Retailer execution Plans & Narratives for CPG
Turn your RGM strategy into retailer-winning commercial plans.
We equip your teams with data-driven execution plans and trade narratives that increase sell-in, improve trade ROI and strengthen retailer negotiations.
We deliver a Trade Narrative Concept Sell
Ultimately we build retailer-ready trade narratives your Key Account Managers can leverage in buyer meetings combining shopper insights, execution plans and quantified value
Retailer Strengths & Opportunities in the Category
Brand’s Position within the retailer: Innovations vs Competition
Recommended Execution
Retailer-specific Shopper Insights to Support Recommendation
Details of the Plan
Quantification of the retailer Benefit across key retailer KPIs (e.g. category value, retailer margin, velocity)
Trusted by Leading Brands
How we deliver value
1
360° Market and category analysis
2
Co-Develop Winning Retailer Growth Plans
3
Creating win-win outcomes for all stakeholders
01 — We conduct analysis
One of the key elements of our approach is conducting a thorough market and category analysis. By examining historical, current, and future trends, we can identify consumer behaviour and preferences, allowing us to bring value and create interest in your products. This knowledge is of particular importance to retailers, who want to ensure that they are offering products that meet the needs and desires of their customers.
02 — We develop Retailer Plan
With this in mind, we work with your team to develop a plan tailored to each individual retailer to maximize the growth margin. This plan includes a variety of specialized pillars such as price pack architecture, pricing, promotions, and mix optimization, all of which are designed to differentiate your products and make them more appealing to retailers. We work closely with your team to answer critical questions about pricing and promotion strategies, ensuring that our approach is tailored to the unique needs of each retailer.
03 — We creatin win-win outcomes
By focusing on triple value creation for consumers, manufacturers, and retailers, our approach builds long-term success for all parties involved. By creating a strong sell-in process, we can help ensure that your products receive maximum visibility and positive sales in stores. Ultimately, this leads to a stronger distribution network and increased sales for your company, allowing you to achieve your goals and succeed in the marketplace.
Industry Leaders talked about us
Is this right for your Commercial team ?
You lead Category Management, Sales or Commercial Excellence and are responsible for creating value with retailers while driving profitable growth.
- Your negotiations are primarily focused on discount requests rather than value creation.
- Your Key Account Managers lack compelling, data-driven category narratives.
- Performance varies significantly across retailers.
- The ROI of your trade investments is declining or simply unknown.
If you recognise one or more of these, we should have a focused conversation about your top retailers, your gaps, and what closing them would actually
Retailer’s Execution Plans – FAQs
First, our practitioners are RGM operators (ex-P&G). Second, we co-build with your sales team and hand over working tools including our Predictive PPA Simulator that your teams own. Third, our methodology is FMCG-specific.
We plug into your Joint Business Planning rhythm, typically annual or bi-annual, and equip your KAMs with the data, narratives and simulators they need for each retailer cycle. We don’t replace your JBP ; we strengthen it.
A single-retailer deep dive runs 4–6 weeks. A multi-retailer portfolio rebuild can run 4-6 months. Confirm exact scope with our delivery team.
Yes. Retailer Execution Plans are typically delivered as an add-on to our Triple Win TM offering. They can also stand alone for specific retailer challenges, for example, preparing a critical JBP cycle or rebuilding trade investment in one retailer.
At minimum : your retailer-level sell-out data, internal trade investment data, and any retailer-shared shopper data you can access. We handle the rest including third-party panel data.
Three layers. (1) Buyer meeting outcomes : JBP win rate, trade margin secured, listing/range outcomes. (2) Business outcomes: sell-out, promo ROI per retailer, trade margin, in-store execution scores. (3) Embedding signals : how often the retailer-specific narrative shows up in your KAMs’ day-to-day conversations.
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From Strategy to Execution : Discover all our services
Willingness-to-Pay & Pricing Power Drivers
Quantify the consumer value of every SKU, occasion, and pack with AI-powered modelling to drive profitable growth.
RGM Business Interventions
Enable an end-to-end RGM transformation : pricing, pack, mix and promo to optimize revenue and margins.
Training & Academy
Access our training programmes and interactive workshops that onboard your business teams on RGM and empower your organisation.
Managed Analytics & Services
Build integrated AI analytics that your commercial teams can act on, at the speed of your business cycle.
RGM Process Optimisation
Gain a clear view of your RGM maturity and optimize processes to unlock category growth and margin improvement.