LMNT | Retail Data Sync

Date: March 17, 2026 Source: Granola Meeting ID: 3f59ac29-c6c8-4773-9062-a0851bcdb1c2 URL: https://notes.granola.ai/t/3f59ac29-c6c8-4773-9062-a0851bcdb1c2

Participants:


Data Reconciliation & Sources

  • Current numbers very close between LMNT and Brainforge systems
    • POS: 5.713M (~$25K difference)
    • Target: 819K (~$1K difference)
  • Likely causes of small discrepancies:
    • Time zone differences (Central vs EST)
    • Daily vs weekly aggregation methods
    • Single store or SKU misclassification
  • Russell’s current data collection process:
    • Emerson portal for Target/Walmart weekly reports
    • Target Vendor IQ for daily breakdowns
    • Manual email requests to team for verification
    • Vitamin Shop data comes through Beth manually
    • Final reconciliation against P&L statements
    • Takes ~3 hours across multiple sessions

OKR Automation Requirements

  • Monthly OKR sheet currently manual population
    • Gross sales numbers (before deductions)
    • Trade spend tracking with dispute flags
    • POS data by retailer
  • Russell confirmed all OKR numbers are gross sales
    • Deductions handled separately by Beth in accounting
    • Example: $256K disputed Target charge flagged but included
  • Brainforge already pulling from same Emerson backend
    • Can automate OKR population
    • Will save Russell 3+ hours monthly

Inventory Management & Distribution Gaps

  • Russell’s 7-year inventory tracking system:
    • Units sold, on hand, in transit, on order by store/SKU
    • Calculates weeks on hand with replenishment timing
    • Flags stores <4 weeks (yellow) and <2 weeks (red)
    • Identifies repeat offender stores for Target escalation
  • Brainforge has Target/Walmart inventory data:
    • On hand, in transit, on order available
    • Can automate Russell’s manual tracking system
    • Enable proactive distribution gap management
  • Target complexity vs other retailers:
    • Multiple off-shelf promotions throughout year
    • Unexpected quarter-palette opportunities
    • 50%+ sales spikes disrupt inventory planning
    • Requires more sophisticated forecasting

Next Steps

  • Amber: Compare daily February reports to identify exact discrepancy source
  • Amber: Build automated inventory tracking dashboard based on Russell’s model
  • Russell: Forward daily Target RMS report for validation
  • Russell: Connect Brainforge with John if discrepancies persist
  • Team: Coordinate with Beth on Vitamin Shop data integration
  • Russell: Available next week in Bozeman for follow-up discussion