Independent strategy, analytics & private capital across consumer goods
GOODS is a US-based platform of consulting and investment businesses — uniting data and business intelligence, strategy, finance, research, and venture capital under one roof.
Brands we've invested in
Companies we back.
Early-stage consumer businesses.
Madre Mezcal
Halfday
Rotten
TALEA
Bask Suncare
Ancient Crunch
Fronen
WeStockBrands we've worked with
A working history across the consumer landscape.
Strategy, analytics, and consulting partners — food & beverage, beauty, personal care, household, and beyond.
About
GOODS sits at the intersection of operating expertise and capital. We embed with consumer brands as consultants, deploy private capital into early-stage companies, and publish research on the global consumer sector. And we are entirely independent — we sell nothing but our own work, so our advice answers only to the brands we serve.
Founder
Kevin Lehmann
Kevin Lehmann is the Founder & Managing Partner. He spent a decade on Wall Street, including as a Director at Evercore ISI and Vice President at RBC Capital Markets, covering consumer goods and restaurants. Earlier, he was at Nielsen in both the New York and Amsterdam offices, beginning his career on the Nielsen analytics team working with GSK (now Haleon). In 2021 he left to launch Goods Intelligence — now building the firm he wished existed for brands of every size.
Goods Intelligence
We embed into brands as their in-house Head of Intelligence — ongoing storytelling, pitch, analytics, forecasting, FP&A, and deep-dive research. We also build, design, and manage critical workflows, including developing and deploying AI tools for clients.
- Data & BI
- FP&A
- Research
- planogrammer.com
- cpgiq.com
Goods Ventures
We invest in disruptive companies with distinctive brands. Since 2021, Goods Ventures has deployed private capital to 12 early-stage businesses across the consumer goods landscape — from food and beverage to personal care and beauty to related SaaS.
- Early stage
- Food, beverage, beauty, SaaS
Goodsletter
Our research arm — a newsletter covering the global consumer sector with original analysis, market signals, and category deep dives.
- Consumer sector
- Market intelligence
CPG Data Tip Sheet
Practical CPG data analysis education. One of the most trusted educational resources in the global CPG industry, with clear guidance on volume decomposition, distribution metrics, velocity, trade promotion effectiveness, and panel data insights.
- Educational archive
- Syndicated data
- Active publication
Contact
Let's build something durable.
Whether you're a founder looking for an embedded team, an early-stage consumer brand, or a fellow operator in the space — we'd like to hear from you.
657-16 Pompton Avenue
Cedar Grove, NJ 07009