Case Study: Vita Coco gains better visibility into sales and trade spend with UpClear BluePlanner

Beverage of the Summer, Vita Coco, leverages UpClear BluePlanner for Rapid Growth

Vita Coco, the fast-growing coconut water brand, needed better visibility into sales and trade promotion spending as it expanded through a complex Direct Store Delivery (DSD) network. To support this growth, the company turned to UpClear and its BluePlanner SaaS platform to help manage trade promotions and planning across a more intricate route-to-market.

UpClear adapted BluePlanner to handle Vita Coco’s DSD “Shared Cost” model and built advanced reporting to show margins across the manufacturer, distributor, and retailer levels. As a result, Vita Coco was able to plan its 2020 sales and trade spend with much better insight, gaining business visibility it had not had before and a more user-friendly system tailored to its needs.

Vita Coco

Philip Willner

Director, Revenue Management and Strategy