Grocery · Assortment · Blue Yonder · Director Store Ops

Assortment Planning for Grocery on Blue Yonder, built for store operations

Managing 800 stores from a spreadsheet is insane. Ward spots grocery assortment movement in your Blue Yonder data while it is still fixable, with what caused it and what to do about it attached.

The full picture: grocery assortment, Blue Yonder data, Store Operations decisions

Managing 800 stores from a spreadsheet is insane. Ward filters to what a Director Store Ops can act on and drops the rest.

What assortment planning does: Ward analyzes sell-through by store cluster to recommend which SKUs to add, drop, or reallocate.

In a Grocery & Supermarket footprint the job is 30,000+ SKUs over stores. Fresh availability, shrinkage, and promo effectiveness across hundreds of stores. Ward monitors perishable turn rates and flags waste before it happens.

How it runs. Ward clusters stores by demographic, traffic, and sales patterns, then measures SKU performance against cluster benchmarks.

How the connection works. Ward reads Blue Yonder outputs via API or flat file export. Compares forecasts against actuals to measure accuracy.

What you get

  • Whitespace opportunity detection
  • Planogram optimization inputs
  • Store cluster segmentation
  • SKU rationalization recommendations
app.getward.ai Live demo
Acme Grocery @Merchandising: Fresh Analyst claude-sonnet default
A

Chat

Ask anything. Ward routes to the right agent and returns cited answers.

Why did Store 37 miss target last week?
You · 9:42 AM
Schema Scout · routed to Merchandising Agent

I pulled Store 37’s last 28 days against the chain baseline. Two root causes, both compounding.

SignalFinding
labor_efficiencyRev/labor-hour −22% vs. cluster, staffing mismatch at 11a–1p peak
inventory.freshFresh fill 83%, backroom replenishment lag at 2–4p
promo.liftBOGO crackers cannibalized Brand Y by 28%, net category +6%

Recommend: re-baseline Store 37 schedule against true peak, raise replen window to 1p, and review the BOGO before next cycle.

8 parallel queries 3 sources cited confidence 0.92
Show me how to fix the staffing mismatch.
You · 9:43 AM
Labor Agent · drafting schedule diff
Querying labor_scheduling
Ask anything, Ward routes to the right agent. Cmd+K

Reporting

Pinned views built from saved data-lake queries. Every number re-derivable from its SQL.

7d13w52w
Revenue vs. forecast
$48.2M
+4.2% WoW
Gross margin, center store
22.6%
−3.2pp
Fill rate, fresh
83.4%
−4.1pp
Shrink, West region
2.41%
+0.8pp
Revenue vs. forecast 13 weeks actual, 6 weeks forecast, 80% interval
Actual Forecast 80% interval
% of plan 106 94 100 forecast → W−13 W−5 today +6wk
Holt-Winters + weather regressor MAPE 4.1% at 4wk Backtested 24 months Crosses plan in 3 weeks
Forecast error by horizon MAPE, 24-month backtest
1wk 2.1%
2wk 3.0%
4wk 4.1%
8wk 6.3%
13wk 8.9%
Accuracy bar for promo decisions: ≤5% at 4wk
Models in production Every forecast ships a model card
ModelHorizonMAPE
holt_winters4wk4.1%
arima_sarimax13wk8.9%
gbm_demand1wk2.1%
bayes_hiernew store11.4%

Sources

Connect external systems to the data lake.

NameTypeLast sync
sap_pos_transactionsimport2m ago
sap_inventory_shrinkageimport2m ago
sap_labor_schedulingimport14m ago
relex_replenishment_planimport1h ago
blue_yonder_forecast_dailyimport1h ago
retail_fresh_waste_dailyimport1h ago
retail_promo_calendarimport1h ago

Policies

Browse and manage Cedar access policies for your tenant.

TLS 1.3 AES-256 Read-only SOC 2 II
Policy IDEffectResources
merch-read-defaultpermitModel::*
lp-read-shrinkagepermitModel::"inventory_shrinkage"
vendor-blockedforbidModel::"labor_*"
fresh-team-westpermitModel::"fresh_waste_daily"
Assortment for Grocery on Blue Yonder data, live product demo.

Why Assortment matters for Grocery retail

Every assortment addition displaces something else, so the real question is incremental contribution after cannibalization and basket effects. Ward clusters stores by demographics, traffic, and competitive set, then benchmarks SKU performance at the cluster level to produce assortment recommendations that go beyond national planograms.

What Ward has eyes on.

Ward ingests demand forecasts, replenishment recommendations, allocation plans from Blue Yonder on a read-only connection. Nothing is written back, and your Supply Chain configuration does not change. Blue Yonder stays the system of record.

The assortment model runs each day, not on a reporting calendar. It picks up the pattern, explains the cause, and attaches a recommended move before the number reaches a review deck.

Coverage is store by store, category by category. Ward scans continuously fill rate, shrinkage %, fresh waste % throughout 30,000+ SKUs and compares each store against its own baseline, not against the chain. That is the difference between knowing the footprint is fine and knowing which seven stores are not.

At the metric level. Ward tracks SKU productivity (revenue per facing), incremental contribution, substitution patterns, and cluster-level demand elasticity, all weighted against supplier fill rates and promotional obligations.

Signals · POS at SKU-store-week, planogram positions, slot fee schedules, supplier promotional commitments, demographic overlays, and competitive proximity data.

Why this combination
is its own problem.

A Director Store Ops rarely logs into Blue Yonder. They read what someone else pulled out of it, two days later. Ward removes the two days and the someone else.

  • 01 Cluster definitions based on store size or banner miss the demographic signal; two same-size stores can have completely different shopper profiles.
  • 02 New-item performance gets evaluated against chain averages instead of cluster benchmarks, so winners in one cluster are killed because they fail in another.

Benchmarks. A typical grocery store carries 30,000-45,000 SKUs; the bottom 20% generate under 2% of revenue. Cluster-aware assortment usually frees 5-12% of facings without a revenue drop, which translates to space for 1,500-3,000 better-fit SKUs per store cluster.

What the first 90 days
actually look like.

  1. 01

    Week 1: read-only connection

    Ward connects to Blue Yonder with read-only credentials and begins ingesting demand forecasts and replenishment recommendations. No config changes on your side. First findings arrive within 48 hours.

  2. 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 findings are directionally right and the thresholds are still moving.

  3. 03

    Weeks 4 to 12: steady state

    Ward sends cards each day, each with the driver and a recommended action. Volume settles at a level a single person can read over coffee. The measure of success is not how many cards arrive, it is how many get acted on.

How Ward connects to Blue Yonder

Ward layers on top of Blue Yonder demand planning and replenishment. Ward watches what Blue Yonder recommends and flags when actual diverges from plan.

Setup: Ward reads Blue Yonder outputs via API or flat file export. Compares forecasts against actuals to measure accuracy.

Data Ward reads from Blue Yonder

Demand forecasts
Replenishment recommendations
Allocation plans
Exception alerts

Impact metrics with Blue Yonder

Forecast Accuracy
Plan vs actual tracked
Forecasts scored against actuals with external signal overlay.
Replenishment Exceptions
Revenue-ranked triage
Exceptions auto-prioritized so high-impact ones work first.
Fill Rate
Allocation drift caught
Plan-to-demand divergence flagged before stockouts form.
Plan vs Actual Variance
Feedback loop tightened
Continuous plan-to-outcome comparison for planning teams.

Data lake enrichment

Ward enriches Blue Yonder data with: Demand forecasts, POS actuals, Weather & events, Supplier fill rates, Competitor data

Managing 800 stores from a spreadsheet is insane.

Pain points
  • ×Morning check-ins rely on phone calls and email chains
  • ×No single view of which stores need attention today
  • ×Labor scheduling is disconnected from demand signals
  • ×Planogram compliance is checked manually, quarterly
  • ×Exception management is reactive and inconsistent
How Ward helps
  • Morning brief delivered at 06:47 with prioritized action list
  • Estate-wide heat map of store performance, updated hourly
  • Staffing recommendations correlated with predicted traffic
  • Planogram compliance anomalies detected and flagged
  • Consistent exception handling with recommended actions

Poor labor allocation and inconsistent execution cost multi-store retailers 3–5% in lost sales. Source: RSR Research

Grocery KPI impact

Shrinkage
Cause-level attribution
Loss prevention shifts from guesswork to targeted intervention.
Fill Rate
24–72hr head start
Stockout prediction cards arrive before customers notice gaps.
Fresh Waste
Flagged before spoilage
Perishable turn rates monitored by store.
Promo ROI
Net lift, not gross
True lift net of cannibalization and pull-forward.

Frequently asked questions

Ward analyzes sell-through by store cluster to recommend which SKUs to add, drop, or reallocate. For Grocery retail specifically, Ward monitors 30,000+ SKUs across your stores and delivers automated insight cards with root cause analysis and recommended actions.

Ward tracks Fill rate, Shrinkage %, Fresh waste %, Promo lift, Basket size at the store-category level. Ward clusters stores by demographic, traffic, and sales patterns, then measures SKU performance against cluster benchmarks.

Ward reads Blue Yonder outputs via API or flat file export. Compares forecasts against actuals to measure accuracy. Data points include: Demand forecasts, Replenishment recommendations, Allocation plans, Exception alerts.

Yes. Ward reads Blue Yonder data and combines it with contextual signals (weather, events, demographics) to generate Grocery-specific insight cards. No custom development required.

Managing 800 stores from a spreadsheet is insane. Ward solves this with automated insight cards: Morning brief delivered at 06:47 with prioritized action list. Estate-wide heat map of store performance, updated hourly. Staffing recommendations correlated with predicted traffic.

Ward delivers daily insight cards covering Fill rate, Shrinkage %, Fresh waste %, tailored for Store Operations decision-making. Each card includes what changed, why it matters, and what to do next.

Ward tracks SKU productivity (revenue per facing), incremental contribution, substitution patterns, and cluster-level demand elasticity, all weighted against supplier fill rates and promotional obligations.

A category manager reviews the natural/organic section across 300 stores. Ward's analysis reveals three distinct clusters: urban health-conscious stores that should carry more SKUs, suburban stores that match the national plan, and rural locations where organic moves at a fraction of the estate average. The one-size-fits-all planogram leaves revenue on the table in urban stores while it ties up slow-moving inventory in rural ones.

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.

See what Grocery assortment problems Ward catches.

Root causes, not just alerts. See it on your data.

Read-only to start · your LLM keys · SOC 2 Type II underway · or book a call directly

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.

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