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Better decisions under uncertainty

Grocery retail is hard

 

Margins are thin and conditions change quickly which complicates financial planning   â€‹

Food Ingredients Display
Inflation as Food price increase cause. Collage with shopping trolley and goods on the arr

To aid with planning, we created a simple financial planning app

The app allows organizations to see six months out

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Insightful visuals show market and internal trends and patterns

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Scenario planning tool allows CFO's and CMO's find solutions that balance share and margins 

From Reacting to Steering

Complexity started to accelerate after the Great Recession, but  Covid took it to another level.  Many are on the back foot and looking to get out in front

See pricing clearly

Know whether you are priced to high or low - what does that mean for revenue and margins

 

​Manage budget gaps early

Spot likely shortfalls months ahead, when small adjustments still work​

​​Balance share and profit

Understand the trade-offs between growth and profitability before the quarter is gone

 

Set the tone

​​​​Should we be aggressive and play offense or should be cautious and play defense

Simplify Planning

The speed of retail continues to accelerate

Our app speeds up information processing and simplifies planning ​​

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  • Sets a clear baseline to confidently understand performance

  • Visually shows connections and trade-offs

  • Understands what is important so users can quickly view and shape key decisions

  • Builds trust by continually evaluating the accuracy of past forecasts 

  • Leverages ML/AI to learn and evolve 

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How it works​​​

​​​Simple steps:

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  1. We ingest your internal data (sales, prices, costs)

  2. We layer in external drivers (supply chain prices, inflation, and household incomes)

  3. We produce a rolling six-month forecast of revenue, units, visits, margin, and net income

  4. We show what changes when you adjust prices, cost, or inflation

 

No black boxes - clear visuals of driver impacts, forecast accuracy, and uncertainty
 

Just a forward financial picture you quickly view and use to help answer key questions.

Designed for grocery retail finance and marketing leaders

​Finance teams who need to:​

  • protect margins

  • manage cash flow

  • support commercial decisions

  • and keep plans aligned with reality​​

​Marketing teams who need to:​​

  • maintain and grow share

  • keep prices competitive

  • drive unit volumes

Starts with a conversation

In a short session, we can show how changing market conditions can shape revenue, costs, and margin over the next six months - and what that could mean for your business

Eric Karlson
erickarlson@derivzero.com
916.406.5817

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