Merchandise and Assortment Planning

 Merchandise and Assortment Planning

We provide deep domain expertise and practical experience in merchandise and assortment planning. We have expertise in the following planning domains:

> Merchandise Financial Planning > Key Item Planning
> Channel and Location Planning > Category Management
> Channel and Location Clustering > Promotion Planning
> Assortment Planning > Markdown Planning

We have worked with many of the world's leading retailers to improve their processes, design the organization and roles, address strategic planning challenges, implement change and deploy planning solutions. Contact us to learn more about our approach and services.


    We believe the ability to effectively plan and manage your merchandise is more critical than ever. It is no longer sufficient to provide a high level number as guidance. The planning function is an integral part of buying, forecasting, managing and optimizing the flow of product. We can help you establish the proper foundation, organizational structure, processes and implement systems to position your business for success.

    Our Merchandise and Assortment Planning Services include:

    Integrated planning capabilities assessment and roadmap.

    We evaluate your current capabilities, organization structure, timing, etc. against world-class capabilities. We help you analyze the gap between your current state and desired state and define a transition plan with specific business metrics that prioritizes change and aligns it with the overall business strategy.

    Assortment planning process design and implementation.

    Leveraging deep domain expertise, we define a process that aligns with local market and customer segment intelligence. We help you leverage product exposure thinking across channels and optimize your approach to bottom up assortment planning. We also provide an implementation approach and provide detailed training to planners.

    Markdown planning and optimization implementation.

    We assist you in developing an optimized approach to markdowns across the business that improves margins and sell-through. We provide implementation services for the leading markdown optimization tools and change management services to help transition the business. Visit our Promotions & Markdown Optimization services page to learn more.

    Assortment optimization and SKU rationalization.

    We provide experience and analytical tools to help you identify the right mix of product by category to support your merchandising strategy. Combined with category targets, this service optimizes the product you present to the consumer over time to maximize revenue and margins.

    Planning software evaluation and selection.

    We help you prioritize the important functional needs of your business and evaluate competitive solutions in the marketplace to most closely meet your requirements. Based on years of experience designing, building and implementing planning solutions, we make the process more efficient and better informed. Visit our Packaged Software Selection services page to learn more.

    Planning software implementation.

    We provide project management, business process consulting, application consulting and change management services to implement planning software solutions. We have experience and skills in all of the major planning software providers in the marketplace. Visit our Packaged Software Implementation services page to learn more.



    Clay Parnell
    President and Managing Partner
    +1 770 882 2205
    Contact Clay   About Clay
    Sonia Hernandez
    Merchandising Practice
    +1 770 882 2205
    Contact Sonia   About Sonia





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Thought Leadership

Case Studies

Assortment Planning
Integrated Planning Strategy and Package Selection
International Retail Transformation and Expansion
Merchandise Financial Planning (MFP) System Selection
Merchandising Planning System Implementation
Omnichannel MFP System Implementation
Promotional Capabilities Assessment
Software Strategy and Selection
Markdown Strategy
Legacy System Replacement Assessment

Point of Views

Fashion vs. Basic Assortment Planning
Assortment Planning: Sales vs. Space
Retail Clustering Methods
Inventory Planning Methods 
Bringing Planning, Allocation & Replenishment Together
Assortment Planning, Line Reviews and Risk
Retail Portfolio Management


Unraveling the Mysteries of Assortment Planning
International Retailing Study - Going 'Glocal'


Planning, Allocation and Replenishment Innovation (Download)