Case Study: Casella Family Brands strengthens supply planning and scenario response with Bedford Consulting and Anaplan

Casella Family Brands discuss the recent macro events that affected the business plans

Bedford Consulting worked with Casella Family Brands, an Australian family-owned winemaker behind brands including Peter Lehmann and yellow tail. The company faced three major external disruptions in a short period—Brexit, the COVID-19 pandemic, and the Suez Canal blockage—while managing long lead times and complex supply chains for wine imported into the UK. They used Anaplan for sales forecasting, supply planning, and long-term financial forecasting.

With Bedford Consulting’s support and Anaplan, Casella Family Brands built stock buffers, calculated working capital impacts, and ran multiple scenario plans to manage demand swings and shipment delays. The solution helped them avoid stockouts during panic buying, maintain supply through a four-week production delay, and respond faster than competitors with proactive action plans and customer communications.

Casella Family Brands

Matthew Shoard

Financial Controller