Food & Beverage · MARGIN
Integrated S&OP and Plant Performance.
One demand plan the plant believes, a supply plan that protects service on the items that matter, and more good product from every line hour.
The problem this solves
- Commercial, finance and supply working to different numbers, reconciled at month end
- OTIF and fill-rate failures and retailer penalties on top items while slow movers build inventory
- Changeovers, minimum runs and yield loss multiplying with every new item and co-man partner
What we measure
- Forecast accuracy and bias
- OTIF, fill rate and retailer penalties
- Line efficiency, yield and cost per case
Every program starts by baselining these numbers in your systems. Results are reported against your baseline, not against industry averages.
The playbook
01
S&OP cycle and forecasting
A monthly S&OP cycle with one consensus number, statistical and AI-driven forecasts as the starting point, and planners spending their time on exceptions instead of spreadsheets.
02
Line performance
Loss analysis by line on changeover, speed, yield and downtime, then sequencing, crewing and standard-work changes that recover capacity before capital is spent.
03
Co-manufacturing and item rationalization
Co-man capacity, minimums and costs managed against a clear make-or-buy logic, and tail items reviewed for the margin they earn against the complexity they add.
The market context, in published numbers
35%
of US food and beverage category growth came from small, independent brands (under $100 million in sales) by 2025, up from 15 percent over 2021 to 2023
McKinsey, State of Food and Beverage: The choices CPG leaders can make to renew growth (2026)
$283B
record US store-brand sales in 2025 ($282.8 billion across all outlets), with store-brand dollar sales growing nearly three times as fast as national brands
Private Label Manufacturers Association (PLMA), on Circana Unify+ data (2026)
5.3%
average drop in household grocery spending within six months of starting a GLP-1 medication, with savory snacks down about 10% and similarly large declines in sweets, baked goods and cookies
Cornell University (Hristakeva, Liaukonyte et al.), Journal of Marketing Research (2025)
1.9M
US manufacturing jobs that could go unfilled through 2033 if skills and applicant gaps are not addressed, out of a net need of as many as 3.8 million
~20%
of revenue invested in trade promotions each year by consumer-packaged-goods companies worldwide
McKinsey, How analytics can drive growth in consumer-packaged-goods trade promotions (2019)
59%
of CPG trade promotions lost money in Nielsen data cited by McKinsey; in the United States the share was 72%
20–50%
potential reduction in forecasting errors from applying AI-driven forecasting to supply chain management
2028
the earliest year FDA will enforce its Food Traceability Rule (FSMA Section 204): Congress directed no enforcement before July 20, 2028, and FDA has proposed moving the compliance date there from January 20, 2026
Figures are third-party market benchmarks from the cited sources, not Ometz Partners client results. We share them so you can size the problem before we ever talk.
Capabilities
What the Operations Performance program covers.
Process measurement and redesign
Process mapping, work sampling and system logs to find where time, cost and errors accumulate, followed by a redesigned flow with clear ownership.
Order-to-cash and procure-to-pay
Emailed and PDF purchase orders read into the ERP, invoice matching, deduction and chargeback research, and collections prioritized by risk and value.
Revenue cycle operations
Eligibility, authorization preparation, claim edits and denial work queues for care providers, with root causes fed back to scheduling and intake.
S&OP and planning
A monthly sales and operations planning cycle with demand signals, capacity, inventory and service levels in one view, so plans hold between meetings.
Quality and regulatory documentation
Drafting and assembly of deviations, CAPA records, certificates of analysis, safety data sheets and specifications for review. Your Quality Unit reviews, approves and signs every GMP record.
Financial-services operations
Account opening and transfer paperwork, advisor onboarding files, fee billing and reconciliation, tax and audit engagement preparation, and alert-review preparation, with every decision left to your operations, principal and compliance staff.
Close, reconciliation and reporting
Month-end close tasks, reconciliations and management reports assembled automatically and checked against your controls.
Also in the Food & Beverage program
REVENUE
Revenue Growth Management and Trade Effectiveness
Price, pack, mix and trade decisions made on evidence, with price increases realized against ingredient, packaging and commodity inflation, so trade dollars go to the events and customers that pay back and retailer plans are built on numbers both sides trust.
TECHNOLOGY
Claims-Governed Content and Product Data
A governed system for claims, specifications and product content, so better-for-you positioning reaches the label, the retailer listing and marketing quickly and stays within what the evidence and the rules allow.
Next step
Size this opportunity in your own numbers.
The Performance Diagnostic runs for two to four weeks at a fixed fee and ends with a baseline, three priced improvement plays and a 90-day plan. The findings are yours whether or not we continue.