Bulletproof Your CPG Brand

Daniel Lohman
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If you're building a CPG brand and running out of runway, this podcast is your unfair competitive advantage. Bulletproof Your CPG Brand is the go-to podcast for mission-driven brands emerging and growth-stage CPG brand founders navigating retail, e-commerce, and omnichannel growth with limited resources and zero margin for error. Hosted by Daniel Lohman—former CPG founder, category management expert, and trusted advisor to natural, organic, and better-for-you brands—this show delivers practical, retailer-relevant strategies most brands never get access to. Each episode breaks down what actually drives sales at retail:
 • category management and fact-based selling
 • trade marketing and promotion ROI
 • broker performance and retail execution
 • pricing, assortment, and shelf strategy
 • brand valuation, velocity, and profitability Let me explain why this matters. Most advice shortens your runway. This show is designed to extend it—by helping you earn an equal seat at the table with retailers, convert occasional buyers into loyal evangelists, and compete head-to-head with far bigger brands. This isn't theory. It's a turnkey roadmap built from hundreds of real-world case studies, expert interviews, and proven frameworks. If you're a mission-driven CPG brand that wants to grow profitably, fund innovation, and do more good—this is where you start. Subscribe and start building a bulletproof brand.

  1. Why Most CPG Advice Fails (And What Works)

    2 DAYS AGO

    Why Most CPG Advice Fails (And What Works)

    310. You're doing everything "right"—promotions, social media, brokers, distribution—and still not growing. Your cash flow feels tight. Your strategy feels reactive. And your product is at risk of being discontinued. The problem isn't you. It's the advice. Most CPG advice fails because it's incomplete. It focuses on tactics instead of systems and ignores how retail actually works. In this episode, I break down why brands struggle—and how merchandising, execution, and alignment silently determine success at shelf. You'll learn why velocity without profitability destroys your runway, why retailers buy confidence—not products—and how poor execution (not demand) causes most brands to fail. Most importantly, you'll see how to connect pricing, promotion, merchandising, and messaging into one system that actually works. Download the free Merchandising Checklist at RetailSolved.com/session310 and start building the system that drives consistent sales, stronger retail relationships, and sustainable growth. Get the show notes: https://retailsolved.com/session310 Download Merchandising Checklist To Grow Sales And Shopper Loyalty: https://RetailSolved.com/guide5 00:58 Shoppers couldn't find the product 01:43 Your merchandising is the first impression  - Make it a good one 01:51 How merchandising—silently destroys brands 02:02 When "Good Advice" Almost Cost Everything 03:35 WHY THIS MATTERS — Advice vs. System 04:13 STRATEGY #1: CHASING TACTICS INSTEAD OF BUILDING A SYSTEM 05:09 STRATEGY #2: CONFUSING VELOCITY WITH VALUE 06:12 STRATEGY #3: TREATING RETAIL LIKE A TRANSACTION 07:03 STRATEGY #4: IGNORING EXECUTION (WHERE EVERYTHING BREAKS) 08:20 STRATEGY #5: BUILDING A BRAND WITHOUT ALIGNMENT 09:05 RECAP — WHY MOST CPG ADVICE FAILS 09:36 WHAT TO DO NEXT

    11 min
  2. Why Your Products Aren't Selling? It's Not What You Think

    18 MAR

    Why Your Products Aren't Selling? It's Not What You Think

    309. You're not losing at retail because of weak marketing. You're losing because you don't understand how the category works. Most brands rely on reports, velocity, and promotions—but retailers don't buy products, they buy category performance. In this episode, I break down True Category Management—the strategy that separates brands that win shelf space from those that get delisted. You'll learn how to think like a category leader, turn data into actionable insights, map how shoppers actually buy, identify assortment gaps retailers can't see, and position your brand as a trusted advisor instead of another vendor. Data tells you what happened. The shopper tells you why. The brands that combine both win. Download the New Item Essentials Guide at RetailSolved.com/session309 and learn how to build a category-driven selling strategy that earns trust, drives retailer profit, and gives your brand an unfair competitive advantage. Download the free New Item Essentials ebook: RetailSolved.com/guide13 ⏰ Timecodes  02:04 Most brands fail because they don't understand how retail actually works 03:08 how to skate to the puck before the play even starts 03:24 When Data Lied and the Shopper Told the Truth 04:29 That's the learned a lesson I've carried with me through my entire career 05:03 WHY CATEGORY MANAGEMENT IS THE NORTH STAR 05:59 STRATEGY #1: THINK LIKE A CATEGORY, NOT A BRAND 07:35 STRATEGY #2: RETAILERS WANT INSIGHTS, NOT REPORTS 08:49 STRATEGY #3: MAP THE SHOPPER DECISION TREE 10:25 STRATEGY #4: LEARN TO SEE ASSORTMENT GAPS LIKE A BUYER 12:18 STRATEGY #5: USE CATEGORY MANAGEMENT TO EARN TRUST 13:31 The Five Principles of True Category Management

    16 min
  3. Your CPG Brand's Biggest Retail Problem

    10 MAR

    Your CPG Brand's Biggest Retail Problem

    308. Most CPG brands think promotions grow sales. They don't. Pricing strategy does. If your pricing architecture is wrong, deeper discounts and more promotions will only destroy your margins, train shoppers to wait for deals, and drain your cash flow. In this episode, I break down the pricing and promotion architecture that premium brands use to scale profitably. You'll learn how to price for your core shopper instead of competitors, build a pricing ladder that protects margin at every level, design disciplined promotion strategies, use contribution — not velocity — to justify your pricing, and create guardrails that stop margin erosion. Promotions are tactics. Pricing is strategy. Download the New Item Essentials Guide at RetailSolved.com/Guide13 and learn how to build a pricing architecture that protects margin, strengthens retailer relationships, improves promotion ROI, and creates sustainable growth for your brand. Get the show notes at: RetailSolved.com/session308 ⏰ Timecodes 00:47  You don't control promotions until you control pricing 01:50 The Brand Who Lowered Price to "Grow Faster"… and Nearly Bankrupted Themselves 02:52 Pricing is a strategy. Promotions are a tactic. 03:25 Big brands invest heavily in pricing elasticity projects 04:50 WHY PRICING ARCHITECTURE MATTERS 05:35 #1: Price for Your Core Shopper — Not for Your Competition 04:58 #2: Build a Pricing Ladder — The Foundation of All Margin Protection 07:14 #3: Build a Promotion Architecture — Not Random Deals 11:05 #4: Use Contribution — Not Velocity — to Justify Pricing and Promotions 12:08 #5: Build Guardrails That Prevent Margin Erosion 13:07 HOW TO BUILD A PRICING & PROMOTION ARCHITECTURE THAT CREATES SUSTAINABLE GROWTH

    16 min
  4. Cash Flow, Profit & Focus for CPG Founders With Nate Littlewood, Future Ready CFO

    3 MAR

    Cash Flow, Profit & Focus for CPG Founders With Nate Littlewood, Future Ready CFO

    307. You can be "profitable" on paper and still go bankrupt. If you don't understand cash flow, margin, and focus, your CPG brand is at risk — and that matters because running out of cash is the #1 reason businesses fail. In this episode, I sit down with Nate from Future Ready CFO to simplify finance for founders. We break down the real difference between profit and cash, why cash is the lifeblood of your business, and how shiny-object syndrome destroys ROI. You'll learn how to prioritize using ROI frameworks, bottleneck analysis, and skills alignment so you stop wasting time and start allocating capital strategically. Finance isn't just accounting. It's clarity. It's focus. It's leverage. If you want to extend your runway, reduce risk, and make smarter decisions with your capital, this conversation matters. Download the free guide at RetailSolved.com/session307 and listen to related episodes on cash conversion cycles, deduction prevention, and trade marketing ROI to go deeper. Connect with Nate at: linkedin.com/in/nathanlittlewood FutureReadyCFO.com futurereadycfo.com/hidden-profit-audit-free-template   00:52 Helping founders sleep better at night 04:14 Why I chose entrepreneurship  05:43 Amplifying the impact of the founder 06:05 Solve a blindspot for the founder 07:09 Impact = breath + depth 08:39 The #1 reason businesses fail 10:56 The good things and the terrible things about founders is 12:51 Secret #1: Profit Is a Scorecard. Cash Is Oxygen 13:12 Finance is the language of the business world 14:40 What is risk reversal, why it matters  16:51 CFO's help founders make better decisions   17:30 The 3 frameworks  17:35 1st, the ROI framework  19:16 Next, the bottleneck analysis  21:01 Final, the skills alignment 22:45 Secret #2 Focus multiples value 27:23 Get 10X more valuable as a contributor to your business 29:26 Start with a time tracking analysis 31:00 Secret #3 Watch for hidden profit leaks 31:39 Profit is not equal to cash 33:51 Cash is the lifeblood of a company 38:48 Helping founders with finances and its worth  41:45 How to partner with financial statements to make better decisions  43:30 My hidden profit audit 51:01 Be aware of hidden fees 51:48 Have a fractional CFO to give your business a checkup 52:00 What is the conversion cycle, why does it matter 55:10 Finance and accounting is more than a cost center

    59 min
  5. Expo West ROI Strategy for CPG Brands

    24 FEB

    Expo West ROI Strategy for CPG Brands

    306. Expo West is expensive. If you're "hoping" it grows your brand, you're already losing ROI. Booth fees, travel, freight, samples, staffing — this is one of the biggest trade investments you'll make all year. And most brands waste it because they treat Expo like a sampling event instead of a leverage event. In this episode, I break down the 5 strategic ways to turn Natural Products Expo West into a growth engine. You'll learn how to define one clear objective, turn sampling into strategic engagement, use category data to differentiate, build a disciplined follow-up system, and treat Expo as a community accelerator — not just a retail show. Expo isn't about traffic. It's about leverage. Listen to related episodes on category strategy, velocity, and trade marketing ROI to maximize your investment and extend your runway. Get the Free Expo West Checklist at RetailSolved.com/expochecklist Download the New Item Essentials Guide at RetailSolved.com/Guide13 and learn how to build a pricing architecture that protects margin, strengthens retailer relationships, improves promotion ROI, and creates sustainable growth for your brand. Get the show notes at: RetailSolved.com/session306 ⏰ Timecodes  0:53 And here's what most founders overlook: 1:09 how to turn Expo West into a strategic growth engine 2:57 5 STRATEGIC WAYS TO MAXIMIZE YOUR EXPO WEST ROI 3:01 Strategy #1: Define Your Primary Objective Before You Build Your Booth 4:05 Strategy #2: Stop Sampling. Start Strategically Engaging 5:20 Strategy #3: Use Data as Your Differentiator 6:08 Strategy #4: Build a Follow-Up System Before You Leave for the Show 7:10 Strategy #5: Treat Expo as a Community Accelerator — Not Just a Retail Event 8:04 RECAP — HOW TO MAXIMIZE EXPO WEST ROI 8:46 Lets make this Your Personal Win

    10 min
  6. The Deduction Prevention System That Cuts Losses by 70%

    17 FEB

    The Deduction Prevention System That Cuts Losses by 70%

    305. You're not losing money because you failed. You're losing it because your systems allow deductions to drain your margin before you see it. If you've ever opened a check that was thousands short — filled with vague codes, freight charges, compliance penalties, or unauthorized promo deductions — you know how fast cash flow disappears. In this episode, I break down the Deduction Prevention System that stops margin leakage before it starts. You'll learn how ironclad promotion agreements, pricing integrity audits, precision forecasting, accountability scorecards, and centralized documentation dramatically reduce retailer and distributor deductions. This isn't about fighting chargebacks. It's about preventing them. Download this week's free Effective Deduction Management guide at RetailSolved.com and build the systems that stabilize cash flow, protect your margin, and strengthen retailer relationships. Then listen to related episodes on pricing architecture, forecasting, KPIs, and trade promotion strategy to go deeper. The Story A founder called me after losing $42,000 in deductions she didn't owe. Unauthorized promotions. Freight errors. Late penalties on early shipments. She was right. But she couldn't prove it. No documentation. No signed agreements. No centralized system. Once we built a Deduction Prevention System, deductions dropped dramatically and her cash flow stabilized. Prevention changed everything. Secret #1: Treat Promotion Agreements Like Legal Documents If it's not in writing, it doesn't exist. Define SKUs, dates, pricing depth, execution steps, and who pays for what. Audit your last six promotions this week. You'll see the gaps immediately. Secret #2: Audit Pricing Quarterly Pricing drift silently kills margin. Pull invoices from every warehouse. Check pack sizes and pricing tables. Small errors create cascading deductions. Secret #3: Forecast Like Your Margin Depends On It — Because It Does Short shipments and penalties are predictable. Forecast 90 days forward using velocity, promo lift, ACV, and lead times. Share it proactively. Build your Deduction Prevention System and stop losing money before it leaves your account.  Preventing deductions before they occurs could save you thousands each year, perhaps even in a single retailer. I just created the Effective Deduction Management Mini-Course. While this podcast goes into the tactics, the mini-course goes deep into the strategies to preventing deduction. The link to the mini-course is retailsolved.com/deductionprevention Download the Free Effective Deduction Management eBook at: retailsolved.com/guide21 Download this weeks guide: retailsolved.com/session305 *The results described by the brand in the epsode were based on their individual efforts. Your results will vary. Your exicution is the key to your success. I go deeper into this in the mini-course.  Download the New Item Essentials Guide at RetailSolved.com/Guide13 and learn how to build a pricing architecture that protects margin, strengthens retailer relationships, improves promotion ROI, and creates sustainable growth for your brand. Get the show notes at: RetailSolved.com/session305 ⏰ Timecodes  00:45 But here's the truth almost nobody in the industry will say clearly: 01.02 But the smartest brands know: 02:05 how to build a Deduction Prevention System 02:17 why prevention is the only real solution 03:17 Your told Without proper documentation, the deduction stands 03:48 WHY DEDUCTIONS HAPPEN 04:16 Deductions are the result of operational drift — not "bad luck." 06:16 The best way to manage deductions is to prevent and minimize them through flawless execution. 06:32 STRATEGY #1: Build Ironclad Promotion Agreements 07:53 STRATEGY #2: Control Pricing Integrity Across Every System 08:19 STRATEGY #3: Forecast With Enough Precision to Prevent "Operational Deductions" 10:04 STRATEGY #4: Use Scorecards to Create Accountability (And Documentation) 11:30 STRATEGY #5: Centralize All Documentation — If You Can't Prove It, You Can't Recover It 12:36 RECAP — THE DEDUCTION PREVENTION SYSTEM

    16 min
  7. Strategic Advisory Thinking That Wins Retail

    11 FEB

    Strategic Advisory Thinking That Wins Retail

    304. If you're still pitching your product instead of guiding the category, you're leaving leverage on the table. Retail buyers don't reward brands with the best velocity — they reward brands that help them win. And if you don't shift from vendor to advisor, you'll stay stuck chasing space, promotions, and resets. In this episode, I break down how strategic advisory thinking transforms your retail conversations from transactional to influential. You'll learn how to lead with category insights, translate data into actionable recommendations, center your story around your most profitable shopper, and execute flawlessly so buyers trust your strategy. This is how brands double distribution, earn permanent displays, and win better decisions — even without deep discounting. Download the free 30 Days to Profitable Growth guide at RetailSolved.com/guide25 and listen to related episodes to go deeper into category management, trade strategy, and retail execution. Stop competing. Start advising. You can get the episodes free guide and todays show notes at: RetailSolved.com/session304 Download the New Item Essentials Guide at RetailSolved.com/Guide13 and learn how to build a pricing architecture that protects margin, strengthens retailer relationships, improves promotion ROI, and creates sustainable growth for your brand. Get the show notes at: RetailSolved.com/session304 ⏰ Timecodes  1:32 The 20-Minute Conversation That Doubled Distribution 2:44 Twenty minutes later, the buyer said: 3:11 WHY STRATEGIC ADVISORY THINKING MATTERS 3:53 When you think like a strategic advisor, everything changes: 4:17 And here's the biggest advantage: 4:29 #1: Advisors Focus on the Category, Not Themselves 5:35 #2: Advisors Translate Data Into Actionable Retail Insights 6:54 #3: Advisors Lead With Shopper-Centric Strategy 7:40 #4: Advisors Provide Clear, Confident Recommendations 8:52 #5: Advisors Build Trust Through Flawless Execution 10:00 RECAP — HOW STRATEGIC ADVISORY THINKING GIVES YOU LEVERAGE 12:22 Proof this works

    15 min
  8. You Are Now a Category Leader- The Final Roadmap

    6 FEB

    You Are Now a Category Leader- The Final Roadmap

    303. You now think, plan, and execute like a category leader. In this final episode of 30 Days to Profitable CPG Growth, I recap the full journey—from foundation and shopper insights to retail execution, systems, and discipline—and show you how to turn these lessons into a lasting competitive advantage. This isn't theory. It's a proven roadmap built from decades in the trenches. Listen to lock in the mindset, tools, and confidence to lead retailers, win shoppers, and scale with clarity. Congratulations on completing the 30-Day Challenge, which provided a framework, system, and strategy to build a strong brand foundation. The challenge covered essential aspects like customer journey, sales strategy, retail execution, and systems for growth. Now equipped with a proven playbook and mindset, you are ready to lead and differentiate your brand, becoming a category leader by out-serving and out-executing competitors. You can get the episodes free guide and todays show notes at: RetailSolved.com/session303

    8 min
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About

If you're building a CPG brand and running out of runway, this podcast is your unfair competitive advantage. Bulletproof Your CPG Brand is the go-to podcast for mission-driven brands emerging and growth-stage CPG brand founders navigating retail, e-commerce, and omnichannel growth with limited resources and zero margin for error. Hosted by Daniel Lohman—former CPG founder, category management expert, and trusted advisor to natural, organic, and better-for-you brands—this show delivers practical, retailer-relevant strategies most brands never get access to. Each episode breaks down what actually drives sales at retail:
 • category management and fact-based selling
 • trade marketing and promotion ROI
 • broker performance and retail execution
 • pricing, assortment, and shelf strategy
 • brand valuation, velocity, and profitability Let me explain why this matters. Most advice shortens your runway. This show is designed to extend it—by helping you earn an equal seat at the table with retailers, convert occasional buyers into loyal evangelists, and compete head-to-head with far bigger brands. This isn't theory. It's a turnkey roadmap built from hundreds of real-world case studies, expert interviews, and proven frameworks. If you're a mission-driven CPG brand that wants to grow profitably, fund innovation, and do more good—this is where you start. Subscribe and start building a bulletproof brand.

Information

  • Creator
    Daniel Lohman
  • Years Active
    2017 - 2026
  • Episodes
    310
  • Rating
    Clean
  • Copyright
    © Copyright 2016-2025 | CMS4CPG LLC
  • Show Website
    Bulletproof Your CPG Brand

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