Assortment Planning for Grocery & Supermarket on Oracle
Ward ingests sales audit, inventory positions, allocation from Oracle Retail and hands you grocery assortment findings on a daily cycle. Read-only, no config changes.
Assortment Planning for Grocery & Supermarket, running on Oracle
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.
Here is assortment planning in plain terms. Ward analyzes sell-through by store cluster to recommend which SKUs to add, drop, or reallocate.
The mechanism. Ward clusters stores by demographic, traffic, and sales patterns, then measures SKU performance against cluster benchmarks.
How the connection works. Ward reads from Oracle Retail via REST APIs or direct database views. Compatible with Oracle Cloud and on-premise deployments.
Key capabilities
- Store cluster segmentation
- SKU rationalization recommendations
- Whitespace opportunity detection
- Planogram optimization inputs
Chat
Ask anything. Ward routes to the right agent and returns cited answers.
I pulled Store 37’s last 28 days against the chain baseline. Two root causes, both compounding.
| Signal | Finding |
|---|---|
labor_efficiency | Rev/labor-hour −22% vs. cluster, staffing mismatch at 11a–1p peak |
inventory.fresh | Fresh fill 83%, backroom replenishment lag at 2–4p |
promo.lift | BOGO 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.
labor_scheduling…
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 |
|---|---|---|
sap_pos_transactions | import | 2m ago |
sap_inventory_shrinkage | import | 2m ago |
sap_labor_scheduling | import | 14m ago |
relex_replenishment_plan | import | 1h ago |
blue_yonder_forecast_daily | import | 1h ago |
retail_fresh_waste_daily | import | 1h ago |
retail_promo_calendar | import | 1h ago |
Policies
Browse and manage Cedar access policies for your tenant.
| Policy ID | Effect | Resources |
|---|---|---|
merch-read-default | permit | Model::* |
lp-read-shrinkage | permit | Model::"inventory_shrinkage" |
vendor-blocked | forbid | Model::"labor_*" |
fresh-team-west | permit | Model::"fresh_waste_daily" |
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.
The connection to Oracle Retail is read-only and runs on your schedule. Ward ingests sales audit, inventory positions, and the rest of the feed, then joins it with external context your ERP does not carry: weather, local events, competitor pricing.
The assortment model runs each day, not on a reporting calendar. It picks up the pattern, explains the cause, and attaches the next step before the number reaches a review deck.
Ward tracks 30,000+ SKUs across your stores, at the store-category level rather than the chain roll-up. The metrics under watch include fill rate, shrinkage %, fresh waste %. A roll-up hides a single-store problem inside a healthy average, which is how fresh waste & spoilage stays invisible for a quarter.
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.
Why this combination
is its own problem.
A generic assortment model applied to a grocery store base produces alerts nobody trusts. The thresholds are wrong, because grocery baselines are wrong for it. Ward learns the baseline from your own stores instead of importing one.
- 01 Slot fees from CPG vendors lock in SKUs that don't earn their facing, Ward exposes the cost-of-inclusion versus actual revenue per linear foot.
- 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.
-
01
Week 1: read-only connection
Ward connects to Oracle Retail with read-only credentials and begins ingesting sales audit and inventory positions. No config changes on your side. 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 findings are directionally right and the thresholds are still moving.
-
03
Weeks 4 to 12: steady state
Ward delivers cards daily, each with the driver and the next step. Volume settles at a level a single person can read over coffee. The measure of success is not how many insight cards arrive, it is how many get acted on.
How Ward connects to Oracle Retail
Ward integrates with Oracle Retail Merchandising (RMFCS), Oracle Retail Demand Forecasting, and Oracle Retail Analytics. Full stack visibility.
Setup: Ward reads from Oracle Retail via REST APIs or direct database views. Compatible with Oracle Cloud and on-premise deployments.
Data Ward reads from Oracle
Impact metrics with Oracle
Data lake enrichment
Ward enriches Oracle data with: Sales audit data, Weather & events, Competitor pricing, Demographic data, Supplier scorecards
Grocery KPI impact
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 from Oracle Retail via REST APIs or direct database views. Compatible with Oracle Cloud and on-premise deployments. Data points include: Sales audit, Inventory positions, Allocation, Replenishment, Demand forecasts, Price management.
Yes. Ward reads Oracle data and combines it with contextual signals (weather, events, demographics) to generate Grocery-specific insight cards. No custom development required.
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.
Related solutions
See what Grocery assortment problems Ward catches.
Root causes, not just alerts. See it on your data.
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