Industry · 02
Retail
Margin, loyalty and operations—
run as an AI-native retailer
Grocers, specialists and digital retailers moving from analytics dashboards to AI-native operating systems across buying, supply, store and customer.
WHERE THE WORK LIVES
AI is the new merchandising leverage.
The retailers winning this cycle are running AI inside buying, allocation, pricing, store labour and customer—not on top of them. We design and stand up the operating system that makes that real.
+150bps
gross margin opportunity
1Q
from pilot to first scaled win
1×
playbook across categories
How we work
Where the value lives in Margin, loyalty and operations
01
Margin and pricing
AI inside category, pricing and promotional decisions, run with the merchant—not around them.
02
Supply and stores
Allocation, replenishment, labour and store operations—turned from dashboards into deployed automation.
03
Customer and loyalty
Personalisation, advice and loyalty—done in a way customers and the regulator both accept.
SIGNALS
What is moving in Margin, loyalty and operations, this quarter
updated continuously by the Institute
Agentic shopping
What changes when customers delegate weekly basket decisions to AI.
READ NOTE →
AI in pricing rooms
Patterns that augment the merchant rather than replace them.
READ NOTE →
Loyalty data & GDPR
Loyalty datasets under the new EU AI Act regime.
READ NOTE →
Retail 2030 capital case
Where the next 200bps of margin live.
READ NOTE →
BEGIN HERE
A 90-day Acceleration, shaped to this sector
From kick-off to scaled, measured AI delivery in one quarter.