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REPORT
Priced for Yesterday: Why the CPG Margin Model is Broken and How to Fix It
CPG brands can no longer simply react to today's volatile market. Tariff rates have swung from 2.5% to 27% and back down inside a single year, representing more than a temporary disruption—it’s the new operating environment. But it's so much more than tariffs. CAC, freight, and gas prices have all put pressure on costs.
This report introduces a new gross margin framework for brands navigating the new landscape in 2026.
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