VP Merchandising: grocery promos, read from RELEX Solutions
Know which promos actually work. Ward runs it on RELEX data throughout your grocery footprint, scoped to merchandising.
Promo Effectiveness for Grocery on RELEX, scoped to merchandising
For Grocery & Supermarket retailers, that means monitoring 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.
Your category managers are drowning in spreadsheets. Ward surfaces the readings that change a merchandising decision.
Promo Effectiveness, in one sentence. Ward measures true promotional lift net of cannibalization, pull-forward, and pantry loading.
Under the hood. Ward isolates incremental volume from baseline, measures cross-SKU cannibalization, estimates pull-forward effects, and calculates true ROI.
Getting the data in. 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
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 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 reads demand forecasts, space plans, workforce forecasts from RELEX Solutions on a read-only connection. Nothing is written back, and your Supply Chain configuration does not change. RELEX stays the system of record.
The promos model runs each day, not on a reporting calendar. It flags the pattern, accounts for what caused it, and attaches a recommended move before the number reaches a review deck.
Coverage is store by store, category by category. Ward monitors fill rate, shrinkage %, fresh waste % across 30,000+ SKUs and compares each store against its own baseline, not against the chain. That is the difference between knowing the estate is fine and knowing which seven stores are not.
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.
Why this combination
is its own problem.
Promo Effectiveness needs demand forecasts and space plans at minimum. RELEX Solutions carries both, at the grain the model needs. That is the whole integration story: no middleware, no staging warehouse, no custom extract.
- 01 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.
- 02 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.
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.
-
01
Week 1: read-only connection
Ward plugs into RELEX Solutions with read-only credentials and begins ingesting demand forecasts and space plans. No config changes on your side. First findings arrive in two days.
-
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.
-
03
Weeks 4 to 12: steady state
Ward delivers daily cards on a daily cycle, each with what caused it and what to do about it. 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 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
Impact metrics with RELEX
Data lake enrichment
Ward enriches RELEX data with: RELEX forecasts, POS actuals, Weather & events, Demographic data, Supplier performance
Your category managers are drowning in spreadsheets.
- ×Promo planning still runs off last year's playbook
- ×Assortment reviews happen quarterly when they should happen daily
- ×Price changes chase the market a week behind it
- ×No visibility into true cannibalization across categories
- ×Vendor negotiations lack real-time sell-through evidence
- ✓Insight cards flag promo cannibalization the day it happens
- ✓Assortment gaps and whitespace opportunities surface automatically
- ✓Price elasticity shifts detected before margin erosion compounds
- ✓Category-level performance cards replace manual spreadsheet reviews
- ✓Vendor scorecards generated from actual fill rate and quality data
Retailers lose an estimated $300B+ annually to suboptimal assortment and promotional decisions. Source: McKinsey & Company
Grocery KPI impact
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.
Your category managers are drowning in spreadsheets. Ward solves this with automated insight cards: Insight cards flag promo cannibalization the day it happens. Assortment gaps and whitespace opportunities surface automatically. Price elasticity shifts detected before margin erosion compounds.
Ward delivers daily insight cards covering Fill rate, Shrinkage %, Fresh waste %, tailored for Merchandising 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.
Related solutions
See what Grocery promos problems Ward catches.
Root causes, not just alerts. See it on your data.
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