Fundamentals of Assortment Planning Process 1: Introduction

  • Assortment Planning process
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Merchandise planning serves as the strategic roadmap for retailers to anticipate customer demand, ensuring they have the right inventory while aligning with financial goals.

Assortment planning and buying play a crucial role in achieving these financial objectives through smart, data-driven purchasing decisions.

Every day, merchant and planning teams make hundreds of assortment planning and buying decisions—from product conception to the point of sale. Each choice requires a balance of creativity, insight, and data-driven strategy.

Discover the fundamentals of the assortment planning process with this video series:

Introduction to Assortment Planning

  • What is assortment planning, and why is it essential for retailers?

  • A step-by-step overview of the assortment planning process

Leah Cook
Leah CookProduct Manager
Leah brings over 20 years of expertise in merchandise and assortment planning, buying, and allocation within the retail industry. Before joining daVinci, she held senior management roles at leading retailers such as Walmart Canada, Danier Leather, and the Bentley/Agnew Group. Having been a daVinci customer herself, Leah offers valuable firsthand insights and a deep understanding of the industry’s challenges and opportunities.
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