2027 Planning Season

The 2027 Planning Playbook for CPG Finance Leaders

The tariff rate swung from 2.5% to 27% to 12.2% in twelve months. A single static budget will not survive 2027. This playbook shows you how to build one that does.

A month-by-month planning calendar, August 2026 to January 2027. Every milestone from data cleanup to plan lock, written as a working checklist you can run with your team.
The five million-dollar decisions to pressure-test with scenarios. Tariff pass-through, inventory buys, channel mix, marketing efficiency, and cash runway, with real numbers from brands that got them right.
Where an FP&A software purchase fits in your budget cycle. You're scrutinizing every 2027 line item anyway. Get the implementation math on planning tooling, and how to evaluate it before your plan locks.

We knew investing in a new facility would be an improvement conceptually. But it took seeing it in the Drivepoint model with the impact on our P&L to understand the time urgency.

Nina McKinneyChief Strategy Officer, Oats Overnight

A few of the brands we work with

Get the playbook

See what Drivepoint
looks like for your brand.

Book a demo and see how quickly Drivepoint gets your complete financial model up and running: connected to your data, built for your channels, ready for your 2027 plan. Whether you're heading into your first real planning season or replacing a spreadsheet that only one person can touch.

Book a demo

Get the playbook

See what Drivepointlooks like for your brand.

See what Drivepoint
looks like for your brand.