Understanding Trade Spend Metrics in CPG: A Guide to Revenue, ROI, and Budgeting
Cassandra Venzon Cassandra Venzon

Understanding Trade Spend Metrics in CPG: A Guide to Revenue, ROI, and Budgeting

Trade spend is one of the largest line items in any CPG company’s P&L—and also one of the most misunderstood. In this guide, we’ll define the key components of trade spend, explain how to categorize and calculate them, and show you how to use this knowledge to drive better financial outcomes for your business.

Whether you're a CPG founder, operator, or financial analyst, understanding how trade spend impacts your gross revenue, profitability, and ROI is essential. Let’s start with the basics.

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Retailer-Level CPG Trade Spend Visibility: The Key to Smarter Promotions and Profit Growth
Cassandra Venzon Cassandra Venzon

Retailer-Level CPG Trade Spend Visibility: The Key to Smarter Promotions and Profit Growth

In the ever-complex world of CPG trade spend, one challenge consistently rises to the surface: a lack of visibility. While many brands attempt to stay ahead by managing deductions, promotions, and accruals, the reality is that most are doing it with blind spots — especially when it comes to understanding how trade dollars are actually spent at the retailer level.

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The Promo Trap: Common Mistakes Brands Make Without Data
Brandy Baker Brandy Baker

The Promo Trap: Common Mistakes Brands Make Without Data

Too often, brands treat promotions as routine—just plug them into the calendar, offer a discount, and hope for the best. But this “set it and forget it” mentality leads to wasted spend, shrinking margins, and missed opportunities. Without data, gut instincts rule—and gut instincts rarely outperform smart planning.

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Unlocking the Power of CPG Data: How Emerging Brands Can Turn Insights into Competitive Advantage
Brandy Baker Brandy Baker

Unlocking the Power of CPG Data: How Emerging Brands Can Turn Insights into Competitive Advantage

In the CPG (consumer packaged goods) world, data is everywhere—but not all brands know how to use it. If you're an emerging CPG brand, chances are you're sitting on a goldmine of untapped information hidden in your shipments, deductions, and trade spend reports.

In this post, we explore how to turn raw CPG data into actionable insights that drive smarter decisions, reduce waste, and grow sales.

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10 Signs Your Deductions Process Needs a Makeover (And How CPG Brands Can Fix It)
Brandy Baker Brandy Baker

10 Signs Your Deductions Process Needs a Makeover (And How CPG Brands Can Fix It)

Think your deductions process is running smoothly? Let’s put that to the test.

Deductions can quietly eat away at profitability, especially when your team is stuck in manual workflows or misaligned across departments. If any of the signs below sound a little too familiar, it might be time to take a hard look at your process—and more importantly, rework it for efficiency, clarity, and control.

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Why Manual Deductions Management Is Costing You More Than You Think
Brandy Baker Brandy Baker

Why Manual Deductions Management Is Costing You More Than You Think

In today’s fast-moving CPG landscape, deductions management remains one of the most painful—and most overlooked—areas for emerging brands. Despite growing complexity in retail and distributor relationships, many teams are still managing deductions manually, with inconsistent processes across sales, accounting, and operations.

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How the Best CPG Teams Unlock Retailer-Specific Trade Spend Insights—Without the Guesswork
Brandy Baker Brandy Baker

How the Best CPG Teams Unlock Retailer-Specific Trade Spend Insights—Without the Guesswork

If you’ve ever felt like you’re throwing trade dollars into a black hole, you’re not alone. Trade spend is one of the largest budget items for consumer packaged goods (CPG) companies, yet many sales and finance teams still struggle to answer basic questions like: Are we spending in the right places? Which accounts are driving the most ROI? Where are we wasting money?

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Zero-Based Trade: A Smarter Way to Make Every Trade Dollar Count
Brandy Baker Brandy Baker

Zero-Based Trade: A Smarter Way to Make Every Trade Dollar Count

Trade spend is one of the biggest investments CPG companies make—second only to the cost of goods sold. But here’s the uncomfortable truth: a big chunk of that budget might not be pulling its weight. Are those dollars truly driving growth, or just getting lost in the shuffle?

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The Ultimate Guide to Trade Spend Visibility: Why It Matters More Than Ever
Brandy Baker Brandy Baker

The Ultimate Guide to Trade Spend Visibility: Why It Matters More Than Ever

Let’s start with the basics: What is trade spend visibility—and why does it matter so much? For many CPG brands, this term can feel abstract. But the truth is, trade spend visibility is the foundation for sustainable growth. Without it, brands are essentially flying blind, making critical decisions based on gut feel rather than real data

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10 Signs You’re in the Dark About Your Trade Spend
Brandy Baker Brandy Baker

10 Signs You’re in the Dark About Your Trade Spend

For many consumer packaged goods (CPG) companies, trade spend is one of the largest budget items—but also one of the easiest to mismanage. Without clear visibility and control, promotions can quickly turn into a black hole of inefficiency, eating into margins without delivering measurable results.

If you’re wondering whether your company is managing trade spend effectively, here are 10 key warning signs that your trade dollars may be going to waste—along with real-world examples of how companies have tackled these challenges.

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Optimizing Trade Spend: The Final Step in the Trade Spend Maximizer Framework
Brandy Baker Brandy Baker

Optimizing Trade Spend: The Final Step in the Trade Spend Maximizer Framework

Let’s dive into the final and most crucial step in the Trade Spend Maximizer Framework. If you’re not actively optimizing your trade spend, you’re leaving money on the table while your competitors reinvest their dollars into strategies that fuel their growth. With one-third of trade spend wasted every year, the brands that fine-tune their approach are the ones dominating their categories. Are you making the most of your trade spend—or are inefficiencies holding you back?

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