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Are you currently experiencing production or packaging capacity constraints due to facility size, outdated equipment, or limited automation?
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No major issues, only occasional slowdowns
Some recurring constraints that affect weekly output
Frequent major constraints that limit production daily
What operational inefficiencies are impacting your cost of goods sold (COGS) most significantly (e.g., downtime, rework, labor-intensive changeovers)?
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Small inefficiencies, nothing significantly affecting cost
Noticeable waste, downtime, or rework affecting margins
Major inefficiencies significantly increasing COGS
Have you seen margin compression due to raw material or packaging cost volatility? If so, what cost containment strategies are in place?
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Costs fluctuate but manageable
Costs rising without strong mitigation strategies
Margins are consistently declining with no control
How has labor availability, turnover, or training impacted your ability to meet production targets or maintain quality?
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Labor is mostly stable with minor challenges
Labor issues occasionally affect output or quality
Significant labor shortages or turnover impacting daily operations
Are regulatory compliance or food safety requirements (e.g., FSMA, allergen control, traceability) creating operational or documentation challenges?
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Only minimal compliance issues
Some recurring compliance or paperwork challenges
Compliance problems regularly disrupt operations
What upgrades or investments—if any—are being considered for packaging flexibility, sustainability compliance, or SKU proliferation support?
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Small upgrades planned or minor flexibility needs
Packaging needs are growing and require improvements
Current packaging systems cannot handle SKU expansion
How are you currently tracking key production metrics (e.g., OEE, waste, yield, uptime), and how confident are you in the data accuracy and visibility?
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Tracking is mostly accurate and reliable
Partial tracking with some uncertainty in data
Poor tracking or unreliable data limiting decision-making
Are you satisfied with your current co-packing partnerships? If not, what are the biggest pain points (e.g., prioritization, quality, scheduling)?
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Mostly satisfied with only minor issues
Some ongoing frustrations affecting production timing
Major issues with co-packers impacting output or quality
Do you have defined capital budgets or timelines for new equipment, automation, or facility improvements in the next 6–18 months?
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Yes, we have a clear plan and timeline
Budget exists but unclear or flexible timeline
No defined CapEx plan despite major needs
When thinking about entering new markets, launching DTC, or expanding with large retailers, what operational barriers do you anticipate?
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Minimal barriers to expansion
Some barriers, but manageable with improvements
Significant operational limits preventing expansion
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