A playbook with 35 detailed analyses for a retail company
Each analysis includes:
- Goal of the analysis
- Data required
- Detailed step-by-step instruction on how to conduct the analysis
- Format of the output of analysis
- How to interpret results
- Steps a company can take to improve on the measure
In this guide you'll learn the following 35 analyses across five categories:
A. Sales
Table of Contents
- Comparable Store Sales Analysis
- Cross-Selling and Up-Selling Effectiveness
- Customer Lifetime Value
- Customer Return Rate Analysis
- Foot Traffic and Conversion Rate Analysis
- Location-Based Performance Analysis
- Omnichannel Strategy Effectiveness
- Seasonality Impact and Sales Mix Analysis
- Store Atmosphere and Experience Impact on Sales
B. Operations
Table of Contents
- Click-and-Collect/Buy Online, Pickup In-Store (BOPIS) Effectiveness
- E-commerce Fulfillment Efficiency and Cost Analysis
- In-Stock Rate and Out-of-Stock Analysis
- Inventory Turnover and Management Analysis
- Shelf Space Allocation and Optimization
- Store Closure and Rationalization Analysis
- Store Expansion and Cannibalization Risk Analysis
- Store Labor Productivity Analysis
- Store Lease and Real Estate Cost Efficiency
- Sustainability and Ethical Sourcing in Retail
C. Marketing
D. Merchandising
Table of Contents
- Markdown Strategy and Effectiveness
- Merchandising Strategy Effectiveness
- Planogram Compliance and Store Layout Efficiency, including Endcap Performance
- Private Label vs. Branded Product Performance and Supplier Dependency Strategy
- Product Category Margin Analysis
- Stock Keeping Unit (SKU) Rationalization and Retail Product Assortment Optimization
- Visual Merchandising Performance