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Services

Retail success isn’t about luck – it’s about having the right guide on your journey. We provide comprehensive support across six critical areas, ensuring you’re never lost in the wilderness of retail complexity.

Day-to-Day Account Management

Your Dedicated Basecamp Support

We keep you and your retail partners aligned through consistent communication and proactive problem-solving:

Weekly Business Reviews

  • Executive summaries highlighting wins, challenges, and immediate opportunities

  • Sales trend analysis by SKU with clear explanations of performance drivers

  • Inventory health monitoring including in-stock rates, store counts, and velocity metrics

  • Retailer compliance tracking for OTIF, SQEP, and other scorecard requirements

  • Real-time data from Walmart’s systems for actionable insights

Your Direct Line to Retailers

  • Main point of contact with buyer teams

  • Day-to-day questions and data requests handled swiftly

  • Ad hoc reporting and analysis

  • Smooth communication between your team and theirs

Supply Chain & Forecasting

Keeping Your Products Moving on the Trail

We monitor and manage supply chain relationships so products flow smoothly from your facility to retail shelves:

Keeping Products In Stock

  • Track and troubleshoot MABD and OTIF performance

  • Manage relationships with retailer replenishment teams

  • Review lead times and identify delivery improvements

  • Create and submit Global Replenishment System (GRS) policies

  • Resolve inventory and stock availability issues proactively

Forecasting That Works

  • Build item-level forecasts for corporate planning and retailer systems

  • Develop rolling PO forecasts with your supply chain team

  • Analyze promotional forecasts and adjust ordering policies

  • Handle new item setup through retailer product management systems

  • Monitor post-launch performance weekly

Merchandising & Marketing Support

Making Your Brand Shine on the Retail Shelf

We help you maximize visibility and sales through strategic merchandising and promotional planning:

Promotional Planning

  • Build annual promotional calendars aligned with retail priorities

  • Recommend trade spend budgets to support your goals

  • Handle promotional forms, price changes, and event setup

  • Track results and share insights with you and buyers

Digital Presence Optimization

  • Optimize product pages, descriptions, and imagery

  • Support review generation and content syndication

  • Navigate retail media platforms (Walmart Connect, etc.)

  • Integrate marketing with retailer channels for launches

In-Store Marketing

  • Help teams ensure seasonal features and promotional displays align with retailer guidelines

  • Identify and manage vendors for display production and fulfillment

  • Support teams in developing permanent fixtures and inline merchandising solutions

Sales Planning & Presentations

Preparing You for Critical Moments on the Summit

We help you present your best case in line reviews and innovation sessions:

Line Reviews That Win

  • Develop distribution, pricing, shelving, and merchandising strategy (DPSM)

  • Build presentation decks using joint business planning best practices

  • Coordinate meeting logistics or support your direct outreach

  • Deliver sales analysis with actionable insights to buyers and your team

Innovation & New Product Introductions

  • Plan approach for collaborative innovation sessions with merchants

  • Guide presentation development and materials

  • Manage scheduling, samples, and advance materials

  • Coordinate between your R&D team and retailer’s innovation process

  • Summarize feedback and manage follow-up meetings

Strategic Guidance & Relationship Building

Your Expert Guide Through Retail Terrain

We bring insider knowledge to help you navigate retail organizations and build lasting relationships:

Retail Strategy Consulting

  • Navigate retailer organizations to reach decision-makers

  • Advise on launch strategies that work for both sides

  • Help you think ahead: “What’s next after this win?”

  • Use knowledge of key players and priorities to build internal support

Building Relationships That Matter

  • Open doors with Senior Management and Decision Makers

  • Leverage our network to create connections for your brand

  • Help you develop relationships beyond the merchant level

  • Position your brand for long-term success

Category Advisorship

Powered by DiCon Analytics

Become Walmart’s trusted Category Advisor and influence strategic decisions at the highest level:

What Category Advisors Do

Category Advisors are strategic partners who work directly with Walmart merchants to manage and grow specific product categories through data-driven insights, assortment recommendations, and innovation strategies. Without advisor influence, category decisions may not reflect market dynamics or brand performance – leading to lost shelf space and missed opportunities.

How This Works

Compass Advisory serves as your dedicated partner and liaison, powered by DiCon Analytics – a team of former Walmart leaders with over 100 years of combined experience. This unique structure ensures unbiased, strategic recommendations while you maintain direct communication and control through Compass. No supplier conflicts, complete transparency, and dedicated focus on growing your category at Walmart.

What You Gain

Strategic Category Influence

Direct voice in assortment planning and space allocation decisions

Pricing optimization and promotional strategy recommendations

New product innovation guidance and seasonal planning

Modular design and space productivity analysis

Professional Analytics Without Internal Overhead

DiCon's syndicated data and category performance tracking

Competitive benchmarking and market trend analysis

Consumer insights and demand forecasting

Category growth opportunity identification

Walmart Merchant Collaboration

Regular strategic planning sessions with category merchants

First access to category initiatives and innovation opportunities

Influence on category resets and seasonal programs

Direct channel to present new products and strategies

Partnership Options

We don’t believe in one-size-fits-all. We work to be as turn-key as possible – integrating seamlessly as an extension of your team with flexible engagement models that fit your needs.

We’re flexible in how we work with you:

  • Strategic Advisory: Monthly strategy sessions + quarterly business reviews
  • Full-Service Management: Weekly reporting + daily operations oversight
  • Project-Based: Line review prep, new item launches, specific initiatives
  • Consulting: Due diligence for acquisitions, category assessments