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Modus Planning

Modus Planning

Food and Beverage Services

Baltimore/Washington, DC area, MD 4,026 followers

The planning solution for CPG Pros: Sales Forecasting | Supply Demand Inventory Planning | Trade Promotions | Deductions

About us

At Modus, we empower disruptive CPG brands of all sizes to scale profitably and sustainably—by driving digital transformation across their S&OP and revenue orchestration processes. It's fun to use, and even easier to learn. Unlike other solutions that focus narrowly on trade promotion management or rely heavily on assumptions, Modus is a cloud-based solution, delivering a true bottoms-up, data-driven build that unites sales, operations, finance, and supply chain teams around a fully integrated, single source of truth. With granular visibility down to the SKU, retailer, and DC level, Modus enables brands to forecast with precision, react to demand shifts in real time, and avoid costly mistakes that stem from disconnected planning—whether it's a misaligned promo, an inaccurate forecast, or a siloed launch. We’re not just another TPM tool or spreadsheet alternative—we’re the only platform in the market that fully integrates demand planning with promotional execution, trade spend tracking, and operational visibility. Our customers routinely avoid costly mistakes and losses each quarter by ensuring the sales plan always informs the supply plan—so ops & finance teams are never blindsided by out-of-stocks, spoilage, missed orders, or promotions that fall flat. Join some of the fastest-growing CPG brands in who trust Modus Planning to unlock agility, eliminate silos, and build smarter, more resilient go-to-market plans!

Website
http://www.modusplanning.com
Industry
Food and Beverage Services
Company size
11-50 employees
Headquarters
Baltimore/Washington, DC area, MD
Type
Privately Held
Founded
2016
Specialties
Demand Planning Applications, Supply Chain Applications, Organizational Communication, Consumer Packaged Goods, Trade Promotion Management, Vendor Managed Orders, sales planning, bottom-up demand planning, connected planning, brand excellence , CPG brand management, Sales Forecasting, Distribution, Deductions, and supply chain management

Products

Locations

Employees at Modus Planning

Updates

  • We are in search of that perfect person to join our Customer Success team -- if you are interested or know someone that would be a great fit, pls tag them or apply below! #hiring #cpg #customersuccess

  • If you’re already cookin' up a storm and pre-gaming for tomorrow’s feast (aka “stomach stretching”)... Same. 😅 We see you. At Modus Planning, we’re incredibly grateful 🙏 — for our team, our partners, for the brands we support, and this unbelievable, powerhouse community that works relentlessly to make the CPG world so special.🧡 We want to know... what are your Thanksgiving table *must-haves* ? Any seasonal favorites or limited-edition fall drops you’ve been grabbing before they disappear? 👇 Share in the comments below! Here are a few faves you’ll find on our tables this year 🍂 🤤 🍁 MALK Organics Pumpkin Spice Almond Milk and TRIP - perfect for AF drinks or mixed into holiday cocktails 🍸 🍁 STRONG ROOTS Garlic Roasted Sweet Potatoes 🍠 🍁 Avaline Wine - for a smooth, organic red or white to pair with dinner 🍷 🍁 Abbot's Italian Sausage - an amazing vegetarian-friendly stuffing add-in! And of course… some flavorful ice creams to pair with those pies! 🥧 🍦 Van Leeuwen Ice Cream Pumpkin Cheesecake Ice Cream 🍦 Jeni's Splendid Ice Creams Caramel Apple Crumble Ice Cream 🍦 Alec's Ice Cream Boozy Eggnogg or Dulce de Leche Ice Cream 🍦 Frönen Pumpkin Spice Latte or Apple Pie Ice Cream Wishing everyone a Happy Thanksgiving! #Thanksgiving #cpg #cpgcommunity #seasonal

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  • Modus Planning reposted this

    "No one ever regrets taking the time to get their trade spending well organized." Thank you Road 2 Retail Podcast & Consultancy, Bruce Montgomery and TRACEY PRIEST for hosting our CEO, Ryan Moore to chat all things trade promotion management 💸 Listen in to gain valuable insights on trade spend, learn about Modus Planning's Trade Promotion Hierarchy of Needs, how to strengthen retailer relationships & evaluate trade spend effectiveness. Full podcast links below 👇

    Episode # 125 On today's show we spend time with Ryan Moore- CEO & Cofounder of Modus Planning. If you don't understand trade spend management and planning- this is a can't miss episode. Even if you are a CPG veteran, you will pick up valuable insights from Ryan today. Trade spending is generally the #2 or #3 line item on a brand P&L. Episode Link-https://lnkd.in/gUUyiFhn Please follow the Road 2 Retail podcast: Apple podcasts-https://lnkd.in/gs3BfXbd Spotify- https://lnkd.in/ewWcnYpY YouTube channel- https://lnkd.in/gH2Dk_q6. Plus- give us a follow on LinkedIn. Discussion points today include: - We cover a definition of trade spending, its reason for being, and define some of the components of this line item - The trade promotion "hierarchy of needs" - The importance of building trust with the buyers at your distributor and the important role they play - How to evaluate your trade spending effectiveness, course correct, and navigate towards efficient promotions - "No one ever regrets taking the time to get their trade spending well organized" Special thanks to our sponsor-Eagle Labs- https://lnkd.in/gz4DWHZS Enjoy the show! Please follow the Road 2 Retail podcast on Apple podcasts, Spotify or our YouTube channel. You can also follow us on LinkedIn. Please share the show with a colleague and leave us a review. Learn more at www.road2retail.com. Want to be on the show? DM us on LinkedIn! Ryan Moore Modus Planning Bruce Montgomery Kat Weaver Abby June Richards, CPA-TX Garrett Gingerich Allison Ball Jim McGuiness Brian McCue Brooks Powell 🍻Matt Matros Krista Anderson Hayes Reilly Neil Foster Trey Bowles William Hicks Matt Matros Chris Stanton Nancy Kalish Elliot Begoun WavenDean Fernandes Joseph Tarnowski Rebecca A. Styn, Ph.D. Maggie Olczyk Lydia Lee Gregory Esslinger Eli Moore Jeff Lovering

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  • "No one ever regrets taking the time to get their trade spending well organized." Thank you Road 2 Retail Podcast & Consultancy, Bruce Montgomery and TRACEY PRIEST for hosting our CEO, Ryan Moore to chat all things trade promotion management 💸 Listen in to gain valuable insights on trade spend, learn about Modus Planning's Trade Promotion Hierarchy of Needs, how to strengthen retailer relationships & evaluate trade spend effectiveness. Full podcast links below 👇

    Episode # 125 On today's show we spend time with Ryan Moore- CEO & Cofounder of Modus Planning. If you don't understand trade spend management and planning- this is a can't miss episode. Even if you are a CPG veteran, you will pick up valuable insights from Ryan today. Trade spending is generally the #2 or #3 line item on a brand P&L. Episode Link-https://lnkd.in/gUUyiFhn Please follow the Road 2 Retail podcast: Apple podcasts-https://lnkd.in/gs3BfXbd Spotify- https://lnkd.in/ewWcnYpY YouTube channel- https://lnkd.in/gH2Dk_q6. Plus- give us a follow on LinkedIn. Discussion points today include: - We cover a definition of trade spending, its reason for being, and define some of the components of this line item - The trade promotion "hierarchy of needs" - The importance of building trust with the buyers at your distributor and the important role they play - How to evaluate your trade spending effectiveness, course correct, and navigate towards efficient promotions - "No one ever regrets taking the time to get their trade spending well organized" Special thanks to our sponsor-Eagle Labs- https://lnkd.in/gz4DWHZS Enjoy the show! Please follow the Road 2 Retail podcast on Apple podcasts, Spotify or our YouTube channel. You can also follow us on LinkedIn. Please share the show with a colleague and leave us a review. Learn more at www.road2retail.com. Want to be on the show? DM us on LinkedIn! Ryan Moore Modus Planning Bruce Montgomery Kat Weaver Abby June Richards, CPA-TX Garrett Gingerich Allison Ball Jim McGuiness Brian McCue Brooks Powell 🍻Matt Matros Krista Anderson Hayes Reilly Neil Foster Trey Bowles William Hicks Matt Matros Chris Stanton Nancy Kalish Elliot Begoun WavenDean Fernandes Joseph Tarnowski Rebecca A. Styn, Ph.D. Maggie Olczyk Lydia Lee Gregory Esslinger Eli Moore Jeff Lovering

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  • We loved meeting Ray Smith and hearing about Austropical ®’s ambitious North American growth plans with their line of premium açaí products 🇧🇷💜 👏 Austropical USA What stood out most? Ray immediately saw that everything his buyers want to review: Trade models, Promotional lift, Retailer forecasts, even scenario plans by SKU... Can all be built and pulled from Modus Planning in seconds, rather than days, weeks, or even months of manual planning and reconciliation. If you’re still managing trade spend, promotional planning, or retailer forecasts in Excel (or across disconnected systems)... It might be time to ask yourself: 👉 Are you showing up for your buyers and category managers as a data-driven partner? 👉 When a retailer needs to make room on shelf during resets, are you giving them confidence in your numbers that proves you’re a committed, professional, and reliable long-term brand partner? At Modus, we help CPG brands of all sizes plan like pros, delivering the professionalism and precision buyers expect to help get you on shelf, And the team alignment and operational efficiency to keep you there. #cpg #tradespend #salesforecasting #retailexecution #demandplanning #tpm #promoplanning

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  • If you work in CPG #sales or #finance, or have ever spent your entire day building out one sales scenario, surely you can relate to Victoria Perez from STRONG ROOTS! 🙋 🫠 Victoria shares how invaluable it is to create scenarios directly in Modus, saying: “If I were doing it offline, I’d be spending eight hours just to build one scenario. And the moment there’s a follow-up question, that becomes another multi-hour project for me.” 🤯 With Modus, all of those scenarios live in one system, no more spreadsheets or manual pivots. She can instantly see: 💪 What sales and trade rates look like under each scenario 💪 How trade rates shift by distributor, customer, or key SKU 💪 How promotions impact margin and overall performance For finance and sales teams like Strong Roots, that means less time maintaining the plan, and more time optimizing it. At Modus, we love hearing stories like this and we’re proud to help #CPG brands move from disconnected spreadsheets to a single source of truth, so teams can focus on: 💡 Strategy 💰 Margin improvement 📈 Future growth If these are key priorities for your brand heading into 2026 ~ we'd love to hear from you! DM or book a discovery call to learn more 📩 #tradepromotionmanagement #tradepromotionoptimization #tpm #tpo #cpgindustry #brandgrowth #scenarioplanning

  • Modus Planning reposted this

    View profile for Ryan Moore

    Building the CPG Revenue Operating System

    Walking around NFRA today, I've ambiently heard the dreaded term, "allocation" at least a dozen times. It seems like supply constraints are the new normal for brands of all sizes. Given this, wanted to provide some actionable steps that can help brands manage through these constraints. 1) Cut orders based on consumption If you're cutting product based on order proportionality, you're gonna have a bad time. In a supply constrained environment, customers will know about it and sandbag orders. This results in inefficient inventory placements. Brands need to look at the consumption out of each ship-to as a basis for order allocation. If done properly, I've seen brands fill at 70%, but only see a negligible blip on their consumption data, which is massive to avoid delisting. 2) Understand customer DC inventories If a customer is sitting on 50 days of supply in their west coast warehouse, while they're cutting in the east, that's a problem - you must have a robust dialogue with the customer procurement contacts to ensure that every case is put in the appropriate warehouse. 3) Focus on the core and streamline the run strategy. When in a supply constrained environment, complexity is a killer - frequent changeovers to build tail-SKUs obliterate efficiencies and create outsized waste. Suddenly, you're eating line time to sell less, while incurring more expenses. Depending on the constraints, consider (at least temporary) SKU rationalization and work with the retailer to potentially double-face vanilla while you work on getting Mocha-Guava-Pear back in the rotation. 4) The best time to start qualifying backup co-mans and ingredient suppliers is NOW. Often, the best way out of allocation is to spin up a whole new line - of course this is a big decision, so you have to make sure your forecasting is tight in the near-term, with solid long term capacity planning layered on top. Additionally, if you're single-sourcing ingredients, have contingencies in place. 5) Involve Sales early and be transparent with your retail partners. This was stressed by the Kroger team here at NFRA. Retailers need to know what's going on, CMs know supply chains can be fragile, but the brands reaction to the issue is everything. Pro-active communications are critical. On the sales side, go back to the drawing board on your promotional schedule - if you don't have the stock to drive the trial, don't promote! Your net sales will thank you. Did I miss anything? Is there anything you disagree with? Let me know in the comments!

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  • We’re thrilled to welcome Ryan Byrd as our new Executive Director of Business Operations at Modus Planning! 👏 👏 👏 With over 20 years of leadership in operations and supply chain across food, beverage, and emerging CPG brands, Ryan brings deep expertise in S&OP design, commercialization, and integrated supply-chain management. A proven builder of scalable systems and cross-functional alignment between manufacturing, sales, finance, and marketing (in addition to being a longtime Modus superuser ⚡ ), Ryan is perfectly aligned with our mission to help brands plan smarter and grow with clarity. Ryan believes great operations are built around people, not just process. He’s known for bringing clarity, cadence, and accountability to every team he leads — balancing analytical rigor with a human-centered approach that fuels innovation and sustainable growth. At Modus, Ryan will: 👉 Oversee Business Operations, integrating implementation, customer success, and product feedback loops 👉 Act as a supply chain subject matter expert, ensuring our platform always reflects the real-world needs of operators 👉 Lead initiatives around capacity utilization and operational excellence 👉 Build scalable systems that enable Modus to continue delivering white-glove service at scale We’re beyond excited to have Ryan on board as we continue to scale and serve the growing CPG community. His ability to turn strategic vision into operational rhythm is already helping elevate how brands we partner with are planning, forecasting, and executing with #ModusPlanning. Welcome to the team, Ryan! 

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  • 🚨 #NFRA is just around the corner! At Modus, we empower CPG teams with the data, visibility, and analytics they need to make smarter, faster, and more strategic decisions that drive sustainable growth. 📈 If you’ll be in Orlando next week, let’s connect to talk all things sales forecasting, demand planning, and trade promotion optimization 💫 For frozen and perishable brands, better planning means: ✔️ More efficient distributor reorders and fewer out-of-stocks ✔️ Less spoilage, shrink, and excess inventory ✔️ Clear visibility into pre- and post-promotion performance — knowing which trade events truly move the needle ✔️ Demand and supply plans that stay fully aligned with the sales forecast We’ll be on site and would love to meet! Send us a DM to set up a time to connect in person 🙋♀️🙋 Look forward to seeing you in Orlando! National Frozen and Refrigerated Foods Association, Inc.

    View organization page for Modus Planning

    4,026 followers

    The #NFRA countdown is on! We are thrilled to be heading to National Frozen and Refrigerated Foods Association, Inc. conference in Orlando next month! For refrigerated and frozen brands, “mostly right” isn’t good enough. Short shelf lives mean that a single misstep or inaccurate forecast can lead to two costly outcomes: ❌ Out-of-stocks that frustrate retailers ❌ Spoilage that eats into margin Modus Planning was purpose built for the cold chain world, where we empower category leaders turn high-risk perishables into profitable growth models. From Laoban Dumplings to Actual Veggies to Icelandic Provisions, 70+ brands depend on Modus to: > Reduce spoilage and waste > Improve on-shelf availability & retailer relationships > Align sales, trade, demand, and inventory planning in one place So if you lead a refrigerated or frozen CPG brand, we'd love to connect! Even a short conversation could spark ideas for reducing risk and scaling profitably in 2026. 👉 DM us or comment below to set up a time

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