Grocery · Promos · RELEX · Head of LP

Head of LP: grocery promos, read from RELEX Solutions

Shrinkage costs you more than you think. Ward finds out where. Ward spots grocery promos movement in your RELEX data early, with the cause and a recommended action attached.

How a grocery Head of LP runs promos on RELEX Solutions

Shrinkage costs you more than you think. Ward finds out where. Ward pulls forward the indicators that change a loss prevention decision.

Promo Effectiveness. Ward measures true promotional lift net of cannibalization, pull-forward, and pantry loading.

Applied to Grocery & Supermarket, the surface area 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.

The mechanism. Ward isolates incremental volume from baseline, measures cross-SKU cannibalization, estimates pull-forward effects, and calculates true ROI.

How the connection works. Ward reads RELEX data via API. Monitors forecast accuracy and flags exceptions before they compound.

Capabilities

  • Promo ROI scorecards
  • Net lift measurement (not gross)
  • Cannibalization quantification
  • Pull-forward detection
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"
Promos for Grocery on RELEX data, live product demo.

Why Promos matters for Grocery retail

Most grocery chains measure promotions by gross lift, ignoring cannibalization, pantry loading, and margin erosion that destroy actual ROI. Ward isolates each effect to calculate true net promotional lift, giving category managers evidence to kill underperformers and concentrate spend where it generates real incrementality.

What Ward has eyes on.

Ward scans continuously 30,000+ SKUs over 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.

The connection to RELEX Solutions is read-only and runs on your schedule. Ward pulls from demand forecasts, space plans, and the rest of the feed, then stitches together it with external context your Supply Chain does not carry: weather, local events, competitor pricing.

Know which promos actually work. 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 decomposes promo results into gross lift, cannibalization rate, pantry loading, halo effects, and true incremental margin contribution. It also tracks promo fatigue, when repeated discounts permanently shift baseline demand downward.

Signals · POS at SKU-store-day, full promo calendar with funding terms, ad placement schedules, competitive promo monitoring, and category-level basket compositions.

Why this combination
is its own problem.

A Head of LP rarely logs into RELEX. They read what someone else pulled out of it, two days later. Ward removes the two days and the someone else.

  • 01 Halo effects are credited to the wrong promo because chains run 3-5 overlapping events at any time and don't isolate which one drove what.
  • 02 BOGO and 2-for events drive pantry loading that shifts demand from the next 2-3 weeks, so the post-promo dip is misread as competitive pressure.

Benchmarks. Grocery promos typically show 30-80% gross lift but only 10-25% net incremental lift after cannibalization and pull-forward. The vast majority of promos are net-margin-positive only after vendor funding; remove the funding and roughly half lose money.

What the first 90 days
actually look like.

  1. 01

    Week 1: connect

    Read-only credentials to RELEX Solutions. Ward reads straight from demand forecasts, space plans, workforce forecasts and starts building baselines. First daily cards land inside 48 hours, before baselines are stable, so you can see the shape of the output early.

  2. 02

    Weeks 2 to 3: calibration

    Baselines stabilize per store and per category. Ward stops flagging normal variance and starts flagging exceptions. This is the window where the false positive rate drops sharply.

  3. 03

    Weeks 4 to 12: operating rhythm

    Findings arrive daily 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.

How Ward connects to RELEX Solutions

Ward integrates with RELEX for unified retail planning. Ward monitors RELEX forecasts against actuals and surfaces planning exceptions as insight cards.

Setup: Ward reads RELEX data via API. Monitors forecast accuracy and flags exceptions before they compound.

Data Ward reads from RELEX

Demand forecasts
Space plans
Workforce forecasts
Promotion plans
Replenishment orders

Impact metrics with RELEX

Forecast Accuracy
Drift flagged per store
Accuracy decay caught before it compounds across locations.
Space Productivity
Planogram gaps exposed
Space plans checked against actual sell-through per fixture.
Replenishment Efficiency
Manual triage reduced
Exceptions ranked by revenue impact and urgency.
Fresh Waste
Perishable ordering tightened
Hyperlocal weather and events sharpen fresh item forecasts.

Data lake enrichment

Ward enriches RELEX data with: RELEX forecasts, POS actuals, Weather & events, Demographic data, Supplier performance

Shrinkage costs you more than you think. Ward finds out where.

Pain points
  • ×Shrinkage lands as a year-end surprise
  • ×Cannot distinguish theft from spoilage from admin error
  • ×High-shrinkage stores only identified during audits
  • ×No correlation between operational changes and loss patterns
  • ×Exception-based reporting misses slow-bleed patterns
How Ward helps
  • Store-level shrinkage tracking with cause attribution
  • Anomaly detection flags stores deviating from estate average
  • Receiving dock discrepancy patterns identified automatically
  • Correlation analysis links operational changes to loss shifts
  • Trend analysis catches slow-bleed patterns audits miss

US retail shrinkage hit $112.1 billion in 2022. Up 19.4% year over year. Source: National Retail Federation

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 measures true promotional lift net of cannibalization, pull-forward, and pantry loading. 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 isolates incremental volume from baseline, measures cross-SKU cannibalization, estimates pull-forward effects, and calculates true ROI.

Ward reads RELEX data via API. Monitors forecast accuracy and flags exceptions before they compound. Data points include: Demand forecasts, Space plans, Workforce forecasts, Promotion plans, Replenishment orders.

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

Shrinkage costs you more than you think. Ward finds out where. Ward solves this with automated insight cards: Store-level shrinkage tracking with cause attribution. Anomaly detection flags stores deviating from estate average. Receiving dock discrepancy patterns identified automatically.

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

Ward decomposes promo results into gross lift, cannibalization rate, pantry loading, halo effects, and true incremental margin contribution. It also tracks promo fatigue, when repeated discounts permanently shift baseline demand downward.

A major snack vendor proposes a co-op BOGO program across 12 SKUs. Gross lift looks strong, but Ward shows net category lift is minimal after accounting for cannibalization and pantry-loading pull-forward. Several SKUs generate negative net category contribution. Ward provides SKU-level promo scorecards the category manager uses to restructure the deal around the SKUs with genuine incremental lift.

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 promos 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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