Account Strategy
Annual & seasonal planning, buyer relationship management, assortment & space optimization, pricing and competitive positioning.
Bentonville, Arkansas
Senior-Level Retail Expertise.
Boutique-Level Commitment.
Summit Group is a boutique sales & marketing brokerage founded by two operators who spent their careers running billion-dollar businesses inside Walmart and Sam's Club — not consulting on them from the outside.
150+
Years CPG Experience
Across the Team
Across the Team
$2.7B+
Revenue Managed
in Corporate Roles
in Corporate Roles
40+
Brands Grown at
Walmart & Sam's
Walmart & Sam's
34.5%
Compound Annual
Growth Rate
Growth Rate
Charlie Rodes & Chad Miller
Co-Founders, Summit Group
The Founding Story
Founded by operators, not brokers.
Summit wasn't built by career brokers. It was founded by Charlie and Chad, who bring more than 50 years of combined CPG experience, including over 30 years managing businesses at Walmart, owning the P&L, navigating buyer relationships, and fighting for shelf space. That firsthand perspective is what shaped how Summit was built — and what continues to guide how the team serves every client.
Read the Full StoryThe Boutique Model
Fewer Clients. Deeper Partnerships. Bigger Outcomes.
Summit intentionally limits its portfolio. It was built on a simple belief: every brand deserves to be a top priority — not a line item.
01
Fewer Clients, Deeper Partnerships
Every partner gets the attention they deserve, not a fraction of it. Quality over quantity is how Summit protects your results.
02
Senior Team. Always.
You work directly with the principals from day one through year five — the same experienced professionals, no handoffs, no junior substitutes.
03
Hands-On, Accountable Execution
Fast decision-making and complete accountability. When something needs to happen at Walmart, Summit has both the relationships and the urgency to make it happen.
Capabilities
Full-Service Capabilities Across the Retail Ecosystem
Every client gets Summit's senior team across all six capability areas, from day one. Walmart and Sam's Club are where that team built its expertise — but its experience runs across grocery, mass, club, and omnichannel retail broadly.
Business Intelligence
POS reporting & trend analysis, forecasting & inventory planning, market insights, and brand performance scorecards.
Supply Chain
OTIF & compliance management, demand planning & replenishment, exception handling, fulfillment optimization.
Omnichannel & eCommerce
Walmart.com & Sam's item setup, content optimization & SEO, and marketplace strategy across 32+ channels.
Category Management
Category & line reviews, modular & shelf planning support, new item sell-in strategy, competitive analysis.
Marketing & Activation
In-store programming, Walmart Connect advertising, promotional planning, asset management & creative direction.
Track Record
Results Delivered
Brand Launch
The Honest Company
Launch partner at Walmart & Sam's Club — buyer alignment, shelf placement, and in-stock execution from day one.
Business Growth
GNC
Strategic assortment expansion, stronger buyer alignment, and disciplined in-stock execution across Walmart & Sam's Club.
Assortment Expansion
DeLallo
Expanded assortment across multiple departments, including private label, and won premium placement for a premium Italian brand at Walmart & Sam's Club.