Strategic and financial diagnostic of family owned wine producer
Facing several market headwinds, a family owned wine producer and manufacturer was experiencing declining margins and profitability.
Related Services
Performance ImprovementRelated Industries
AgricultureFacing several market headwinds, a family-owned wine producer and manufacturer was experiencing declining margins and profitability.
Structural changes in the market — such as retailer vertical integration — were eroding margins and profitability. Without management intervention, the business was forecasting losses in the short to medium term.
While diversification plans, including entry into export markets, were underway, there was a lack of clarity and alignment across the organisation.
The Board and management recognised the urgency of action but needed clarity on performance drivers and a unified path forward.
How we helped
Our role
We partnered with leadership to:
- Diagnose the root causes of performance decline.
- Quantify key financial risks.
- Strengthen operational enablers, including decision-support information.
- Evaluate and enhance growth strategies.
- Develop a clear, actionable roadmap for recovery and future growth.
Our approach
Working closely with the Board and senior management, we:
- Conducted stakeholder interviews and workshops.
- Reviewed existing strategic plans and financial reports.
- Undertook deep-dive financial analysis across products, brands, and channels.
- Reviewed, identified, and quantified risks in current forecasts.
Outcomes acheived
Our work delivered clarity and alignment across stakeholders, enabling confident decision-making.
Key outcomes included:
- Strategic options and trade-offs for shareholders.
- Evidence-led case for change, including quantified financial risks.
- Channel, brand, and product-level insights.
The implementation roadmap focused on:
- Accelerating diversification and growth.
- Enhancing financial insights to support decision-making.
