Brokerage & Operations

When to Hire a Food Broker: Signals Your Brand Is Ready

Hiring a food broker too early wastes money and goodwill. Hiring one too late costs you placements you cannot get back. Here is how to read the signals that tell you the timing is right.

Timing This Decision Correctly Matters More Than Most Brands Realize

Most founders know they will eventually need a food broker. What they get wrong is when. Engage too early and you are paying for representation before you have the fundamentals in place to support it. Engage too late and you have already missed category reviews, lost placements to competitors, and built bad habits trying to manage retail relationships without the right infrastructure.

There is no universal answer on timing, but there are clear signals. If several of the following apply to your brand, it is time to have the conversation.

You Are in More Than a Handful of Doors and Struggling to Keep Up

Self-distributing and direct selling works at the earliest stages. A founder driving product to local accounts, building relationships personally, and managing a small footprint can be effective. But that model has a hard ceiling.

When you are managing more than twenty to thirty active retail accounts, the operational demand of maintaining those relationships, tracking promotions, managing resets, and following up on out-of-stocks becomes a full-time job on top of running your brand. At that point you are either neglecting your accounts or neglecting your business. A broker takes that load off and does it better because it is their entire focus. For a clear picture of what a broker is actually responsible for, read What a Food Broker Actually Does.

You Are Approaching Regional or National Chain Conversations

Independent accounts are one thing. Regional chains are another. Buyers at chains like Rouses Markets, Publix, or Associated Grocers are not taking cold calls from brand founders. They are working through established broker relationships because that is how they manage their time and vet the products coming into their categories.

If you have a product ready for chain-level conversations and no broker relationship in place, you are starting from a significant disadvantage. The broker does not just open the door. They tell you whether it is worth knocking, what the buyer needs to see, and how to position your product for the current category priorities. That guidance alone is worth the commission.

Your Velocity Data Is Strong Enough to Tell a Story

A broker can represent your product, but they cannot manufacture credibility you have not earned. Before you engage a broker, you need velocity data that supports the conversation they are going to have on your behalf.

That does not mean you need to be a proven brand with years of sales history. It means you need real sell-through data from real accounts that demonstrates consumer demand. A few strong independent accounts with clean velocity numbers give a broker something to work with. Zero data or weak data puts them in an impossible position with buyers who make decisions based on performance, not potential. Read What Is Retail Velocity to understand exactly what buyers are looking at when they evaluate your numbers.

If your velocity is not there yet, focus on getting it right in a smaller set of accounts before expanding the conversation. Your broker relationship will be more productive, and your retailer conversations will be more credible.

You Are Missing Category Reviews Because You Do Not Know They Are Happening

Retail buyers review their categories on set schedules. New item submissions, line reviews, and reset windows are time-bound. Miss the window and you wait another cycle, which is typically six months to a year depending on the retailer and category.

If you are finding out about category reviews after they have already closed, or if you are not even sure which retailers review your category and when, that is a direct signal that you need broker support. For a breakdown of how grocery buyers evaluate new items and what the review process looks like, see Grocery Channel Requirements: What CPG Brands Need to Know Before Pitching a Buyer. A good broker tracks every relevant review window across their retail accounts and makes sure your brand is positioned and submitted before the deadline. Missing reviews is one of the most avoidable and costly mistakes in retail, and it is almost entirely preventable with the right representation in place.

You Are Spending Significant Time on Retail That Should Be Going Elsewhere

Founders and brand managers have a finite amount of time. If retail sales management is consuming a disproportionate share of that time, something is misallocated. Product development, marketing, operations, and fundraising all compete for the same hours. A broker is not just a sales resource. They are a way to reclaim time you should be spending on the parts of the business that only you can do.

If you are spending more than a day a week managing retail relationships, tracking promotions, and following up on distribution issues, a broker will pay for themselves in recovered capacity alone, before you account for the incremental sales they generate.

You Are Entering a Market Where You Have No Existing Relationships

Every retail market has its own dynamics, its own key buyers, and its own informal rules about how business gets done. Entering a new geographic market without existing relationships means starting from scratch, and that process is slow and expensive when done without local support.

A regional broker is the fastest path to credibility in a new market. They already have the buyer relationships, they understand the competitive landscape, and they know which retailers are the right fit for your product and which ones are not worth your time right now. That market knowledge short-circuits months of groundwork you would otherwise have to lay yourself. For an overview of what makes the Gulf South distinct as a market, read Gulf South Market Overview: What CPG Brands Need to Know Before Entering the Region.

For brands entering the Gulf South, JDALL brings over a century of retailer relationships and market knowledge that cannot be replicated through cold outreach or trade show attendance.

What to Have Ready Before You Make the Call

A broker conversation goes better when you walk in prepared. Before you reach out, make sure you have the following in order: a clean sell sheet with your product specs, pricing, and margin structure; velocity data from existing accounts even if the sample size is small; a clear picture of which channels and retailers you are targeting; and an honest understanding of your production capacity and lead times.

Brokers evaluate brands the same way buyers do. They are taking on your brand as a reflection of their own credibility with retailers. The more prepared you are, the more confident they can be in representing you.

If you think the timing is right and you are building distribution in the Gulf South, contact JDALL and let us have a direct conversation about your brand and what a brokerage relationship would actually look like in practice.

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