Tools, templates, and guides for brands navigating mass retail.
OTIF, SRP, EDLP, scan-back, planogram, schematic — every term you need to know when speaking with mass retail buyers and brokers.
Category review presentation templates with the data frameworks Walmart and Target buyers expect to see. Includes margin analysis and promotional plans.
Retailer-specific packaging requirements for Walmart, Target, and major regional chains. SRP specs, case pack standards, and labeling compliance.
Model your total trade investment — slotting, promotions, scan-backs, and retailer ad programs. Know your true cost-to-serve before you pitch.
Real-world examples of brands that successfully entered mass retail — what worked, what didn't, and the timeline from pitch to shelf.
Visual guides to major distributor networks (McLane, UNFI, KeHE, DSD networks) and which retailers they service.
A comprehensive pre-pitch checklist covering packaging, pricing, manufacturing, logistics, trade budget, and broker readiness.
Model your margin from SRP to net — retailer margin, distributor cuts, trade spend, broker commissions, freight, and COGS.