Welcome to The Dish, the only newsletter that simplifies finance for CPG people. This time, we've got our sights set on the financial profile of an ideal exit! The Main Course What should my P&L look like at exit to obtain a 15% EBITDA Margin. Lets dive in!...
Read MoreWelcome to The Dish, the only newsletter that simplifies finance for CPG people. This time, we've got our sights set on the behemoth that is Costco. The Main Course Important Attributes 1. They only mark up products by 12-14%. 2. Brands sell direct to Costco. 3. Freight is optimized as you...
Read MoreWelcome to The Dish, the only newsletter that simplifies finance for CPG people. This time, we've got our sights set on the behemoth that is Walmart. The Main Course Unlocking Walmart's Potential: The Good and the Not-So-Good Positive Attributes Lower Margins - Walmart's margin is slightly lower than mainstream retail. Selling...
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Welcome to The Dish, the only newsletter that simplifies finance for CPG people. Today we’re doing a deep dive on financial models. Get your silverware ready—this one’s going to be delicious. The Main Course Building a financial model should be done by every company. I have built over...
Read MoreWelcome to The Dish, the only newsletter that simplifies finance for CPG people. This time, we've got our sights set on the behemoth that is Walmart. The Main Course Unlocking Walmart's Potential: The Good and the Not-So-Good Positive Attributes Lower Margins - Walmart's margin is slightly lower than mainstream retail. Selling...
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