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AI & Machine Learning

Range and Assortment Decisions With Data

Stores differ, and a single national range serves none of them well. How to decide what each location should carry without unmanageable complexity.

Updated 2 min readBy SpiderHunts Technologies

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Quick answer — TL;DR

Fully localised ranges are operationally unworkable; a single national range leaves sales on the table. Clustering stores into a manageable number of groups and ranging by cluster captures most of the benefit at a fraction of the complexity.

Two bad extremes

One range everywhere is simple to buy and operate, and guarantees every store carries products its customers do not want while missing ones they do.

A bespoke range per store captures local demand and is unmanageable - buying, allocation, planograms and replenishment all multiply, and the data supporting each decision gets thin.

The workable answer sits between: a small number of store groups, each with a range, plus limited local flexibility on a defined share of space.

Cluster on behaviour, not geography

Stores are usually grouped by region or size because those are the obvious attributes. Neither necessarily predicts what sells.

  • Category mix - what share of sales each category represents
  • Price architecture - where the store sells in the range
  • Basket composition and average basket size
  • Demand shape over the week and year
  • Local demographics and competition, where you have that data

Clustering on these frequently produces groups that cut across regions - a city-centre store may behave like another city-centre store two hundred miles away far more than like its neighbour in a retail park.

How many clusters

More clusters capture more local variation and cost more to operate. The right number is a business constraint rather than a statistical one.

ClustersBenefitCost
1Simplest operationPoor local fit everywhere
3-5Most of the available gainManageable for buying and allocation
10+Diminishing additional gainBuying and planogram complexity rises sharply
Per storeBest theoretical fitUnworkable in practice

Somewhere in the middle is almost always right. Ask the buying and space teams how many ranges they can genuinely maintain, and work within that.

The problem of what you never stocked

Sales data tells you what sold where it was available. It cannot tell you what would have sold in a store that never carried it - and that is exactly the range decision you are trying to make.

This is a real limitation. The partial answer is to infer from similar stores that did carry it, and to run deliberate trials placing products in stores that have not stocked them. Without some trial activity, the range gradually calcifies around what it already is.

Space, not just presence

Ranging decides what is carried; space decides how much. A product with the same range status in two stores can perform very differently depending on facings and position.

Modelling sales without accounting for space attributes it incorrectly - a product given twice the space will sell more and look like stronger demand. If space data exists, use it; if not, be cautious about conclusions drawn from raw sales comparisons.

Sales data shows what sold where you stocked it. It is silent about everywhere you did not.

FAQ

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The questions readers ask us after this guide.

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How many stores before clustering is worthwhile?

Enough that stores genuinely differ and a single range is compromising - typically a couple of dozen upwards, though it depends on how varied they are.

Should clusters be fixed?

Review periodically. Store behaviour changes with local development and competition, but reclustering constantly disrupts buying.

Can we do this without demographic data?

Yes. Your own sales behaviour is usually more informative than external demographics, which are a proxy for it.

What about online?

Online has no space constraint, so it is a different problem - ranging there is about discovery and stock risk rather than shelf allocation.

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