Size & Pack Optimization

Size & Pack Optimization

We help retailers create and execute strategies that allow them to meet the demand and merchandising needs related to size and pack optimization. We have expertise in the following domains:

> Size Profiling > Localized Assortment Planning
> Demand Forecasting > Store Clustering
> Case Pack Optimization > Allocation

Contact us to learn more about our approach to our Size & Pack Optimization Services.


    We help retailers develop the processes and solutions that improve bottom line performance by meeting the unique demands of all of their stores. This includes developing strategies for optimizing size profiles and ensuring that correct sizes of product are delivered to stores when they are needed. Our objective is to drive up sales by having the right sized products in the store when needed while driving down the cost of logistics by ensuring that case-pack sizes are optimized.

    Our Size & Pack Optimization Services include:

    Size Profiling and Forecasting.

    We help you build the capabilities to define size/store/week demand profiles to ensure the right sized product is available at the right time. This includes helping you develop the processes and analytics to support accurate forecasting and improved decision making.

    Store Clustering.

    We can assist you in developing advanced store clustering to support purchasing according to demand profiles by size. This allows for more efficient analysis and buying while maintaining store-level forecast accuracy.

    Pack Optimization.

    We help you transform your buys into optimized pack-size decisions to ensure efficient logistics, timely replenishment and reduce excess costs. This includes translating merchandise purchases from the style level into optimized pack-level orders.

    Localized Assortments.

    We provide expertise in assortment selection and optimization, including the ability to develop localized assortments at the lowest level. Visit our Merchandise & Assortment Planning services page to learn more.

    Allocation Process Definition and Implementation.

    We help you analyze product performance and strategic fit against business objectives to determine the right mix of merchandise for the business. We balance performance with brand, regional, pricing and other strategic targets to establish the optimal population of SKUs.

    Solution Selection.

    We can help you evaluate and select the right tools and software to support size and pack optimization. In addition, we help design (or redesign) the business processes that make for more effective buying. Visit our Packaged Software Selection & Implementation services page to learn more.


    Clay Parnell
    President and Managing Partner
    +1 770 882 2205
    Contact Clay   About Clay
    Josh Pollack
    Merchandising Practice
    +1 770 882 2205
    Contact Josh   About Josh






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Thought Leadership

Case Studies

Integrated Supply Chain Implementation
Inventory Service Levels and Exceptions
Assortment Planning

Point of Views

Retail Portfolio Management
Omnichannel Fulfillment
Data Visibility and Analytics
Retail Clustering Methods
Omnichannel Inventory Optimization
Inventory Accuracy
Bringing Planning, Allocation & Replenishment Together
Assortment Planning, Line Reviews and Risk


The Big Deal About Big Data


Approaches to SKU Rationalization (Download)