How CPG Retailers & Suppliers Stay Ahead of the Curve with Helio

Optimizing the supply chain can be a challenging task for CPG retailers and for suppliers — even in the best of times.

Being out of stock means lost sales, lost market share, and lost customers. But to manage both sides of the supply chain requires a delicate balance — and managing product assortments in a way that surprises and delights consumers.

In recent years, innovative CPG retailers and suppliers have sought to improve their supply chain workflows by leveraging various sources of data and analytics. While best practices for data intelligence are ever-evolving, when done right, suppliers and retailers can expertly forecast demand, stay on the cutting edge of industry trends, and understand consumer needs in real-time.

But with so much data out there to gather and sort through, opportunities are consistently going untapped.

That’s why we created Helio: a data and insights tool that empowers retailers and suppliers to make better strategic decisions. Helio makes it easy to uncover forward-looking, data-driven insights in the most timely manner. It helps CPG leaders bring on brands with the highest future potential rather than those that have already peaked.

The Helio Overview

Helio is a self-service data platform that enables CPG retailers and suppliers to track trends, emerging brands, competitors, and more. By pulling metrics from 1.5 million+ brands and 200+ data sources, Helio helps leaders stay ahead of trends like these.

Helio is the most comprehensive intelligence data source of emerging consumer brands on the market, which means you get actionable insights from more brands and more sources — and you can do it all faster.

CPG Retailers and Suppliers use Helio to:

1. Uncover forward-looking insights about trends, categories, customers, channel mix, and competitors.
2. Identify brands with perfectly-timed growth potential.
3. Design the perfect product assortment of expected staples and hot emerging brands.
4. Communicate findings in a user-friendly and compelling way.
5. Compare brands based on attributes, track key purchase criteria, search customer reviews, and easily analyze key performance metrics.
6. Find and contact brands with unique characteristics, build relationships at the exact right time, and sell services to them.
7. So how does it all work? Keep reading to learn how Helio clients use the features inside Helio to accomplish their goals in today’s ever-changing world.

How Our Retail Clients Use Helio

While no one-size-fits-all metric exists for evaluating an investment target, our VC, broker and investment banking clients have their own system of metrics to evaluate consumer sentiment and TAM data alongside outcomes and operational KPIs of the company.

Sometimes, however, your own system just isn’t enough.

To get a holistic and predictive grasp and win big in your portfolios, you need to:

Identify emerging brands, Initiatives fail when competitors identify a hot opportunity before you do. Helio makes it easy to search for brands that are already addressing a given attribute with their product, so you can decide if pursuing that trend is going to be worth it.

Predict growth potential for brands and entire categories before your competitors do — and do it all AHEAD of your reset process. Without Helio, you’re left analyzing information that everyone already has. But with Helio’s proprietary predictive analytics, our clients are able to project whether or not a brand might outperform its competitors.

Access and filter unique data on a granular level to gain never-before-seen at-a-glance insights. Our clients love being able to find exactly what they need, like which competitors have launched certain products within specific retailers.

Key Helio Features for Retail Clients

Helio users confidently find insights they need in less than three clicks by:

1. Getting an instant snapshot of a brand’s revenue range, # of retail doors, online visitors, and social following.
2. Quickly comparing related and competitive brands for faster analysis.
3. Accessing key purchase criteria for consumers shopping in your top categories.
4. Quickly comparing related and competitive brands for faster analysis.
5. Analyzing trends that are emerging versus those that have already peaked, so you can make data-driven decisions ahead of your reset process.
6. Striking the right mix of expected staples and hot new emerging brands.
7. Assembling a product assortment that knocks it out of the park by including a strategic number of uniquely differentiated products.

How Our Supplier Clients Use Helio

CPG-focused suppliers must ensure that demand for their services keeps up with supply.

That means:

Your sales teams need a healthy influx of leads to tap. What if your sales people could use customized filters to identify and sort exactly the right leads? And then have contact info at their fingertips?

Innovation teams need unique sets of data to help predict the next big thing consumers will obsess over in any given category. What if you could see trends materializing within ingredients, packaging, form factor, attributes, etc.? And then prepared to respond and also help your clients respond?

Helio users confidently find insights they need in less than three clicks by:

1. Identifying competitive threats, emerging trends, and consumer attitudes in a timely manner.
2. Getting a handle on emerging brands before they have a chance to peak.
3. Capturing and manipulating actionable insights.
4. Communicating findings in a user-friendly and compelling way.
5. Finding and contacting exactly the right brands, building relationships at the exact right time, and selling services to them.

The Helio Difference

So what makes Helio different from other CPG data platforms?

We’re comprehensive. We pull from 1.5M+ brands and 200+ sources — the broadest dataset in the emerging CPG space. This means you leverage the full picture to make better-informed and more confident decisions.

We keep you ahead of the curve. Because we’re able to identify emerging brands and trends before they peak, you catch your competition off balance. As a result of predictive analytics, you’re more likely to be the first on the scene of investment opportunities.

More than online metrics. Because we dig deeper and beyond the most commonly used data points, you access the universe of current digital, social, online and offline sales performance data. With this holistic picture of performance, your analysis becomes predictive, so you find the best deals — and you find them early.

We scale with you. We know different firms have different needs. That’s why Helio’s features support a wide variety of needs.

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Profiting from emerging trends means operating with a sharp focus on innovation and predictive analytics. Identifying and taking advantage of future growth pockets means out-executing the competition and elevating your overall portfolio results.

Learn more by requesting a demo today.