DTC Analytics for Food and Beverage Brands

See what each order earns after shipping and packaging, and which flavors bring customers back. We load Shopify, shipping, wholesale and inventory into one place every morning.

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The short answer

We build reporting for food and beverage brands that counts margin after shipping, packaging and cold packs, tracks inventory by lot and best-by date, and puts wholesale and DTC on one product list. Teams can see which flavors and bundles bring repeat orders and which orders lose money in the box.

What Makes Reporting Hard

  • Shipping and packaging cost more than expected, and the margin report does not include them.
  • Product has a best-by date, but inventory is counted without lots.
  • Wholesale and DTC sales live in different systems and never line up.
  • Nobody can say which flavors or bundles bring customers back.

Reports We Build

Margin After Shipping
Contribution margin by order after carrier cost, packaging and cold packs, by shipping zone and order size.
Lot and Best-By Inventory
Stock on hand by lot and best-by date at each warehouse, with lots close to their date flagged for promotions or donation.
Wholesale and DTC Together
Sales and margin by channel on the same product list, from Shopify orders and wholesale invoices.
Repeat Orders by Flavor
Second-order rate by the flavor or bundle in the first order, so sampling and promotions push the products that bring customers back.

Data We Connect

  • Shopify
  • Shipping platform and carrier invoices
  • Wholesale or ERP invoices
  • Warehouse or 3PL inventory files
  • Klaviyo
  • Meta Ads
  • Snowflake

Common questions

How do food brands calculate profit per order?

Start with net revenue, then subtract product cost, carrier cost, packaging, cold packs, payment fees and ad spend. Shipping and packaging are the costs most often left out.

How should a food brand track inventory with expiry dates?

Count stock by lot with its best-by date, not just by SKU. Then report what is on hand by how close it is to its date, so close-dated lots are sold or moved first.

Can wholesale and DTC sales be reported together?

Yes, once both use one product list. DTC orders come from Shopify and wholesale from invoices in your ERP or accounting system.

Which shipping costs should be in the margin report?

Everything it takes to get the box there: the carrier charge, the box and inserts, cold packs or insulation, and any 3PL pick and pack fees.

Bring the report that eats your week

We'll look at it with you and say what a single source of numbers would save. No pitch deck.

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