Stephanie Bazan Dashboard
Project Goals
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OND 2024-2025 |
Q1 | Q2 | Q3 | Q4 | ||||||||||
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Objectives | Jul-24 | Aug-24 | Sep-24 | Oct-24 | Nov-24 | Dec-24 | Jan-25 | Feb-25 | Mar-25 | Apr-25 | May-25 | Jun-25 | Score | |
OND TIER 1 PARTNERSHIP SELL IN + | 1 | 2 | 0 | |||||||||||
Sell in a first time national program with two Tier 1 customers (Walmart/Costco). |
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COSTCO NATIONAL TPD (OND) + | i66 | |||||||||||||
Deploy 1 national bag program with TPR support and a Costco book offer. Achieve a 66% volume/unit lift for OND. Results pending information from the account. Target lift can be updated pending projection from the account PRIOR to the implemenation of the program. |
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OND SEASONAL DISPLAY SELL IN + | 15,000 | 15,000 | 43,595 | |||||||||||
Sell in a total of 41.5K EQ bins for the entire OND season (excludes SGK) |
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OND CONSUMPTION GROWTH: + | i1 | |||||||||||||
Increase overall OND consumption by 1% as measured by Circana (unit lift - weeks 13-25). |
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OND TIER 1 PERFORMANCE (WALMART) + | i4 | |||||||||||||
Drive a 4% lift in Walmart. This is contigent on selling in a national rollback to Walmart. |
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OND HEB SPA + | i4 | |||||||||||||
Launch 1 omni channel program in HEB focused on core uses targeting a minimum 4% unit increase vs prior year in support of CFP. Results dependent on information provided by HEB. |
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SUPER BOWL 2024-2025 |
Q1 | Q2 | Q3 | Q4 | ||||||||||
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Objectives | Jul-24 | Aug-24 | Sep-24 | Oct-24 | Nov-24 | Dec-24 | Jan-25 | Feb-25 | Mar-25 | Apr-25 | May-25 | Jun-25 | Score | |
BIG GAME SEASONAL PROGRAM + | 58,015 | 40,000 | 35,000 | 0 | ||||||||||
Develop a national Big Game seasonal program to reinforce guac occasion with a sell in of 115K EQ bins. |
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IMPULSE PURCHASE STRATEGY 2024-2025 |
Q1 | Q2 | Q3 | Q4 | ||||||||||
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Objectives | Jul-24 | Aug-24 | Sep-24 | Oct-24 | Nov-24 | Dec-24 | Jan-25 | Feb-25 | Mar-25 | Apr-25 | May-25 | Jun-25 | Score | |
COSTCO (JANUARY + Post Super Bowl ) + | i65 | 0 | ||||||||||||
Deploy a minimum of 2 bag programs with TPR support. Achieve a 65% volume/unit lift vs YAG in all participating divisions for January and Post SB. Results pending information from the account. Objective scored 50% for January and 50% for Post Super Bowl. |
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ALDI - OND & SPRING + | ||||||||||||||
Deploy 1 wave of Education bags during OND targeting a 38% unit lift vs YAG in participating top performing divisions and 1 wave of Education bags during Spring targeting a 38% unit lift vs YAG in participating top performing divisions. Results pending information from the account. Objective scored 50% for OND and 50% for Spring. |
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THEMATIC PACKAGING + | 1,000,000 | 1,000,000 | 1,000,000 | 1,000,000 | 1,000,000 | 1,000,000 | 1,000,000 | 1,000,000 | ||||||
Sell in national coupon bags (OND, BIG Game, Cinco) with a total of 8MM bags |
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TARGETED VS NON TARGETED EFFECTIVENESS + | i50 | |||||||||||||
Deploy a coupon plan focused on 50% targeted and 50% non targeted approach |
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GEOGRAPHIC FOCUS 2024-2025 |
Q1 | Q2 | Q3 | Q4 | ||||||||||
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Objectives | Jul-24 | Aug-24 | Sep-24 | Oct-24 | Nov-24 | Dec-24 | Jan-25 | Feb-25 | Mar-25 | Apr-25 | May-25 | Jun-25 | Score | |
GAME DAY OFFER BLITZ TRADE PROGRAM UNIT LIFT + | 0 | |||||||||||||
Target a 4 % unit lift in Publix, 10% in Kroger and 3% Food Lion - Lift vs PY (resulting in a positive lift target). Lift numbers can be changed in advance of the program start date pending change in timeframe. |
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PUBLIX SPA + | ||||||||||||||
Develop and deploy a partnership with Dave's Killer Brand in a top tier 1 account in the South Atlantic. |
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PUBLIX SPA UNIT LIFT + | i15 | |||||||||||||
Target a unit lift 15% vs YAG based on a 3 year CAGR. Targeted lift can be updated by preseningt a unit lift proposal prior to the launch the program. |
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GEOGRAPHIC FOCUS ASSESSMENT + | ||||||||||||||
Present an updated status of the geographic opportunity and present an assessment by Planning Phase 2. |
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CINCO 2024-2025 |
Q1 | Q2 | Q3 | Q4 | ||||||||||
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Objectives | Jul-24 | Aug-24 | Sep-24 | Oct-24 | Nov-24 | Dec-24 | Jan-25 | Feb-25 | Mar-25 | Apr-25 | May-25 | Jun-25 | Score | |
CINCO SEASONAL PROGRAM + | 5,000 | 18,000 | 25,000 | i6,000 | 0 | |||||||||
Develop a national Cinco seasonal program wtith a national partner to reinforce guac occasion with a sell in of 54K EQ bins. |
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CINCO/SPRING HEB SPA + | i10 | |||||||||||||
Launch 1 omni channel program in HEB focused on core uses targeting a minimum 10% unit increase vs prior year. Results dependent on information provided by HEB. |
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EDUCATION/CONSUMER 2024-2025 |
Q1 | Q2 | Q3 | Q4 | ||||||||||
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Objectives | Jul-24 | Aug-24 | Sep-24 | Oct-24 | Nov-24 | Dec-24 | Jan-25 | Feb-25 | Mar-25 | Apr-25 | May-25 | Jun-25 | Score | |
WALMART EDUCATION CHANNEL STRIPS + | 0 | |||||||||||||
Realign and sell -in the education channel strip messaging focused on a relevant technique(s) to Walmart. |
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WALMART EDUCATION PACKAGING + | ||||||||||||||
Develop and sell-in custom education bag with relevant messaging for Walmart shoppers. Bag could replace current universal bag or include a wave of custom education bags |
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EDUCATION SCORE - NON HISPANIC FY 25 + | i3 | |||||||||||||
Increase the Education Equity score from 3.49 to 3.52 by June 2025 as measured by the CMT |
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EDUCATION SCORE - HM EEP FY 25 + | i3 | |||||||||||||
Increase the Education Equity score from 3.08 to 3.11 by June 2025 as measured by the CMT |
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PARTNERSHIPS 2024-2025 |
Q1 | Q2 | Q3 | Q4 | ||||||||||
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Objectives | Jul-24 | Aug-24 | Sep-24 | Oct-24 | Nov-24 | Dec-24 | Jan-25 | Feb-25 | Mar-25 | Apr-25 | May-25 | Jun-25 | Score | |
SUSAN G KOMEN - NATIONAL + | 40,000 | i3,000 | 0 | |||||||||||
Develop a national Susan G Komen program to reinforce the company wide cause related partnership with a sell in of 43k EQ bins |
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PARTNERSHIP STRATEGY + | ||||||||||||||
Collaborate with the Brand + PR teams to develop guardrails for overall company wide strategy including a POV on how it applies to shopper |
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MERCHANDISING SOLUTIONS 2024-2025 |
Q1 | Q2 | Q3 | Q4 | ||||||||||
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Objectives | Jul-24 | Aug-24 | Sep-24 | Oct-24 | Nov-24 | Dec-24 | Jan-25 | Feb-25 | Mar-25 | Apr-25 | May-25 | Jun-25 | Score | |
CUSTOM DISPLAYS & POS - TIER 1 -2 ACCOUNTS + | 1 | 1 | 1 | i1 | 0 | |||||||||
Develop and deploy custom portable solutions in 4 Tier 1 -Tier 2 accounts |
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PORTABLES - PERMANENT + | 6,300 | 6,300 | 6,300 | 6,300 | 6,300 | 6,300 | 6,300 | 6,300 | 6,300 | i6,300 | ||||
Develop a portable merchandising plan and achieve a sell-in of 63k EQ equivalized portables in addition to our seasonal bin displays. |
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SUMMER 2024-2025 |
Q1 | Q2 | Q3 | Q4 | ||||||||||
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Objectives | Jul-24 | Aug-24 | Sep-24 | Oct-24 | Nov-24 | Dec-24 | Jan-25 | Feb-25 | Mar-25 | Apr-25 | May-25 | Jun-25 | Score | |
SPECIAL SUMMER RETAIL TRADE PLAN - MAY - AUGUST 2025 + | 0 | |||||||||||||
Develop a May 2025 - August 2025 market and retail specific summer plan and approach by February 2025 and implement by May 2025.. |
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HISPANIC 2024-2025 |
Q1 | Q2 | Q3 | Q4 | ||||||||||
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Objectives | Jul-24 | Aug-24 | Sep-24 | Oct-24 | Nov-24 | Dec-24 | Jan-25 | Feb-25 | Mar-25 | Apr-25 | May-25 | Jun-25 | Score | |
POST SUPER BOWL + | 0 | |||||||||||||
Develop and sell in a Lent and/or a H&W themed shopper marketing program to the top 10 Hispanic accounts. Target a combined 10% unit lift in the accounts that at measured by Nielsen. |
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HISPANIC SHOPPER & TRADE ASSESSMENT FY 26 + | ||||||||||||||
Provide an assessment of the Hispanic retail and shopper landscape and a recommendation that will drive volume outside of the tentpole events |
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BAG EXPANSION IN HISPANIC RETAIL + | 2 | 2 | 1 | 1 | 1 | 1 | 1 | i1 | ||||||
Sell-in our national thematic bag programs to one of our top 10 Hispanic retail account for each of the following programs: SGK, OND, Big Game, AHA and Cinco. |
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H&W 2024-2025 |
Q1 | Q2 | Q3 | Q4 | ||||||||||
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Objectives | Jul-24 | Aug-24 | Sep-24 | Oct-24 | Nov-24 | Dec-24 | Jan-25 | Feb-25 | Mar-25 | Apr-25 | May-25 | Jun-25 | Score | |
AHA Tier 1 SHOPPER PROGRAM + | 1 | 0 | ||||||||||||
Develop and Sell in our national AHA partnership program in 1 Tier 1 account |
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AHA Tier 1 SHOPPER PROGRAM GROWTH + | i7 | |||||||||||||
Increase unit lift in one Tier 1 Account (assumption Kroger ) by 7% and gain approval for bins as part of the program offering. Contigent on selling in to Kroger. Should Kroger not authorize the program, an alternate Tier 1 shall be substituted. |
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H&W EQUITY INDEX-NON HISPANIC + | i62 | |||||||||||||
Increase the "contains Good Fats" score from 59% to 62% among HM on the June 2025 CMT report |
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H&W EQUITY INDEX-HISPANIC + | i57 | |||||||||||||
Increase the "contains Good Fats" score from 56% to 57% among HM on the June 2025 CMT report |
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E-COM/RETAIL MEDIA 2024-2025 |
Q1 | Q2 | Q3 | Q4 | ||||||||||
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Objectives | Jul-24 | Aug-24 | Sep-24 | Oct-24 | Nov-24 | Dec-24 | Jan-25 | Feb-25 | Mar-25 | Apr-25 | May-25 | Jun-25 | Score | |
DIGITAL SHELF + | i2 | 0 | ||||||||||||
As part of the Digital Shelf, customize the product development page for a minimum of two Tier 1 or Tier 2 accounts. |
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RETAIL MEDIA + | ||||||||||||||
Develop and launch an e-com plan in Kroger and Walmart by Oct 2024. |
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PERIMETER OF STORE 2024-2025 |
Q1 | Q2 | Q3 | Q4 | ||||||||||
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Objectives | Jul-24 | Aug-24 | Sep-24 | Oct-24 | Nov-24 | Dec-24 | Jan-25 | Feb-25 | Mar-25 | Apr-25 | May-25 | Jun-25 | Score | |
PARTNERSHIPS + | i1 | 0 | ||||||||||||
Develop and deploy a private label in-store perimeter campaign delivering 1.75 % units sales lift. |
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TURNKEY KITS + | 1 | i1 | ||||||||||||
Deploy turnkey kits in a minimum of 2 Tier 1 and/or Tier 2 retail accounts |
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EDUCATION/B2B 2024-2025 |
Q1 | Q2 | Q3 | Q4 | ||||||||||
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Objectives | Jul-24 | Aug-24 | Sep-24 | Oct-24 | Nov-24 | Dec-24 | Jan-25 | Feb-25 | Mar-25 | Apr-25 | May-25 | Jun-25 | Score | |
AVO U's (LIVE/VIRTUAL/ON SITE) + | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | i1 | 0 | |||
Secure 8 AFM on-site PLUS 2 virtual and/or offsite Avo U's. |
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AVO U's (ON DEMAND) + | 1 | 1 | 1 | |||||||||||
Sell In and implement 3 On Demand Avo U's (sales team wide) with Tier 1 broadliners, contract feeders partners and distributors within their system. For credit, need to provide visual evidence (ie: screen shot) or email confirmation. |
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REINVIGORATE GUACAMOLE 2024-2025 |
Q1 | Q2 | Q3 | Q4 | ||||||||||
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Objectives | Jul-24 | Aug-24 | Sep-24 | Oct-24 | Nov-24 | Dec-24 | Jan-25 | Feb-25 | Mar-25 | Apr-25 | May-25 | Jun-25 | Score | |
NRA STRATEGY + | 0 | |||||||||||||
Develop our NRA strategy and approach by mid September. |
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GUAC HEAVEN DRUM BEAT: + | ||||||||||||||
Sustain and deploy a drum beat in FY 25 supporting a series of marketing, industry and innovation in support of "Guac Heaven." Present the activation plan by August 30th. |
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FUTURE INNOVATION + | ||||||||||||||
Develop a pipeline of 10 guacamole concepts in time for planning Phase 1 to be utlized in Guac Heaven, New Materials, 2026 Innovation. Concepts must all score above the 54.7 3 year avg benchmark. 60% weight on reaching benchmark and 40% on implementation. |
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GUACAMOLE PENETRATION IN NON MEXICAN OPERATORS + | i14 | |||||||||||||
Grow penetration from 14.1 to 14.7% as measured by Dataessentials |
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GUACAMOLE PENETRATION IN (DIP APPETIZERS) IN NON MEXICAN OPERATORS + | i17 | |||||||||||||
Grow menu penetration from 17.7 to 17.8% as measured by Dataessentials |
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HANDHELD STRATEGY 2024-2025 |
Q1 | Q2 | Q3 | Q4 | ||||||||||
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Objectives | Jul-24 | Aug-24 | Sep-24 | Oct-24 | Nov-24 | Dec-24 | Jan-25 | Feb-25 | Mar-25 | Apr-25 | May-25 | Jun-25 | Score | |
BROKER BLITZ + | 0 | |||||||||||||
Deploy a broker blitz in 50 handheld operator locations in the South Atlantic January-February and grow fresh avo on handhelds by 5% from 338k to 389k in the South Atlantic region as measured by Supply Track. This objective will be weighed 50% for deployment of brokers and 50% for growth of fresh avo on handhelds. |
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BEACHFRONT BURGER + | 3 | 1 | i1 | |||||||||||
Develop and launch the beachfront burger smashdown and secure 5 burger chains to participate, 2 of which need to be new burger partners with more than 75 locations and 3 need to be Tier 1 burger chains |
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AVO TOAST FS DEVELOPMENT + | ||||||||||||||
Present a proposal in Planning around the future of Avocado Toast in the FS channel and how to own it. |
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HANDHELD AVOCADO MENU PENETRATION + | i46 | |||||||||||||
Increase menu penetration for avocados on handhelds from 46.3 TO 46.5% by fiscal year end as measured by DataEssentials. |
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CHAIN ACCOUNTS 2024-2025 |
Q1 | Q2 | Q3 | Q4 | ||||||||||
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Objectives | Jul-24 | Aug-24 | Sep-24 | Oct-24 | Nov-24 | Dec-24 | Jan-25 | Feb-25 | Mar-25 | Apr-25 | May-25 | Jun-25 | Score | |
MADE IN MEXICO + | 5 | i5 | 0 | |||||||||||
Secure 10 total quality partners to attend trip; 8 operator partners from Top 75 list. 2 Partners from Broadliners/Distributors/Contract Feeders. A minimum of 5 out of 10 participants need to be clients who are not actively promoting with AFM however exceptions for repeat customers with new decision makers qualify such as Chipotle; Qdoba, Potbelly, Applebees. |
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RIPE + | 1 | i1 | ||||||||||||
Conduct 2 RIPE sessions with Monster and/or Tier 1 accounts |
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OPERATOR LTO'S + | 2 | 2 | 2 | 2 | 2 | 3 | 3 | 2 | 2 | i2 | ||||
Launch a total of twenty-two (22) LTO's in FY25 from AFM's Top 75 Tiered list with at least 1 Monster Account. 19 must be unique LTOs. Should a monster account activation not take place, the LTO target will increase to twenty-four (24) accounts within the AFM Top 75 list by end of fiscal year. Non-Tiered AFM LTO's are excluded from this objective. |
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FRESH AVO REWARDS + | i1 | |||||||||||||
Implement Fresh Avo Rewards in one of the Tier 1 LTOs |
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NON-COMMERCIAL 2024-2025 |
Q1 | Q2 | Q3 | Q4 | ||||||||||
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Objectives | Jul-24 | Aug-24 | Sep-24 | Oct-24 | Nov-24 | Dec-24 | Jan-25 | Feb-25 | Mar-25 | Apr-25 | May-25 | Jun-25 | Score | |
CONTRACT FEEDERS + | 1 | 1 | i1 | 0 | ||||||||||
Launch 3 contract feeder activations in at least 2 Tier 1's and 1 Tier 2 account(s). Activations must be AFM specific such as guac carts or AFM innovation placements. |
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DISNEY EXPERIENTIAL + | ||||||||||||||
Pitch a partnership with Disney and secure a proposal for evaluation to be executed in FY 26 |
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MADE IN AMERICA EXEMPTION + | ||||||||||||||
Assess and work on a Made in America exemption for avocados year-round |
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DEFEND FRESH 2024-2025 |
Q1 | Q2 | Q3 | Q4 | ||||||||||
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Objectives | Jul-24 | Aug-24 | Sep-24 | Oct-24 | Nov-24 | Dec-24 | Jan-25 | Feb-25 | Mar-25 | Apr-25 | May-25 | Jun-25 | Score | |
INNOVATION GUAC N RANCH LAUNCH + | 0 | |||||||||||||
Develop and launch "Guac "n Ranch" in one of the top 75 account list and launch one big PR activation with the Comms Team |
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PROCESSED TO FRESH CONVERSION + | i1 | |||||||||||||
Convert (1) one operator on AFM's high processed converter list to fresh by end of FY 25. |
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DISTRIBUTORS / BROADLINERS 2024-2025 |
Q1 | Q2 | Q3 | Q4 | ||||||||||
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Objectives | Jul-24 | Aug-24 | Sep-24 | Oct-24 | Nov-24 | Dec-24 | Jan-25 | Feb-25 | Mar-25 | Apr-25 | May-25 | Jun-25 | Score | |
TENTPOLE INCENTIVE CONTEST + | 0 | |||||||||||||
Capitalize on OND and Super Bowl selling occasions by launching sales contest with 3 broadliners any time from Oct-Super Bowl to support larger themed company wide tentpole program. Provide a targeted unit lift vs PY that outpaces joint benchmark. Must present target unit lift and benchmarks prior to launch in order to receive full credit. |
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TIER 1 PROMOTIONS + | 1 | 1 | 1 | i1 | ||||||||||
Restructure the participation in our Tier 1 distributor promotions. Deploy 4 promotions among Tier 1 distributor partners that include participation in their national programs that are adapted to AFM needs (ie: AFM promotions based on sizing, AFM promotions based on dynamic pricing based on region opportunities (ie: $1 off in Texas; $2 off in GA) |
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TIER 1 PROMOTIONS + | ||||||||||||||
Provide a targeted unit lift vs PY that outpaces joint benchmark. Must present target unit lift and benchmarks prior to launch in order to receive full credit. Each of the 4 promotions will represent 25% of the overall score. |
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AVO EATS 2024-2025 |
Q1 | Q2 | Q3 | Q4 | ||||||||||
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Objectives | Jul-24 | Aug-24 | Sep-24 | Oct-24 | Nov-24 | Dec-24 | Jan-25 | Feb-25 | Mar-25 | Apr-25 | May-25 | Jun-25 | Score | |
AVO EATS BRAND BOOK + | 0 | |||||||||||||
Launch the Avo Eats brand book and apply new brand standards across existing activation elements including in-stadium presence, all guac carts and new branded equipment and materials for new consumer experiential programs by June 30th, 2025 |
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FY 26 EXPANSION ASSESSMENT + | ||||||||||||||
Develop a recommendation for how we will expand Avo Eats across AFM consumer facing areas by Planning Phase 2 |
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BASE BUSINESS 2024-2025 |
Q1 | Q2 | Q3 | Q4 | ||||||||||
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Objectives | Jul-24 | Aug-24 | Sep-24 | Oct-24 | Nov-24 | Dec-24 | Jan-25 | Feb-25 | Mar-25 | Apr-25 | May-25 | Jun-25 | Score | |
RETAIL ASSORTMENT DISTRIBUTION OPPORTUNITY ASSESSMENT + | 0 | |||||||||||||
Develop a distribution gap opportunity proposal and recommendation in targeted accounts by Planning Phase 1 |
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FOODSERVICE AGENCY PARTNERSHIP + | ||||||||||||||
Explore agency partnership opportunities and test by end of FY24 |
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IN-STORE BRAND RECOGNITION + | i12 | |||||||||||||
Achieve greater than a 12% recognition score for in-store ads in the CMT by June 2025. |
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WORKING VS NON WORKING DOLLARS + | i80 | |||||||||||||
Maintain an 80% working dollar spend in our overall Shoppper/Trade & Foodservice budget |
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JBP EXPANSION + | ||||||||||||||
Expand and implement the JBP process to a Tier 1 account outside of Walmart for FY 26 planning |