Assortment Planning for Convenience & C-Store, scoped to finance
Ward surfaces assortment findings scoped to finance, throughout every one of your convenience locations.
Assortment Planning on a convenience estate, scoped to finance
What assortment planning does: Ward analyzes sell-through by store cluster to recommend which SKUs to add, drop, or reallocate.
For Convenience & C-Store retailers, that means tracking 3,000+ SKUs across locations. High-frequency, low-SKU environments where every facing counts. Ward monitors impulse categories and daypart demand patterns around the clock.
Your P&L surprises are born on the store floor. Ward filters to what a CFO can act on and drops the rest.
What Ward does with that: Ward clusters stores by demographic, traffic, and sales patterns, then measures SKU performance against cluster benchmarks.
What you get
- Planogram optimization inputs
- Store cluster segmentation
- SKU rationalization recommendations
- Whitespace opportunity detection
Chat
Ask anything. Ward routes to the right agent and returns cited answers.
I pulled the 6–9a daypart for the 14 Route 9 sites against the chain baseline. Two causes, one of them scheduling.
| Signal | Finding |
|---|---|
daypart_sales | 6–9a revenue −11% vs. chain, coffee units −18% |
labor_scheduling | Second associate clocks in at 7:30a, peak starts 6:40a at 9 of 14 sites |
foodservice.waste | Breakfast sandwich waste 14%, hold times past 4 hours at 6 sites |
Recommend: move the second open to 6:15a at those nine sites, cut the breakfast batch by one tray, and re-check attach in two weeks.
daypart_sales…
Reporting
Pinned views built from saved data-lake queries. Every number re-derivable from its SQL.
| Model | Horizon | MAPE |
|---|---|---|
holt_winters | 4wk | 4.1% |
arima_sarimax | 13wk | 8.9% |
gbm_demand | 1wk | 2.1% |
bayes_hier | new store | 11.4% |
Sources
Connect external systems to the data lake.
| Name | Type | Last sync |
|---|---|---|
ncr_pos_transactions | import | 2m ago |
pdi_fuel_transactions | import | 2m ago |
verifone_forecourt_events | import | 14m ago |
ncr_planogram_audit | import | 1h ago |
retail_daypart_sales | import | 1h ago |
retail_foodservice_waste | import | 1h ago |
retail_labor_scheduling | import | 1h ago |
Policies
Browse and manage Cedar access policies for your tenant.
| Policy ID | Effect | Resources |
|---|---|---|
ops-read-default | permit | Model::* |
lp-read-shrinkage | permit | Model::"inventory_shrinkage" |
vendor-blocked | forbid | Model::"labor_*" |
fuel-team-forecourt | permit | Model::"fuel_transactions" |
Why Assortment matters for Convenience retail
With 3,000 SKUs on a compact selling floor, every product must earn its place, and the right assortment is hyper-local. Ward clusters stores by traffic profile, daypart mix, and surrounding demographics to recommend variations that maximize revenue per square foot at each location.
Why this combination
is its own problem.
A generic assortment model applied to a convenience estate produces alerts nobody trusts. The thresholds are wrong, because convenience baselines are wrong for it. Ward learns the baseline from your own locations instead of importing one.
- 01 Daypart adjacency (breakfast next to coffee) is a layout decision but isn't modeled in the assortment math; it shows up as "low SKU productivity" when really it's a placement issue.
- 02 New-item performance is measured against the new item's standalone sales without accounting for what was displaced; net assortment productivity often goes backwards.
Benchmarks. C-store top-200 SKUs typically generate 50-65% of inside revenue. Cluster-aware planograms usually free 10-20% of facings without revenue loss, redirecting that space to higher-velocity items and lifting same-store inside revenue 2-5%.
What Ward has eyes on.
Every one of your locations gets its own baseline. Ward scans continuously transactions/hour, attach rate, basket size against it and surfaces only the deviations that hold up. The two that show up most in convenience retail are daypart demand variation and planogram compliance, and both are baseline problems before they are P&L problems.
Stock what sells. Cut what doesn't. Ward runs the model continuously rather than on a reporting cycle, which is why a finding lands the morning the pattern starts instead of at the end of the period.
At the metric level. Ward tracks revenue per facing, velocity by daypart and cluster, redundancy analysis, and attach-rate contribution. It also monitors new-item performance against the displaced SKU to measure true assortment productivity.
What the first 90 days
actually look like.
-
01
Week 1: read-only connection
Ward ingests your existing systems on a read-only connection. Nothing is written back. First daily cards arrive in two days.
-
02
Weeks 2 to 3: baselines
Ward needs roughly two weeks of history per store to separate a real deviation from normal variance. During this window the cards are directionally right and the thresholds are still moving.
-
03
Weeks 4 to 12: operating rhythm
Cards arrive each day and get triaged like any other queue. Most teams find the volume settles into something one person clears in ten minutes. What matters is the action rate, not the alert count.
Your P&L surprises are born on the store floor.
- ×Margin erosion only surfaces at month-end close
- ×Inventory carrying costs are a black box
- ×Working capital tied up in slow-moving stock nobody is watching
- ×Same-store sales comps lack decomposition into actionable drivers
- ×Capex decisions for store remodels lack unit-economics evidence
- ✓GMROI tracking by category with weekly insight cards
- ✓Inventory carrying cost alerts when capital efficiency drops
- ✓Working capital optimization recommendations based on turnover trends
- ✓SSS decomposition into traffic, conversion, and basket components
- ✓Store-level unit economics cards for capex prioritization
Inventory distortion, overstock and out-of-stock combined, costs retailers $1.77 trillion globally. Source: IHL Group
Convenience KPI impact
Frequently asked questions
Ward analyzes sell-through by store cluster to recommend which SKUs to add, drop, or reallocate. For Convenience retail specifically, Ward monitors 3,000+ SKUs across your locations and delivers automated insight cards with root cause analysis and recommended actions.
Ward tracks Transactions/hour, Attach rate, Basket size, Planogram compliance, Daypart mix at the store-category level. Ward clusters stores by demographic, traffic, and sales patterns, then measures SKU performance against cluster benchmarks.
Your P&L surprises are born on the store floor. Ward solves this with automated insight cards: GMROI tracking by category with weekly insight cards. Inventory carrying cost alerts when capital efficiency drops. Working capital optimization recommendations based on turnover trends.
Ward delivers daily insight cards covering Transactions/hour, Attach rate, Basket size, tailored for Finance decision-making. Each card includes what changed, why it matters, and what to do next.
Ward tracks revenue per facing, velocity by daypart and cluster, redundancy analysis, and attach-rate contribution. It also monitors new-item performance against the displaced SKU to measure true assortment productivity.
A standardized planogram runs across all 500 locations. Ward identifies distinct store clusters, highway/travel, urban commuter, residential, university-adjacent, each overindexing on different categories. Ward recommends reallocating shelf space per cluster to match actual demand. Pilot stores show meaningful revenue uplift from better product-location matching with zero cost increase: same SKU count, just the right ones in the right stores.
First insight cards arrive within 48 hours of data connection. Ward needs approximately 2 weeks to establish stable baselines for your specific operation.
No. Ward sits on top of your existing stack. It is the proactive intelligence layer that watches your data continuously and delivers insight cards, so your team acts on findings instead of hunting for them.
Related solutions
See what Convenience assortment problems Ward catches.
Root causes, not just alerts. See it on your data.
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Find out what your data has been hiding.
Tell us about your operation. We’ll show you the problems Ward catches, and the ones your current tools miss.