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Operational Advisory — Lake Washington Advisors

You know your revenue.
You know your COGS.
Everything in between is the problem.

Most apparel brands are working from incomplete margin numbers. The layer between revenue and true contribution margin — platform fees, customer acquisition costs, return processing, freight, storage, import duties — is where most profit quietly disappears. The Margin Audit maps that layer completely, SKU by SKU.

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Principal-led by Shabbir Sharaf — 21 years operating apparel brands with personal capital. Every engagement conducted under NDA.
Output
Per-SKU True Margin
Verdict
Scale · Fix · Exit
Roadmap
90-Day Prioritised Plan
The Problem

Where apparel margin
actually disappears

The cost stack between an apparel brand’s revenue and its true contribution margin is deliberately complex. No single report shows it completely. Getting it mapped clearly at the SKU level takes time — and the picture that emerges is almost always more complex than expected.

🏭
The Full Cost Stack
Production cost, freight and duties, platform fees, customer acquisition spend, return processing, storage. Each sits in a different report. Mapping them to a single SKU-level view takes time — but it's the only way to see clearly which products are contributing and which are consuming capital they haven't earned.
🧮
Returns Destroying Contribution
Apparel averages 25% return rates industry-wide. Each return carries a reverse logistics cost, a restocking cost, and often a write-off. Returns are typically tracked as a blended rate — identifying which specific SKUs are driving the number, and tracing the root cause, is where the real work happens. The Margin Audit identifies the specific SKUs where returns are making the economics unworkable.
🌎
Import Cost Drift
Landed cost calculations done at the time of sourcing rarely reflect current tariff and freight structures. The gap between the cost that was modelled and the cost that is actually being paid compounds with every reorder cycle. Most brands have not reconstructed their landed cost recently — and the number has almost certainly moved against them.
🏷
The Wrong SKUs Getting Capital
Without true per-SKU contribution margin, brands invest in products that look successful by revenue but are destroying margin. The SKU that is third in sales volume may be first in margin destruction. The Margin Audit produces the classification that tells you which SKUs to scale, which to fix, and which to exit.
📈
Customer Acquisition Cost Invisible
Whether it shows up as platform advertising spend, DTC digital marketing, or wholesale trade show investment — the cost to acquire and retain a customer is rarely mapped to individual SKUs. A product that looks profitable at COGS may be deeply unprofitable once CAC is allocated correctly across the catalog.
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Pricing Architecture Misaligned
Price points set by competitive benchmarking rather than cost structure. Promotional habits that have become structural discounts. The price at which a product sells is rarely the price at which it is profitable once the full cost stack is visible. The Margin Audit identifies the specific SKUs where pricing is working against the economics.
The Methodology

Two stages. One clear verdict per SKU.

The Margin Audit answers two questions most audits never ask: does this product have the fundamental characteristics to be profitable at scale, and what is the true contribution margin once every cost layer is accounted for?

01
Product Viability Assessment
Before mapping a single cost, we evaluate whether each product has the fundamental characteristics to generate viable margin at scale. This is a structured assessment of demand signal, product differentiation, return rate pattern, repeat purchase behaviour, and the supply chain cost structure — applied to every SKU in the catalog. Most audits skip this step entirely. We do it first because it determines how much time to spend on the economics of each product.
Demand signal and search volume by SKU
Product differentiation and review quality assessment
Return rate pattern by SKU — structural vs. fixable
Supply chain cost structure viability at current price point
Repeat purchase and customer lifetime value indicators
02
True Margin Reconstruction
For each SKU that passes the viability screen, we reconstruct the true contribution margin from scratch. Not reported margin — every cost layer between revenue and actual cash position: production cost, freight, import duties, platform fees, customer acquisition spend, return processing, storage charges, and any promotional discounting. This number is rarely visible clearly from inside the business — and the picture that emerges is almost always more complex than expected.
Full landed cost reconstruction including current tariff and freight
Platform fee mapping by channel — Amazon, wholesale, DTC
Customer acquisition cost allocation by SKU and channel
Return processing cost per unit by SKU
Storage and carrying cost allocation
Promotional and discount impact on realised price
03
Classification & Roadmap
Every SKU receives a classification based on its viability assessment and true economics. Scale: strong fundamentals, invest and grow. Fix: viable product with specific addressable cost or return rate issues. Exit: margin is structurally unworkable, capital is better deployed elsewhere. The 90-day roadmap prioritises the highest-impact moves across each classification.
Scale — investment priority, growth roadmap
Fix — specific lever identified, improvement timeline
Exit — liquidation plan, capital redeployment recommendation
90-day action plan prioritised by margin impact
What You Receive

Deliverables from the engagement

True Margin Report
Per-SKU contribution margin after every cost layer — production, freight, duties, platform fees, CAC, returns, storage. The number your P&L has never shown you, built from your actual data.
SKU Classification
Every SKU classified Scale / Fix / Exit with the specific rationale. Not just a verdict — the diagnosis that produced it and the specific action required for each.
Landed Cost Analysis
Full landed cost reconstruction including current tariff and freight structures. Specific supplier renegotiation opportunities identified with estimated margin impact per SKU.
Return Rate Diagnosis
Return rate by SKU with root cause classification — factory tolerance, sizing, listing accuracy, or structural category behaviour. Fix identified for each addressable cause.
Customer Acquisition Cost by SKU
CAC allocated to individual SKUs by channel. The true cost to acquire the revenue each product generates — not a blended category average that hides which products are profitable and which are not.
90-Day Improvement Roadmap
Specific actions prioritised by margin impact. Supplier negotiations, return rate fixes, CAC reduction, SKU exits. Clear criteria for what success looks like at 30, 60, and 90 days.

Ready to see the real number?

The engagement starts with a 30-minute call. No pitch — a direct discussion about your brand economics and whether the Margin Audit is the right starting point.

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Related Services

Other ways we can help

Diagnostics
The 5Angle Diagnostic
Five factors across the whole business. The right starting point if you don’t know which problem is most acute.
Operational Advisory
Margin Improvement
Diagnosis plus ongoing improvement work — the full engagement.
Operational Advisory
Supply Chain & Sourcing
Factory relationships, tariff exposure, landed cost restructuring.