Planning and Strategy, Behind the Scenes

Smart, tailored support to drive better forecasting, buying, and merchandising outcomes.

  • Services include forecasting, inventory planning, buying strategy, and assortment development — helping brands make intentional, scalable product decisions aligned to growth across DTC and wholesale channels.

  • Support includes buying optimization, assortment strategy, and performance analysis — ensuring every product decision drives margin, turn, and profitability across seasonal and core assortments.

    • Beauty: Color, Hair, Body, Nail

    • Apparel: Lounge, Sleepwear, Daywear

    • Accessories: Bags, Jewelry, Home

    • Food & Beverage: Cookies, Chocolate

Elevated Support for Every Stage

  • Planning

    Demand Planning: Build accurate forecasts to drive production and buying decisions.

    Sales Planning: Align financial goals with merchandising and marketing strategies.

    Inventory Planning: Optimize inventory levels to reduce risk and improve margin.

  • Buying

    Make smarter buying decisions with confidence.

    Clear, data-driven direction to ensure your buys are data-backed, intentional, and aligned to profit goals.

    Guide seasonal and/or replenishment purchases, vendor selection, and inventory flow to maximize turn and sell-through.

  • Reporting

    Analyze performance and surface key insights.

    Ad hoc reporting specific to your business needs.

    Create or optimize sales reporting tools to track performance by product, channel, door, or region.

  • Merchandising

    Maximize assortment efficiency across channels.

    Develop effective assortment strategies that align with business goals, customer needs, and seasonal trends.

    Line planning and SKU rationalization.

    Support weekly, monthly, and seasonal recaps for internal or external teams.

  • "Kelly is one of the smartest, hardworking, and collaborative individuals I've had the pleasure to work with. She brought an immediate impact and measurable improvements to Too Faced's demand planning and retail planning capabilities and in no time unlocked not so obvious revenue and margin opportunities." Eric Hohl, President Too Faced Cosmetics.

  • "Kelly transformed the way we look at our business. Her sales reporting gave us visibility we’d been missing for years." - Zack Weiss, Founder of Gnarly Mountain Cookies

  • Beauty: Color, Hair, Body, Nail

  • Apparel: Lounge, Sleepwear, Daywear

  • Accessories: Bags, Jewelry, Home

  • Food & Beverage: Cookies, Chocolate

Let’s chat