Leverage shopper insights to grow category opportunities that are easily executable by your retailer partners.

Striking the balance between retailer and CPG manufacturer priorities for assortment and space utilization and meeting the needs of customers can be a challenge. The key is ensuring that assortments reflect shopper preferences and behavior, and align with the category objectives of your retailer accounts. When both the CPG and retailer are in sync, there’s a much greater chance to achieve this. Our solutions provide a collaborative category planning platform that enables CPGs to identify category growth opportunities and generate assortments and store-ready planograms that are customer, inventory and “shelf aware.”

To optimize assortments and deliver fixture recommendations that can be easily executed in store, a CPG must be able to advise on item ranges that meet the needs of their retailers most valuable customer segments, and on optimizing aisle and fixture space – to generate the most effective customer experience. Done correctly, this can drive substantial incremental sales and category growth – benefiting them and each retailer. Our solutions optimize assortments and store and category space across multiple formats and locations, accelerating time from initial concept to in-store execution. CPGs can model new category concepts, then seamlessly collaborate on them with their retailers, decreasing the time taken in the planning process and getting to the right decision and sign off more rapidly. CPGs easily connect headquarters and stores to ensure relevant assortments and planograms are communicated to every employee who supports the category planning process.


Shelf space and planning

A view of store clustering

Space and inventory-aware category assortments


Key Capabilities

  • Provides localized assortments based on shopper behavior and predictive analytics and delivers customer-relevant, store-ready assortments that meet the needs of your retailers most valuable customers
  • Identifies category trends and opportunities, transforming them into recommendations that retailers can efficiently execute into store (Space)
  • Identifies correct space for optimized assortments
  • Automates creation of store-level planograms
  • Provides real-time, shared visibility to all users across any device

Key Benefits

  • Accelerate category growth on average by 2.8% through customer-centric assortments
  • Dramatically improve employee productivity by cutting the category review process in half
  • Increase volume sales of retailer accounts up to 30% by re-evaluating their category space

Assortment and Space products include:

  • SR Intelligent Clustering

    Create customer relevant store clusters that are then utilized by SR Assortment Optimization to develop strategic assortments. Pull from customer segmentation, behavioral and demand data.

  • SR Assortment Optimization

    Generate space and inventory aware category assortments, utilizing customer, basket and loyalty analysis, product correlations, sales, profitability to produce customer relevant assortments.

  • SR Category Assessment

    Gain visibility into health of a category and insights into growth opportunities. SR Category Assessment acts as overall BI engine for all data held in the category planning cloud hosted platform.

  • SR Shelf Planning

    Execute retail space planning and create planograms that accurately represent category assortments and the shelf space and fixtures to which they relate – including comprehensive reporting, fixture building, item maintenance, highlighting, 3D visualisation and days of supply balancing.

  • SR Planogram Automation

    Automate the production, merchandising, management and analysis of cluster and store specific planograms. SR Planogram Automation consumes space and inventory aware assortments generated by SR Assortment Optimization and then automatically builds retailer ready planograms.

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