Retail Strategy for Better Decisions
Whether you’re opening a new retail business or improving an established one, I help you see what’s really happening, identify the opportunity and make better decisions. Every engagement is tailored to your merchandise, customers, goals and numbers.
FOR ESTABLISHED RETAILERS
Turn your sales and inventory data into practical actions that improve profitability and cash flow.
Our work goes beyond reviewing reports. Together, we identify where inventory dollars are working—and where they aren't—uncover opportunities, evaluate cash flow and potential profit opportunities, and adjust the plan as your business and customer evolve.
Our work may include:
Monthly inventory planning and Open-to-Buy
Sales, margin and inventory performance against plan and last year
Category, classification, vendor and product opportunities
Cash-flow projections and updated break-even analysis
Merchandising, trends, events and promotions
Staffing and team strategy
Coaching, accountability and an experienced sounding board
Interested in Working Together?
NEW STORE PLANNING & LAUNCH
Build the plan before you commit significant time and capital.
I help you establish the financial and merchandising framework for your new retail business so you can invest with greater clarity and avoid costly early mistakes.
We may work on:
Sales, inventory and Open-to-Buy plans
Startup budget, cash-flow projections and break-even analysis
Merchandise classifications, assortment and initial inventory investment
Vendor strategy and market preparation
Selecting the right point-of-sale system for your business
Staffing and operating guidance
Interested in New Store Planning & Launch?
QUARTERLY STRATEGY SESSIONS
Step back from the day-to-day and take a strategic look at your business.
Before each session, I analyze your business performance in advance so our time together can focus on opportunities, decisions and action—not simply reviewing reports.
Depending on your needs, we may review:
Sales, margin and inventory performance against plan and last year, by season and classification
Vendor performance and mix, plus category/classification opportunities
Merchandising, events and promotions
Trends and shifts in customer demand
Upcoming seasons, markets and major business decisions
Staffing and team development
Growth, expansion or exit planning
Updated break-even analysis, potential profit opportunities and cash-flow issues
Leave with clear priorities, an actionable plan and a better understanding of the red flags, white space and opportunities in your business.
Interested in Quarterly Strategy Sessions?
LOS ANGELES MARKET & BUYING SERVICES
Make market time more productive—with an experienced merchant by your side.
I’ll help you prepare for and shop DTLA showrooms and the Los Angeles market with greater focus—identifying new resources, evaluating product and trends, and helping you make smarter buying decisions based on your customer, inventory needs and business goals.
Market support may include:
Pre-market planning, priorities and appointments
New vendor and product discovery
Trend, assortment and classification opportunities
Product, price-point and vendor evaluation
Buying decisions, inventory investment and post-market review
Planning a Los Angeles market trip?
Retail Expertise Across Categories
Every retail category has its own rhythms, challenges and opportunities. I combine financial discipline with merchandising strategies tailored to how your customer shops and how your category performs.
Pet
Food, Treats, Toys, Supplies & Wellness each have very different economics. I help pet retailers optimize category and vendor mix, evaluate performance and margins, and develop effective promotional strategies.
Gift & Home
Category and vendor mix, seasonal buying, trend opportunities, gifting occasions and balancing proven business with newness.
Apparel & Accessories
Trend merchandising, classification planning, seasonal inventory, assortment, vendor performance and knowing when to invest—or pivot.
Kids & Toys
Fast-moving trends, age and category classifications, seasonal opportunities, inventory productivity and identifying when a hot item represents a larger opportunity.
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No. I work with the planning solution that best fits your business and needs. I have experience with multiple retail planning approaches and platforms, including Management One and Retail Smart Guys, and can help determine the right fit for your business.
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Yes. I work with established independent retailers as well as entrepreneurs planning new retail businesses. For new stores, I help build the sales, inventory, merchandise and financial framework before significant capital is committed.
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Inventory planning is an important part of my work, but the relationship often extends much further—from merchandising, classifications and vendor performance to trends, promotions, cash flow, break-even analysis, staffing and broader business decisions.
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Quarterly Strategy Sessions provide periodic analysis and an experienced outside perspective at key points throughout the year. I analyze your business in advance so our time together can focus on opportunities, decisions and action.
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Yes. My client relationships often extend into broader business decisions, including staffing and team strategy, vendor relationships, events and promotions, expansion or exit planning, and recommendations for marketing, website development and other business resources.
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No. We can shop the Los Angeles market together in person, or I can shop on your behalf while we connect by video so you can see product, ask questions and make buying decisions in real time. You arrange payment and shipping directly with the vendors.