Reduced an e-commerce brand's operating costs by 18% while increasing their profit margins
Reduced an e-commerce brand's operating costs by 18% while increasing their profit margins
Reduced an e-commerce brand's operating costs by 18% while increasing their profit margins
Reduced an e-commerce brand's operating costs by 18% while increasing their profit margins
Duration
Duration
Duration
Duration
12 Months
12 Months
12 Months
12 Months
Industry
Industry
Industry
Industry
E- Commerce (consumer packaged goods)
E- Commerce (consumer packaged goods)
E- Commerce (consumer packaged goods)
E- Commerce (consumer packaged goods)
Location
Location
Location
Location
Winnipeg, MB
Winnipeg, MB
Winnipeg, MB
Winnipeg, MB
Challenges
Challenges
Challenges
When Green Coconut first reached out to us, they were growing in demand, but also struggling financially at the same time.
Despite their strong sales, profit margins were thin and operational costs were eating into their growth potential.
The following were the major challenges that they faced:
When Green Coconut first reached out to us, they were growing in demand, but also struggling financially at the same time.
Despite their strong sales, profit margins were thin and operational costs were eating into their growth potential.
The following were the major challenges that they faced:
When Green Coconut first reached out to us, they were growing in demand, but also struggling financially at the same time.
Despite their strong sales, profit margins were thin and operational costs were eating into their growth potential.
The following were the major challenges that they faced:
When Green Coconut first reached out to us, they were growing in demand, but also struggling financially at the same time.
Despite their strong sales, profit margins were thin and operational costs were eating into their growth potential.
The following were the major challenges that they faced:
High shipping and logistics costs for bulky liquid products.
High shipping and logistics costs for bulky liquid products.
High shipping and logistics costs for bulky liquid products.
High shipping and logistics costs for bulky liquid products.
Tight margins typical of consumer packaged goods (CPG)
Tight margins typical of consumer packaged goods (CPG)
Tight margins typical of consumer packaged goods (CPG)
Tight margins typical of consumer packaged goods (CPG)
Unpredictable seasonal demand fluctuations.
Unpredictable seasonal demand fluctuations.
Unpredictable seasonal demand fluctuations.
Unpredictable seasonal demand fluctuations.
Cash flow pressure from upfront inventory and production costs
Cash flow pressure from upfront inventory and production costs
Cash flow pressure from upfront inventory and production costs
Cash flow pressure from upfront inventory and production costs
Lack of accurate revenue forecasting and KPI tracking.
Lack of accurate revenue forecasting and KPI tracking.
Lack of accurate revenue forecasting and KPI tracking.
Lack of accurate revenue forecasting and KPI tracking.
The Step by Step Approach
The Step by Step Approach
The Step by Step Approach
We partnered with the leadership team of Green Coconut for a 12 month project, to help them transform their financial strain into long-term financial sustainability.
We were confident that our expertise in cash flow management, profit optimization, and financial forecasting could help them to stabilize operations and build a foundation for scalable growth.
Below we have listed the detailed step by step approach on how we helped them overcome their challenges and achieve their financial goals.
We partnered with the leadership team of Green Coconut for a 12 month project, to help them transform their financial strain into long-term financial sustainability.
We were confident that our expertise in cash flow management, profit optimization, and financial forecasting could help them to stabilize operations and build a foundation for scalable growth.
Below we have listed the detailed step by step approach on how we helped them overcome their challenges and achieve their financial goals.
We partnered with the leadership team of Green Coconut for a 12 month project, to help them transform their financial strain into long-term financial sustainability.
We were confident that our expertise in cash flow management, profit optimization, and financial forecasting could help them to stabilize operations and build a foundation for scalable growth.
Below we have listed the detailed step by step approach on how we helped them overcome their challenges and achieve their financial goals.
We partnered with the leadership team of Green Coconut for a 12 month project, to help them transform their financial strain into long-term financial sustainability.
We were confident that our expertise in cash flow management, profit optimization, and financial forecasting could help them to stabilize operations and build a foundation for scalable growth.
Below we have listed the detailed step by step approach on how we helped them overcome their challenges and achieve their financial goals.
Conducted a full audit of Green Coconut's financial health
Conducted a full audit of
Green Coconut's financial
health
Conducted a full audit of Green Coconut's financial health
Conducted a full audit of
Green Coconut's financial
health
We started with a comprehensive financial audit, covering Green Coconut's revenue streams, operating expenses and supply chain costs.
During the audit, we uncovered the following.
We started with a comprehensive financial audit, covering Green Coconut's revenue streams, operating expenses and supply chain costs.
During the audit, we uncovered the following.
We started with a comprehensive financial audit, covering Green Coconut's revenue streams, operating expenses and supply chain costs.
During the audit, we uncovered the following.
We started with a comprehensive financial audit, covering Green Coconut's revenue streams, operating expenses and supply chain costs.
During the audit, we uncovered the following.
Hidden costs within packaging and fulfilment
Hidden costs within packaging and fulfilment
Hidden costs within packaging and fulfilment
Hidden costs within packaging and fulfilment
Duplicate expenses across vendor accounts
Duplicate expenses across vendor accounts
Duplicate expenses across vendor accounts
Duplicate expenses across vendor accounts
Low margins SKU's dragging down overall performance
Low margins SKU's dragging down overall performance
Low margins SKU's dragging down overall performance
Low margins SKU's dragging down overall performance
This analysis gave the leadership team a clearer picture of where Green Coconut was bleeding cash and how sustainable profits could be unlocked.
This analysis gave the leadership team a clearer picture of where Green Coconut was bleeding cash and how sustainable profits could be unlocked.
This analysis gave the leadership team a clearer picture of where Green Coconut was bleeding cash and how sustainable profits could be unlocked.
This analysis gave the leadership team a clearer picture of where Green Coconut was bleeding cash and how sustainable profits could be unlocked.
Revenue Forecasting & KPI Tracking
Revenue Forecasting &
KPI Tracking
Revenue Forecasting & KPI Tracking
Revenue Forecasting &
KPI Tracking
Prior to our working relationship, Green Coconut was running blind, with no idea about their financial performance (outside of basic sales reports).
Prior to our working relationship, Green Coconut was running blind, with no idea about their financial performance (outside of basic sales reports).
Prior to our working relationship, Green Coconut was running blind, with no idea about their financial performance (outside of basic sales reports).
Prior to our working relationship, Green Coconut was running blind, with no idea about their financial performance (outside of basic sales reports).
To replace the guesswork with data driven planning, we created advanced forecasting models that predicted Green Coconut's financial performance.
These forecasting models took into account factors such as:
To replace the guesswork with data driven planning, we created advanced forecasting models that predicted Green Coconut's financial performance.
These forecasting models took into account factors such as:
To replace the guesswork with data driven planning, we created advanced forecasting models that predicted Green Coconut's financial performance.
These forecasting models took into account factors such as:
To replace the guesswork with data driven planning, we created advanced forecasting models that predicted Green Coconut's financial performance.
These forecasting models took into account factors such as:
Seasonal sales trends (such as higher demand in summer)
Seasonal sales trends (such as higher demand in summer)
Seasonal sales trends (such as higher demand in summer)
Seasonal sales trends (such as higher demand in summer)
Growth in subscription (repeat customers)
Growth in subscription (repeat customers)
Growth in subscription (repeat customers)
Growth in subscription (repeat customers)
Opportunities in wholesale & retail partnerships
Opportunities in wholesale & retail partnerships
Opportunities in wholesale & retail partnerships
Opportunities in wholesale & retail partnerships
We also created a real time financial dashboard, to track important KPIs such as profit margins, customer lifetime value and retention rates.
This helped the leadership team to make fast, informed decisions that are backed by data rather than mere assumptions.
We also created a real time financial dashboard, to track important KPIs such as profit margins, customer lifetime value and retention rates.
This helped the leadership team to make fast, informed decisions that are backed by data rather than mere assumptions.
We also created a real time financial dashboard, to track important KPIs such as profit margins, customer lifetime value and retention rates.
This helped the leadership team to make fast, informed decisions that are backed by data rather than mere assumptions.
We also created a real time financial dashboard, to track important KPIs such as profit margins, customer lifetime value and retention rates.
This helped the leadership team to make fast, informed decisions that are backed by data rather than mere assumptions.
Cash Flow Restructuring
Cash Flow Restructuring
Cash Flow Restructuring
Cash Flow Restructuring
One of the biggest pain points of Green Coconut was working capital management, a common challenge in the e-commerce space.
To fix the issue, our team designed a system that:
One of the biggest pain points of Green Coconut was working capital management, a common challenge in the e-commerce space.
To fix the issue, our team designed a system that:
One of the biggest pain points of Green Coconut was working capital management, a common challenge in the e-commerce space.
To fix the issue, our team designed a system that:
One of the biggest pain points of Green Coconut was working capital management, a common challenge in the e-commerce space.
To fix the issue, our team designed a system that:
Ensured inventory could be financed without disrupting the day to day operations
Ensured inventory could be financed without disrupting the day to day operations
Ensured inventory could be financed without disrupting the day to day operations
Ensured inventory could be financed without disrupting the day to day operations
Introduced structured vendor payment terms to balance supplier relations with liquidity
Introduced structured vendor payment terms to balance supplier relations with liquidity
Introduced structured vendor payment terms to balance supplier relations with liquidity
Introduced structured vendor payment terms to balance supplier relations with liquidity
Implemented subscription based revenue smoothing, which helped to reduce reliance on unpredictable wholesale cycles.
Implemented subscription based revenue smoothing, which helped to reduce reliance on unpredictable wholesale cycles.
Implemented subscription based revenue smoothing, which helped to reduce reliance on unpredictable wholesale cycles.
Implemented subscription based revenue smoothing, which helped to reduce reliance on unpredictable wholesale cycles.
This new model improved short-term liquidity and gave the company confidence to plan beyond just “survival mode.”
This new model improved short-term liquidity and gave the company confidence to plan beyond just “survival mode.”
This new model improved short-term liquidity and gave the company confidence to plan beyond just “survival mode.”
This new model improved short-term liquidity and gave the company confidence to plan beyond just “survival mode.”
Profit Margin Optimization
Profit Margin Optimization
Profit Margin Optimization
Profit Margin Optimization
To protect profitability while scaling, our team introduced:
To protect profitability while scaling, our team introduced:
To protect profitability while scaling, our team introduced:
To protect profitability while scaling, our team introduced:
A revised pricing strategy that balances affordability & margin growth
A revised pricing strategy that balances affordability & margin growth
A revised pricing strategy that balances affordability & margin growth
A revised pricing strategy that balances affordability & margin growth
New eco-friendly, lighter packaging that cut fulfilment costs by 12%
New eco-friendly, lighter packaging that cut fulfilment costs by 12%
New eco-friendly, lighter packaging that cut fulfilment costs by 12%
New eco-friendly, lighter packaging that cut fulfilment costs by 12%
Negotiated lower shipping rates with carriers by leveraging data on shipping volume
Negotiated lower shipping rates with carriers by leveraging data on shipping volume
Negotiated lower shipping rates with carriers by leveraging data on shipping volume
Negotiated lower shipping rates with carriers by leveraging data on shipping volume
These adjustments allowed Green Coconut to protect their margins without alienating their customers.
These adjustments allowed Green Coconut to protect their margins without alienating their customers.
These adjustments allowed Green Coconut to protect their margins without alienating their customers.
These adjustments allowed Green Coconut to protect their margins without alienating their customers.
Growth Strategy for Scale
Growth Strategy for Scale
Growth Strategy for Scale
Growth Strategy for Scale
With a stable financial foundation in place, we worked with the leadership team to design a growth strategy supported by long-term financial models.
With a stable financial foundation in place, we worked with the leadership team to design a growth strategy supported by long-term financial models.
With a stable financial foundation in place, we worked with the leadership team to design a growth strategy supported by long-term financial models.
With a stable financial foundation in place, we worked with the leadership team to design a growth strategy supported by long-term financial models.
Retail expansion into health & wellness stores
Retail expansion into health & wellness stores
Retail expansion into health & wellness stores
Retail expansion into health & wellness stores
International e-commerce opportunities, including cross border logistics
International e-commerce opportunities, including cross border logistics
International e-commerce opportunities, including cross border logistics
International e-commerce opportunities, including cross border logistics
A path to attracting future investment with transparent financials & strong unit economics
A path to attracting future investment with transparent financials & strong unit economics
A path to attracting future investment with transparent financials & strong unit economics
A path to attracting future investment with transparent financials & strong unit economics
Results & Growth
Results & Growth
Results & Growth
Within 12 months, Green Coconut improved their cash flow visibility, raised gross margins, and positioned themselves as a sustainable beverage brand ready for scale.
We are excited for what the future brings for Green Coconut's success.
There is no way to go but up !
Within 12 months, Green Coconut improved their cash flow visibility, raised gross margins, and positioned themselves as a sustainable beverage brand ready for scale.
We are excited for what the future brings for Green Coconut's success.
There is no way to go but up !
Within 12 months, Green Coconut improved their cash flow visibility, raised gross margins, and positioned themselves as a sustainable beverage brand ready for scale.
We are excited for what the future brings for Green Coconut's success.
There is no way to go but up !
Within 12 months, Green Coconut improved their cash flow visibility, raised gross margins, and positioned themselves as a sustainable beverage brand ready for scale.
We are excited for what the future brings for Green Coconut's success.
There is no way to go but up !
Ready to scale with clarity & control
We’re excited to help your growing SAAS or e-com business move forward financially
Book your free
consultation
Ready to scale with clarity & control
We’re excited to help your growing SAAS or e-com business move forward financially
Book your free
consultation
Ready to scale with clarity & control
We’re excited to help your growing SAAS or e-com business move forward financially
Book your free
consultation
Ready to scale with clarity & control
We’re excited to help your growing SAAS or e-com business move forward financially
Book your free
consultation
MAN IN FINANCE
Vancouver's leading CFO service specializing in helping SAAS & E-Commerce businesses thrive financially.
Copyright
2025 Men in Finance. All rights reserved
Terms & Conditions
MAN IN FINANCE
Vancouver's leading CFO service specializing in helping SAAS & E-Commerce businesses thrive financially.
Terms & Conditions
Copyright
2025 Men in Finance. All rights reserved
MAN IN FINANCE
Vancouver's leading CFO service specializing in helping SAAS & E-Commerce businesses thrive financially.
Copyright
2025 Men in Finance. All rights reserved
Terms & Conditions
MAN IN FINANCE
Vancouver's leading CFO service specializing in helping SAAS & E-Commerce businesses thrive financially.
Terms & Conditions
Copyright
2025 Men in Finance. All rights reserved