Case Study: Vita Coco Achieves Better Visibility into DSD Trade Promotion Spending with UpClear BluePlanner TPM

Vita Coco - Customer Case Study

Vita Coco, a fast-growing beverage brand, needed better visibility into sales and trade promotion spending as its business scaled, especially within its complex Direct Store Delivery (DSD) route to market. To address this challenge, the company turned to UpClear and its BluePlanner TPM platform, including the DSD model and shared cost add-on.

UpClear implemented BluePlanner TPM to help Vita Coco manage DSD promotions with a few key inputs, automatically calculating spending forecasts for both Vita Coco and its distributor partners. The solution gave the Revenue Management team clearer P&L visibility across the full value chain and improved reporting, with Vita Coco noting they now have visibility into the business they never had before.

Vita Coco

Philip Willner

Director, Revenue Management and Strategy