Navigating the Challenges of the Retails Industry

Running a profitable, sustainable retail organization requires attention to every detail and a constant trade-off between complex supply chain decisions, labor scheduling implications, inventory control, and more – all in response to difficult to anticipate customer demand. Monitoring and managing these key areas provides an organization with the ability to act and adjust as the market and environment constantly evolves.

Retail Value Chain

  • Customer  Experience

    Customer Experience

    Meeting the customer needs by tracking customer insights, analyzing loyalty program data, and adapting to the changing consumer

  • Marketing


    Development of new products for introduction to the marketplace, creation of customer awareness and generating customer demand

  • Category Management

    Category Management

    Buying the right products from the right vendor while maintaining the correct product assortment to support customer demand

  • Supply Chain &  Logistics

    Supply Chain & Logistics

    Optimizing the movement of goods from suppliers to DCs and stores while monitoring supplier performance management and inventory planning & replenishment

  • Digital


    Managing and optimizing all channel including labor planning, out of stock reduction, and customer conversion in order to maximize channel profitability

Retail Insight

Our Retail clients are looking to Digital Transformation as the path to drive lasting change in their business. Leveraging new and innovative technology across the Retail Value Chain allows our clients to drive efficiency and improve margins in their business. To support the growing portfolio of technology, Retailers are also looking to our Change Management and Digital Adoption platforms to support the modernizing of their workforce. Ensuring the right business process, technology and people strategy is in place ensures our Retail clients can compete in the ever evolving marketplace.

  • Rob Caruso
  • David Allard
Retail & Private Equity Portfolio Group

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