DIRECT STORE DELIVERY BUSINESS PLAN

I. Executive Summary

Company Description

The company name is not provided in the brief; no origin is available. Based in the United States and launching in 2026, we operate in the fast-moving consumer goods (FMCG) and pharmaceutical sectors as a Direct Store Delivery (DSD) provider. We deliver products directly from manufacturers to retail shelves, combining professional merchandising with a modern, temperature-controlled fleet and a proprietary platform that gives real-time visibility to manufacturers, retailers, and internal operations. We redefine final-mile delivery with data-driven efficiency and in-store execution.

We target national and regional manufacturers and retail chains that require shelf-level freshness, placement accuracy, and compliance for FMCG and pharmaceutical products. Short-term goals: launch operations in Q2 2026, secure five manufacturer contracts, and deploy a 25-vehicle temperature-controlled fleet. Long-term goals: scale to 200 vehicles, expand into three additional states, and achieve break-even by year three while maintaining >95% on-shelf availability and real-time order-to-delivery traceability. We compete on visibility, execution quality, and temperature-controlled reliability.

Problem

Retailers in the U.S. FMCG and pharmaceutical sectors face slow, traditional distribution that increases handling and causes spoilage and frequent stockouts, reducing product freshness on shelves and eroding consumer trust.

Suppliers lose control of merchandising, so products arrive poorly displayed and mistimed, missing sales and damaging brand loyalty; existing supply chains cannot react to real-time demand shifts for fast-moving goods.

Current solutions leave gaps in final-mile execution and real-time visibility, raising inventory handling and labor costs and failing to prevent spoilage and stockouts; this market requires a direct-store delivery model with integrated merchandising and real-time logistics.

Solution

We solve slow, opaque retail distribution that damages perishables and raises labor costs by delivering goods directly to store shelves and doing in-store merchandising. One-line: Faster shelf placement, fresher product, and measurable retail execution.

Our service ships from suppliers straight to stores, performs shelf rotation and merchandising, tracks inventory in real time, and optimizes routes to cut transit time and handling.

Result: lower spoilage, fewer out-of-stocks, better shelf presentation, and verified shelf-level metrics for suppliers and retailers. Measureable shelf availability and reduced touchpoints drive stronger revenue for both parties.

Mission Statement

Our mission is to empower suppliers and retailers with a seamless, technology-driven distribution network that maximizes product freshness and sales performance. We commit to reducing supply chain waste and improving retail efficiency through innovation, data analytics, and a dedicated professional workforce. We aim to be the most trusted partner in Direct Store Delivery, delivering measurable excellence from manufacturer to retail shelf.

Key Success Factors

Our competitive edge rests on operations, partnerships, pricing, workforce, and financial discipline.

• Proprietary logistics platform enabling route optimization and real-time analytics.
• Driver-merchandiser workforce trained to execute deliveries and retail execution.
• Strategic supplier and retail partnerships providing stable, growing demand.
• Tiered pricing for scale that drives high-volume service economics.
• Disciplined financial management targeting rapid breakeven and sustained profitability.

Financial Summary

Key financials for the Direct Store Delivery launch and first three years.

Financial requirements: minimum cash $77,000 (minimum cash month Aug-26); breakeven Sep-26 (9 months); payback 28 months; CAC path $2,500 → $2,200 → $2,000 (2026–2028) with target $1,600; capex and operating spend detailed in plan.

Outlook: profitable in Year 2 with growing EBITDA to $10,189,000 by Year 5.

Funding Requirements

We seek $1,906,500 to fund product and fleet buildout, Year 1 go-to-market, initial salaries, operating losses, and to hold a $77,000 cash reserve through Aug-26.

Projected launch in 2026 with EBITDA -$272,000 in Year 1, breakeven in September 2026 (9 months), Year 2 EBITDA $756,000, Year 5 EBITDA $10,189,000, IRR 0.07, ROE 19.9, 80.0% of customers high-volume, and CAC targeted down from $2,500 to $1,600.