Assortment Planning and Allocation

Finding the right mix

As customer preferences diversify and new channels and retail formats develop, retailers are challenged with maximizing the return on their inventory investment.

Effective assortment planning and allocation will help ensure that retailers have the right products at the right place at the right time and in the right quantities; reducing costly out of stock and overstock situations, and maximizing sales opportunities and margins.

How PwC can help

PwC’s Retail Consulting Services team has deep experience in planning and allocation across all areas of retail. We have led major planning and allocation engagements such as enhancing existing processes and systems and implementing leading software applications. Our focus is helping retailers optimize their planning and allocation function through:

• Functional assessments of existing organization, processes and systems
• Selecting and implementing leading planning and allocation systems
• Developing properly designed strategic processes, including store clustering, product attributing, choice count targets and productivity driven buy quantification
• Designing customized tools to support the creation of local assortments, item lifecycle planning and productivity based assortment
• Defining key roles in planning & allocation
• Managing organizational change through role design and coaching

Contact an industry professional in your area to discuss your unique business concerns.