Portfolio

Nutritional Basket

Turning Attributes Trends Into Growth Strategies

Strategic Value:

• Goes beyond basic UPC data to capture ingredients, claims, and attributes that drive shopper choice (e.g., organic, gluten-free, calorie-conscious).
• Clusters shoppers into behavioral segments based on nutrition and lifestyle preferences, enabling targeted innovation and messaging.
• Identifies emerging trends in wellness, providing an early read on growth opportunities or risks.
• Helps brands understand which attributes resonate most with their core consumers, supporting portfolio strategy and competitive positioning.

Business Impact:

• Equips executives with insights to guide product innovation, assortment, and M&A decisions in the fast-growing health-conscious segment.
• Strengthens retail collaboration by showing how claims and attributes influence category growth.
• Enables brand teams to prioritize marketing investment toward high-value, wellness-driven shopper groups.

Consumer
Decision Trees

Revealing How Shoppers Navigate
Categories

Strategic Value:

• Maps how shoppers make choices within a category — highlighting key decision drivers (e.g., brand vs. form vs. health attributes).

• Shows switching behaviors and substitutability, quantifying the true competitive set and risk of share loss.

• Provides a foundation for category leadership strategies, ensuring brands and retailers align shelf, pricing, and innovation to real consumer choice patterns.

Business Impact:

• Equips executives with insights to guide product innovation, assortment, and M&A decisions in the fast-growing health-conscious segment.

• Strengthens retail collaboration by showing how claims and attributes influence category growth.

• Enables brand teams to prioritize marketing investment toward high-value, wellness-driven shopper groups.

Affinities

Driving Incremental Revenue and Smarter
Category Strategies

Strategic Value:

• Translates shopper purchase behaviors into actionable product and category insights.

• Identifies high-value bundling, cross-sell, and placement opportunities that traditional overlap metrics miss.

• Scales across categories and brands to inform assortment, pricing, and promotional strategies.

• Empowers teams with an on-demand platform, reducing reliance on ad-hoc analytics and accelerating speed-to-insight.

• Vastly underrated metric. Shows strength of attachment between groups outside of just grocery baskets. Most don't take advantage of this because other use cases aren't easily implemented in Python.

Business Impact:

• Pinpoints opportunities that drive measurable lift in sales and margin.

• Enables executive teams to prioritize initiatives with the highest ROI.

• Supports both strategic planning (category leadership, portfolio positioning) and tactical execution (in-store placement, bundling).

• Can be used for some outside the box thinking like store design as well linking specific cohorts to different brands.

Portfolio Analysis

Optimizing Investment and Growth Across Categories

Strategic Value:

• Benchmarks current brand performance against competitors and emerging players to highlight
  strengths and vulnerabilities.

• Identifies whitespace opportunities for innovation, expansion, or acquisition.

• Pinpoints underperforming SKUs and sub-brands for rationalization, freeing resources for higher-return bets.

• Frames portfolio decisions in the context of consumer demand shifts (e.g., growth in natural, vegetarian, and global cuisines).

Business Impact:

• Equips leadership with a fact-based view of where to invest, where to defend, and where to exit.

• Supports capital allocation and strategic planning by quantifying growth potential and risk across segments.

• Enables brand and commercial teams to align around a clear roadmap for category leadership and portfolio growth.

Shopper Mindsets

Shopper Segmentation for Precise Targeting

Strategic Value:

• Creates differentiated shopper groups based on behavioral, attitudinal, and lifestyle attributes
  to reveal distinct motivations and purchase drivers.

• Uncovers whitespace opportunities for innovation, brand expansion, or strategic partnerships.

• Enables tailored messaging and activation strategies that resonate with each segment’s unique needs and language.

Business Impact:

• Elevates marketing effectiveness through personalized, interest-based campaigns that drive stronger engagement and conversion.

• Highlights brand and category strengths versus unmet shopper needs, guiding strategic investment.

• Empowers category leadership to focus on growing loyalty and building long-term shopper value across segments.

AI

Using AI To Assist in Decision Making

Strategic Value:

• Leverages advanced AI models to rapidly analyze behavioral and transactional data—
  identifying patterns, strengths, risks, and outliers in real time.

• Uncovers the “why” behind shopper and market behaviors through dynamic clustering and predictive analytics.

• Continuously evaluates processes to integrate AI solutions that enhance accuracy, efficiency, and strategic foresight.

Business Impact:

• Dramatically increases the speed and depth of analysis, surfacing insights that might otherwise remain hidden.

• Automates recurring reports and complex data analyses, freeing teams to focus on high-value strategic work.

• Enhances brainstorming and scenario modeling—enabling Category Leadership and Sales to evaluate outcomes, optimize decisions, and drive smarter growth.