Momentum Marketing

What Momentum Marketing does

Momentum Marketing is a privately held, US-based field marketing agency headquartered in Mission Viejo, California, founded in 2017. The firm delivers in-store product sampling and demos, shopper marketing campaigns, regional sales staffing, and retail merchandising services for CPG, beverage, wine and spirits, health and wellness, and snack and food brands, deploying a network of 150+ vetted, TIPS/TAM-licensed brand representatives across all 50 states into grocery, mass merchandisers, convenience, big box, specialty retailers, and Total Wine. Service delivery is operational, not platform-based: the company explicitly states it has no proprietary technology stack and instead relies on industry-standard execution plus Repsly third-party reporting software for inventory, facings, placement, and before/after photo capture.

The business model is professional services, with revenue sourced from four core offerings (Product Sampling & Demos, Shopper Marketing, Regional Sales Programs, and Retail Merchandising) and supporting sub-products such as Lead Capture, Live Reporting & Analytics, Brand Ambassador Services, and Digital Enhancements for loyalty and DTC extension. Programs are priced on a custom-quote basis against scope, geographic coverage, activation count, and contract length, with billing structured around multi-year engagements and an explicit 24-hour quote-response SLA. Customer evidence centers on enterprise references including Total Wine, Woodbridge (30% Kroger trial-rate lift), and AQUAhydrate, with self-reported campaign outcomes of 10-40% sales lift in sampled stores, 20-40% conversion rates, 2-3x online growth, and $0.25-$6 customer acquisition cost versus $30-$100 digital benchmarks. Go-to-market combines top-of-funnel content marketing via the company blog, organic social (Instagram, Facebook), and bottom-of-funnel direct outreach through the website contact form, supported by named case studies in the wine and spirits vertical.

Name

Momentum Marketing

Legal name

Momentum Marketing

Website

https://momentumattheshelf.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Short description

Momentum Marketing is a US-based field marketing agency that plans and executes in-store product sampling, demos, regional sales, and retail merchandising programs for CPG, wine and spirits, beverage, and health and wellness brands through 150+ vetted representatives nationwide.

Ownership category

akta.pro rank

Product category

In-Store Retail Activation Services

NAICS

Advertising Agencies (54181)

SIC

Services-Advertising Agencies (7311), Services-Advertising (7310)

akta.pro primary industry

Sales Promotion Management (Coupons, Rebates, Sampling, Sweepstakes) (MPAAAJAE)

akta.pro secondary industries

Promotions, Shopper & Retail Marketing (Sales Promotion, POS) (BPAFAAAO), Point-of-Sale (POS) & In-Store Promotion Services (BPAFAMAF), Loyalty, Rewards & Incentive Programs (BPAFAMAE)

Keywords

• In-store product sampling
• Retail merchandising services
• Shopper marketing campaigns
• Field sales staffing
• Brand ambassador deployment

Headquarters

HQ city

Mission Viejo

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Product Sampling & Demo Programs: In-store sampling and demo execution programs with brand ambassador deployment across retail locations. Includes nationwide coverage, 3-hour active sampling shifts, flexible program terms, and live reporting.
2. Shopper Marketing Services: In-store promotions, sweepstakes, contests, rebates, incentives, gift-with-purchase campaigns, coupon programs, retail displays, and POS materials. End-to-end campaign management from concept to launch and reporting.
3. Regional Sales Programs: Field sales, territory management, and market penetration services for CPG and beverage brands. Includes daily retail visits, promotional execution, distributor collaboration, and performance tracking.
4. Retail Merchandising: Merchandising services using Repsly reporting software to track shelf sets, inventory, facings, placements, and before/after photos. Focused approach with 5 brands per representative per visit.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

Momentum Marketing provides in-store retail activation services for CPG, wine, spirits, and beverage brands, including nationwide product sampling and demo programs, shopper marketing campaigns (sweepstakes, rebates, coupons, POS materials), regional field sales staffing, and retail merchandising. The company deploys 150+ trained brand ambassadors to retail locations and uses Repsly software for real-time performance reporting on shelf sets, inventory, and placements.

Product overview

Momentum Marketing operates as a single integrated service offering rather than a platform-plus-modules architecture. The company provides a unified suite of retail activation and sales services centered on four core offerings: (1) In-Store Demos & Product Sampling, featuring nationwide coverage, 3-hour active sampling shifts, trained brand ambassadors, and live reporting software with analytics; (2) Shopper Marketing Services, encompassing in-store promotions, sweepstakes, contests, rebates, loyalty incentives, gift-with-purchase programs, couponing, retail displays, and social media tie-ins; (3) Regional Sales Programs delivering field sales, territory management, and market penetration for CPG and beverage brands; and (4) Retail Merchandising Services using Repsly software to track inventory and shelf performance. Supporting sub-products include Lead Capture for consumer data collection, Digital Enhancements for loyalty and review growth, and a vetted Brand Ambassador workforce licensed across all 50 states. The portfolio works together to deliver end-to-end retail activation from trial and education through to post-event engagement and measurable sales lift.

Differentiator

Problem solved

Functional benefit

Products and services

• In-Store Demos & Product Sampling Professional in-store demo and product sampling programs designed to increase shopper engagement, drive trial, and accelerate sales at retail. Includes nationwide coverage, trained brand ambassadors, live reporting, and flexible program terms.
• Shopper Marketing Services Integrated shopper marketing campaigns that influence the customer journey at retail and online, including in-store promotions, sweepstakes, contests, rebates, loyalty incentives, gift-with-purchase programs, couponing, retail displays, POS materials, and social media digital tie-ins.
• Regional Sales Programs Field sales, territory management, and market penetration services for CPG, beverage, wine, and spirit brands. Includes daily retail account visits, sales and promotional execution, distributor collaboration, and performance tracking via field sales software.
• Retail Merchandising Services Third-party merchandising support using Repsly reporting software to track shelf sets, inventory, facings, placements, decision-maker information, and before/after photos. Includes focused approach with five brands per representative per visit to ensure dedicated attention.

Quantifiable outcome

• 10-40% sales lift in sampled stores
• +5 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators8 records

Recent moves6 records

Expansion highlights5 records

Emerging players

• Marble My Race (Marble): Brand activation and field marketing agency offering product sampling, demos and retail marketing programs to CPG and beverage clients. Comparable service mix to Momentum with similar niche positioning.
• Apex Marketing: Smaller regional field marketing agency focused on in-store demos, product sampling and brand activations for CPG brands. Comparable niche and service mix to Momentum but at smaller scale.

Direct peers

• Crossmark: Provides in-store merchandising, product demonstrations and retailer services for CPG brands across grocery, mass and convenience channels. Direct overlap with Momentum's demos and retail merchandising businesses.
• SAS Retail Services: National retail merchandising and in-store services company providing resets, remodels, product demos and field staffing for retailers and CPG brands — closely comparable scale and offering to Momentum.
• SPAR Group: Specializes in retail merchandising, in-store demonstrations and product sampling services using a national field force. Direct comparability with Momentum's merchandising and demo offerings.
• BDS Marketing: Operates in-store product demonstrations, merchandising and brand experiences, particularly strong in consumer electronics and beverage. Overlaps directly with Momentum's demo and brand ambassador offerings.
• Mosaic: Large field marketing and experiential agency running product sampling, brand ambassador programs and retail activations for major CPG, beverage and lifestyle brands. Closest peer to Momentum's brand-ambassador-led sampling model.
• Acosta: Sales and marketing agency delivering retail sales, in-store demos, shopper marketing and category management to CPG and beverage clients. Competes head-to-head with Momentum for the same enterprise brand and retailer budgets.
• Interactions: Experiential marketing and retail event agency deploying brand ambassadors and field teams for product sampling and in-store activations, comparable to Momentum's field-execution model.
• Advantage Solutions: Largest U.S. field marketing and shopper marketing services provider, offering in-store demos, sampling, merchandising and retail sales solutions for CPG brands — directly comparable to Momentum's core offering but at significantly greater scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/momentummarketingattheshelf
• Instagraminstagram.com/momentumattheshelf
• LinkedInlinkedin.com/company/momentum-marketing--at-the-shelf-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Momentum Marketing