Examples of Our Impact

Challenge

A growing food & beverage brand’s loyalty program was quietly destroying margin, with an effective discount rate above 4% and 90% of redemptions going to straight cash discounts rather than driving incremental behavior.

What We Did

Redesigned the full earn-and-burn structure in 8 weeks: simplifying the earn side to reduce dilution, and shifting redemptions from cash discounts to item-level rewards tied to margin and attach data.

Outcome

Challenge

A multi-unit restaurant operator had menu complexity quietly eroding margins, complicating supply chain, and creating friction in labor and employee onboarding.

What We Did

Built competitive ingredient network maps across leading QSR brands to benchmark complexity, then layered in the client’s sales, margin, and labor data to identify underutilized ingredients and cleaner recipe alternatives.

Outcome

Challenge

The founder of a beloved regional bakery was at an inflection point: weighing goals around ownership, income, day-to-day involvement, and protecting their team, but unsure how to evaluate their options.

What We Did

Facilitated a structured decision framework across four exit pathways: full sale via broker, partial sale to a family office, hiring an operator while retaining ownership, or an employee ownership trust. Connected the founder with specialists in consumer brand M&A.

Outcome