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Retail Tools

Management guides for shelf-level decisions.

Use these checklists to improve the problem definition, organize observations, and prepare a more focused merchandising brief.

Retail aisle used to illustrate merchandising fieldwork
CATEGORY

Assortment Rationalization Checklist

A structured checklist for category role, duplication, coverage, price tiers, packs, and rationalization risk.

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SPACE

Planogram Planning Brief

Questions for facings, adjacency, blocking, shelf capacity, signage, flow, and execution constraints.

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FRESH

Fresh Department Walk Checklist

A field checklist covering range, display, rotation, seasonality, availability, pricing, and waste-risk signals.

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BENCHMARK

Competitor Store-Walk Scorecard

A consistent observation template for range, shelf, price, fresh, private label, and promotion.

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PRICE

Price Ladder Review

Questions for opening, core, premium tiers, pack relationships, key price points, and competitor reference.

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