Podcast
Bulletproof Your CPG Brand
Hosted by Daniel Lohman · EN
Most CPG brands don't have a growth problem—they have a visibility problem.
Your data shows what happened, but not why it happened or what to do next. That gap is where brands waste trade spend, miss opportunities, and run out of runway.
Bulletproof Your CPG Brand, hosted by Daniel Lohman, helps CPG founders extend runway, improve retail execution, and make smarter decisions faster. Combining real-world retail strategy and decades of expert experience with AI-driven insights to help founders make smarter decisions faster.
Learn how to:
• understand real shopper behavior
• improve trade marketing ROI
• uncover hidden growth opportunities
• compete with larger brands using better strategy—not bigger budgets
This channel combines category management, trade marketing, shopper insights, and AI-driven insights to help you win in retail and e-commerce.
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34episodes
Episodes
Newest firstAll episodes
325. Seth Goldman — How to Build a Profitable Brand with Values With Just Ice Tea
1w ago00:42:49Tap to summarize325. Retailers don't reward the biggest mission. They reward the clearest value. What happens when one of the most influential founders in natural products decides to start over? In this episode, I sit down with Seth Goldman, founder of Honest Tea and co-founder of Just Ice Tea, to discuss what it takes to build a mission-driven brand in today's retail environment. We explore: • Why Honest Tea's discontinuation created an unexpected opportunity • How Just Ice Tea scaled faster than Honest Tea did in its early years • Why retailers actively sought out the brand when shelves went empty • The importance of authenticity and transparency • Why mission alone is not enough • How mission-driven brands can create profitable category growth • The pressure today's shoppers are facing • Why value and values must work together • What founders can learn from the changing retail landscape One of my favorite moments in the conversation is Seth's reminder that consumers can tell when a brand's mission is authentic—and when it isn't. Because the brands that endure don't just sell products. They stand for something bigger. And they consistently deliver value for the shopper, the retailer, and the communities they serve. Time Codes 01:57 38 Mission-Driven Brands Win at Retail With Seth Goldman, Honest Tea and Beyond Meat 02:40 The story of Honest Tea 05:00 How Coke failed Honest Tea 06:14 How we are growing Just Ice Tea 07:31 Mission-driven brands - a strategic growth lever 10:09 How to operate in a challenging economy 12:04 How the tea category changed - the opportunity for Just Ice Tea 13:48 Growing the category with innovation - connecting with consumers 16:18 The importance of authentic consistent messaging 17:45 The mission behind the brand - doing real good! 19:35 Giving back - Mission Guardians 20:39 Why is plant-based struggling 25:05 The importance of meeting the consumer where they are 26:16 The importance of transparency 28:52 What makes Just Ice Tea unique - how we make it 30:55 Our goal to democratize organic and healthier drinks + do good 33:58 What's next for Just Ice Tea 36:11 Labeling confusing + why organic, the gold standard
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324. Your Sales Are Up. So Why Is Cash Still Tight?
2w ago00:24:26Tap to summarize324. Sales are up. Distribution is expanding. Retailers are saying yes. The team is working harder than ever. So why does cash still feel tight? In this episode, Dan Lohman explores one of the biggest blind spots facing entrepreneurial CPG brands today: Growth is not the same as health. The market has changed. The shopper has changed. And many of the assumptions founders relied on for years no longer work the same way they once did. You'll learn: • Why revenue growth can be misleading • How the shopper contract has changed • Why sales are not the same as cash • The danger of false signals inside your business • How top-line growth can hide operational problems • The four growth leaks quietly draining runway • How the Retail Clarity Framework™ helps founders make better decisions Dan also shares the story of a rapidly growing founder who discovered that expansion was creating more pressure than leverage—and why asking "Can I afford this growth?" may be more important than asking "How do I grow faster?" Because growth can hide problems. Volatility exposes them. And Retail Clarity helps you find them before they become expensive. Download the free 15-Minute CPG Runway Leak Finder™ at RetailSolved.com/findleaks ⏰ Timecodes 02:00 the most important conversations founders need to have 02:16 And this is the blindspot most brands did not see coming. 03:02 This is why sales growth can be so misleading right now 04:02 Sometimes growth actually hides the problem. 04:05 And when markets become volatile, those hidden problems suddenly become much more expensive. 04:40 But in a volatile market, those same gaps become expensive much faster 05:14 The Shopper Contract Has Changed 06:39 This is why sales data alone is not enough 06:47 And right now, what changed may be the most important question you can ask 08:05 Because revenue growth can make a business look healthier than it really is 03:32 The point is that founders need to own their strategy 09:27 The real question is: 09:49 One of the most dangerous things in business is a false signal 10:44 Because shoppers are actively recalculating value 13:07 Because most brands are not suffering from a lack of data 13:10 They are suffering from a lack of visibility 13:43 Internal data does not tell you what happened in the shopper's world 15:28 This is where smaller brands can compete smarter 18:04 Because data tells you what happened 18:06 Retail Clarity tells you what to do next 18:50 Because you cannot fix what you cannot see 18:56 The goal is to grow with clarity 19:00 The goal is to stop funding what is not working 19:05 The goal is to build a healthier business 19:07 That distinction matters now more than ever 19:28 Because if shoppers are rethinking old habits, they are also open to better solutions 19:30 That is where emerging brands can still win 19:47 The brands that win will be the brands that understand 20:29 RetailSolved.com/findleaks
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323. Functional Foods and AI: Why This Is The Next Big Retail Trend With Suzie Yorke, The Little Cacao Co.
3w ago00:44:54Tap to summarize323. The brands that win long term are rarely the brands chasing short-term trends. They are the brands that understand: • changing shopper behavior • emerging category shifts • evolving health priorities • and how to position products before the market fully catches up In this episode, I sit down with Suzie Yorke to discuss: • functional foods • healthier chocolate • category evolution • founder-led innovation • brand positioning • scaling mission-based brands • emerging health trends • and what smaller brands can learn from large CPG experience Suzie shares her journey from: • Procter & Gamble • Heinz • Weight Watchers • and other major CPG leadership roles… …to launching mission-driven brands focused on solving real consumer needs. We also discuss: • why positioning matters more than most founders realize • how category trends evolve • why healthier chocolate is becoming a major opportunity • what founders still misunderstand about the first 3 Ps • how mission-based brands build stronger loyalty • and why founder conviction matters during uncertainty One of the biggest takeaways: The brands that deeply understand where the shopper is going gain an enormous advantage before competitors fully react. Download the free 15-Minute CPG Runway Leak Finder™ at RetailSolved.com/findleaks ⏰ Timecodes 04:43 Why Love Good Fats 06:30 New trend shifts To watch 08:23 The move to fractional opportunities 09:59 The lead up to the The Little Cacao Co 12:37 Cacao beans are full or health flavanols 15:54 About the healthier chocolate that comes from the land 17:58 My superpower - building a brand. I got the 3P's 20:05 The line of great tasting vitamins 20:47 Developing the proof of concept 21:04 The added benefit of better absorption 21:24 The magic behind our sleep 21:52 Our functional chocolate with protein 26:17 Major changes in the cacao landscape 30:44 My mission to help entrepreneurial brands - how I help 36:10 How to leverage AI in your CPG business 42:20 Were to find The Little Cacao Co
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322. Margins Tightening? It's Not What You Think
3w ago00:23:17Tap to summarize322. Most CPG founders are feeling pressure from every direction right now. Costs are rising. Retailers expect more. Promotions are harder to predict. Shoppers are becoming more cautious. And margins are getting compressed everywhere. The dangerous part? Many founders react before they fully understand where the pressure is actually coming from. And that confusion gets expensive. In this episode, I break down the real reason growth feels harder right now — even when sales are increasing — and why most brands do not have a spend problem. They have a visibility problem. I also unpack the four pillars of the Retail Clarity Framework™: • Internal — What happened? • Shopper — Why did it happen? • Competitive — What influenced it? • Predictive — What should happen next? We discuss: • hidden profit leaks • promotion ROI • execution gaps • deduction prevention • retailer trust • shopper behavior • category dynamics • decision quality • margin protection • and how smaller brands can compete smarter without bigger budgets Before you raise more money, find the money already leaking inside your business. Download the free 15-Minute CPG Runway Leak Finder™ at RetailSolved.com/findleaks 👉 Listen to the full episode 322 Margins Tightening? It's Not What You Think. Listen on the podcast page: https://RetailSolved.com/session322 ⏰ Timecodes 03:09 WHY THIS MATTERS RIGHT NOW 04:06 Now consider this, That is a CPG margin problem 04:43 But that does not mean smaller brands are powerless 04:53 THE ORIGIN OF RETAIL CLARITY 06:04 And where there is a blind spot… There is usually a leak 06:09 You cannot fix what you cannot clearly see 06:17 THE QUESTION THAT CHANGED EVERYTHING 06:48 That question is the heart of Retail Clarity. 07:16 The brands that understand that gain an unfair competitive advantage 07:20 The Retail Clarity Framework has four pillars 08:02 This is where brands start leaking: 08:29 Retailers want: 09:12 Retailers reward clarity. They reward brands that help them win. 09:53 This is where smaller brands can beat larger brands 11:48 This is where the first three pillars come together 12:18 And when uncertainty increases, decision quality matters more 12:51 Getting on the shelf is the easy part. The hard work begins 13:36 But something didn't feel right to me 15:12 Whenever a retailer adds or removes items from a category, 15:25 when shoppers stop finding what they want, they often … 16:15 Now let's recap what happened 16:30 Think about the difference between those two outcomes 16:41 And here's why this matters so much right now 17:11 And this is how you build an unfair competitive advantage. 17:18 Here are three leaks founders should evaluate this week 18:00 And many deductions begin much earlier than brands realize 19:21 And if you want help identifying those leaks, 19:32 Go to: RetailSolved.com/findleaks 19:52 The goal is to stop funding what is not working 20:08 Smaller brands absolutely can compete in this environment
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321. Most Brands Miss This Critical Step After Production With Caitlin Wilson, FULL GOOD
4w ago00:40:36Tap to summarize321. But very few spend enough time thinking about what happens AFTER manufacturing. And that blind spot quietly creates: • operational friction • retailer problems • deduction exposure • execution failures • damaged customer experiences • and hidden profit leaks In this episode, I sit down with Caitlin to discuss why operational clarity, fulfillment, packaging, communication, and execution discipline matter far more than most founders realize. We discuss: • how fulfillment impacts retailer trust • why operational mistakes create downstream margin pressure • hidden costs most founders never calculate • how poor execution quietly drains runway • direct-to-consumer vs wholesale fulfillment strategy • preventing deductions before they happen • why details like packaging, counts, labels, and communication matter • and how better operational systems help brands compete smarter This episode is packed with practical advice founders can apply immediately to improve execution, reduce friction, and protect runway. Download the free 15-Minute CPG Runway Leak Finder™ at RetailSolved.com/findleaks. No friction, no email required. ⏰ Timecodes 00:06 The importance of influencer and buyer boxes 03:33 We solve: the lack of support for brands with fulfillment 05:35 Why you need the execution of the orders 07:20 What brands need to know to be successful 08:44 We specialize in DTC white glove approach 10:13 We are an extension of your brand 11:38 We simplify how your brand is represented 12:39 How your brand aligns with your COGS - with fulfillment 13:26 We show you what's possible 15:59 We provide another set of eyes - a different perspective 17:12 We want things to be perfect for you 18:19 We help you with retail operational strategy 19:59 We help make retail execution frictionless 20:49 You need to know who you are selling to, including the retailer 22:49 Why you need an EDI partner and what does that mean 24:57 Why you need to know your retailers expectations 27:06 Why you need to ask good questions with buyers 29:03 Why attention to every detail matters 36:00 What comes next 37:34 Why great partnerships matter
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320. Most Brands Don't Have a Spend Problem—They Have This
May 1300:18:31Tap to summarize320. Margins are tighter. Costs are rising. Retailers still expect performance. And most founders are working harder just to maintain momentum. But here's the uncomfortable truth: Most brands do not have a spend problem. They have a clarity problem. In this episode, I break down why so many CPG brands are quietly leaking: cash margin execution retailer trust visibility and decision quality We discuss: why dashboards alone do not create clarity how hidden operational leaks compound over time why many promotions subsidize sales instead of creating demand how retailers actually evaluate your brand the 7 hidden leaks draining runway and how the Retail Clarity Framework™ helps founders compete smarter This is one of the most important strategic episodes I've recorded because it changes how founders think about growth, trade spend, execution, and profitability. Download the free 15-Minute CPG Runway Leak Finder™ at RetailSolved.com Listen to the entire Bulletproof Your CPG Brand episode at RetailSolved.com/session320 #CPG #RetailStrategy #TradeMarketing #RetailExecution #ShopperInsights #CategoryManagement #BrandGrowth #RetailClarity ⏰ Timecodes 00:16 founders ask "Why does it feel like we're working harder just to maintain momentum?" 01:56 The real problem 02:43 Now consider this 03:16 Let me give you some context 04:03 But margin pressure is: 04:46 This is one of the biggest blind spots in CPG right now 05:15 In stable environments, historical data can often guide future decisions reasonably well 05:21 But this is not a stable environment 05:42 And incomplete context creates expensive decisions 06:29 RETAILERS SEE THIS DIFFERENTLY 07:37 THE RETAIL CLARITY FRAMEWORK 07:52 1. Internal — What happened? 08:13 2. Shopper — Why did it happen? 08:56 3. Competitive — What influenced it? 09:31 4. Predictive — What should we do next? 09:54 THE 7 HIDDEN LEAKS 12:31 Here is a strategic reframe 13:56 Here are some actionable takeaways 15:02 Here's something that will help
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319. Everything feels harder right now - Why Your Strategy Isn't Working Anymore
May 600:10:02Tap to summarize319. Everything feels harder right now—costs are rising, demand is slowing, and margins are getting squeezed. If you're doing everything right but still not seeing predictable growth… you're not alone. Here's the problem: most brands are making decisions based on data—but not understanding what's actually driving performance. In this episode, I break down: Why data alone is not enough The difference between data and insight Why promotions often hurt more than help Why forecasting is failing right now How to identify where you're losing leverage Because this isn't a strategy problem. It's a clarity problem. 👉 Get the FREE 15-Minute Trade Spend Leak Finder guide at RetailSolved.com/findleaks No opt-in. No friction. Just a practical tool founders can use to quickly identify where margin, cash, trade spend, execution, and decision quality may be quietly leaking runway. ⏰ Timecodes 01:54 What am I missing in this challenging economy 02:04 Strategies that worked before don't always work the same way now 02:22 Here's the problem 02:34 That approach is reactive. Not strategic. 02:49 Here the Shift 03:01 The real issue is clarity 03:21 Here's a real life example 04:22 The data didn't tell them what to do next 04:36 Data vs Insight 05:02 But in an unstable environment… 05:06 If behavior changes, then historical data becomes less predictive 05:29 Why Forecasting Fails Right Now 05:54 Here's the Framework 06:38 Here's how to apply this and make it actionable today 06:45 You start by identifying where you're losing leverage 07:35 But availability is not the same as visibility 06:37 Lets bring this all together 08:12 Here's The key takeaway 08:37 Here's Your next step
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318. Your biggest retail mistake (it's not what you think) With Hank Watt, Nature's Wild Berry
May 501:11:49Tap to summarize318. Your biggest retail mistake (it's not what you think) Your product isn't failing because it's bad—it's failing because shoppers don't understand it fast enough. That gap is costing you sales, shelf space, and runway. In this episode, I sit down with a founder whose product creates an instant "wow" reaction—but only when people experience it. That's where most brands get stuck. We break down: • Why product market fit is more than "people like it" • How shopper behavior determines repeat sales • Why Amazon became the breakthrough channel • The real role of demos, education, and positioning • How to scale a product that doesn't explain itself This is a masterclass in turning curiosity into conversion—and experience into repeat purchase. If your product isn't moving, this episode will show you why. 👉 Listen to the full episode and download the free guide: retailsolved.com/session318
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317. Your Competitors Are Using Demos Wrong (And You Are Too) With Andrew Therrien, Samplers
Apr 2900:59:01Tap to summarize317. From Checkpoint to Growth Engine: Reimagining In-Store Sampling Most brands treat demos like a checkbox. Hand out samples, move on, hope sales follow. That approach fails—and it matters because you're wasting money while missing one of the most powerful growth levers in retail. In this episode, I sit down with Andrew from Samplers to break down how in-store demos should actually work. You'll learn why demos are not events—they're systems, how to turn trial into repeat and habit, why base sales (not spikes) are what matter, and how professional execution, training, and storytelling dramatically improve results. We also unpack how demos provide real-time shopper feedback that can reshape your product, messaging, and growth strategy—often faster and cheaper than traditional research. Sampling doesn't grow brands. Strategy does. Download the Retail Audit Checklist at RetailSolved.com/session317 and start identifying the gaps in execution, placement, and promotion that are costing you sales. Download the free The 15-Minute Trade Spend Leak Finder at RetailSolved.com/findlinks ⏰ Timecodes 03:20 Why Samplers - The Purpose Of Demos 05:59 What Actually Drives Base Sales 10:39 The Biggest Mistakes Brands Make 11:56 The Right Model: Demos as a System 14:30 Base Sales Defined - Your Strategic Growth Lever 17:46 The "In-Store Funnel" Framework 18:51 Retailer Perspective 22:14 ROI Framework: Making Demos Financially Make Sense 22:33 How To Get Incremental Opportunities Not Available To Other Brands 25:34 Demos - Your Secret Weapon To Grow Sales And Loyal Customers 27:33 Actionable Playbook for Brands 29:47 Elevating the Industry 35:23 Why Retail Execution Matters 38:09 Why Training Matters - Use Assisted Sales Professionals 40:08 Case Study / Real-World Application 42:51 Confidence Matters - Partner With The Right Company 45:32 Recap - Why Samplers 46:39 Choose The Right Model 51:46 Make Every Product Experience A Success
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316. CPG Brands Are Doing This Wrong | Retail Strategy
Apr 2700:10:02Tap to summarize316. You have data. Reports. Dashboards. And still… you don't know what to do next. Which SKU should you scale? What should you produce? Why didn't that promotion work? That's not a data problem—and it matters because guessing leads to wasted spend, missed opportunities, and slower growth. In this episode, I break down why most CPG brands get stuck even with great data—and how to fix it using the Retail Clarity Framework™. You'll learn how to move beyond internal reports by understanding shopper behavior, shelf dynamics, and competitive context so you can make better decisions faster. Data tells you what happened. The shopper explains why. Clarity determines what happens next. Download the 15-Minute Clarity Audit at RetailSolved.com/session316 and start connecting the dots in your business. Then listen to related episodes on trade spend, forecasting, and execution to go deeper and extend your runway. Download the free The 15-Minute Trade Spend Leak Finder at RetailSolved.com/findlinks 00:40 The STORY — When There Was No Data to Rely On 01:37 The Shift … I Used Trade strategy Thinking to Solve It 02:08 This is How We Actually Solved It 02:51 The RESULT — From Guessing to Predictable Growth 03:17 The INSIGHT — Why Most Brands Get This Wrong 03:38 The Break Down — Where "Why" Actually Comes From 04:00 Use This Framework 04:52 The BRIDGE — Why This Matters for You Right Now 05:09 Focus first on the LEAKS — Where to Apply This Immediately 05:56 Do this — The 15-Minute Clarity Audit 06:28 Your Next Step 07:06 Recap - Here's the shift
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