WF&FSA Financial and Operational Benchmarking Survey

Have you signed up to participate in WF&FSA's 2022 Financial and Operational Benchmarking Survey? If not, you still have a few weeks to complete a survey. All submissions must be completed by April 30, 2022.

Each year WF&FSA offers its wholesale member companies an opportunity to benchmark their company’s performance against their industry peers. WF&FSA is pleased to offer the results not only as an Industry Summary Report, but also a customized online dashboard. There is NO COST for these results for WF&FSA companies that participate.

So how does your company’s performance stack up to its peers? Maybe your topline growth is outperforming wholesalers in your region but what about profitability? How does your margin profile compare? Should you be looking harder at productivity, pricing policies, expense control?
Here is your opportunity to find out:

A NEW WF&FSA Financial and Operational Benchmarking Survey offers an annual in-depth analysis of performance metrics such as sales growth, margins, inventory, asset utilization, and productivity.
Results of the study will be shared with participants through two separate reports: 

  • The WF&FSA Industry Report provides a summarized analysis of trends and insights garnered from the data of all participating WF&FSA wholesalers.  
  • Each participant will also receive a confidential Customized Benchmarking Report which compares their company’s metrics to wholesalers of similar, size, customer/product focus, and regional profile.   

If you have any questions and/or are interested in participating, please email Courtney Truelove at 

Data Confidentiality:

To ensure confidentiality of your data, this program is conducted by an outside firm, Calvello Research & Consulting. Calvello Research, has extensive experience with data security and confidentiality.

Please direct any questions regarding this program to:

Joe Calvello