Mid Year Review · 2027 Planning

2026 Mid Year Review & 2027 Planning

Where each brand finished 2025 vs. its 2026 Brewery/Kohler goal, a live projection of where 2026 lands by 12/31 given YTD actuals through 7/21/2026, and an editable, brand-level starting point for 2027 case targets — set independently for the Brewery and Kohler goal tracks. Edits here are local to your browser and don't save back to the source workbook — use Export CSV to keep a copy.

By brand family

Click a column header to sort. Brewery-goal columns are tinted blue, Kohler-goal columns are tinted gold — edit either track's % cell to set that brand's 2027 target for that track independently; KPI totals above update live for both.

Brewery goal columns Kohler goal columns

Methodology & data notes

2026 remainder projection (7/22–12/31/2026): for each brand, 2025's actual case equivalents for that same remainder period (2025 full year − 2025 YTD 1/1–7/21) are grown by that brand's own YTD year-over-year rate (2026 YTD ÷ 2025 YTD (1/1–7/21) − 1) and added to 2026 YTD actuals. This mirrors the method already used in the workbook's own DATA - 2025 Review tab to estimate the 2025 finish.

2027 case target: each goal track (Brewery, Kohler) defaults to that brand's own 2026 goal % carried forward, applied to the 2026 projected finish (i.e. "hold the same growth rate"). Edit either track's % to set a real 2027 target for that track independently; this is a starting point, not a recommendation.

Data quality caveats (click to expand)

374 brand families are shown; 43 of them (~0.3% of 2026 YTD case volume) are SKUs that don't yet appear in the 2026 Planning by Brand workbook (new items launched after 1/8/2026, e.g. Coors 0.0, Sinless Vodka Cocktail, Carbliss). They're included so totals reconcile to the source RDE exports, but are tagged New and have no 2026 goal, segment, or brand manager to compare against.
A handful of brands (Lightstrike, Czechvar, Fresca Mixed) are grouped under a different supplier in the RDE exports than in the workbook — the workbook's supplier attribution is used here (it's what the 2026 goals were set against), but the two disagree for these brands.
"Pabst Blue Ribbon" in the RDE exports is matched to "Pabst Brand" in the workbook — same product, different label between systems.
Brand-level totals reconcile to each source file's own Total row within ~0.15%.