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Strategic Market Analysis - Conagra's Gardein 🥬

UT Dallas MSBA capstone (Group 7) - A strategic analytics case study on Conagra's Gardein brand in the U.S. frozen meat-substitute category. Benchmarks Gardein vs Morningstar Farms and the broader competitive set using multi-year retail POS data, multivariate regression on dollar sales, and geographic opportunity mapping.

Python Jupyter Pandas statsmodels Category-CPG

📄 Deliverables: 🔗 Final Report (PDF) · 🔗 Executive Deck (PPTX)


🎯 Business Question

Gardein sits in a crowded and rapidly shifting plant-based frozen category. Management needed to understand:

  1. Where is Gardein winning and losing relative to Morningstar Farms and the broader competitive set?
  2. Which product and pricing levers (pack size, price per unit, distribution, meat source, flavor) most influence dollar sales?
  3. Which U.S. geographies offer the strongest growth opportunity - and why?

🔍 Approach

Stage Methods
Data Multi-year retail POS extracts for Gardein, Morningstar Farms, and competitor brands (Nielsen-style syndicated data format)
Cleaning Missing-value treatment, duplicate checks, column pruning
Feature engineering Parsed product description strings → franchise, meat source, product type, flavor, pack size (ounces)
EDA Univariate + bivariate distributions; category and sub-segment share
Multicollinearity VIF review, consolidation / removal of collinear predictors
Modeling Multivariate OLS regression on dollar sales with controls for distribution (ACV), price, pack size, product, brand, meat source, and geography
Geographic analysis Regional cuts (California, Northeast, Total US Multi-Outlet + Convenience) aligned to regression region effects

📊 Key Findings (see the Final Report for details)

High-level takeaways - for full coefficients, significance tests, and recommendations, see the PDF report and slide deck.

  • Dollar sales are driven most strongly by ACV-weighted distribution and price per unit, with meaningful secondary effects from pack size and product type.
  • Gardein vs Morningstar Farms positioning diverges on health messaging, ingredient innovation, and sustainability - each with distinct implications for shelf strategy.
  • Regional performance shows asymmetric opportunity: certain geographies over-index on the category but under-index on Gardein, flagging clear white-space for distribution expansion.

🖼️ Visuals

Export 2–3 key charts (market share, regression coefficient plot, geographic map) from the notebooks or slide deck into a docs/images/ folder and reference them here. Placeholders removed until real exports are added so the README doesn't show broken image icons.


👥 Team (Group 7)

Ashish Patil · Isha Narkhede · Javed Mohammed · Neha Govekar · Pallavi Sawant · Raj Nathwani

👤 My contribution (Isha)

[Fill this section in - recruiters specifically look for it on team projects. A few concrete sentences on what you personally owned is far stronger than silence. Examples of angles to cover:]

  • What workstream did you lead or co-lead? (e.g., "Led the regression modeling and feature engineering from product description strings")
  • What technical pieces are yours? (e.g., "Built the VIF diagnostics and final OLS specification in reg.ipynb")
  • What did you present? (e.g., "Authored the geography slides in the final deck and the corresponding section of the written report")

📁 Repository Contents

File What it is
FINAL REPORT.pdf Written report - objectives, EDA, regression results, recommendations (main deliverable)
Group_7.pptx Executive slide deck - summarized findings for presentation
reg.ipynb Regression modeling notebook - feature engineering, VIF, OLS fit, diagnostics
Geography_based_visualization.ipynb Regional analysis notebook - geography cuts, multi-year panels, maps
2023_MorningStar_Gardein.xlsx Competitor POS data - Morningstar Farms + Gardein
2023_Other_Brand_Data.xlsx Broader category POS data - other competing brands

⚙️ Reproducing the Analysis

# Create a virtual environment
python -m venv .venv
source .venv/bin/activate        # macOS / Linux
# .venv\Scripts\activate         # Windows

# Install dependencies
pip install pandas numpy matplotlib seaborn jupyter openpyxl scipy statsmodels

# Open the notebooks
jupyter notebook

The notebooks expect the Excel files in the same directory. If your copies live elsewhere, update the pd.read_excel(...) paths at the top of each notebook.

🔒 Data Note

The POS extracts included here are syndicated retail data shared for coursework. Before forking or redistributing:

  • Confirm redistribution is permitted under the original data license
  • Consider replacing with aggregated / synthetic samples for public demo purposes
  • Clear notebook outputs (Cell → All Output → Clear) if any contain internal identifiers

This repository is an academic / course deliverable. It is not an official Conagra or Gardein publication and the findings should not be interpreted as company positions.

📬 Contact

Isha Narkhede · Portfolio · LinkedIn · ishajayant207@gmail.com

About

UT Dallas MSBA capstone: strategic market analysis of Conagra's Gardein brand in the U.S. frozen meat-substitute category. Multivariate regression on dollar sales, competitive benchmarking vs Morningstar Farms, and geographic opportunity mapping. Group 7 project.

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