The Client
Our client is a private-sector real estate management company known for embedding wellness into its workplace culture from day one. With a forward-thinking philosophy, they are now seeking to extend this ethos to a new venture in consumer goods.
The Opportunity
The client engaged us to explore opportunities in the functional wellness space, with the long-term goal of launching a line of food/beverage products rooted in Traditional Chinese Medicine principles.
They envisioned offering modern, accessible wellness products that promote preventive health rather than reactive care. Their broader goals included creating new job opportunities in the functional wellness industry and developing a more equitable, employee-driven franchise business model that reimagines traditional incentive structures.
Our Approach
Forge conducted commercial due diligence to assess the landscape of functional food and beverage innovation, as well as consumer demand for holistic and preventive wellness solutions. Our approach was grounded in a mix of qualitative and quantitative methods including stakeholder interviews, regulatory and public policy scans, focus groups, and consumer surveys.
We also conducted secondary market research and data analysis to understand consumer preferences, unmet needs, and logistical challenges in sourcing, procurement, and distribution.
The Outcome
Forge’s analysis confirmed growing consumer interest in preventive and holistic wellness, as well as a parallel shift among healthcare payors and providers toward long-term health promotion. Our team delivered a comprehensive report including a strategic framework, insights from consumer and market research, and scenario-based projections of financial return and social impact. We also identified key regulatory and business risks and provided mitigation strategies.
Value Added
The client is leveraging our recommendations to guide both product development and the broader multi-year roadmap for its functional wellness division. Our partnership offered not only a strategic foundation, but also a values-aligned approach to bringing wellness into the everyday lives of consumers. In the long term, this work is part of a broader movement to improve population health outcomes by transforming daily consumption habits, making wholistic wellness both accessible and culturally resonant.