By BDH Consultants

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First, understand the operating model

Some co-packers stock ingredients and formulate from an active portfolio. Others provide production, filling and packaging while the client supplies the ingredients. Establish which model a proposal covers before comparing price or responsibility.

The practical objective is consistency across repeat orders. Confirm how the supplier documents and maintains the approved product specification.

Evaluate four things, in order

  • Capability fit: can the partner produce your format, support the required volume and serve your geography? Resolve this before investing in samples.
  • Specification adherence: ask what the standard specification includes, which tolerances apply, what testing is performed and which documentation you receive.
  • Minimum-order alignment: compare the minimum order with realistic sell-through. Inventory that cannot move ties up cash even when the quoted unit margin looks attractive.
  • Commercial terms: agree development fees, any rebate or deposit arrangements, payment timing and responsibilities before development creates switching costs.

Questions to put to the operating team

A sales discussion should lead to specific operating answers. Use these questions to identify where documentation or follow-up is still needed.

  • If the main ingredient source fails, is there a documented alternative?
  • What happens during changeovers between clients, and how are flavor carryover and cross-contamination controlled?
  • What specification and testing records will accompany approval and repeat production?
  • Can the partner provide a comparable reference where confidentiality permits? Client references can be restricted by NDAs, so absence alone is not a failure.

Make the comparison usable

Record each candidate’s capability, documentation, minimum order and commercial terms in the same format. Separate confirmed facts from questions awaiting a response. A gap in evidence is a reason to investigate before committing.

Avoid allowing rapport to stand in for capability. The decision needs to hold up when a production problem occurs or the person who sold the service is no longer handling the account.

More from the library

Adapted from BDH’s existing Choosing a Co-Packer: Capability and Fit framework. The original PDF remains available above.