Case Study: Santa Maria UK

Sector: FMCG / Ambient Dry Grocery

Duration: > 18 Months

Lifestage: Declining / Crisis


Inherited Situation

  • £9m > £6m Turnover
  • Facing 35% decline
  • Brand Share Declining
  • Distribution in decline
  • Transactional customer relationships
  • Portfolio needs refresh


Transition Plan

  • Customer Engagement
  • Financial MOT
  • Category Vision
  • Commercial Planning
  • Marketing OVH review
  • Sales OVH review
  • Portfolio review
  • Ignite NPD funnel


Future Outlook

  • £8.5m Turnover
  • Profit Mix improvement +4pts
  • +0.2% share MAT
  • July rebrand delivered
  • NPD Launched
  • Range extensions into retailers


Case Study: Give & Go Inc

Sector: FMCG / Ambient Dry Grocery

Duration: < 3 Months

Lifestage: Slowdown / Re-invent


Immediate Situation

  • Current broker has deprioritised the client so the client has moved their business to us.
  • Strong historical performance in UK that has waned over time.
  • Strong product portfolio with a robust manufacturing foundation.


Transition Plan

  • Xmas 202 stock clearance program.
  • 2021 commercial planning exercise.
  • Customer engagement initiative.
  • Business systems.
  • Resource planning.
  • Tap into Mondelez.
  • Explore freeze / thaw capability against EU tariff risks.

Future Outlook

  • £2-3m turnover business.
  • Growth into freeze-thaw cake category.
  • Development and launch of home baking brand in the UK & Eire.

Case Study: Soreen

Sector: FMCG / Ambient Dry Grocery

Duration: ~ 36 Months

Lifestage: Maturity


Inherited Situation

  • £18m T/O flatlined
  • Business dominated by Tesco @ 35%
  • Over-reliance on promotion
  • No NPD
  • Poor commercial and ERP systems 
  • Pack proliferation


Transition Plan

  • Channel development
  • Wider customer engagement
  • Financial MOT
  • Sales OVH review
  • Portfolio review
  • Ignite NPD funnel
  • Development of business systems


Results Delivered

  • 8% Turnover Growth
  • 5% Margin Growth
  • Smaller commercial function
  • £2m incremental business 
  • Core UK retailers and export business to EU and Australia


Case Study: Goldate

Sector: FMCG / Ambient Dry Grocery

Duration: < 3 Months

Lifestage: Start-Up


Immediate Situation

  • No UK brand awareness
  • High Quality product portfolio


Transition Plan

  • Customer Engagement
  • Preliminary Commercial Planning
  • Brand & Marketing Plan
  • Local Execution


Future Outlook

  • £9m Turnover
  • +0.0% share
  • July Rebrand
  • NPD Launched