The $20M Signal

Lara Guevara diagnoses why brands hitting $15-25M in revenue hit supply chain walls: their operating model was built for a smaller company. The fix isn't working harder. It's redesigning capacity to match their actual scale.
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If your brand is between 15 and 25 million and something feels off in your supply chain but you cannot quite name it what it is, I want to give you a diagnostic. It's probably not a factory problem, not a team problem, and probably a capacity and model problem. And here's what it looks like: your supply chain team is always reactive, never ahead. The same problems keep coming back in slightly different forms. Your product launches are consistently slipping, not by months, by weeks, but always a little, and margins are tighter than they should be for your volume. This is what happens when your operations infrastructure is built for a 10-year-old brand and your revenue has doubled. You haven't failed, your team hasn't failed, but the model you're running, whether the fractional support, a lean internal team, or combination, was designed for a previous level. The fix isn't working harder inside the current model, it's changing the model.
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