Issue link: http://read.dmtmag.com/i/81015
Exciting new tool designed specifically for the TradePulse Pricing Manager TradePulse Pricing Manager h pricing management wine and spirits industry leveraging best practices for Virtuoso Beverages Margin Ranking - By Market Print Date: July 23, 2012 Top 10 Markets based on Gross Revenue 0M 2M 4M 6M 8M 10M 12M 0M 5M 10M 15M 20M Wholesaler Gross Revenue Customer Market Virtuoso Beverages California Washington North Carolina Massachusetts Illinois Oregon Georgia Minnesota South Carolina Texas Alabama New Mexico Ohio Nevada New Jersey New York Hawaii New Hampshire Indiana Maryland Idaho Gross Revenue $104,854,366 $36,171,809 $13,952,532 $8,897,386 $7,785,043 $6,081,313 $5,881,840 $4,973,377 $2,965,801 $2,826,409 $2,076,367 $1,729,754 $1,603,772 $1,135,694 $997,846 $964,866 $804,425 $725,157 $655,414 $637,210 $566,618 $561,648 Gross Margin $ $32,312,059 $11,501,758 $2,856,534 $3,018,452 $2,052,702 $2,479,712 $1,763,774 $1,691,740 $960,312 $992,119 $634,561 $583,719 $531,251 $324,203 $335,845 $263,305 $202,430 $278,486 $194,380 $259,210 $182,305 $162,504 Gross Margin % 30.82% 31.80% 20.47% 33.93% 26.37% 40.78% 29.99% 34.02% 32.38% 35.10% 30.56% 33.75% 33.13% 28.55% 33.66% 27.29% 25.16% 38.40% 29.66% 40.68% 32.17% 28.93% Discount $$ $823,121 $0 $270,326 $66,362 $0 $66,287 $2,266 $198,876 $22,602 $16,680 $63,226 $74,426 $8,147 $0 $4,066 $0 $0 $0 $0 $0 $0 $433 Year To Date 665,182 207,998 114,018 40,415 38,773 36,166 46,087 24,995 14,885 18,006 25,661 8,406 9,219 7,119 5,002 11,163 10,766 4,972 5,251 4,368 3,153 4,994 Cases Goals Remain 1,123,439 373,736 188,543 56,801 71,555 66,706 75,656 34,606 25,164 26,915 39,330 10,895 17,258 12,983 9,294 19,088 17,857 4,824 12,228 8,611 5,209 9,019 Gross Revenue $72,241,623 $24,888,175 $11,052,595 $5,770,444 $5,612,859 $3,566,520 $4,105,453 $3,247,188 $1,978,611 $1,775,175 $1,422,195 $1,133,417 $1,050,113 $790,136 $666,703 $684,417 $573,245 $428,502 $446,646 $368,171 $377,966 $386,550 Bubble size based on Gross Margin Percent Supplier Gross Margin % $20,038,350 $7,149,181 $3,066,673 $1,558,020 $1,515,919 $962,960 $1,137,019 $876,741 $534,225 $479,297 $383,993 $306,023 $283,531 $213,337 $180,010 $178,966 $154,776 $115,695 $120,594 $99,406 $102,051 $109,905 Gross Margin $ 27.74% 28.73% 27.75% 27.00% 27.01% 27.00% 27.70% 27.00% 27.00% 27.00% 27.00% 27.00% 27.00% 27.00% 27.00% 26.15% 27.00% 27.00% 27.00% 27.00% 27.00% 28.43% Page: 1 Discount $$ $278,988 $0 $164,986 $17,205 $0 $6,755 $1,076 $25,545 $10,336 $4,314 $21,405 $12,602 $3,717 $0 $1,645 $0 $0 $0 $0 $0 $0 $327 25M 30M 35M 40M California Washington North Carolina Massachusetts Illinois Oregon Georgia Minnesota South Carolina Texas • Helps companies organize, standardize, and distribute pricing information across all markets, distributors, states, and products • Creates a single online pricing information "repository" • Includes workflow and approval processes for new deals Benefits: • A single, consistent platform for pricing information, versus "siloed" spreadsheets scattered throughout the organization • Fast, consistent access to key pricing information across the organization that can be shared with business partners • Powerful margin analysis and "what if" capabilities that show gross margins for suppliers, distributors and retailers • Easy to access cloud-based application and reports on TradePulse's powerful, scaleable and secure platform • Complete turnkey solution including customized set up, training and ongoing customer support • Delivered from a proven leader in information solutions for the wine and spirits industry Information Solutions for the Beverage Alcohol Industry For more information, check out www.tradepulse.com or call 415-382-5905 Pricing Worksheet Report Date: July 23, 2012 1:40:35PM Approval Code: Approval Date: Columbia Distributing OR Benson FF Cabernet Sauvignon Dates (0 = Deal on) Vol J FMAM J J A SOND Thld 7 case Mgr Spot, 10 cs Mgr Grocery unpublished PORTLAND Only Benson FF Chardonnay 3 cs Everyday 5 cs Grocery Spot ●● 7 case Mgr Spot, 10 cs Mgr Grocery unpublished PORTLAND Only On Premise 3 cs BTG Mgr Miracle Hills Chardonnay ●●● Columbia Distributing WA Benson FF Cabernet Sauvignon WSLCB WSLCB Benson FF Chardonnay WSLCB Miracle Hills Chardonnay WSLCB WSLCB ●●●●●●●●●●●● ●●●●●●●●●●●● ●●●●●●●●●●●● ●●●●●●●●●●●● ●●●●●●●●●●●● ●●● ●●● ●●● ●●●●●●●●●●●● ●● ●●●●●●●●●●●● ●●●●●●●●●●●● ●● ●●●●● - 7 Volume - 3 Free Goods 5 Volume 7 Volume 3 - BTG - - - - - - - - Off Chain Off Chain Off Chain On Independent DA DA DA DA DA Program Type Premise Type Disc Type Retail Margin 25.03% 33.24% 25.03% 34.42% 25.04% 25.04% 25.04% 25.03% DA DA DA DA DA 25.03% 25.04% 25.04% 25.03% 25.04% 25.03% 25.03% 25.03% Retail Price $8.99 $7.49 $8.99 $7.99 $6.99 $6.99 $6.99 $9.99 $8.99 $6.99 $6.99 $8.99 $6.99 $9.99 $7.99 $7.99 FOB/ Disc $54.00 $7.00 $60.00 $16.00 $14.50 $14.50 $14.50 $60.00 $54.00 $8.00 $10.00 $60.00 $14.25 $60.00 $7.75 $9.45 Retail Retail Disc D. Type - $- - $- $- $- $- - - $- $- - $- - $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $1.25 $1.25 $1.25 $1.25 $1.25 $1.25 $1.25 $1.25 $0.50 $0.50 $0.50 $0.50 $0.50 $0.50 $0.50 $0.50 $55.25 $55.25 $61.25 $61.25 $61.25 $61.25 $61.25 $61.25 $54.50 $54.50 $54.50 $60.50 $60.50 $60.50 $60.50 $60.50 Tax Frght Laid-In Whlsle Margin 51.10% 41.31% 45.54% 38.73% 29.96% 29.96% 29.96% 50.99% 50.41% 36.22% 36.22% 44.85% 29.07% 50.37% 37.94% 37.94% Whlsle Bottle $6.74 $5.00 $6.74 $5.24 $5.24 $5.24 $5.24 $7.49 $6.74 $5.24 $5.24 $6.74 $5.24 $7.49 $5.99 $5.99 Whlsle Case $80.88 $60.00 $80.88 $62.88 $62.88 $62.88 $62.88 $89.88 $80.88 $62.88 $62.88 $80.88 $62.88 $89.88 $71.88 $71.88 Whlsle Supplier Contrib Case - $20.88 - $18.00 $18.00 $18.00 $18.00 - - $18.00 $18.00 - $18.00 - $18.00 $18.00 $54.00 $47.00 $60.00 $44.00 $45.50 $45.50 $45.50 $60.00 $54.00 $46.00 $44.00 $60.00 $45.75 $60.00 $52.25 $50.55 All retail pricing is suggested. This pricing supercedes all previous pricing. Only the latest approved pricing will be honored. This publication is Copyright © 2000 - 2012 TradePulse. All Rights Reserved. Page: 1 Profit and Loss Statement Virtuoso Beverages - May 2012 Customer Revenue SWS No CA SWS So CA Total Revenue COGS SWS No CA SWS So CA Total COGS Gross Margin SWS No CA SWS So CA Total Gross Margin Gross Margin % SWS No CA SWS So CA Total Gross Margin % Discounts DA/SPA SWS No CA SWS So CA Total Discounts DA/SPA Net Income SWS No CA SWS So CA Total Net Income $92,368 $72,698 $165,066 $466,864 $289,867 $756,731 $90,000 $75,000 $165,000 $461,000 $273,000 $734,000 $2,368 ($2,302) $66 $5,864 $16,867 $22,731 $153,896 $132,698 $286,594 $746,942 $449,463 $1,196,404 $150,000 $135,000 $285,000 $731,600 $421,800 $1,153,400 $3,896 ($2,302) $1,594 $15,342 $27,663 $43,004 $1,895,702 $1,285,691 $3,181,393 $1,336,470 $923,126 $2,259,596 $559,232 $362,565 $921,797 29.5% 28.2% 28.9% $1,900,000 $1,200,000 $3,100,000 $1,349,000 $852,000 $2,201,000 $551,000 $348,000 $899,000 29.0% 29.0% 29.0% ($4,298) $85,691 $81,393 ($12,530) $71,126 $58,596 $8,232 $14,565 $22,797 0.5% (0.8%) (0.2%) $3,033,123 $2,057,106 $5,090,229 $2,132,286 $1,474,945 $3,607,230 $900,838 $582,161 $1,482,998 29.7% 28.3% 29.0% $3,040,000 $1,920,000 $4,960,000 $2,158,400 $1,363,200 $3,521,600 $881,600 $556,800 $1,438,400 29.0% 29.0% 29.0% ($6,877) $137,106 $130,229 ($26,114) $111,745 $85,630 $19,238 $25,361 $44,598 0.7% (0.7%) - % May YTD Budget YTD Fav/(Unfav) YTD + Forecast Budget Full Yr Fav/(Unfav) This publication is Copyright © 2000 - 2012 TradePulse. All Rights Reserved. Page: 1 Margin Rollup Virtuoso Beverages - Print Date: July 2012 Year to Date Cutoff: May 31, 2012 Margin $ Total Supplier Total US Region Supplier Northwest Customer Supplier Columbia Distributing OR Columbia Distributing WA Brand Supplier Benson FF Dugganville Product Supplier Benson FF Cabernet Sauvignon (750/12) Benson FF Chardonnay (750/12) Miracle Hills Chardonnay (750/12) Wholesaler Retailer Supplier Wholesaler Retailer Supplier Wholesaler Retailer $1,725 $2,575 $2,977 $944 $1,061 $1,455 $219,278 $374,099 $552,674 27.0% 29.5% 25.4% 27.0% 25.7% 26.1% 27.0% 31.2% 31.5% $7,916 $31 N/A $4,797 $15 N/A $742,482 $3,519 N/A $6,191 -$2,545 N/A $3,853 -$1,045 N/A $523,204 -$370,580 N/A $5,844 $8,751 $10,151 $4,027 $4,478 $6,180 $550,810 $958,045 $1,398,481 27.0% 29.5% 25.5% 27.0% 25.7% 26.2% 27.0% 31.5% 31.5% $23,173 $104 N/A $16,217 $65 N/A $1,970,378 $8,840 N/A $17,329 -$8,647 N/A $12,190 -$4,414 N/A $1,419,568 -$949,205 N/A Wholesaler Retailer Supplier Wholesaler Retailer $2,159,805 $3,498,250 $4,804,658 $1,966,023 $3,504,491 $4,972,758 27.0% 30.2% 29.3% 27.0% 31.9% 31.2% $9,118,716 $32,193 N/A $7,616,325 $34,366 N/A $6,958,911 -$3,466,056 N/A $5,650,302 -$3,470,125 N/A $5,917,979 $9,559,033 $13,189,902 $5,469,367 $9,864,218 $14,026,191 27.0% 30.1% 29.4% 27.0% 32.2% 31.4% $23,044,532 $88,200 N/A $20,589,287 $95,826 N/A $17,126,553 -$9,470,833 N/A $15,119,920 -$9,768,392 N/A Wholesaler Retailer Supplier Wholesaler Retailer $1,137,019 $1,763,858 $1,968,446 $3,066,673 $2,888,163 $4,684,352 27.7% 30.0% 25.1% 27.7% 20.6% 25.1% $4,095,756 $11,983 N/A $9,378,199 $29,645 N/A $2,958,737 -$1,751,875 N/A $6,311,525 -$2,858,518 N/A $2,992,878 $4,633,649 $5,170,851 $8,187,892 $7,154,153 $12,362,860 27.8% 30.0% 25.1% 27.7% 19.4% 25.1% $10,746,873 $31,653 N/A $27,786,258 $78,666 N/A $7,753,994 -$4,601,996 N/A $19,598,366 -$7,075,487 N/A Wholesaler Retailer $4,313,597 $4,814,525 $6,840,645 27.7% 23.6% 25.1% $13,904,339 $42,926 N/A $9,590,741 -$4,771,599 N/A $11,501,111 $12,261,543 $18,080,791 27.8% 22.7% 25.1% $39,695,712 N/A $28,194,601 $113,962 -$12,147,580 N/A Wholesaler Retailer $20,038,350 $32,343,770 $46,676,707 27.7% 30.8% 30.8% $64,966,331 N/A $44,927,981 $172,947 -$32,170,823 N/A $53,209,964 $84,348,053 $124,001,949 27.7% $184,745,910 $131,535,946 30.4% 30.9% N/A $465,041 -$83,883,012 N/A Year to Date Mar % Budget $ Diff $ Margin $ Margin % Full Year (Forecast) Budget $ Diff $ This publication is Copyright © 2000 - 2012 TradePulse. All Rights Reserved. Page: 1 Wholesaler Gross Margin Dollars