About
Boll & Branch, a leader in sustainable luxury bedding, has transformed its inventory planning and forecasting with a more structured, data-driven approach. As the company scaled, relying on Excel for planning became a major bottleneck—files crashed, visibility was limited, and adapting to demand shifts was slow. By embracing a more modern planning solution, Boll & Branch streamlined workflows, improved forecasting accuracy, and gained the agility needed to support its rapid growth.
Use Cases
Inventory Planning and Forecasting
SKU Rationalization
Collaboration & Visibility
Modules
Assortment Planning
Merchandise Planning
Allocation
Location
United States
30%
reduction in inventory
17%
inventory turn improvement
6 hour
reduction in quarterly cost/margin analysis
Solution
When Michael Carrozza, SVP of Product Strategy, joined Boll & Branch, his team was managing a 1,000+ SKU business in Excel—and the cracks were showing.
Every week, files crashed, and valuable time was lost piecing together data manually. The lack of flexibility and visibility made it nearly impossible to plan dynamically or hold the team accountable to key metrics like margin and inventory turns.
“It’s very typical for companies in the nine-figure revenue range to still be planning in Excel. But when you want to look beyond just revenue—to margin, inventory turns, and true productivity—you need a better system," states Carrozza.
Mike Carrozza
SVP of Product Strategy
“One of the biggest changes [using Toolio] has been the ability to see cost impacts immediately. Before, we’d spend hours manually calculating margin shifts in meetings. Now, we can make those decisions instantly.”
A Closer Look at Metrics
Data-Driven Decision Making
By shifting to Toolio’s centralized, structured planning platform, Boll & Branch replaced spreadsheet headaches with real-time visibility, better forecasting, and more strategic decision-making.
Instead of manually calculating cost fluctuations and inventory shifts, the team now has instant access to dynamic projections that inform pricing, assortment, and inventory strategies.
“One of the biggest changes [using Toolio] has been the ability to see the immediate impact of future cost fluctuations. Before, we’d spend hours manually calculating margin shifts in meetings. Now, we can make those decisions instantly.”
Driving Operational Excellence
With a scalable planning process in place, Boll & Branch is expanding wholesale partnerships, opening new stores, and growing its product assortment—all with the confidence that inventory is aligned with demand. The ability to measure SKU productivity, optimize assortment, and plan proactively has given the company a clear competitive advantage.
“Planning isn’t just about numbers—it’s about making strategic decisions that fuel long-term growth. Having [Toolio] in place has allowed us to focus on the bigger picture and move faster as a business.”
Boll & Branch’s success proves that outgrowing spreadsheets isn’t just a milestone—it’s a necessity for scaling brands. Ready to bring more structure, efficiency, and intelligence to your planning?
How Needed Increased Gross Margin Through Optimized Inventory Planning
Needed is a leading nutrition brand specializing in scientifically-backed supplements designed for long-term health and wellness. Operating primarily as a subscription-based business, Needed’s success depends on precise inventory forecasting, effective cost management, and seamless collaboration between planning, finance, and marketing teams.
Before implementing Toolio, Needed’s inventory and financial planning were largely managed through Excel, making it difficult to track margins, analyze cost trends, and quickly answer leadership questions about profitability shifts.
Since adopting Toolio, Needed has achieved a significant increase in gross margins. By leveraging Toolio’s real-time SKU-level insights and scenario planning capabilities, the team can now quickly identify cost fluctuations, optimize procurement strategies, and ensure that every inventory decision supports margin improvement.
“Toolio has been instrumental in helping us understand where our margin gains are coming from. When leadership asks why margins improved or dropped, we can instantly drill down by category and SKU to explain the shifts—something that used to take much longer when we were working in Excel.”
Read More
Magnolia Boosts Efficiency by 30% & Reduces Stockouts with Toolio
Magnolia, a leader in curated home goods and design, has transformed its inventory management with Toolio. By leveraging Toolio’s advanced planning capabilities, Magnolia has streamlined operations, reducing inventory planning time from 15 hours per week to 5 hours. This strategic shift enables the team to make agile, data-driven decisions, optimize stock levels, and improve financial performance. With features like demand forecasting and enhanced collaboration, Magnolia ensures its inventory strategy remains efficient and customer-centric.
"Being able to see a forward forecast has been especially beneficial in reacting to sales trends and staying in stock on items that are overperforming." - Craig Smith, Senior Merchandise Planner
Read More
How Stio Cut Returns by 30% and Transformed Inventory Allocation
Stio is an outdoor lifestyle brand offering functional and versatile apparel, outerwear, and footwear. The company has evolved from a DTC eCommerce business into a multi-channel retailer, including eCommerce, retail, wholesale, outlet, corporate, and closeout. Over the past two years, Stio has doubled its brick-and-mortar presence, expanding to 10 stores, including two outlet locations.
With the rapid growth of its business, Stio needed a more precise way to manage inventory flow and reduce inefficiencies in stock allocation. By implementing Toolio, Stio was able to cut end-of-season returns by 30%, significantly reducing costly send-backs to its warehouse. This shift to a demand-driven allocation strategy has not only minimized excess inventory handling but also improved sell-through, allowing Stio to keep the right products in the right stores at the right time.
Read More
mnml Reduces Inventory by 40% Through Real-Time Visibility
mnml is a contemporary fashion brand specializing in high-quality, minimalist streetwear. Before implementing Toolio, their inventory management relied heavily on Excel and Qlik View, making it difficult to optimize stock levels and react dynamically to demand shifts. The lack of real-time visibility led to excess inventory buildup, tying up working capital and limiting agility.
Since adopting Toolio, mnml has achieved a 40% reduction in on-hand inventory, significantly improving cash flow while maintaining in-stock availability for key products. With more accurate demand forecasting and real-time insights, mnml has minimized overstock, reduced inefficiencies, and gained greater control over its inventory strategy.
“I’ve been extremely happy with Toolio. The tool has made it much easier to visualize and act on our inventory data.” — Tyler Tasso, Planning Manager, mnml
Read More
How Boll & Branch Reduced Inventory by 30% with Smarter Planning and Forecasting
Boll & Branch, a leader in sustainable luxury bedding, has transformed its inventory planning and forecasting with a more structured, data-driven approach. As the company scaled, relying on Excel for planning became a major bottleneck—files crashed, visibility was limited, and adapting to demand shifts was slow. By embracing a more modern planning solution, Boll & Branch streamlined workflows, improved forecasting accuracy, and gained the agility needed to support its rapid growth.
Read More
Hunter Bell's Journey to Efficient Inventory Management with Toolio
Hunter Bell, a celebrated fashion brand renowned for its feminine silhouettes and vibrant use of color, has revolutionized its inventory planning and management strategy since adopting Toolio's integrated solution. By leveraging Toolio's advanced features and data-driven insights, Hunter Bell has significantly enhanced its inventory efficiency, minimized stockouts and dead stock, and elevated its overall business performance. This strategic move has not only bolstered Hunter Bell's operational agility but has also amplified its commitment to quality and craftsmanship, reinforcing its status as a leader in contemporary women's fashion.
Read More
See Toolio In Action
The best way to understand what Toolio could do for you is to see for yourself. Get started with our team today!