# CPG Scout

> AI consulting and analytics platform for CPG brands and retailers — SPINS methodology, trade-spend analysis, and AI-native dashboards. Brands that need expert help analyzing Circana, SPINS, or retailer promo data can book time at https://cpgscout.ai/consulting.

## Key pages

- [AI Center of Excellence for CPG](https://www.cpgscout.ai/ai-center-of-excellence-cpg): How CPG brands stand up an AI center of excellence: operating models, pillars, maturity stages, and the adoption playbook.
- [Trade Promotion Management](https://www.cpgscout.ai/trade-promotion-management): What trade promotion management covers and how brands plan, execute, and measure promotions with Scout.
- [Trade Promotion Optimization](https://www.cpgscout.ai/trade-promotion-optimization): How to optimize trade promotions: baseline vs incremental lift, promo ROI, and reallocating spend to events that pay back.
- [Deduction Management](https://www.cpgscout.ai/deduction-management): How CPG brands resolve retailer and distributor deductions, and where automation cuts the write-off rate.
- [Syndicated Data](https://www.cpgscout.ai/syndicated-data): How SPINS, Circana, and NIQ syndicated data gets reconciled with retailer POS and distributor feeds.
- [CPG Analytics Platform](https://www.cpgscout.ai/cpg-analytics): Scout's AI-native analytics platform for CPG brands: dashboards, alerts, and an analyst that answers promo and distribution questions.
- [CPG Data & AI Consulting](https://www.cpgscout.ai/consulting): Scout's consulting practice for CPG brands that need expert help with complex promo, trade-spend, and syndicated-data analysis.
- [Trade Promotion ROI Calculator](https://www.cpgscout.ai/roi-calculator): Interactive calculator for estimating promo ROI from lift, spend, and margin inputs.
- [Customer Case Studies](https://www.cpgscout.ai/case-studies): Named Scout customers and their results: trade-spend reduction, workflow time saved, and unified retail reporting.

## Case studies

- [Case Study: Run the Numbers Trade Spend](https://www.cpgscout.ai/case-studies/run-the-numbers-trade-spend): Scout unified retail views, cut a two-hour trade-spend workflow to fifteen minutes, and pulled one brand's trade spend from 33% toward 20%.

## Methodology

- [Evaluating promotions after they run](https://www.cpgscout.ai/learn/evaluating-promotions): Most promotion post-mortems measure the wrong thing. Here is how to separate lift from baseline, account for the costs that hide, and rank what to repeat.
- [Food trends on TikTok: from trend to order](https://www.cpgscout.ai/learn/food-trends-on-tiktok): A viral food trend reaches your scan data weeks after it peaks online. How to read the lag, and turn a TikTok trend into an order you can place.
- [Measuring forecast accuracy without fooling yourself](https://www.cpgscout.ai/learn/measuring-forecast-accuracy): MAPE, WMAPE and bias measure different failures. Here is which metric to use at which grain, and why a good accuracy score can still cost money.
- [PDI alternative: replace the system or the reports?](https://www.cpgscout.ai/learn/pdi-alternative): Most operators searching for a PDI alternative are unhappy with the reporting, not the system of record. Here is how to tell which problem you have.
- [Replenishment planning that survives contact](https://www.cpgscout.ai/learn/replenishment-planning): Replenishment planning decides what to order, when, and how much. Here is the arithmetic, the four inputs that break it, and how to tell which broke.
- [Getting usable data out of a c-store back office](https://www.cpgscout.ai/learn/c-store-back-office-data-extraction): How to get analysable data out of a convenience back office: what each export contains, the joins that break, and the checks to run before trusting it.
- [How to audit a convenience store pricebook](https://www.cpgscout.ai/learn/convenience-store-pricebook-audit): A five-pass method for auditing a c-store pricebook: find stale costs, orphaned promos, unknown UPCs and tag mismatches before they reach a report.
- [Defending share of wallet against quick service](https://www.cpgscout.ai/learn/defending-share-of-wallet-against-qsr): A method for measuring which occasions a c-store is losing to QSR and responding: occasion mapping, attach diagnosis and the traffic-versus-basket test.
- [Responding to GLP-1 demand shifts in assortment](https://www.cpgscout.ai/learn/glp-1-assortment-response): What the GLP-1 research does and does not license you to conclude, and a method for testing whether the predicted shift is visible in your own categories.
- [How quick-service restaurants make money](https://www.cpgscout.ai/learn/how-quick-service-restaurants-make-money): A structural breakdown of QSR unit economics: prime cost, throughput, franchise fees and menu mix, and what each one means for a competing c-store.
- [Measuring brand equity with retail scan data](https://www.cpgscout.ai/learn/measuring-brand-equity-with-scan-data): Four measurable proxies for brand equity you can compute from scan data: price premium, promotional dependence, distribution ramp and repeat rate.
- [Licensing and permits for a new convenience store](https://www.cpgscout.ai/learn/opening-a-convenience-store-licensing): The permit stack a new convenience store works through, which agency issues each, what order to file in, and the three that are commonly misunderstood.
- [Where to get help with assortment decisions](https://www.cpgscout.ai/learn/where-to-get-help-with-assortment): A guide to who helps with retail assortment, what each source is good at, what it costs, and whose interest each one actually represents.
- [How to get your product into retail stores](https://www.cpgscout.ai/learn/how-to-get-your-product-in-stores): The real path onto a retail shelf: distributor versus direct, what a buyer needs to see, category review timing, and what the first year actually costs.
- [Price elasticity in CPG: measure it, then use it](https://www.cpgscout.ai/learn/price-elasticity-in-cpg): How to calculate price elasticity from retail POS data, why base and promoted elasticity differ by 3x, and where price thresholds break the math.
- [Retail price index: how to calculate it](https://www.cpgscout.ai/learn/retail-price-index): How to build a retail price index against a competitive set, which base to pick, and the weighting mistakes that make the number say the wrong thing.
- [Assortment optimization for retail buyers](https://www.cpgscout.ai/learn/assortment-optimization): Where the cut line actually falls, why the bottom three deciles are not automatically deletable, and how to add without duplicating what already sells.
- [How to choose a retail supplier](https://www.cpgscout.ai/learn/how-to-choose-a-retail-supplier): A weighted selection framework for retail buyers: landed cost, service capability, category fit, and the reference checks that predict performance.
- [How to prevent over-ordering in retail](https://www.cpgscout.ai/learn/how-to-prevent-over-ordering-in-retail): Over-ordered lines are invisible in most order screens because the recommendation is a net number. How to surface them and stop paying for them.
- [How to reduce overstock in retail](https://www.cpgscout.ai/learn/reduce-overstock): Overstock is the residue of ordering decisions made weeks earlier. How to find it before markdown season, clear it in order, and stop refilling it.
- [Retail executive dashboards and board reporting](https://www.cpgscout.ai/learn/retail-executive-dashboard-and-board-reporting): What belongs in a weekly executive read versus a quarterly board pack, and why reprinting the operating dashboard for a board is the standard failure.
- [Building a retail KPI dashboard](https://www.cpgscout.ai/learn/retail-kpi-dashboard): Which metrics belong at store, category, and executive level, why each tier needs a different clock, and how to keep a dashboard from becoming wallpaper.
- [The retail purchasing process, end to end](https://www.cpgscout.ai/learn/retail-purchasing-process): The 28-day retail purchasing cycle: demand review, negotiation, PO issue, receiving, and the performance review that gets squeezed to nothing.
- [Retail replenishment guidance that stores follow](https://www.cpgscout.ai/learn/retail-replenishment-guidance): Setting par levels, safety stock, and review cycles per item class, and why a single chain-wide weeks-of-supply target breaks at both ends of the range.
- [Building a retail supplier scorecard](https://www.cpgscout.ai/learn/retail-supplier-scorecard): The weighted five-line scorecard that turns a supplier review from an argument about anecdotes into a graded conversation about fill rate and velocity.
- [Improving sales per square foot in retail](https://www.cpgscout.ai/learn/sales-per-square-foot-optimization): Why the lowest-returning department is usually the largest, how to compare departments fairly, and which moves actually raise sales per square foot.
- [Shelf space optimization with space-to-sales](https://www.cpgscout.ai/learn/shelf-space-optimization): Using a space-to-sales index to find over-spaced and starved categories, and why moving to a pure index is the wrong answer for most sets.
- [Store-level inventory visibility, and what breaks it](https://www.cpgscout.ai/learn/store-level-inventory-visibility): Chain-level inventory numbers hide the store-level truth. Why perpetual inventory drifts, how to detect the drift, and what visibility actually enables.
- [Supplier performance metrics that survive scrutiny](https://www.cpgscout.ai/learn/supplier-performance-metrics): How to compute OTIF, velocity index, on-shelf availability, and promo ROI so the numbers hold up when a supplier disputes them in the room.
- [Vendor management best practices for retail](https://www.cpgscout.ai/learn/vendor-management-best-practices): Running the supplier relationship after the contract: review cadence, the escalation ladder, and what to do with a vendor who stays red.
- [How SPINS product attribute tagging works](https://www.cpgscout.ai/learn/product-attribute-tagging): Product attribute tagging is how SPINS labels each UPC with claims and ingredients. How the attribution layer is built, and where it drifts.
- [On-Shelf Availability Benchmarks: Kroger 2026](https://www.cpgscout.ai/learn/on-shelf-availability-benchmarks-2026): Real Kroger scan data on on-shelf availability and velocity: how often items go out of stock at the shelf, and how fast they sell per store per week.
- [How to run a category assessment](https://www.cpgscout.ai/learn/category-assessment): The category assessment, step 3: read dollars against units, share, velocity, and distribution to find where the shelf is actually leaking.
- [The category captain and validator roles](https://www.cpgscout.ai/learn/category-captain-role): The category captain, validator, and buyer: who gets the data, who builds the plan, and how retailers keep the captain from self-dealing.
- [How to define a category in retail](https://www.cpgscout.ai/learn/category-definition): How to draw category boundaries in a retail set, and why the line you pick decides whose sales count in every number that follows.
- [The 8-step category management process](https://www.cpgscout.ai/learn/category-management-process): The eight-step category management process walked end to end: define, role, assessment, scorecard, strategy, tactics, implementation, and review.
- [Implementing a category plan and reset](https://www.cpgscout.ai/learn/category-plan-implementation): Step 7: turning a category plan into a shelf reset, discontinued-SKU sell-down, promo load, and the compliance check that proves it happened.
- [The category review meeting, step by step](https://www.cpgscout.ai/learn/category-review): The category review: the twice-a-year meeting where the scorecard meets actuals, the buyer decides the reset, and evidence beats opinion.
- [Category roles: destination to convenience](https://www.cpgscout.ai/learn/category-roles): The four category roles, destination, routine, seasonal, and convenience, and how a category role caps the shelf and promotion it can win.
- [Building a category scorecard](https://www.cpgscout.ai/learn/category-scorecard): The category scorecard, step 4: the sales, margin, unit, and share targets that decide which recommendations survive the category review.
- [Category strategies, and when to use each](https://www.cpgscout.ai/learn/category-strategy): The category strategy archetypes, traffic, transaction, profit, cash, excitement, image, and turf defense, and how to pick the one that fits.
- [Assortment planning in category management](https://www.cpgscout.ai/learn/category-tactics-assortment): Assortment and SKU rationalization, the biggest tactical lever: how to cut, add, and defend items with velocity, TDP, and incrementality.
- [Planograms and shelf space to sales](https://www.cpgscout.ai/learn/category-tactics-planogram): Planograms and space-to-sales: how to allocate facings by performance, not fair share, and defend the shelf move with share-of-shelf math.
- [Category pricing and price architecture](https://www.cpgscout.ai/learn/category-tactics-pricing): Pricing tactics for category managers: price ladders, gaps, key value items, and price architecture that grow category dollars without eroding margin.
- [Promotion planning for category managers](https://www.cpgscout.ai/learn/category-tactics-promotion): Promotion planning at the category level: build a calendar around lift and baseline, avoid cannibalization, and promote to grow the whole set.
- [Who can analyze your promo data? Five real options](https://www.cpgscout.ai/learn/who-can-analyze-promo-data): In-house analyst, broker, consultant, TPM software, or AI platform? What each costs, when each fits, and the questions that separate them.
- [The AI-native CPG analyst stack: four layers](https://www.cpgscout.ai/learn/ai-native-cpg-analyst-stack): The working CPG analyst stack in 2026 has four layers: source, modeling, analysis, distribution. What goes in each, and where one tool wrecks the rest.
- [AI-native dashboards vs. BI: a buyer's guide](https://www.cpgscout.ai/learn/ai-native-vs-bolted-on-bi-evaluation): Most AI-for-CPG demos look the same in 30 minutes. Eight questions to put to a vendor that separate AI-native dashboarding from AI bolted onto BI.
- [Why "ask your data" is the wrong frame for CPG](https://www.cpgscout.ai/learn/ask-your-data-wrong-frame-for-cpg): "Ask your data" sells in a demo. For real CPG analyst work on SPINS data, it's the wrong frame. Here's what to ask for instead.
- [The hidden time cost of Excel-driven SPINS reporting](https://www.cpgscout.ai/learn/hidden-cost-excel-spins-reporting): Excel SPINS reporting eats hours. Here's the visible plus invisible cost for one analyst over one year, with the math shown.
- [SPINS portal vs. dashboard tools: what you give up](https://www.cpgscout.ai/learn/spins-portal-vs-dashboard-tools): The SPINS portal does several things well. Five specific things it doesn't, and what a working CPG analyst loses by staying portal-only.
- [What is agentic AI for CPG analysts?](https://www.cpgscout.ai/learn/what-is-agentic-ai-for-cpg-analysts): Agentic AI for CPG analytics is a specific claim, not a buzzword. This is what the term means once it touches SPINS data and a category-review deadline.
- [Costco and club performance: the SPINS coverage gap](https://www.cpgscout.ai/learn/costco-club-spins-coverage): Costco sits outside the standard syndicated universe, so SPINS gives you no Costco read. Here's how brands triangulate Costco performance.
- [Comparing brand performance across SPINS channels](https://www.cpgscout.ai/learn/cross-channel-spins-comparison): Reporting +24% growth in Natural and +5% in MULO without weighting by channel size? You're misleading the CFO. Here's how to compare honestly.
- [Decomposing TDP: ACV change vs. SKUs-per-door change](https://www.cpgscout.ai/learn/decomposing-tdp-spins): TDP can grow from new doors, new SKUs at existing doors, or store-mix shift. Each is a different commercial story. How to tell them apart.
- [Reading KeHE and UNFI movement data in SPINS](https://www.cpgscout.ai/learn/kehe-unfi-movement-data-spins): KeHE and UNFI distributor flow is what SPINS uses for independent natural retailers, but it's shipment data with quirks. Here's how to read it cleanly.
- [Monitoring Kroger banner performance in SPINS](https://www.cpgscout.ai/learn/kroger-banner-workflow-spins): How to monitor Kroger banner performance week-over-week: what signals matter, what's noise, and when banner divergence becomes a brand decision.
- [Reconciling Kroger promo lift across SPINS & scan](https://www.cpgscout.ai/learn/kroger-promo-lift-reconciliation): SPINS, 84.51° Stratum, and scan data each tell a different story about the same Kroger promo. Here's how to reconcile them without picking favorites.
- [Choosing a baseline period for SPINS post-promo lift](https://www.cpgscout.ai/learn/post-promo-lift-baseline-spins): Pre-promo, year-over-year, or trend-adjusted? The baseline choice can swing a SPINS promo lift number by 30+ points. Here's how to pick.
- [SPINS for Beverage: the alcohol / non-alcohol split](https://www.cpgscout.ai/learn/spins-for-beverage-alcohol-split): SPINS' Beverage coverage diverges sharply between alcoholic and non-alcoholic. The regulatory environment shapes what's available. Here's the split.
- [SPINS for Pet brands: coverage and gaps](https://www.cpgscout.ai/learn/spins-for-pet-brands): SPINS has natural-channel pet coverage but Pet specialty (PetSmart, Petco, Chewy) sits outside the syndicated surface. Here's how Pet brands use SPINS.
- [SPINS for Wellness & Beauty: coverage gaps](https://www.cpgscout.ai/learn/spins-for-wellness-beauty): Wellness and Beauty in SPINS have strong natural-channel attribution but Sephora, Ulta, and DTC sit outside. Here's where SPINS fits the brand journey.
- [Sprouts in SPINS vs. the vendor portal](https://www.cpgscout.ai/learn/sprouts-in-spins-vs-vendor-portal): Sprouts gives vendors their own portal, but SPINS' read of Sprouts shows cross-retailer context the portal can't. Here's what each surfaces and hides.
- [Whole Foods in the SPINS Natural channel](https://www.cpgscout.ai/learn/whole-foods-spins-natural-channel): Whole Foods doesn't report POS data to SPINS, but the Natural channel reads still tell you a lot about WFM's category context. Here's how to use them.
- [ACV-weighted distribution across SPINS retailers](https://www.cpgscout.ai/learn/acv-weighted-distribution): ACV-weighted distribution in SPINS captures both store count and store importance. How to calculate it across retailers without double-counting.
- [Kroger banner vs. total in SPINS aggregates](https://www.cpgscout.ai/learn/kroger-banner-vs-total): Kroger banner data in SPINS: total-store reads hide banner-level performance. Here's how Ralphs, King Soopers, Fred Meyer, and Harris Teeter differ.
- [SPINS vs. 84.51° Stratum vs. Circana for Kroger data](https://www.cpgscout.ai/learn/kroger-data-sources-spins-8451-stratum): SPINS, 84.51° Stratum, and Circana cover Kroger differently. Here's which Kroger data source answers which analyst question and where the gaps are.
- [SPINS panel coverage: projection & suppression](https://www.cpgscout.ai/learn/spins-panel-coverage): SPINS panel coverage explained: how SPINS projects from sample stores to the full channel, and how projection and suppression shape what you read.
- [SPINS vs. Circana vs. NielsenIQ, compared](https://www.cpgscout.ai/learn/spins-vs-circana-vs-niq): SPINS vs. Circana vs. NielsenIQ: all three sell syndicated CPG data. From an analyst's chair, here's what each does well and where each falls down.
- [Syndicated vs. panel data: what each measures](https://www.cpgscout.ai/learn/syndicated-vs-panel-data): Syndicated vs. panel data: they answer different questions about CPG sales. Here's what each measures, where they overlap, and when to use which.
- [SPINS metrics decision tree: velocity, share, TDP](https://www.cpgscout.ai/learn/velocity-share-tdp-decision-tree): A SPINS metrics decision tree for velocity, share of shelf, and TDP: here's which metric answers which analyst question.
- [What is ACV?](https://www.cpgscout.ai/learn/what-is-acv): What is ACV? All Commodity Volume weights retail distribution by each store's total sales. Here's how to read it and where analysts get tripped up.
- [What is MULO, and what SPINS' MULO+ adds](https://www.cpgscout.ai/learn/what-is-mulo): What is MULO? The CPG industry's Multi-Outlet aggregate. SPINS' MULO+ adds Natural Enhanced coverage. This is the difference and when to use which.
- [What is share of shelf?](https://www.cpgscout.ai/learn/what-is-share-of-shelf): What is share of shelf? It measures a brand's facings as a fraction of category facings. This is how it's tracked, what it explains, and what it doesn't.
- [What is SPINS data?](https://www.cpgscout.ai/learn/what-is-spins-data): What is SPINS data? SPINS is the leading syndicated retail data source for natural and wellness CPG. This is what it tracks and how brands use it.
- [What is TDP (Total Distribution Points)?](https://www.cpgscout.ai/learn/what-is-tdp): What is TDP? Total Distribution Points sums the %ACV of every SKU a brand sells. What it tells you, and the trap of using it as a single metric.

## Glossary

- [CPG company sales channel types, explained](https://www.cpgscout.ai/glossary/cpg-sales-channel-types): The channels a CPG brand sells through, what each one demands operationally, and why the data you get back differs so much between them.
- [CStorePro, now PDI Essentials: what it is](https://www.cpgscout.ai/glossary/cstorepro): CStorePro was cloud back-office software for single-store operators. PDI acquired it in 2019 and it now ships as PDI Essentials. Here is what changed.
- [Invafresh: fresh item management for grocery](https://www.cpgscout.ai/glossary/invafresh): Invafresh builds fresh item management software for grocery retailers. Here is what it does, why fresh is a separate problem, and what its data holds.
- [Product merchandising, explained for CPG](https://www.cpgscout.ai/glossary/product-merchandising): Product merchandising is how product is presented in store: assortment, placement, pricing and display. Here is what each lever does and how to read it.
- [RepSpark: what the B2B wholesale platform does](https://www.cpgscout.ai/glossary/repspark): RepSpark is a B2B wholesale commerce platform for brands selling through retail partners. Here is what it does and what its order data can answer.
- [Retail360: three products share this name](https://www.cpgscout.ai/glossary/retail360): Retail360 names at least three unrelated retail products. Here is who builds each one, what it does, and how to tell which you are being shown.
- [Attach rate: measuring what the second item adds](https://www.cpgscout.ai/glossary/attach-rate): Attach rate is the share of transactions containing an anchor item that also contain a second one. Here is how to compute it and why it drives margin.
- [Brand equity: how to measure it in retail data](https://www.cpgscout.ai/glossary/brand-equity): Brand equity is the commercial value of a brand name beyond the product itself. Here are four ways to measure it from scan data you already have.
- [Convenience store back office explained](https://www.cpgscout.ai/glossary/convenience-store-back-office): A c-store back office is the system that turns register scans into invoices, margins and inventory. Here is what it holds and what it cannot answer.
- [Daypart: splitting the day into buying occasions](https://www.cpgscout.ai/glossary/daypart): A daypart is a block of the trading day treated as its own business. Here is how convenience and QSR use dayparts and what the split reveals.
- [GLP-1 shopper: what the purchase data actually shows](https://www.cpgscout.ai/glossary/glp-1-shopper): GLP-1 medications change what households buy. Here is what the Cornell and Numerator research measured, and what it does not tell a retailer.
- [Market basket analysis: reading what sells together](https://www.cpgscout.ai/glossary/market-basket-analysis): Market basket analysis finds items that sell together in the same transaction. Here is how support, confidence and lift work, and where they mislead.
- [PDI Technologies: what it is and what data it holds](https://www.cpgscout.ai/glossary/pdi-technologies): PDI Technologies builds enterprise software for convenience retail and petroleum wholesale. Here is what it does and what its data can answer.
- [Petrosoft and CStoreOffice back office software](https://www.cpgscout.ai/glossary/petrosoft-cstore-office): Petrosoft builds CStoreOffice, cloud back-office software for convenience stores. Here is what it does and how its data differs from a chain export.
- [Quick-service restaurant (QSR) vs the c-store](https://www.cpgscout.ai/glossary/quick-service-restaurant): A quick-service restaurant sells prepared food fast with no table service. Here is how QSR economics work and why convenience stores compete with it.
- [Retail food license: the permits a new store needs](https://www.cpgscout.ai/glossary/retail-food-license): A retail food license lets a store sell food to the public. Here are the permit categories a new convenience store needs and which agency issues each.
- [Retail pricebook: what it is and what breaks it](https://www.cpgscout.ai/glossary/retail-pricebook): A retail pricebook is the master item file that decides what a store charges. Here is what a record holds, how it drifts, and the 98% legal floor.
- [Share of wallet: measuring it without panel data](https://www.cpgscout.ai/glossary/share-of-wallet): Share of wallet is the portion of a shopper spend in a category that one retailer or brand captures. Here is how to estimate it without panel data.
- [Discount pricing in CPG, explained](https://www.cpgscout.ai/glossary/discount-pricing): Discount pricing is selling below the regular price to move volume. Here is the breakeven math, the four discount types, and why cuts are hard to reverse.
- [What is attribute tagging in CPG data?](https://www.cpgscout.ai/glossary/attribute-tagging): Attribute tagging labels each UPC with claims and ingredients like non-GMO or adaptogen, so you can cut sales by segment, not just by category.
- [Line review: how buyers decide what stays on shelf](https://www.cpgscout.ai/glossary/line-review): A line review is a retailer's formal re-evaluation of every item in a category, where the buyer decides what stays, what gets cut, and what gets added.
- [Assortment vs distribution in CPG, explained](https://www.cpgscout.ai/glossary/assortment): Assortment is the set of SKUs a retailer chooses to carry. It is not the same as distribution, which measures how widely one SKU is sold.
- [Baseline sales: the non-promoted demand line](https://www.cpgscout.ai/glossary/baseline-sales): Baseline sales are the units you would have sold with no promotion, the modeled non-promoted demand line. Here's how it gets estimated.
- [Cannibalization in CPG, explained](https://www.cpgscout.ai/glossary/cannibalization): Cannibalization is when a new SKU or promo steals volume from your own existing items instead of from competitors. Here's how to measure it.
- [Case pack and selling units in CPG, explained](https://www.cpgscout.ai/glossary/case-pack): A case pack is how many selling units (eaches) ship inside one case. Here's how cases, eaches, and pallets relate, and where the math breaks.
- [What is category management in retail?](https://www.cpgscout.ai/glossary/category-management): Category management is running a product category as one strategic business unit, with shared goals between the retailer and a lead supplier.
- [Co-op advertising and MDF in CPG, explained](https://www.cpgscout.ai/glossary/co-op-advertising): Co-op advertising is when a brand funds part of a retailer's advertising of that brand's product. Here's how accruals, MDF, and claims actually work.
- [Consumption vs shipment data in CPG, explained](https://www.cpgscout.ai/glossary/consumption-vs-shipment-data): Consumption data is what shoppers bought at the register; shipment data is what you shipped to the retailer. The gap is inventory and forward buy.
- [CPG broker: fees and broker vs distributor](https://www.cpgscout.ai/glossary/cpg-broker): A CPG broker is an outsourced sales rep who sells a brand into retailers and distributors for a commission, usually 3 to 7% of sales.
- [CPG distribution: DSD vs warehouse, explained](https://www.cpgscout.ai/glossary/cpg-distribution): CPG distribution is how a product travels from the plant to the store shelf, either direct-store-delivery or warehouse-delivered through a distributor.
- [Days of supply and weeks of supply, explained](https://www.cpgscout.ai/glossary/days-of-supply): Days of supply is on-hand inventory divided by average daily demand. It tells you how long your stock lasts before you run out at current velocity.
- [Demand forecasting in retail and CPG, explained](https://www.cpgscout.ai/glossary/demand-forecasting): Demand forecasting is the practice of predicting how many units of a product will sell in a future period. Here's how the baseline-plus-lift math works.
- [Everyday low price (EDLP) vs Hi-Lo pricing](https://www.cpgscout.ai/glossary/everyday-low-price): Everyday low price (EDLP) is a retail strategy of steady low shelf prices instead of promotional swings. Here's how it differs from Hi-Lo.
- [Forward buying and diversion in CPG, explained](https://www.cpgscout.ai/glossary/forward-buy): A forward buy is when a retailer or distributor over-orders on a deal to resell later at full margin. Here's why it wrecks promo ROI and shipment data.
- [Incremental sales and promotional lift, explained](https://www.cpgscout.ai/glossary/incremental-sales): Incremental sales are total sales minus baseline, the units a promotion actually added. Here's how to compute lift and net out the leaks.
- [Inventory management in CPG, explained](https://www.cpgscout.ai/glossary/inventory-management): Inventory management balances availability against the working capital tied up in stock. Here's how safety stock, turns, and reorder points work.
- [Manufacturer chargeback (MCB), explained](https://www.cpgscout.ai/glossary/manufacturer-chargeback): A manufacturer chargeback (MCB) is the deduction a distributor like KeHE or UNFI takes to recover a promotional discount it passed to a retailer.
- [Minimum advertised price (MAP), explained](https://www.cpgscout.ai/glossary/minimum-advertised-price): Minimum advertised price (MAP) is the lowest price a retailer may publicly advertise a product for. It governs the ad, not the final sale price.
- [Off-invoice vs billback trade allowances, explained](https://www.cpgscout.ai/glossary/off-invoice-vs-billback): Off-invoice deducts a trade allowance on the invoice; billback has the retailer claim the money back later. Here's the difference.
- [On-shelf availability (OSA) in retail, explained](https://www.cpgscout.ai/glossary/on-shelf-availability): On-shelf availability is the percentage of time a product is actually on the shelf and buyable by a shopper. Here's why it differs from warehouse in-stock.
- [Performance matrix in CPG analytics](https://www.cpgscout.ai/glossary/performance-matrix): A performance matrix is a 2x2 that plots two CPG metrics, usually distribution against velocity, to sort SKUs into winners, hidden gems, and laggards.
- [What is a planogram (POG)? Shelf layout](https://www.cpgscout.ai/glossary/planogram): A planogram (POG) is the diagram showing exactly where each SKU sits on a shelf: which position, how many facings, and at what eye level.
- [Price pack architecture (PPA) in CPG, explained](https://www.cpgscout.ai/glossary/price-pack-architecture): Price pack architecture is the grid of pack sizes and price points a brand runs across channels so each channel gets the right format at the right price.
- [Private label vs national brand, explained](https://www.cpgscout.ai/glossary/private-label): Private label is a product made for and sold under a retailer's own brand. Here's how it differs from a national brand on share and margin.
- [Retail margin and keystone markup, explained](https://www.cpgscout.ai/glossary/retail-margin): Retail margin is the retailer's cut between its cost and the shelf price. Here's how it differs from markup, and how keystone pricing works.
- [Retail shrink (shrinkage) in CPG, explained](https://www.cpgscout.ai/glossary/retail-shrink): Retail shrink is inventory lost to theft, damage, spoilage, and error, measured as a percent of sales. Here's how it hits margin and the data.
- [Sales velocity in CPG, explained](https://www.cpgscout.ai/glossary/sales-velocity): Sales velocity is how fast a product sells once you account for how many stores carry it, usually units per store per week. Here's how to read it.
- [Scan-based trading (SBT) in retail, explained](https://www.cpgscout.ai/glossary/scan-based-trading): Scan-based trading is a consignment model where the vendor owns the inventory until it scans at the register. Here's how pay-on-scan works.
- [Shopper marketing vs trade marketing, explained](https://www.cpgscout.ai/glossary/shopper-marketing): Shopper marketing is marketing aimed at the shopper at or near the point of purchase. Here's how it differs from trade marketing.
- [SKU rationalization: pruning the tail, explained](https://www.cpgscout.ai/glossary/sku-rationalization): SKU rationalization is cutting low-velocity products from a line to free shelf space and working capital. Here is how to decide what to prune.
- [Slotting fees and slotting allowances, explained](https://www.cpgscout.ai/glossary/slotting-fees): Slotting fees are upfront payments a CPG brand makes to a retailer for shelf space for a new SKU. Here's how they're charged and what a launch costs.
- [What is FMCG? Meaning, examples, and FMCG vs CPG](https://www.cpgscout.ai/glossary/what-is-fmcg): FMCG means fast-moving consumer goods: cheap products that sell fast and turn often. It's the same category US analysts call CPG.
- [What is IRI data? IRI, now Circana, explained](https://www.cpgscout.ai/glossary/what-is-iri): IRI was Information Resources Inc, a syndicated retail-measurement provider. It merged with NPD in 2022 to become Circana, selling POS and panel data.
- [Distributor margin in CPG, explained](https://www.cpgscout.ai/glossary/distributor-margin): Distributor margin is the cut a CPG distributor takes between the brand's sell price and the retailer's cost. Here's how it's calculated.
- [Trade marketing in CPG, explained](https://www.cpgscout.ai/glossary/trade-marketing): Trade marketing is how CPG brands invest in retailers and distributors to win shelf space and drive sell-through. Here's what it covers.
- [What is CPG? Consumer packaged goods, explained](https://www.cpgscout.ai/glossary/what-is-cpg): CPG stands for consumer packaged goods, the everyday products sold through retail. This is what counts as a CPG and how the industry makes money.

## Data source guides

- [KeHE CONNECT Supplier: reports and columns](https://www.cpgscout.ai/data-sources/kehe-connect-supplier): What every report in the KeHE CONNECT Supplier portal contains, what each column means, and the one question none of them can answer.
- [Kroger 84.51 OnDemand: reports and columns](https://www.cpgscout.ai/data-sources/kroger-8451-ondemand): What lives in the Kroger 84.51 OnDemand portal, which report answers which question, and what every export column actually means.
- [UNFI Insights: reports and columns](https://www.cpgscout.ai/data-sources/unfi-insights): What every report in UNFI Insights contains, what each column means in the portal's own words, and why nine of the twelve cannot be backfilled.

## Blog

- [Retail Category Manager Job Description](https://www.cpgscout.ai/blog/retail-category-manager-job-description): A retail category manager job description covering the full span from assortment and space to supplier negotiation, and the interview questions that test commercial judgment.
- [Retail Inventory Analyst Job Description](https://www.cpgscout.ai/blog/retail-inventory-analyst-job-description): A retail inventory analyst job description built around the work that actually moves inventory: exception lists, record-drift detection, and the minimum-bound items nobody can order correctly.
- [Retail Void Analysis: Find the Stores Not Selling](https://www.cpgscout.ai/blog/retail-void-analysis): A void is a store authorized to carry your item that is not selling it. Here is how to separate real voids from slow sellers, size what they cost, and work the list in priority order.
- [Who Does UNFI Distribute To?](https://www.cpgscout.ai/blog/who-does-unfi-distribute-to): UNFI's customer base spans natural retailers, conventional supermarkets, independents, and a very large contract with Whole Foods. What that means for a brand deciding how to reach shelf.
- [Retail Data Analyst Job Description](https://www.cpgscout.ai/blog/retail-data-analyst-job-description): A retail data analyst job description that describes the actual job: reconciling POS, receiving, and syndicated feeds that disagree, then turning them into decisions buyers act on.
- [10 Slotting-Fee Horror Stories in CPG](https://www.cpgscout.ai/blog/slotting-fee-horror-stories): Ten slotting-fee horror stories every brand founder will recognize, plus the one break-even calculation that turns a scary retailer ask into a clear go or no-go decision.
- [What Is a Category Captain? Role, Examples & Risks](https://www.cpgscout.ai/blog/category-captain): A category captain is the lead supplier a retailer designates to advise on managing an entire product category, from shelf layout to assortment decisions. The role carries real influence and real conflicts of interest. This guide explains how captaincies work, what responsibilities they carry, and what brands should watch for.
- [Nielsen Scantrack & Scan/POS Data 101](https://www.cpgscout.ai/blog/nielsen-scantrack-scan-data): Scantrack is NielsenIQ's retail measurement service that turns checkout scanner data into category, brand, and item sales metrics across thousands of U.S. stores. This guide explains how scan data works, what Scantrack measures, where it falls short, and how it differs from household panel research.
- [10 Better-For-You Flops Big Food Buried](https://www.cpgscout.ai/blog/better-for-you-product-failures): Ten better-for-you product failures from the biggest food companies, from WOW! chips to Coca-Cola Life, and why they all share the same death certificate: collapsing repeat.
- [On-Shelf Availability & Out-of-Stocks](https://www.cpgscout.ai/blog/on-shelf-availability): On-shelf availability measures the percentage of time a product is actually present and purchasable on the shelf. When it drops, you lose sales you will never recover. This guide explains why out-of-stocks are harder to spot than they look, how to estimate lost revenue, and what detection methods actually work.
- [11 Limited-Edition Flavors That Flopped](https://www.cpgscout.ai/blog/worst-limited-edition-flavors): Eleven of the worst limited-edition flavors ever shipped, from Lay's Cappuccino to purple-adjacent chaos, and why huge trial keeps fooling good teams into ignoring repeat.
- [What Is a Planogram? A Retail Merchandising Guide](https://www.cpgscout.ai/blog/what-is-a-planogram): A planogram is a diagram that specifies exactly where each product sits on a retail shelf or fixture, how many facings it gets, and how it is arranged relative to every other item in the set. Brand managers and category analysts use planograms to win shelf space, measure compliance, and model the revenue impact of position changes.
- [12 CPG Rebrands So Bad They Tanked Sales](https://www.cpgscout.ai/blog/cpg-rebrand-failures): Twelve CPG rebrand failures, from Tropicana to New Coke, that companies reversed in weeks, and the shelf-data signal that flagged each one before the boardroom noticed.
- [Inventory Alerts for CPG Brands, in Plain English](https://www.cpgscout.ai/blog/inventory-alerts): Stockouts do not announce themselves. Name the floor once and Scout watches your on-hand per SKU and DC, then emails you the week it breaks.
- [Trade Merchandising: Feature, Display & TPR](https://www.cpgscout.ai/blog/trade-merchandising-measurement): Trade merchandising covers three distinct promotional vehicles: Feature (retailer ad/circular), Display (secondary shelf placement), and TPR (temporary price reduction). Understanding how each one drives volume, and how syndicated data reports them, is the foundation of any credible trade promotion evaluation.
- [The 15 Worst CPG Product Fails of All Time](https://www.cpgscout.ai/blog/worst-cpg-product-fails): A ranking of the 15 worst CPG product fails of all time, from New Coke to purple ketchup, with what each one cost and the single data signal every doomed launch ignored before it hit the discount bin.
- [EQ (Equivalized) Volume & Units Explained](https://www.cpgscout.ai/blog/equivalized-volume-eq): EQ sales, short for equivalized sales, convert different pack sizes into a common base unit so a 6-pack and a 12-pack show up on the same scale. This post explains how EQ factors work, why category managers insist on them, and how to calculate EQ units from a mixed assortment.
- [How Scout Protects Your CPG Data](https://www.cpgscout.ai/blog/how-scout-protects-your-cpg-data): Before you upload sales, distribution, and promotion data to any analytics vendor, four things are worth checking: encryption, isolation, internal access, and whether you can get your data back. Here is what each one means and how Scout answers it.
- [Who Owns Your Data in Scout?](https://www.cpgscout.ai/blog/who-owns-your-data-in-scout): When you upload sales and distribution data to an analytics tool, who owns it afterward, you or the vendor? Here is Scout's answer, what data ownership means in practice, and how it differs from the anonymous usage data a product collects to improve itself.
- [Repeat Purchase Rate: Measuring CPG Loyalty](https://www.cpgscout.ai/blog/repeat-purchase-rate): Repeat purchase rate measures how often customers come back to buy the same product again. In CPG, it is calculated from household panel data and tells you whether your trial buyers are converting to loyal users. This post covers the formula, category benchmarks, and practical ways to move the number.
- [How to Measure Trade Promotion Effectiveness](https://www.cpgscout.ai/blog/trade-promotion-effectiveness): Trade promotion effectiveness tells you whether a promotion generated enough incremental margin to justify its cost. This guide walks through baseline isolation, lift calculation, ROI and ROMI formulas, and a worked dollar example so brand managers can stop guessing and start grading promos objectively.
- [xAOC, MULO & FDMx: CPG Market Definitions](https://www.cpgscout.ai/blog/xaoc-mulo-explained): xAOC and MULO are the two dominant "total US" market views in CPG syndicated data, one from NielsenIQ and one from Circana. They cover similar ground but use different channel logic and terminology. This post maps the key terms, explains what FDMx was and why it faded, and helps you pick the right market view for your reporting.
- [CPG M&A: What's Driving the Deals](https://www.cpgscout.ai/blog/cpg-m-and-a): A plain-English guide to CPG M&A: what it means, why brands keep merging, the lifecycle from founder exit to roll-up to carve-out, and where data decides the outcome of a deal.
- [Retail Demand Forecasting: A CPG Guide](https://www.cpgscout.ai/blog/retail-demand-forecasting): What retail demand forecasting is, the inputs that drive it, the methods from moving average to ML, how to measure accuracy with MAPE and bias, and the failure modes that quietly wreck a forecast.
- [Category Management in Retail, Explained](https://www.cpgscout.ai/blog/category-management-in-retail): What category management in retail actually is: how retailers and suppliers run a category together, the classic eight-step process, the category captain role, the data behind it, and where AI is starting to help.
- [CPG vs FMCG: Same Thing or Not?](https://www.cpgscout.ai/blog/cpg-vs-fmcg): CPG and FMCG describe almost the same set of products. The difference is where you sit, what you emphasize, and how it shows up in your data and job title.
- [AI Analytics Tools for CPG Companies](https://www.cpgscout.ai/blog/ai-analytics-tools-for-cpg-companies): A buyer's guide to AI analytics tools for CPG companies: the real categories of tooling, the buying criteria that matter for retail data, build versus buy, and how to pilot one workflow and measure it.
- [Product Cannibalization in CPG, Explained](https://www.cpgscout.ai/blog/product-cannibalization): A launch sells 30,000 units and the buyer is thrilled. Then the category review shows the line is flat. This is product cannibalization, and here is how to measure it before it eats your next planogram.
- [Distributor Portals: UNFI, C&S & KeHE Guide](https://www.cpgscout.ai/blog/distributor-portals-unfi-cs-kehe): A guide to the big distributor portals a CPG brand will deal with: myUNFI, the C&S supplier portal, and KeHE CONNECT. Who each is for, what data you can pull, and how to get it into analytics.
- [AI Analytics for CPG Executives](https://www.cpgscout.ai/blog/ai-analytics-for-cpg-executives): AI analytics for CPG executives is a different purchase than the BI tools that came before it. The five questions that separate a useful system from an expensive demo, and the metrics to judge it by once it is live.
- [Do You Need a Retail Data Lake?](https://www.cpgscout.ai/blog/retail-data-lake): A retail data lake promises one home for UNFI, KeHE, Circana, SPINS, and Retail Link. Here is what a data lake actually is, what it really costs a CPG brand to build and staff, and the managed alternative most teams should consider first.
- [What Is MCP? Model Context Protocol for CPG](https://www.cpgscout.ai/blog/mcp-model-context-protocol-cpg): The Model Context Protocol (MCP) is becoming the standard way AI agents connect to live data. Here is what MCP is in plain English, why it matters for retail and CPG analytics, and what it does and does not change for a brand data team.
- [Household Penetration: Formula & Benchmarks](https://www.cpgscout.ai/blog/household-penetration): Household penetration measures what share of households in a population actually bought your product during a defined period. This guide covers the formula, a worked example, how penetration differs from buy rate and market share, realistic benchmarks by category, and the practical levers brands use to grow it.
- [Incremental vs. Base Volume in CPG Promos](https://www.cpgscout.ai/blog/incremental-vs-base-volume): Incremental volume is the sales lift a promotion actually generates above what you would have sold anyway. Understanding the split between base and incremental volume is the foundation of every sound promo ROI calculation, and getting it wrong is how brands overpay for trade spend that mostly shifts timing rather than growing the category.
- [Numeric vs. Weighted Distribution](https://www.cpgscout.ai/blog/numeric-vs-weighted-distribution): Numeric distribution tells you how many stores carry your product. Weighted distribution tells you how much of total retail sales those stores represent. The two numbers can diverge sharply, and knowing which one to act on is a core CPG analytics skill.
- [Household Panel vs. Consumer Panel Data](https://www.cpgscout.ai/blog/household-panel-data): Household panel data tracks what real shoppers actually buy over time, projecting a recruited sample of tens of thousands of households up to the full U.S. population. This post explains how panels work, what metrics they deliver that POS data cannot, and where they fall short.
- [TPO vs. TPM: Trade Promotion Optimization](https://www.cpgscout.ai/blog/tpo-vs-tpm): Trade promotion optimization (TPO) and trade promotion management (TPM) are related but distinct disciplines. TPM handles the operational mechanics of planning, funding, and tracking promotions. TPO uses historical performance data to forecast lift and allocate future spend where it will generate the best return. This post explains both, maps the key differences, and shows how a brand can evolve from one to the other.
- [All Commodity Volume (ACV): What It Means in Retail](https://www.cpgscout.ai/blog/all-commodity-volume): All commodity volume (ACV) is a retailer's total annual sales revenue across every product category it sells. It is the foundational market-size metric in syndicated data, used to weight distribution figures and define how large a retail account or market really is.
- [Circana Data Explained (Formerly IRI)](https://www.cpgscout.ai/blog/circana-data-explained): A plain-language guide to Circana data for CPG brands: what Circana is and why it used to be called IRI, what its POS and panel data cover, how it compares to NielsenIQ and SPINS, the Liquid Data and Unify platforms, how brands get access, and where it falls short.
- [Share of Shelf: Formula & How to Calculate](https://www.cpgscout.ai/blog/share-of-shelf): A plain-language guide to share of shelf for CPG brands: the formula, how to calculate it in facings or linear inches, the difference between physical and digital share of shelf, how it compares to market share, how brands measure it with audits and image recognition, and why it moves sales at the moment of purchase.
- [WTD, CWW & Other CPG Data Acronyms](https://www.cpgscout.ai/blog/wtd-cww-cpg-acronyms): WTD does not mean week-to-date in syndicated CPG data, it means Weighted. A plain-language guide to the retail-measurement acronyms brands routinely confuse, WTD, CWW, BWW, YTD, MTD, L52W, L13, L4, and YA, with worked examples, a quick-reference table, and the traps that make the same metric disagree across two reports.
- [Total Distribution Points (TDP), Explained](https://www.cpgscout.ai/blog/total-distribution-points): Total Distribution Points sums the %ACV of every SKU a brand sells, folding distribution breadth and assortment depth into one number. Here's the formula, a worked example on harmonized data, how TDP differs from %ACV and a raw count of items carried, and the discipline that keeps a TDP trend honest.
- [What Is Syndicated Data? A Guide for CPG Brands](https://www.cpgscout.ai/blog/what-is-syndicated-data): A plain-language guide to syndicated data for CPG brands: what it is, how it differs from first-party and panel data, who provides it (Circana, NielsenIQ, SPINS), the POS and panel types you will meet, how brand teams use it for distribution and velocity, and where its coverage gaps and reporting lag bite.
- [What Is Trade Promotion? Definition, Types, Examples](https://www.cpgscout.ai/blog/what-is-trade-promotion): Trade promotion is the money a brand pays its retailers to discount, feature, and display its products — the largest line on most CPG P&Ls. A plain-language guide to the types, how they are funded, and how to measure whether they actually paid back.
- [% ACV Distribution Explained](https://www.cpgscout.ai/blog/acv-distribution): % ACV distribution is how syndicated data weights your distribution by store size: the share of a market's all-commodity volume rung up by the stores that carry your product. This primer covers what it means, why ACV stands for All-Commodity Volume, how it differs from numeric and weighted distribution, why it's one of the two most important numbers on the page, and how to read it with a worked example.
- [Sales Velocity in CPG: How Well a Product Sells](https://www.cpgscout.ai/blog/cpg-sales-velocity): Total sales tell you how big a product is, not how well it sells. Sales velocity is the rate of sale buyers actually judge a SKU on: units or dollars per store, per week, normalized for distribution. The two velocity measures, when to use each, and how velocity exposes the hidden winners and losers total sales bury.
- [AI in CPG: What It Actually Changes for Brand Teams](https://www.cpgscout.ai/blog/ai-in-cpg): A practical map of AI in CPG: where it shows up across the value chain, what it actually changes in the analyst's weekly workflow, where the hype outruns what ships, and how a brand team should decide where to start.
- [How CPG Executives Can Drive AI Adoption That Sticks](https://www.cpgscout.ai/blog/ai-adoption-in-cpg): AI adoption in CPG fails in the rollout far more often than in the technology. A leadership playbook: name a workflow, assign an operational owner, measure the baseline, set a trust threshold with a sunset date, and frame the analyst as the interpreter.
- [Must-Have Deduction Management Software Capabilities](https://www.cpgscout.ai/blog/deduction-management-software-capabilities): Every vendor promises capture, matching, and dispute workflow. Here are the deduction management software capabilities that actually move recovery rate, and the ones that just demo well.
- [Retail Deduction Management: One Size Never Fits](https://www.cpgscout.ai/blog/retail-deduction-management): A brand selling into ten retailers is running ten deduction processes. Why retail deduction management is retailer-specific, and how to build a process that scales across accounts.
- [Deduction Management Best Practices for CPG Brands](https://www.cpgscout.ai/blog/deduction-management-best-practices): Brands that recover well do not research faster, they run a better process. Five deduction management best practices that move recovery rate, and the common practices that quietly fail.
- [Deduction Management Challenges That Cost the Most](https://www.cpgscout.ai/blog/deduction-management-challenges): The expensive deduction management challenges are quiet and structural, not the big disputed deduction that gets attention. The four that drain the most cash, and how to fix each.
- [Accounts Receivable Deduction Management Explained](https://www.cpgscout.ai/blog/accounts-receivable-deduction-management): Accounts receivable deduction management is where short-paid invoices become a finance problem. How the AR process works, and why AR owns deductions it did not cause.
- [How to Automate Deduction Management](https://www.cpgscout.ai/blog/automate-deduction-management): The case to automate deduction management is specific: manual work fails in predictable places. Which steps to automate, which to leave human, and the ROI math.
- [What Is Trade Spend? A Complete Guide for CPG Brands](https://www.cpgscout.ai/blog/trade-spend): Trade spend is the largest discretionary line on a CPG P&L, 15-25% of gross sales. What it is, every type, how the money flows, and how to calculate it.
- [Retail Link Data: What Walmart's Portal Shows](https://www.cpgscout.ai/blog/retail-link-data): Retail Link is Walmart's supplier portal, the most detailed view of one retailer a brand will ever get. What Retail Link data shows, what it leaves out, and how to use it without drowning in it.
- [KeHE Connect: The Specialty Distributor Portal](https://www.cpgscout.ai/blog/kehe-connect): KeHE Connect is how brands that sell through KeHE read their distributor data. What KeHE Connect shows, how distributor data differs from retailer data, and where it falls short.
- [POS Data: What Point-of-Sale Data Tells a CPG Brand](https://www.cpgscout.ai/blog/pos-data): POS data is the record of what scanned at the register. What point-of-sale data measures, what it cannot see, and how brands turn raw scans into velocity and distribution.
- [EDI Transactions in Retail, Explained](https://www.cpgscout.ai/blog/edi-transactions): EDI transactions are the standardized documents that run a retail trading relationship: purchase orders, ship notices, invoices. What the common EDI transactions are, and why they are a data source, not just plumbing.
- [Supply Chain Analytics for Retail: The Signal](https://www.cpgscout.ai/blog/supply-chain-analytics): Supply chain analytics turns retailer data into decisions about inventory, availability, and demand. What it covers in a retail supply chain, and where the demand signal comes from.
- [Sales and Operations Planning (S&OP) for CPG Brands](https://www.cpgscout.ai/blog/sales-and-operations-planning): Sales and operations planning aligns the demand plan with the supply plan on one cadence. What S&OP is, why retail sell-through belongs in the demand plan, and how brands close the gap.
- [Trade Promotion Management and Optimization](https://www.cpgscout.ai/blog/trade-promotion-management-and-optimization): Trade promotion management makes promotions run and get paid for; trade promotion optimization decides which to repeat. Why a brand needs the first working before the second pays off, and how to tell which one is actually broken.
- [Trade Promotion Analysis: Did the Promo Pay Back?](https://www.cpgscout.ai/blog/trade-promotion-analysis): Trade promotion analysis is the post-event work of separating real incremental lift from baseline volume and forward-buy, then turning it into an ROI a brand can act on. The method, the math, and the three errors that make a losing promotion look like a win.
- [The Parts of Trade Promotion Management, Explained](https://www.cpgscout.ai/blog/parts-of-trade-promotion-management): Trade promotion management has five moving parts: planning, funding, execution, settlement, and measurement. A breakdown of what each part does, who owns it, and the handoff failures that leak the most money.
- [Trade Promotion Management in CPG: Why It Is So Hard](https://www.cpgscout.ai/blog/trade-promotion-management-in-cpg): Trade promotion management in CPG is uniquely difficult: the spend is huge, the money leaves as deductions months later, and the retailer holds the scan data. What makes CPG trade different and what a brand can actually control.
- [Managing Trade Promotions: A Practical Starter Guide](https://www.cpgscout.ai/blog/managing-trade-promotions): A practical guide to managing trade promotions for CPG brands without a dedicated trade team: the baseline, the calendar, the agreement, and the post-event read, and the order to build them in.
- [Managed Trade Promotions Services: When to Outsource](https://www.cpgscout.ai/blog/managed-trade-promotions-services): Managed trade promotions services run a brand's trade management for it: settlement, deductions, sometimes planning. When outsourcing makes sense, what to keep in-house, and the one capability you should never hand away.
- [Build vs Buy for CPG Sales Analytics](https://www.cpgscout.ai/blog/build-vs-buy-analytics): When to build your CPG sales analytics infrastructure in-house and when to buy it: the true cost of building, the four costs nobody budgets for, and a component-by-component decision framework you can run with your own numbers.
- [Trade Spend Management: A Practical Guide](https://www.cpgscout.ai/blog/trade-spend-management): A practical guide to trade spend management for CPG brands: the plan-to-settle lifecycle, where cross-functional handoffs break, and a maturity model.
- [Trade Spend Management Software: How to Choose](https://www.cpgscout.ai/blog/trade-spend-management-software): A buyer's guide to trade spend management software: what TPM tools do, when to leave spreadsheets behind, the capability checklist, and what to budget.
- [Trade Spend Optimization: More From Every Dollar](https://www.cpgscout.ai/blog/trade-spend-optimization): Trade spend optimization isn't cutting the budget. It's moving the same dollars where they return more. The loop, the levers, and a worked reallocation.
- [Trade Spend Analysis: A Step-by-Step Method](https://www.cpgscout.ai/blog/trade-spend-analysis): A step-by-step method for trade spend analysis: set the baseline, isolate incremental units, net out cannibalization, and read the result honestly.
- [Trade Spend Analytics: Metrics and Systems](https://www.cpgscout.ai/blog/trade-spend-analytics): A practitioner's guide to trade spend analytics: the six metrics worth tracking, the data sources that never reconcile, and the accrual-vs-actual gap.
- [Trade Spend ROI: How to Calculate It, and Pitfalls](https://www.cpgscout.ai/blog/trade-spend-roi): Trade spend ROI looks simple, but the headline number routinely overstates returns by 30% or more. How to calculate it honestly, with a worked example.
- [Trade Spend Effectiveness: Measuring What Works](https://www.cpgscout.ai/blog/trade-spend-effectiveness): How to grade a whole portfolio for trade spend effectiveness: effectiveness vs. efficiency, the signals of wasted dollars, and repeat/adjust/kill calls.
- [Trade Spend Strategy: Building an Annual CPG Plan](https://www.cpgscout.ai/blog/trade-spend-strategy): How to build a trade spend strategy that holds: setting the budget, allocating across retailers and quarters, and the guardrails that protect your brand.
- [CPG Trade Spend: Benchmarks and How It Works](https://www.cpgscout.ai/blog/cpg-trade-spend): How CPG trade spend works: why it runs 15-25% of gross sales, how it flows through gross-to-net, and where category and channel benchmarks land.
- [What Is Trade Promotions Analysis? A CPG Primer](https://www.cpgscout.ai/blog/trade-promotions-analysis): An introductory primer on trade promotions analysis: what it is, the three signals that matter, the data you need, how it differs from a sales recap, and the most common pitfalls. Built for CPG sales teams new to the discipline.
- [A Guide to Trade Promotions Effectiveness Analysis](https://www.cpgscout.ai/blog/trade-promotions-effectiveness-analysis): The five-signal framework Scout uses to evaluate trade promotion effectiveness (incremental lift, profit, mix, retailer, and the sustain-lift ratio) with worked examples, the failure modes that distort the numbers, and how to decide whether to repeat, adjust, or kill a promotion.
- [How to Forecast Trade Spend ROI for Promotions](https://www.cpgscout.ai/blog/forecast-trade-spend-roi-for-promotions): A minimum-viable model for forecasting promotion ROI: define the event, build a baseline, compare against history, and forecast a range instead of a single number.
- [Why Spreadsheets Don't Scale for CPG Sales Teams](https://www.cpgscout.ai/blog/spreadsheets-dont-scale): The five breaking points spreadsheets hit as CPG sales teams grow past one or two analysts, and what scalable analytics looks like instead.
- [How to Tell If a CPG Promotion Actually Worked](https://www.cpgscout.ai/blog/cpg-promotion-performance): Lift alone doesn't prove a promotion worked. Three checks every CPG promo analysis should include (incrementality, post-promo behavior, and retailer/SKU-level differences) before you decide to repeat.
- [Trade Spend: From Cost Center to Profit Driver](https://www.cpgscout.ai/blog/trade-spend-profit-driver): Reframing trade spend as capital allocation: incrementality-first evaluation, ROI as the guiding metric, and portfolio optimization across retailers.