Operators, not advisers | Senior partners on every engagement
Practice area

Merchandising & Retail Excellence

Driving category profitability, operational efficiency and superior customer experience

Retail rewards precision. A few percentage points of gross margin, a week of inventory, a better planogram or a fixed availability problem can be the difference between a category that funds growth and one that consumes it.

Our partners have run merchandising and sourcing organisations for national retail chains. We bring that discipline to businesses that are scaling their store footprint, launching a new format or trying to make an existing one profitable.

The brief

Challenges we are typically brought in to solve

  • Sales are growing but category margins are not
  • Assortment has expanded faster than the shelf or the supply chain can support
  • Availability of fast-moving lines is inconsistent while slow stock accumulates
  • Store-level execution varies widely and no one can explain why
  • Sourcing costs are uncompetitive against larger players in the same category
  • A new format or store concept needs an operating model before it is rolled out
What we do

The work inside this practice

01

Category management

Category roles, definitions, assortment strategy, space allocation and performance review structures.

02

Assortment & pricing

Range architecture, price laddering, entry and premium tiers, and competitive price positioning.

03

Margin & profitability improvement

Gross margin drivers, shrinkage control, supplier terms, and mix management to lift blended margin.

04

Sourcing & vendor strategy

Vendor base rationalisation, negotiation approach, direct sourcing opportunities and quality assurance.

05

Store operations & SOPs

Operating standards, staffing models, replenishment discipline and performance dashboards.

06

Customer experience design

Store layout and flow, service standards, and the moments that determine whether a shopper returns.

What you can expect

Deliverables you can act on

Not a deck that describes the problem — a plan with owners, sequence and metrics attached.

  • A category plan with clear roles, targets and accountability
  • A specific, quantified margin improvement agenda rather than a general aspiration
  • Operating standards that make good execution repeatable across stores
  • Better availability of what sells and less capital tied up in what does not
Related practices

Often engaged alongside

Sales & Marketing Strategy

Go-to-market roadmaps, channel design and revenue planning that deliver measurable results.

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Brand Development & Positioning

Meaningful, differentiated brands that resonate with diverse consumer cohorts.

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Supply Chain Solutions

Agile, efficient and cost-effective supply chains — from sourcing to last-mile delivery.

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Modern Trade & Digital Acceleration

Scaling presence across modern retail formats and online platforms with precision.

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Digital Marketing

Digital strategy, performance marketing, content and analytics that build brands and drive sales.

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Leadership & Team Development

Coaching and mentoring that builds organisational depth, agility and succession.

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Request a Category Review

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