, fix data quality problems, and build Power BI or Tableau dashboards that answer real questions: Which accounts are most profitable? Which SKUs are slowing? Where should the sales team focus next?

A KPI framework tied to your business goals
Dashboards built on your VIP, NielsenIQ, ERP, and point-of-sale data
A data quality and reliability review
Forecasting models for sales and operations
Training so your team can maintain it

A good fit if your reports disagree with each other, decisions rely on gut feel, or you’re sitting on data nobody has time to use.

Launch & Growth Planning

From concept to commercial plan.

Starting a company or launching a new brand, product line, or package? I help you test the idea against the market, shape the business plan, and build the go-to-market and distribution strategy before you commit capital.

Market validation and demand assessment
Business plan and financial planning support
Go-to-market and distribution strategy
Launch KPIs and a 12-month tracking plan

A good fit if you’re planning to open, adding a new category, or preparing to approach distributors.

Sales & Distributor Performance

See where sales are won and lost, and what to do about it.

Using VIP, NielsenIQ, and your internal sales data, I show how your brands, distributors, and accounts are really performing. You’ll know where to push, where to pull back, and how to give your sales team a plan.

Distributor and territory scorecards
Depletion, velocity, and distribution-gain analysis
SKU and portfolio performance review
Sales forecasts and priority-account lists

A good fit if you sell through distributors and want to know which markets and products deserve your attention.

Data and tools I work with

Beverage data and systems: VIP (iDIG, SRS, OrderStream), NielsenIQ, Orchestrated Beer, Arryved, NetSuite

Analytics: SQL, Power BI, Tableau, Google Cloud Platform, AI-assisted analysis

How we’ll work together

Discover. A free intro call to understand your goals, your questions, and the data you have.
Analyze. I dig into your data and the market, and share findings as we go.
Deliver and enable. You receive clear recommendations and working tools, and I make sure your team can use them.

Engagements can be a one-time project, an ongoing advisory retainer, or fractional analytics support.

Questions

Do you work outside of beer?

Yes. My deepest experience is in craft beer and mead, and my current work at Maui Brewing includes its spirits program. The three-tier system, the data sources (VIP and NielsenIQ are used across beverage alcohol), and the analytical methods apply to spirits, wine, cider, and RTDs as well. If a project needs category expertise I don’t have, I’ll tell you up front.

Do I need a data team to work with you?

No. Many of my clients don’t have one. I build tools that work for the team you have.

What size companies do you work with?

From small independents to large regional producers and distributors.