Found in AI answers?Get a free review
Theory Road.
For cpg brands

Marketing, retail media and marketplaces built for CPG brands.

A consumer packaged goods brand lives or dies on velocity.

Retail buyers look at units per store per week and distribution, and they cut slow items at the next category review no matter how good the brand story is. We run growth for CPG brands across the whole shelf: Amazon as a first or third party seller, Walmart and Target Plus, Instacart and the brand's own subscription store. Retail media on Amazon Ads, Walmart Connect, Instacart Ads and Roundel is planned against the retailers where the product actually sits, so ad dollars move sell-through where the buyer is watching. We read SPINS or syndicated data alongside marketplace reports, and we build replenishment so a customer who likes the product keeps buying it.

Questions this page answers

  • Cpg marketing agency for an emerging brand
  • Should a CPG brand sell on Amazon 1P or 3P
  • How do CPG brands use retail media networks
  • How to increase velocity at retail for a CPG brand
  • Do I need GS1 barcodes to sell on Amazon and at retail
  • How to grow Subscribe and Save for a consumable product

Step 1 of 2

How can we help you get found?

What do you need help with?

Next: name, email and budget. That’s it.

How this business works

Where growth is won or lost in cpg.

A CPG product reaches shoppers in many places at once: a grocery shelf, a club store, Amazon, Walmart online, Target, an Instacart order and the brand's own store. The shopper often discovers it on social or in store, buys it wherever is convenient that week and reorders out of habit. That habit is the business. A product that earns trial but not repeat looks fine for a quarter, then velocity drops, the buyer notices and the item loses its slot at the next category review.

Retail economics are unforgiving. Slotting fees, free fills, promotional allowances and deductions are paid before the product proves itself. Brokers and distributors take their share. Buyers watch velocity and distribution, often through SPINS or syndicated data, and compare you to the category. Online, Amazon brings a choice between selling to Amazon as a vendor or directly as a seller, each with different price control and margin. Retail media networks keep multiplying, and each reports its own success. Prior vendors often ran one channel well and ignored the rest.

Theory Road runs CPG growth from velocity outward. We combine retailer, marketplace and syndicated data into one view, set clear roles and pricing for each channel and decide 1P or 3P item by item. Retail media on Amazon, Walmart Connect, Instacart and Roundel follows distribution and promotions. We build Subscribe and Save and a subscription store for repeat purchase, and we make sure GS1 barcodes, labels and claims hold up in every channel before launch.

What holds growth back

The problems we fix in cpg brands.

  • Distribution without velocity

    Winning a new retailer feels like the finish line, but slotting, free fills and trade spend come due while the product sits on shelf. If velocity is weak by the next category review, the item gets cut.

  • Retail media spread thin

    Amazon Ads, Walmart Connect, Instacart Ads and Roundel each want a budget. Brands that fund every network evenly, without tying spend to where the product is stocked and selling, get reports but not sell-through.

  • Channel conflict on price

    Amazon, Walmart marketplace sellers, club packs and retail promotions all show different prices. When one channel drops, retailers notice, Amazon price matching kicks in and margin erodes across the board.

  • Data in six places

    Vendor Central, Seller Central, Walmart, Instacart, SPINS or syndicated data and Shopify each tell part of the story. Without one view, nobody can say whether a promotion or ad actually moved units.

What we build

Web, marketing, creative and systems for cpg brands.

Built on your accounts, wired into the tools your team already runs, and measured to booked work.

The pages that sell for a cpg company
Home
  • Home page built for replenishment
  • Product pages with usage and nutrition
  • Store locator
  • Subscribe and save page
  • Variety packs and bundles
  • Recipes or routines
  • Retailers and brokers page
  • Our standards page

Each page answers one intent, carries one call to action, and lands the lead in your CRM with the page attached.

Web

Websites and digital product.

A Shopify store built around replenishment: subscribe and save pricing, variety packs, bundles and a clean where-to-buy locator for shoppers who prefer their grocery store or Amazon.

  • Store locator and retail finderA product finder that shows which nearby retailers carry which items, driving shoppers into stores where velocity is measured and supporting new distribution.
  • Amazon listings and Brand StoreTitles, images, A+ content and a Brand Store built for replenishment searches, with pack sizes and variety packs set up as clean variations.
  • Retailer and buyer pagesA trade page with sell sheets, pack configurations, case pack details and velocity story for buyers and brokers considering the line.
When each channel earns its keep in cpg
  • Amazon AdsAlways on
  • Walmart ConnectAlways on, heavier at resets
  • Instacart AdsAround promotions and launches
  • RoundelTarget promotions and resets
  • Meta and TikTokLaunches and new distribution
  • Klaviyo email and SMSAlways on
Marketing

Demand, search and reputation.

Amazon Ads, Walmart Connect, Instacart Ads and Roundel budgets set by where the product is stocked, which retailers are in review and where promotions run, rather than split evenly.

  • Amazon Subscribe and Save growthSubscribe and Save enrollment, targeted discounts and Sponsored Products aimed at replenishment terms, building repeat revenue that lifts ranking and forecast accuracy.
  • Shopper marketing around promotionsMeta, Instacart and retail media timed to temporary price reductions, displays and features, so the in-store promotion gets a lift from people already looking for it.
  • Sampling and trial programsDigital sampling, in-store demo support and creator seeding designed to create first purchase in the retailers that just took the product.
What a cpg brand system includes
  • Packaging-led creativeCreative built so shoppers recognize the pack on shelf and in a grocery app thumbnail, with the same colors and claims used across ads, listings and in-store materials.
  • Retailer content packagesImage sets, enhanced content and copy prepared to each retailer's specifications, so Walmart, Target, Instacart and Amazon pages look complete from launch day.
  • Short usage videoQuick videos showing how the product fits into a routine or recipe, cut for social, retail media video placements and listing video.
Creative

Brand, photography and collateral.

Creative built so shoppers recognize the pack on shelf and in a grocery app thumbnail, with the same colors and claims used across ads, listings and in-store materials.

  • Retailer content packagesImage sets, enhanced content and copy prepared to each retailer's specifications, so Walmart, Target, Instacart and Amazon pages look complete from launch day.
  • Short usage videoQuick videos showing how the product fits into a routine or recipe, cut for social, retail media video placements and listing video.
Where a cpg lead travels

Comes in from

  • Website forms
  • Tracked calls
  • Ads and LSA
  • Google Business Profile

Lands in

  • Amazon Vendor Central and Seller Central
  • Walmart Seller Center and Walmart Connect
  • Instacart Ads

Comes back as

  • Per-source attribution
  • Automated follow-up
  • One weekly scoreboard

Built to your system of record, not around it. Nothing is re-keyed by hand.

Development and systems

Integration, automation and data.

Vendor Central, Seller Central, Walmart, Instacart, Shopify and SPINS or syndicated data pulled into one report of units, velocity and distribution by retailer and item.

  • 1P and 3P decision modelA model comparing Vendor Central wholesale terms, chargebacks and co-op with Seller Central fees, fulfillment and price control, reviewed by item rather than decided once.
  • Price and promotion monitoringTracking of shelf prices, marketplace offers and promotion calendars across channels, flagging conflicts before a retailer or Amazon price matching turns them into margin loss.
  • Trade spend trackingSlotting, free fills, promotions and deductions recorded against each retailer's velocity, so the brand can see which accounts earn back their trade investment.
Site blueprint

What a great cpg website contains.

The pages that do the selling for this kind of company, and what each one has to do to turn a visit into a call.

  • Home page built for replenishment

    Leads with the core products, subscription savings and a where-to-buy finder, serving both online buyers and shoppers heading to a store.

  • Product pages with usage and nutrition

    Ingredients, nutrition or usage facts, pack sizes and subscription options, with claims matching the packaging exactly.

  • Store locator

    Shows nearby retailers carrying each item, pushing demand into the stores where velocity is measured and supporting new distribution.

  • Subscribe and save page

    Explains subscription pricing, delivery intervals and easy skips, turning first purchases into steady replenishment revenue.

  • Variety packs and bundles

    Trial-sized and variety packs that lower the risk of trying new flavors or scents and raise order value online.

  • Recipes or routines

    Content showing how the product is used, earning search traffic and giving AI assistants concrete answers to cite.

  • Retailers and brokers page

    Sell sheets, case pack and pallet details and the velocity story for buyers and brokers evaluating the line.

  • Our standards page

    Sourcing, certifications the brand actually holds and ingredient standards, written specifically and backed by documentation.

Channel plan

Where the demand comes from, and when.

Amazon AdsSponsored Products and Brands on replenishment and category searches, plus Subscribe and Save growthAlways on
Walmart ConnectOnsite search and display tied to store and online distributionAlways on, heavier at resets
Instacart AdsReaches grocery shoppers in the stores and markets where the product is stockedAround promotions and launches
RoundelTarget media supporting store distribution and Target Plus listingsTarget promotions and resets
Meta and TikTokDiscovery and trial, with store locator and retailer links pushing buyers to shelfLaunches and new distribution
Klaviyo email and SMSReplenishment reminders, subscription saves and new flavor or scent announcementsAlways on
Sampling and demosCreates first trial in new retailers so early velocity holds up at reviewFirst months of new distribution
Systems we integrate

The tools cpg brands already run on.

We build to your system of record rather than around it. Leads, calls, jobs and revenue land where your team already works, with the attribution attached.

  • Amazon Vendor Central and Seller Central

    1P purchase orders and co-op, or 3P listings, Subscribe and Save and Sponsored Ads.

  • Walmart Seller Center and Walmart Connect

    Marketplace listings, content and retail media campaigns planned against store and online distribution.

  • Instacart Ads

    Sponsored product and shoppable campaigns in the markets and retailers where the item is stocked.

  • Target Plus and Roundel

    Target marketplace content where invited, and Roundel campaigns supporting Target store distribution.

  • Shopify

    Direct store with subscriptions, variety packs, bundles and a retail store locator.

  • Klaviyo

    Replenishment reminders, subscription saves, new flavor launches and where-to-buy messages.

  • SPINS

    Velocity, distribution and category trends for natural and specialty channels read with marketplace data.

What we run the account by

  1. Units per store per week.

    Velocity by item and retailer, the number buyers use to decide whether a product keeps its slot.

  2. Distribution.

    Number of stores or share of category volume where the item is stocked, tracked by retailer and region.

  3. Retail media incremental sales.

    Sales lift attributable to retail media, read against syndicated or retailer data rather than each network's own reporting alone.

  4. Repeat and subscription rate.

    Share of buyers who purchase again or subscribe on Amazon and the direct store, the base of long-term volume.

  5. Trade spend return by account.

    Slotting, promotions and deductions compared against the velocity and margin each retailer produces.

Rules we respect

  • GS1 barcodes.

    Major retailers and Amazon expect GS1-issued UPCs that match the brand owner. Resold barcodes can block listings, so we confirm GS1 records before launch.

  • FDA labeling rules.

    Food and personal care labels carry FDA requirements for ingredients, allergens, nutrition and claims. Marketing copy must stay consistent with the approved label and substantiated claims.

  • MAP and pricing policy.

    Minimum advertised price policies should be unilateral and written with counsel. We monitor prices across channels and follow the policy as written.

  • FTC endorsement and review rules.

    Creators must disclose material connections, and the FTC prohibits fake or bought reviews and review suppression. Sampling programs never condition product on positive reviews.

How an engagement runs

The cpg playbook.

  1. Read velocity by retailer.

    We combine syndicated data, retailer portals and marketplace reports to see units per store and distribution by item and account, and identify which retailers are at risk at the next review.

  2. Set channel roles and price.

    We decide which items go 1P or 3P on Amazon, how Walmart and Target Plus fit, and a price architecture across pack sizes and channels that avoids conflicts and protects margin.

  3. Put media where the shelf is.

    Retail media, Instacart and shopper marketing budgets follow distribution and promotions, concentrating spend where lifting velocity keeps the product on shelf and wins more doors.

  4. Build repeat and report weekly.

    Subscribe and Save, DTC subscriptions and Klaviyo replenishment turn trial into repeat purchase, and a weekly report shows velocity, distribution, contribution margin and trade return by account.

Everything, run your way
  • Strategy and brandwe lead it or back your team
  • Paid mediamanaged day to day
  • Search and AI visibilityrun and reported monthly
  • Websites and hostingbuilt, hosted and cared for
  • CRM and lead systemsrun for you or with you
  • Creative and contentproduced in-house

Fully managed, alongside your team, or built and handed off. Month to month after the initial term.

Why Theory Road

Why cpg brands choose us.

We run our own Amazon Professional Seller accounts with Brand Registry, defend the Buy Box at full price and remove unauthorized resellers. The 1P versus 3P call comes from hands-on experience.

  • Velocity is the scoreboardRetail buyers judge you on units per store and distribution. We plan retail media, promotions and shopper marketing to move those numbers, not just to report return on ad spend.
  • One view of every channelWe bring Vendor Central, Seller Central, Walmart, Instacart, SPINS and the DTC store into one report, so decisions about trade spend and media rest on the same numbers.
Perspectives

Reading for cpg brands.

All perspectives
Questions

Hiring an agency for a cpg business.

Q01
Should a CPG brand sell on Amazon 1P or 3P?
It depends on the item. As a 1P vendor, Amazon buys wholesale and controls retail price, which can mean volume but also chargebacks, co-op and less price control. As a 3P seller you set price and own the customer data Amazon provides, but handle fees and fulfillment. Many brands run a hybrid. We model margin, price risk and operational load per item before recommending either.
Q02
How do CPG brands use retail media networks?
Retail media lets brands advertise inside the retailer's own site and app, close to the purchase. We use Amazon Ads, Walmart Connect, Instacart Ads and Roundel where the product is actually stocked, timed to promotions and category reviews. Budgets follow distribution and velocity goals, and we read results against syndicated data, not just each network's own attribution.
Q03
How to increase velocity at retail for a CPG brand
Velocity grows when more shoppers try the product and come back for it. We concentrate retail media and Instacart spend in stores where you are stocked, support promotions with shopper marketing, run sampling for trial and use store locators to send DTC and social traffic into retail. Weekly velocity by account shows which efforts move units before the next review.
Q04
Do I need GS1 barcodes to sell on Amazon and at retail?
Major retailers expect UPCs licensed from GS1, and Amazon checks product IDs against the GS1 database, so barcodes bought from resellers can cause listing problems. Some brands qualify for Amazon's GTIN exemption, but that does not help at retail. We recommend licensing your own GS1 company prefix before launch and keeping item and case pack data consistent everywhere.
Q05
How do you grow Subscribe and Save for a consumable product?
We enroll eligible items, set subscription discounts that protect margin, and target Sponsored Products at replenishment searches and your own branded terms. Listings explain usage rate so shoppers choose the right delivery interval. On the direct store, subscription pricing, flexible skips and Klaviyo reminders reduce cancellations. Repeat subscribers improve both ranking and demand forecasting.
Work with us

Let’s grow your cpg business.

A short note on where the business is and where it needs to go. A senior partner replies within one business day.

t@theoryroad.com