Financializing retail decision-making

In retail, every planning, buying, and allocation decision is a financial decision. Without a dynamic link between financial targets and inventory reality, critical decisions are often made without a clear view of their impact on profitability, leading to missed targets, rising costs, and frustrated teams.

This white paper shows you how to bridge the gap between your financial plan and merchandise reality, moving from siloed, reactive planning to a strategic approach that drives growth. You’ll learn:

• How to determine if your assortment plan has the right balance of depth and breadth to hit margin targets

• Critical business questions you should be asking to evaluate inventory decisions through a financial lens

• Common traps of disconnected planning, including spreadsheet inertia and over-reliance on static systems

• Key capabilities a modern retail planning platform must have to unify planning, merchandising, supply chain, and finance 

• Strategies to transform day-to-day planning into a competitive advantage, anchoring every retail action in its expected financial outcome

Read the full white paper to learn how leading retailers are connecting their operational plans to financial targets to protect margins and drive growth.