Category Management - Retail Execution & Management - Trax Retail https://traxretail.com/role/category-management/ Revolutionizing retail through AI-driven data Fri, 02 May 2025 00:16:49 +0000 en-US hourly 1 https://wordpress.org/?v=6.7.2 https://traxretail.com/wp-content/uploads/2024/08/trax-favicon-150x150.png Category Management - Retail Execution & Management - Trax Retail https://traxretail.com/role/category-management/ 32 32 Leading water brand achieved 3.81x ROI https://traxretail.com/case-studies/water-brand-cvs-sbm-strategy/ Wed, 30 Apr 2025 23:01:06 +0000 https://traxretail.com/?post_type=case-studies&p=6627 Discover how a leading water brand transformed its merchandising strategy with Trax’s Signal-Based Merchandising, achieving an impressive 3.81x ROI. Faced with persistent out-of-stock challenges and inconsistent planogram execution in CVS stores, the brand sought a more responsive approach to enhance product availability and shopper satisfaction. By leveraging real-time insights and dynamic tasking, Trax helped the brand not only address immediate issues but also build smarter, adaptive operations. The results? Significant sales uplift and a remarkable drop in out-of-stocks. Dive into the full case study to learn how this innovative solution reshaped retail performance.

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How a leading water brand optimized merchandising strategy with Trax’s Signal-Based Merchandising

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/ Leading water brand achieved 3.81x ROI

Targeted execution and real-time insights helped boost sales and product availability in CVS test stores.


sales uplift in test stores

0 %
ROI across campaign period

0 x
decrease in average OOS (2nd half vs. 1st half)

0 %
consecutive weeks of OOS improvements

0

The Challenge

CVS locations were experiencing consistent execution challenges with a national water brand’s key SKUs. Warehouse replenishment methods weren’t aligned with store-level demand, resulting in frequent out-of-stocks (OOS). Additionally, inconsistent planogram execution was limiting shelf visibility and reducing shopper conversion.


The brand needed a more responsive and granular approach to ensure availability where it mattered most — and drive measurable improvement in performance.


Many bottled drinks on display

The Trax Solution

To address the issues, Trax deployed its Signal-Based Merchandising (SBM) program across a select group of CVS stores.


Key elements of the strategy included:

• Real-time detection of SKU-level OOS issues and planogram gaps

• Dynamic tasking of field reps to address OOS hotspots as they emerged
• Focused attention on stores with recurring execution gaps

• Tracking improvement over time to assess program impact and scale the solution

The goal wasn’t just fixing availability in the moment — it was about building smarter, more adaptive store-level operations.


The Results

sales uplift in test stores where SBM was activated
0 %
ROI delivered over the course of the campaign
0 x
drop in average OOS in the second half of the program vs. the first
0 %
consecutive weeks where stores saw improved OOS performance
0
With continued monitoring and optimization, the brand saw consistent improvements that translated to stronger shelf presence and higher shopper satisfaction.
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“Trax’s Signal-Based Merchandising didn’t just improve execution — it gave us a system we could rely on to maintain high performance in stores that had struggled for years.”
Director of Retail Strategy, National Beverage Brand


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]]> Frozen fruit brand OOS solution https://traxretail.com/case-studies/frozen-fruit-brand-oos-solution/ Wed, 30 Apr 2025 21:50:20 +0000 https://traxretail.com/?post_type=case-studies&p=6629 How did a fast-growing frozen fruit snack brand overcome significant out-of-stock (OOS) challenges and recover $550k in lost sales? By leveraging Trax's innovative Signal-Based Merchandising program, they transformed their inventory management across nearly 2,000 Target stores. With real-time insights and agile field support, the brand achieved a remarkable reduction in OOS rates and improved shopper experiences. Discover how this strategic partnership not only addressed immediate availability issues but also unlocked new growth opportunities, showcasing the power of data-driven solutions in the retail landscape. Ready to tackle your OOS challenges? Read on to learn more!

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How a frozen fruit brand used Signal-Based Merchandising to fix OOS issues and recover $550k in lost sales

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/ Frozen fruit brand OOS solution

By responding to inventory gaps in real time, this brand unlocked growth and efficiency across nearly 2,000 Target stores.


Target stores visited nationwide

0
of stores had insufficient inventory

0 %
reduction in OOS in week one
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in estimated lost sales identified
$ 0 k
potential ROI
0 %

The challenge

After being acquired by a larger CPG company, a fast-growing frozen fruit snack brand set its sights on national expansion — but ran into a major hurdle. Despite securing shelf space at nearly 2,000 Target stores, the brand struggled with frequent out-of-stock (OOS) issues.

They lacked real-time visibility into inventory gaps, which meant missed sales, poor shopper experience, and inefficient restocking. To meet their ambitious goals, they needed a smarter way to track and fix availability issues before they impacted the bottom line.


Dried Strawberry Coated with Chocolate on White Table

The Trax Solution

The brand turned to Trax and its Signal-Based Merchandising program to solve the problem at scale.

The campaign included:
• Deployment of a dedicated Trax field team to 1,945 Target stores
• Real-time OOS detection using store-level insights
• Rapid in-store merchandising based on live data signals
• Improved shelf presence and planogram compliance
• Close collaboration between the brand and Trax’s on-the-ground workforce

By bridging insight and execution, the program created a continuous feedback loop that helped address availability issues almost immediately — and prevented them from recurring.


The Results

of stores visited were not adequately stocked for restocking

0 %
reduction in out-of-stock rates in just one week

0 %
in estimated lost sales exposed and addressed

$ 0
potential ROI — driven by improved inventory availability and field execution

0 %

Faster product

rotation and stronger retail partnerships

This success demonstrated the power of real-time data and agile field support in scaling a frozen category brand’s growth.

KPI
"Signal-Based Merchandising gave us the speed and scale we were missing. Trax helped us turn shelf gaps into new growth opportunities — almost overnight."

Sales Strategy Lead, Frozen Snack Brand
"What’s important is we reduced out-of-stocks from 50% to 15% by the end of the campaign. Then during our Walmart pilot, the ops team called saying they’d seen 40% more orders than forecasted—Trax had been running for eight weeks, and the impact was clear."
Executive Sales Vice President, Frozen Snack Brand

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]]> Dairy brand increased sales and cut stockouts at Walmart https://traxretail.com/case-studies/dairy-brand-walmart-sbm/ Wed, 30 Apr 2025 21:44:11 +0000 https://traxretail.com/?post_type=case-studies&p=6628 Discover how a leading dairy brand transformed its sales strategy at Walmart by leveraging real-time insights to tackle inventory challenges. Faced with stockouts during a critical promotional period, the brand implemented Trax's Signal-Based Merchandising program, resulting in a remarkable $2.3 million in incremental sales. With a focus on improving shelf conditions and backroom inventory, the brand achieved a 5.5x return on investment and enhanced on-shelf availability. Learn how data-driven actions not only resolved immediate issues but also set the stage for long-term success in a competitive retail landscape. Dive into the full case study to uncover the details!

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How a leading dairy brand reduced stockouts and drove $2.3mm in incremental sales at Walmart

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/ Dairy brand increased sales and cut stockouts at Walmart

By using real-time insights to fix inventory gaps, the brand increased availability and achieved 5.5x ROI.

in incremental sales

$ 0 mm
increase in dollar sales
0 %
lift in backroom stock for high-priority SKU
0 %
on-shelf availability achieved
0 %
return on investment
0 x

The Challenge

A national dairy brand was struggling to maintain in-stock availability of its top 10 SKUs at Walmart — especially during promotional periods.

One price-driven promotion — a $0.33 reduction on a top-selling 96oz SKU — drove unexpected demand surges. But without the right systems in place to respond, the product frequently stocked out. This created shopper frustration and lost sales, threatening the success of the campaign and long-term brand trust.

To turn the tide, the brand needed a solution that would surface out-of-stock trends in real time and enable fast, targeted remediation.


grocery store wide angle of refrigeration display

The Trax Solution

Trax deployed a Signal-Based Merchandising (SBM) program tailored to address the brand’s most critical in-store execution gaps.

The approach included:

• Surfacing real-time OOS alerts across key Walmart locations

• Deploying Trax field reps to act on insights quickly, improving shelf conditions
• Informing backroom inventory adjustments to better support high-volume SKUs
• Driving compliance with shelf standards to support sales consistency

The data-driven actions helped the brand not only resolve short-term OOS issues — but implement longer-term changes to prevent them in the future.


The Results

The SBM program delivered strong, measurable improvements across availability and sales performance:

increase in permanent backroom stock of the 96oz SKU

+ 0 %
increase in safety stock levels of the 64oz SKU

+ 0 %
increase in dollar sales and +10.1% growth in unit sales
+ 0 %
return on investment — totaling $2.3mm in incremental revenue
0 x
on-shelf availability reached across stores, reducing stockouts and improving the shopper experience
0 %
By acting fast and staying responsive to data, the brand achieved high performance in a challenging retail environment.
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"Real-time data helped us rethink how we manage our high-priority SKUs. Trax’s Signal-Based Merchandising gave us the control we needed to protect promotions, reduce stockouts, and drive real growth at Walmart."
Senior Sales Lead, Dairy Brand


Ready to drive smarter execution and protect high-value SKUs?


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]]> Behind the Numbers: Signal-Based Merchandising and The Impact of the Empty Shelf https://traxretail.com/resources/behind-the-numbers-signal-based-merchandising-and-the-impact-of-the-empty-shelf/ Fri, 28 Mar 2025 03:24:36 +0000 https://traxretail.com/?post_type=resources&p=6595 In the fast-paced world of retail, understanding consumer behavior is crucial. "Behind the Numbers: Signal-Based Merchandising and The Impact of the Empty Shelf" delves into the intricate relationship between stock availability and sales performance. Discover how data-driven insights can transform your merchandising strategies, ensuring that your shelves are never empty when customers are ready to buy. Explore the hidden signals that drive purchasing decisions and learn how to leverage them to enhance customer satisfaction and boost your bottom line. Don’t miss out on the opportunity to turn insights into action and elevate your retail game!

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]]> Looking to the Future: Retail Consumer Insights Driving Innovation in an Unpredictable Economy https://traxretail.com/blog/looking-to-the-future-retail-consumer-insights-driving-innovation-in-an-unpredictable-economy/ Wed, 12 Feb 2025 23:10:16 +0000 https://traxretail.com/?post_type=blog_article&p=6386 In today's rapidly changing economic landscape, understanding consumer behavior is more crucial than ever. As retailers navigate the complexities of an unpredictable market, insights into shopping trends and preferences can drive innovation and success. This exploration delves into the key factors shaping retail strategies, revealing how businesses can adapt to meet evolving consumer demands. From the rise of digital shopping to the importance of sustainability, discover how these insights are not just trends but essential tools for thriving in the future of retail. Join us as we uncover the strategies that will redefine the shopping experience and foster lasting customer loyalty.

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]]> Unlocking Retail Success: Category Management Association interview https://traxretail.com/blog/unlocking-retail-success-category-management-association-interview/ Tue, 24 Sep 2024 19:25:17 +0000 https://traxretail.wpenginepowered.com/?post_type=blog_article&p=5542 The post Unlocking Retail Success: Category Management Association interview appeared first on Trax Retail.

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]]> Tyson + Trax: The Power of In-store Data in Retail Execution https://traxretail.com/blog/tyson-trax-the-power-of-in-store-data-in-retail-execution/ Thu, 08 Aug 2024 16:44:40 +0000 https://trax-retail.local/blog/insight-to-impact-the-power-of-in-store-data-in-retail-execution/ In today's competitive retail landscape, winning at retail execution is no easy feat. However, one strategy that has proven to be effective is leveraging in-store data. This was a key topic discussed at the recent Path to Purchase Retail Media Summit in a session led by Trax and Tyson Foods. The session, titled, "Insight to Impact: Using In-Store Data for Retail Execution Strategies,", presented by Sean O’Dowd, Sales Director at Trax and Matt Roughton, Director of Category & Shopper Strategy at Tyson Foods; delved into the power of utilizing in-store data to drive impactful retail execution. In this article, we will explore the key takeaways from the session and highlight the importance of utilizing in-store data in today's retail landscape.

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]]> KraftHeinz + Trax: Conquering the Latin American Market: Strategies and Challenges https://traxretail.com/blog/kraftheinz-trax-conquering-the-latin-american-market/ Thu, 25 Jul 2024 17:45:08 +0000 https://trax-retail.local/blog/conquistando-el-mercado-latinoamericano-estrategias-y-desafios/ En la reciente cumbre Summit Latin America 2024, se llevó a cabo un taller titulado "Conquistando el Mercado Latinoamericano," presentado por Trax y Kraft Heinz. Este taller brindó una perspectiva profunda sobre cómo una empresa puede expandirse exitosamente en una región tan diversa y desafiante como América Latina. A continuación, resumimos los puntos clave discutidos por Rifka Bernstein VP de Account Management en Trax, y Nicolás Aranguren, Director de Categorías Hispanas para Kraft Heinz.

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]]> Trax + Kraft Heinz chat Image Recognition https://traxretail.com/resources/summit-latin-america-trax-kraft-heinz-session/ Mon, 01 Jul 2024 20:13:42 +0000 https://trax-retail.local/resources/summit-latin-america-trax-kraft-heinz-session/ In the following video, we share the strategies and challenges presented by Trax and Kraft Heinz at the Summit Latin America 2024.

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