rdd learning acad_p5lans busn rev training 121514

Upload: rddwebeditor

Post on 02-Jun-2018

217 views

Category:

Documents


0 download

TRANSCRIPT

  • 8/10/2019 Rdd Learning Acad_p5lans Busn Rev Training 121514

    1/50

    Collaborative Partnershi s Business Solutions Leadershi - Breakthrou h ResultsRDD ASSOCIATES Perishables Expertly Merchandised

    RDD Associate Learning Academy

    Enterprise-wide Training, Education & Associate-development

    1

  • 8/10/2019 Rdd Learning Acad_p5lans Busn Rev Training 121514

    2/50

    Expanding Skills Leveraging Thought Leadership Sharing Best Practices Building PerformanceRDD Associate Learning Academy

    What is RDDs ASSOCIATE LEARNING ACADEMY?

    An enterprise-wide training, education & associate -development process, that:

    For every RDD position, identifies core skills, business processes /protocols, technology enablers and best business practices / solutions

    critical to delivering sales agency SERVICE EXCELLENCE

    Provides a comprehensive portfolio of fundamental and advanced

    training/education modules

    facilitating associate development and building

    organizational capacity and performance

    RDD Associates Core Leadership Strategy

    Enterprise Sustainability - Laser focus on GROWING OUR BUSINESSES

    train, develop & reward

    V LUED SSOCI TE RESOURCES

    build momentum to ensure

    FUTURE ENTERPRISE SUCCESS

  • 8/10/2019 Rdd Learning Acad_p5lans Busn Rev Training 121514

    3/50

    Expanding Skills Leveraging Thought Leadership Sharing Best Practices Building PerformanceRDD Associate Learning Academy

    [II]

    Key

    Elements &

    Topics

    [III]

    Applications

    &

    Utilization

    [IV]

    Reference,

    Recap &

    Next Steps

    Key Considerations & Inputs; Project Team & Resources

    Methodology & Process

    Appropriate Documentation

    Customer & Client Applications

    Case Study Example

    Building Usage

    Recap

    Handouts & Reference Guide

    Next Steps & Timeline

    [I]

    Course

    Overview

    P

    5

    LANS by RDD Business Reviews

    Course Overview: Purpose / Rationale

    Learning Outcomes & Objectives

    Key Discussion Topics

  • 8/10/2019 Rdd Learning Acad_p5lans Busn Rev Training 121514

    4/50

    Expanding Skills Leveraging Thought Leadership Sharing Best Practices Building PerformanceRDD Associate Learning Academy

    RDDs Best

    -

    Practice proprietary Business

    Management strategy roadmap

    ,

    that:

    Fuels thoughtful, strategic and high-performance business management

    oversight and activation

    Provides a thorough, comprehensive and systematic process to develop and

    execute merchandising plans for RDD client brands

    Supports a disciplined and prioritized approach towards business management

    Employs unique and robust SWOT analysis technique insuring delivering valuable

    customer, category, brand and shopper insights

    lign RDDs Business Management strategy approach with

    our new

    RDDs BUSINESS REVIEW TEMPL TE

  • 8/10/2019 Rdd Learning Acad_p5lans Busn Rev Training 121514

    5/50

    Expanding Skills Leveraging Thought Leadership Sharing Best Practices Building PerformanceRDD Associate Learning Academy

    lanning

    roduct

    lace

    rice

    romotion

    ogistics

    alytics

    hopper

    What is

    P

    5

    LANS by RDD

  • 8/10/2019 Rdd Learning Acad_p5lans Busn Rev Training 121514

    6/50

    Expanding Skills Leveraging Thought Leadership Sharing Best Practices Building PerformanceRDD Associate Learning Academy

    Help our brands perform to their greatest potential

    New product initiatives in a highly saturated marketplace

    More and better space for our brands at store level

    Help category managers understand our products and their shoppers

    Support high-impact business reviews for clients and customers

    Annual reviews and strategic planning

    Periodic category reviews with customers

    Summary of RDDs goals, strategies, plans & programs

    Build RDD team focus and resource productivity

    Guide our business with a full analysis of the situation/landscape/options Helps others in the RDD organization fully understand client objectives & product line

    Track and monitor performance in a thorough and consistent method

    Why do we need

    P

    5

    LANS by RDD

  • 8/10/2019 Rdd Learning Acad_p5lans Busn Rev Training 121514

    7/50Expanding Skills Leveraging Thought Leadership Sharing Best Practices Building PerformanceRDD Associate Learning Academy

    lanning - strategic, budgetary, category, customer-specific & tactical

    roduct - core & opportunistic SKU authorizations; new-item sell-in; assortment optimization;expedited speed-to-shelf & speed-to-sell; seasonal SKUs; shippers & special packs

    lace - plan-o-gram strategy, design, development & activation; merchandising displays & shelvingsystems; optimal category adjacencies & total aisle-solutions; seasonal displays

    rice strategize, target, implement & monitor everyday and feature retails; competitive analysis &monitoring; branded vs private label price gap strategy

    romotion - strategize, target & activate feature, seasonal, opportunistic & multi-brandmerchandising events; digital offers & targeted solutions; post-promotion analyses

    ogistics - efficient/reliable inventory replenishment; promotional forecasting; advance-salepromotional orders (groups & stores); shipper & special packs; cross-docks & promotional DSDs

    alytics - syndicated & panel data-mining; customer business reviews; categorymanagement; fact-based selling presentations; shopper loyalty card segmentation & data-mining

    hopper - shopper insights, targeted engagement strategies; shopper-marketing programs

    P

    5

    LANS by RDD Business Management Roadmap

    Aspire > Observe > Analyze > Envision > Strategize > Activate > Assess

    7

  • 8/10/2019 Rdd Learning Acad_p5lans Busn Rev Training 121514

    8/50Expanding Skills Leveraging Thought Leadership Sharing Best Practices Building PerformanceRDD Associate Learning Academy

    lanning How do we get our products into the carts of the targeted shopper in avery saturated marketplace with heavy competition, aggressive promoting and constant

    advertising? What are our goals for this product? What are the manufacturers goals?

    What are the customers expectations?

    strategic, budgetary, category, customer-specific & tactical

    How do we operationalize

    P

    5

    LANS by RDD

  • 8/10/2019 Rdd Learning Acad_p5lans Busn Rev Training 121514

    9/50Expanding Skills Leveraging Thought Leadership Sharing Best Practices Building PerformanceRDD Associate Learning Academy

    alytics What data can I use to support my claims/product?

    syndicated & panel data-mining; customer business reviews; category management; fact-based selling presentations; shopper loyalty card segmentation & data-mining

  • 8/10/2019 Rdd Learning Acad_p5lans Busn Rev Training 121514

    10/50Expanding Skills Leveraging Thought Leadership Sharing Best Practices Building PerformanceRDD Associate Learning Academy

    hopper What is my shopper looking for in comparison to what i am doing?What are the trends? What can i do to reach my shopper outside the norms? Can i start a

    bundled initiative?

    shopper insights, targeted engagement strategies; shopper-marketing programs

  • 8/10/2019 Rdd Learning Acad_p5lans Busn Rev Training 121514

    11/50Expanding Skills Leveraging Thought Leadership Sharing Best Practices Building PerformanceRDD Associate Learning Academy

    STRENGTHS

    xxxxxx.

    LIMITING CHALLENGES

    xxxxxx

    GROWTH OPPORTUNITIES

    Xxxxx

    AT-RISK CONCERNS

    xxxxxxx

    lanning

    roduct

    lace

    rice

    romotion

    ogistics

    alytics

    hopper

    SWOTanalysis

    What is a P

    5

    LANS

    by RDD

    SWOT Analysis?

  • 8/10/2019 Rdd Learning Acad_p5lans Busn Rev Training 121514

    12/50Expanding Skills Leveraging Thought Leadership Sharing Best Practices Building PerformanceRDD Associate Learning Academy

    KEY OBSERVATION/ISSUE ASSESSMENT IMPACTS W O T H M L

    roduct - core & opportunistic SKU authorizations; new-item

    sell-in; assortment optimization; expedited speed-to-shelf & speed-to-sell; seasonal SKUs; shippers & special packs

    P

    5

    LANS

    by RDD

  • 8/10/2019 Rdd Learning Acad_p5lans Busn Rev Training 121514

    13/50Expanding Skills Leveraging Thought Leadership Sharing Best Practices Building PerformanceRDD Associate Learning Academy

    roduct - core & opportunistic SKU authorizations; new-item

    sell-in; assortment optimization; expedited speed-to-shelf & speed-to-sell; seasonal SKUs; shippers & special packs

    P

    5

    LANS

    by RDD

    Action PLAN(Programs & Tactics)

    Timelines(Checkpoints)

    Targeted

    Objectives Assignments

  • 8/10/2019 Rdd Learning Acad_p5lans Busn Rev Training 121514

    14/50Collaborative Partnershi s Business Solutions Leadershi - Breakthrou h ResultsRDD ASSOCIATES Perishables Expertly Merchandised

    RDD Associate Learning Academy

    Enterprise-wide Training, Education & Associate-development

    14

  • 8/10/2019 Rdd Learning Acad_p5lans Busn Rev Training 121514

    15/50

  • 8/10/2019 Rdd Learning Acad_p5lans Busn Rev Training 121514

    16/50

  • 8/10/2019 Rdd Learning Acad_p5lans Busn Rev Training 121514

    17/50Collaborative Partnershi s Business Solutions Leadershi - Breakthrou h ResultsRDD ASSOCIATES Perishables Expertly Merchandised

    Saputo / WakefernBusiness ReviewRDD Business Management Roadmap

    June 26, 2014

  • 8/10/2019 Rdd Learning Acad_p5lans Busn Rev Training 121514

    18/50Collaborative Partnershi s Business Solutions Leadershi - Breakthrou h ResultsRDD ASSOCIATES Perishables Expertly Merchandised

    Business Management Roadmap

    [II]

    Business

    Insights

    [III]

    Sales

    History, Perf

    & Practices

    [IV]

    P5LANS

    SWOT &

    Actions

    Consumer & category insights

    Channel & shopper insights

    Retailer & customer-specific shopper insights

    Segmentation (category & shopper)

    Shelf management insights & philosophy

    Category & segment performance (customer vs trading area)

    Client/supplier portfolio & brand performance (customer vs trading area)

    Trends & seasonality

    Assortment & SKU contribution to sales

    Promotional practices & causal impact

    Shelving practices (plan-o-gram)

    P PL NS SWOT analysis

    (planning/product/place/price/promotion/logistics/analytics/shopper)

    P PL NS CTION plans (recommended programs/tactics/assignments/timelines)

    Next steps & follow-ups

    [I]

    Client/

    Supplier

    Overview

    Executive summary

    Client/supplier vision/purpose/mission & portfolio sales history

    Client/supplier contributions to business (break-through research, product-development &

    & merchandising innovations

    Key categories & segments; contribution to sales

  • 8/10/2019 Rdd Learning Acad_p5lans Busn Rev Training 121514

    19/50Collaborative Partnershi s Business Solutions Leadershi - Breakthrou h ResultsRDD ASSOCIATES Perishables Expertly Merchandised

    opline Business Review Highlights

    P

    5

    LANS

    by RDD Business Management Roadmap

    Executive Summary

    Wakefern Fiscal YTD perf vs YAGO (+ 8.6% cs & 12.4% $$$)

    New Items: ShopRite 2% Calcium Enriched Lactose Free (in QA)

    Price Rite 36% Heavy Cream (in QA)

    ShopRite Buttermilk 32 oz (in QA)

    Protein Milk

    Enhanced Skim Milk

    Promotional plans & scheduling for 3rd & 4th Quarter

    4th Quarter Focus/ESL products

  • 8/10/2019 Rdd Learning Acad_p5lans Busn Rev Training 121514

    20/50Collaborative Partnershi s Business Solutions Leadershi - Breakthrou h ResultsRDD ASSOCIATES Perishables Expertly Merchandised

    opline Business Review Highlights Total US Food

    P

    5

    LANS

    by RDD Business Management Roadmap

    Executive Summary

    Sour Cream does $795.4MM in annual dollar sales

    (no chg vs YAG)

    Private Label is the #2 brand with a 30% $ share

    Cottage Cheese does $800.4MM annually

    (-1.0% vs YAG)

    Private Label is the #1 brand with a 39% share

    Source: IRI 52 Weeks Ending 5/18/14

  • 8/10/2019 Rdd Learning Acad_p5lans Busn Rev Training 121514

    21/50Collaborative Partnershi s Business Solutions Leadershi - Breakthrou h ResultsRDD ASSOCIATES Perishables Expertly Merchandised

    oplineBusiness

    Review Highlights Cottage Cheese Trends

    P

    5

    LANS

    by RDD Business Management Roadmap

    Executive Summary

    Cottage Cheese sales at ShopRite are flat, but slightly out-performing the market (Food) as well

    as the total US (Food) over the past year

    Friendship Cottage Cheese unit sales at SR are flat ($ down 5%) but better than markets and total

    US (Food)

    Private Label business soft across the board

    (1.0) (1.7)

    0.1

    (2.0)(3.3)(3.5)

    (0.8)

    0.7

    (1.4) (2.2)

    -10.0

    -5.0

    0.0

    5.0

    10.0

    Total US

    Food

    Total N

    East Food

    Wakfern

    RMA

    Wakefern

    CRMA

    MULO

    Wakefern

    ROM Food

    $ Sales % Chg vs YAG U Sales % CHg vs YAG

    IRI Latest 52 Weeks Ending 5/18/14

    Total Cottage Cheese

    (3.7)

    (7.2)(4.9)

    (8.1)(9.7)

    (2.6)

    (6.3)

    0.6

    (6.3)

    (10.1)

    (20.0)

    (10.0)

    -

    10.0

    20.0

    US NE WF WF

    MULO

    WF ROM (1.9)

    (4.2)

    (0.0)

    (2.3)(4.3)

    (6.6)(5.5)

    (1.9) (3.6)

    (5.4)

    (20.0)

    (10.0)

    -

    10.0

    US NE WF WF

    MULO

    WF

    ROM

    Friendship

    Private Label

  • 8/10/2019 Rdd Learning Acad_p5lans Busn Rev Training 121514

    22/50Collaborative Partnershi s Business Solutions Leadershi - Breakthrou h ResultsRDD ASSOCIATES Perishables Expertly Merchandised

    urrent Market Conditions & Significant Changes -

    P

    5

    LANS

    by RDD Business Management Roadmap

    Marketplace Dynamics: New York Food

    New York Total Dairy dollar sales trends are relatively flat over the latest 52

    (+0.8%), 24 (+1.5%) and 12 week (+1.0%) periods

    Sour Cream dollar trends are soft for the year (-1.6%), and are flat for the

    latest 12 (+0.1%) and 4 weeks (-0.8%)

    Cottage Cheese dollar trends are down across the latest 52 (-2.0%),

    24 (-3.8%) and 12 week (-4.4%) periods

    Whipped Topping dollar trends are up across the latest 52 (+4.4%), 24

    (+4.8%) and 12 week (+1.0%) periods

    Lactose-Free Milk is down in dollars over the latest 52(-1.2%) and 24 week

    (-0.3%) periods, but is up over the latest 12 weeks (+2.2%)

    ShopRite opening 4-5 new stores in 2014 and 4 new PriceRites (2 in NJ)

    Fresh Grocer stores (7) now part of Wakefern

    Wal-Mart Supercenter openings continue (2 in NY area over last 3 months)

    Source: IRI 52 Weeks Ending 5/18/14

  • 8/10/2019 Rdd Learning Acad_p5lans Busn Rev Training 121514

    23/50Collaborative Partnershi s Business Solutions Leadershi - Breakthrou h ResultsRDD ASSOCIATES Perishables Expertly Merchandised

    usiness Development & Company History-

    P

    5

    LANS

    by RDD Business Management Roadmap

    Saputo Overview

    1954

    Founded by

    Italian

    immigrant

    Giuseppe

    Saputo

    2001

    Acquired

    Dairyworld

    Farms

    Acquired

    Neilson

    Dairy

    2008 2012

    Acquired

    Morningstar

    Food

    2014

    Acquired

    the fluid milk

    business

    from Scotsburn

    Co-operative

    Services Ltd.

    (Canadian Dairy Company)

  • 8/10/2019 Rdd Learning Acad_p5lans Busn Rev Training 121514

    24/50Collaborative Partnershi s Business Solutions Leadershi - Breakthrou h Results

    RDD ASSOCIATES Perishables Expertly Merchandised

    ision/ urpose/ ission -Saputo

    P

    5

    LANS

    by RDD Business Management Roadmap

    Saputo Overview

    Can Dairy Be Different?

    We think so. At Saputo Dairy Foods USA, we understand

    that while Dairy is a commodity, our customers are not.

    So to help you stand apart, we think differently about

    Dairy, bringing you products, services and support that

    are truly unordinary.

  • 8/10/2019 Rdd Learning Acad_p5lans Busn Rev Training 121514

    25/50Collaborative Partnershi s Business Solutions Leadershi - Breakthrou h Results

    RDD ASSOCIATES Perishables Expertly Merchandised

    ey Product Categories & Segments

    Sour Cream Regular and Organic: Friendship and Private Label

    Cottage Cheese Regular and Organic: Friendship and Private Label

    Farmer Cheese Friendship

    Buttermilk- Friendship

    Lactose Free Milk Private Label

    Aerosol Whipped Topping- Private Label

    Protein Milk Private Label (coming in May 2014)

    Enhanced Skim Milk Private Label (coming in May 2014)

    P

    5

    LANS

    by RDD Business Management Roadmap

    Saputo Overview

  • 8/10/2019 Rdd Learning Acad_p5lans Busn Rev Training 121514

    26/50

  • 8/10/2019 Rdd Learning Acad_p5lans Busn Rev Training 121514

    27/50Collaborative Partnershi s Business Solutions Leadershi - Breakthrou h Results

    RDD ASSOCIATES Perishables Expertly Merchandised

    [II]

    Business

    Insights

    [III]

    Sales

    History, Perf

    & Practices

    [IV]

    P5LANS

    SWOT &

    Actions

    Consumer & category insights

    Channel & shopper insights

    Retailer & customer-specific shopper insights

    Segmentation (category & shopper)

    Shelf management insights & philosophy

    Category & segment performance (customer vs trading area)

    Client/supplier portfolio & brand performance (customer vs trading area)

    Trends & seasonality

    Assortment & SKU contribution to sales

    Promotional practices & causal impact

    Shelving practices (plan-o-gram)

    P PL NS SWOT analysis

    (planning/product/place/price/promotion/logistics/analytics/shopper)

    P PL NS CTION plans (recommended programs/tactics/assignments/timelines)

    Next steps & follow-ups

    [I]

    Client/

    Supplier

    Overview

    Executive summary

    Client/supplier vision/purpose/mission & portfolio sales history

    Client/supplier contributions to business (break-through research, product-development &

    & merchandising innovations

    Key categories & segments; contribution to sales

  • 8/10/2019 Rdd Learning Acad_p5lans Busn Rev Training 121514

    28/50Collaborative Partnershi s Business Solutions Leadershi - Breakthrou h Results

    RDD ASSOCIATES Perishables Expertly Merchandised

    etailer & Market-level Shopper Insights -

    P

    5

    LANS

    by RDD Business Management Roadmap

    Strategic Business Insights:

    Cottage Cheese

    Cottage chs unit sales in CRMA (all channels) are down 1.6%, yet up 3.9% at SR

    Hshld penetration approx. 36% in CRMA, dwn 0.3 pts, but up 0.7 pts at SR

    Buying rate and trips relatively flat (avg 1.5 un/trip & 6 trips per year in CRMA

    ShopRite RMAhopRite CRMA

    Source: NCP; 52 Weeks ending 9/8/13 ss. YAGO; ShopRite CRMA and ShopRite RMA

    IRI Panel Data

    2013

  • 8/10/2019 Rdd Learning Acad_p5lans Busn Rev Training 121514

    29/50Collaborative Partnershi s Business Solutions Leadershi - Breakthrou h Results

    RDD ASSOCIATES Perishables Expertly Merchandised

    etailer & Market-level Shopper Insights -

    P

    5

    LANS

    by RDD Business Management Roadmap

    Strategic Business Insights: Cottage Cheese - SR CRMA

    Within SR CRMA, approx 36% all hshlds purchase cottage chs; Friendship approx. 10%

    Avg hshld purchases 6X/yr, & when purchasing often buys multiple units

    Source: NCP; 52 Weeks ending 9/8/13 ss. YAGO; ShopRite CRMA

    6.3

    4.6

    2.2

    3.6

    6.2

    5.0

    2.2

    3.6

    COTTAGE BREAKSTONES AXELROD FRIENDSHIP

    36.5

    13.6

    6.810.5

    36.2

    13.0

    6.910.0

    COTTAGE BREAKSTONES AXELROD FRIENDSHIP

    9.410.2

    3.3

    5.4

    9.210.3

    3.1

    5.3

    COTTAGE BREAKSTONES AXELROD FRIENDSHIP

    Penetration (HH Buying) Buy Rate (Units per Buyer)

    Purchase Size (Units per Trip)Purchase Frequency

    1.5

    2.2

    1.5 1.51.5

    2.1

    1.4 1.5

    COTTAGE BREAKSTONES AXELROD FRIENDSHIP

  • 8/10/2019 Rdd Learning Acad_p5lans Busn Rev Training 121514

    30/50

    Collaborative Partnershi s Business Solutions Leadershi - Breakthrou h ResultsRDD ASSOCIATES Perishables Expertly Merchandised

    etailer & Market-level Shopper Insights -

    P

    5

    LANS

    by RDD Business Management Roadmap

    Strategic Business Insights: Cottage Cheese - SR CRMA

    Approx all unit sales in CRMA during promo periods, with 78% Axelrod on deal

    75% of consumers only buy Cottage Cheese once a year

    Consumers who purchase more than 1X/yr avg 35 units per yearSource: NCP; 52 Weeks ending 9/8/13 ss. YAGO; ShopRite CRMA

    26.4

    8.2

    3.05.7

    25.7

    7.9

    3.35.5

    COTTAGE BREAKSTONES AXELROD FRIENDSHIP

    46.9

    34.9

    77.4

    66.3

    47.4

    38.6

    77.6

    66.4

    COTTAGE BREAKSTONES AXELROD FRIENDSHIP

    100.0

    65.7

    29.544.0

    100.0

    59.1

    29.742.9

    COTTAGE BREAKSTONES AXELROD FRIENDSHIP

    % Units on Deal LoyaltyUnit Share of Requirements

    Purchase Cycle% Repeat Buyers

    5965

    85

    6661 62

    88

    69

    COTTAGE BREAKSTONES AXELROD FRIENDSHIP

  • 8/10/2019 Rdd Learning Acad_p5lans Busn Rev Training 121514

    31/50

    Collaborative Partnershi s Business Solutions Leadershi - Breakthrou h ResultsRDD ASSOCIATES Perishables Expertly Merchandised

    P

    5

    LANS

    by RDD Business Management Roadmap

    Strategic Business Insights:

    Cottage Cheese

    Geography : Wakefern Corp-RMATime : Latest 52 Weeks Ending Sep-08-2013Product : COTTAGE CHEESEHH Demo Summary : All HH Income Per CapitaTarget Group 1 : All HouseholdsSample Size : Client Default Sample Size

    7.0% 25.5%

    +1.7pts -4.6pts

    34.5% (-0.1pts)

    Buy COTTAGE CHEESE Somew here

    65.5% (+0.1pts)

    Do Not Buy COTTAGE CHEESE Anyw here

    64.6% (+0.7pts) BUYER CONVERSIONHouseholds

    35.4% (-0.7pts)

    Stop & Shop

    COTTAGE CHEESE $

    Leaked to Other Channels

    Stop & Shop

    COTTAGE CHEESE $

    Leaked to GroceryX

    COTTAGE CHEESE $

    Leaked to Other Channels

    100.0% (0.0pts)

    COTTAGE CHEESE $

    Leaked to GroceryX

    COTTAGE CHEESE $ Spent in Wakefern Corp-

    RMA

    COTTAGE CHEESE $ Leaked Elsew here

    $ Opportunity from 1 Additional Point

    of Buyer Conversion:

    $268,126

    20.0% (+1.0pts)29.4% (+4.5pts) 5.3% (-0.6pts) 80.0% (-1.0pts)

    Buy COTTAGE CHEESE in Wakefern Corp-

    RMA

    CONVERTED BUYERS UNCONVERTED BUYERS

    65.3% (-4.0pts) 34.7% (+4.0pts)

    COTTAGE CHEESE $ Leaked Elsew hereLEAKAGE

    Dollars

    66.9% (+1.8pts) 33.1% (-1.8pts)

    9.1MM HHs

    in Wakefern Corp-CRMA

    Do Not Buy COTTAGE CHEESE in Wakefern

    Corp-RMA

    Shop in Wakefern Corp-RMA Do Not Shop in Wakefern Corp-RMA

    Leakage Tree

    Source: NCP; 52 Weeks ending 9/8/13 ss. YAGO; ShopRite CRMA and ShopRite RMA

    ShopRite has a category conversion rate only 65% (% of category buyers who shop SR and purchased at SR)

    35% of their converted shoppers still purchase the category at other retailers, with most (29%) leaking to other

    grocery retailers; 26% category buyers who do not purchase at SR purchase at S&S

  • 8/10/2019 Rdd Learning Acad_p5lans Busn Rev Training 121514

    32/50

    Collaborative Partnershi s Business Solutions Leadershi - Breakthrou h ResultsRDD ASSOCIATES Perishables Expertly Merchandised

    ottage Cheese Decision Tree

    P

    5

    LANS

    by RDD Business Management Roadmap

    Strategic Business Insights

    Multi-Serve vs. Single

    Serve is the firstdecision made within

    Cottage Cheese

    Source: Cannondale Associates, ShopperGenetics database, 52 weeks ending 9/09

  • 8/10/2019 Rdd Learning Acad_p5lans Busn Rev Training 121514

    33/50

  • 8/10/2019 Rdd Learning Acad_p5lans Busn Rev Training 121514

    34/50

    Collaborative Partnershi s Business Solutions Leadershi - Breakthrou h ResultsRDD ASSOCIATES Perishables Expertly Merchandised

    P

    5

    LANS by RDD

    Business Management Roadmap

    Wakefern Fiscal 2014 Volume Update

    Category

    Description

    Current Cases

    10/2013 - 5/2014

    Last Year Cases

    10/2012 - 5/2013

    % Chg vs. Last

    Year Cases

    Current Dollars

    10/2013 - 5/2014

    Last Year Dollars

    10/2012 - 5/2013

    % Chg vs. Last

    Year Dollars

    Aerosol 131,963 106,798 23.6% $2,033,647 $1,565,028 29.9%

    Cottage Cheese

    Branded & Privatelabel 300,765 305,335 -1.5% $4,258,362 $4,175,400 2.0%

    Half & Half 253,280 208,512 21.5% $4,106,054 $3,315,784 23.8%

    Lactose Free 92,478 61,856 49.5% $1,112,468 $746,884 49.0%

    Farmers Cheese

    & Buttermilk 47,402 48,705 -2.7% $1,007,970 $1,023,719 -1.5%

    Sour Cream

    Branded & Privatelabel 309,585 311,689 -0.7% $4,808,990 $4,586,320 4.9%

    Specialty Milk 0 3,493 -100.0% $0 $72,739 -100.0%

    Whipping Cream 36,877 32,792 12.5% $924,239 $749,386 23.3%

    Totals 1,172,350 1,079,180 8.6% $18,251,729 $16,235,260 12.4%

  • 8/10/2019 Rdd Learning Acad_p5lans Busn Rev Training 121514

    35/50

    Collaborative Partnershi s Business Solutions Leadershi - Breakthrou h ResultsRDD ASSOCIATES Perishables Expertly Merchandised

    P

    5

    LANS

    by RDD Business Management Roadmap

    Category Overview: Cottage Cheese

    At ShopRite Cottage Cheese category is flat in dollars vs. YAG, yet is out-performing the ROM

    Daisy is the only brand showing dollar growth at ShopRite, but off of low base & share

    Majority of decline in the ROM is coming from Breakstone & Friendship

    ShopRite

    SR Fiscal YTD $ Sales (~62% TE): $10.8MM (+0.0% vs YAG)

    ShopRite ROM Food

    SR Fiscal YTD $ Sales (~62% TE): $25.7MM (-3.7% vs YAG)

    Source: IRI Wakefern Fiscal YTD Ending 5/18/2014

    0.04.9

    -2.6 -3.5 -2.5

    2.1

    40.4

    -25.1

    13.0

    -0.7

    1.9

    -3.4

    3.4

    -2.0

    0.6

    22.1

    -29.8

    10.6

    -40.0

    -20.0

    0.0

    20.0

    40.0

    Cottage PL Break Friend Axel P Maid Daisy Kraft Lactaid

    $ Sales % Chg vs YAG U Sales % Chg vs YAG

    -3.7 -7.2-1.3

    -11.6

    5.49.4

    -12.8

    17.8

    4.9

    -3.9 -5.9 -2.5

    -13.8

    9.411.5

    -12.4

    14.9

    3.9

    -40.0

    -20.0

    0.0

    20.0

    40.0

    Cottage Break PL Friend Hood Axel P Maid Daisy Lactaid

    $ Sales % Chg vs YAG U Sales % Chg vs YAG

  • 8/10/2019 Rdd Learning Acad_p5lans Busn Rev Training 121514

    36/50

    Collaborative Partnershi s Business Solutions Leadershi - Breakthrou h ResultsRDD ASSOCIATES Perishables Expertly Merchandised

    rends & Seasonality Cottage Cheese

    P

    5

    LANS

    by RDD Business Management Roadmap

    Sales History, Performance & Practices

    Seasonality Trends for Cottage Cheese include: Dieting for Summer, Jewish Holidays (Fall &

    Passover) and New Years Resolution Dieting

    New Years

    Resolutions

    IRI 104 weeks ending 5/18/14

    Passover

    Yom Kippur &

    Rosh HashanahDiet/Summer

    Holidays

  • 8/10/2019 Rdd Learning Acad_p5lans Busn Rev Training 121514

    37/50

    Collaborative Partnershi s Business Solutions Leadershi - Breakthrou h ResultsRDD ASSOCIATES Perishables Expertly Merchandised

    romotional Chart: Friendship 16 oz Cottage Cheese

    P

    5

    LANS

    by RDD Business Management Roadmap

    Sales History, Performance & Practices

    Event scheduling aligned with key purchasing seasons, and are high-value offers

    Promotional lifts 5 6 X base sales for Friendship brand

    IRI 52 weeks ending 4/20/14

    $1.99

    $1.99

    3 Weeks

    R Hashanah/Y Kippur

    $1.99

    2 Week TPR

    $1.99

    $1.99

    New Years

    2 Weeks

    Feat + TPR

    $2.49

    $1.99

    2 Weeks

    Feat + TPR

    $1.99

    2 Weeks

    Passover

  • 8/10/2019 Rdd Learning Acad_p5lans Busn Rev Training 121514

    38/50

    Collaborative Partnershi s Business Solutions Leadershi - Breakthrou h ResultsRDD ASSOCIATES Perishables Expertly Merchandised

    helf Management Cottage Cheese 4 FT 60 IN: North

    P

    5

    LANS

    by RDD Business Management Roadmap

    Sales History, Performance & Practices

    SR POG: April 2014

  • 8/10/2019 Rdd Learning Acad_p5lans Busn Rev Training 121514

    39/50

    Collaborative Partnershi s Business Solutions Leadershi - Breakthrou h ResultsRDD ASSOCIATES Perishables Expertly Merchandised

    helf Management Cottage Cheese Space-to-Sales

    P

    5

    LANS

    by RDD Business Management Roadmap

    Sales History, Performance & Practices

    SR 4 Ft 60 In POG: April 2014

    Space measured in linear feet

    SR Internal Movement: Latest 52 weeks ending 5/11/14

    28.9

    22.4

    19.2

    12.3

    7.0 7.0

    1.2 1.2

    26.9

    21.7

    26.0

    16.1

    3.2 3.7

    0.9 1.6

    0.0

    10.0

    20.0

    30.0

    40.0

    Breakstone Friendship P Label Axelrod Daisy Kraft Lt n Lively Lactaid

    Share of Lin. Ft. Share of Movement

    Under-Spaced:

    P Label

    Over-Spaced:

    Daisy

    Kraft

    IRI Latest 52 Weeks

    End 5/18/14

    Share

    of Base

    Units

    Break 34.0

    P Label 25.4

    Friend 18.8

    Axel 10.4

    Kraft 4.5

    Daisy 3.7

    Lactaid 2.0LnL 1.2

  • 8/10/2019 Rdd Learning Acad_p5lans Busn Rev Training 121514

    40/50

    Collaborative Partnershi s Business Solutions Leadershi - Breakthrou h ResultsRDD ASSOCIATES Perishables Expertly Merchandised

    [II]

    Business

    Insights

    [III]

    Sales

    History, Perf

    & Practices

    [IV]

    P5LANS

    SWOT &

    Actions

    Consumer & category insights

    Channel & shopper insights

    Retailer & customer-specific shopper insights

    Segmentation (category & shopper)

    Shelf management insights & philosophy

    Category & segment performance (customer vs trading area)

    Client/supplier portfolio & brand performance (customer vs trading area)

    Trends & seasonality

    Assortment & SKU contribution to sales

    Promotional practices & causal impact

    Shelving practices (plan-o-gram)

    P PL NS SWOT analysis

    (planning/product/place/price/promotion/logistics/analytics/shopper)

    P PL NS CTION plans (recommended programs/tactics/assignments/timelines)

    Next steps & follow-ups

    [I]

    Client/

    Supplier

    Overview

    Executive summary

    Client/supplier vision/purpose/mission & portfolio sales history

    Client/supplier contributions to business (break-through research, product-development &

    & merchandising innovations

    Key categories & segments; contribution to sales

  • 8/10/2019 Rdd Learning Acad_p5lans Busn Rev Training 121514

    41/50

    Collaborative Partnershi s Business Solutions Leadershi - Breakthrou h ResultsRDD ASSOCIATES Perishables Expertly Merchandised

    lanning

    roduct

    lace

    rice

    romotion

    ogistics

    alytics

    hopper

    P

    5

    LANS

    by RDD Business Management Roadmap

    Aspire - Observe - Analyze

    Envision - Strategize

    Activate - Assess

    &

    5

  • 8/10/2019 Rdd Learning Acad_p5lans Busn Rev Training 121514

    42/50

    Collaborative Partnershi s Business Solutions Leadershi - Breakthrou h ResultsRDD ASSOCIATES Perishables Expertly Merchandised

    KEY OBSERVATION/ISSUE ASSESSMENT IMPACTS W O T H M L

    Enhanced Skim Milk X X

    Protein Milk X X

    3 lb Sour Cream X X

    24oz Cottage Cheese/Pineapple X X

    6.5oz Fat Free AWT X X

    roduct - core & opportunistic SKU authorizations; new-item

    sell-in; assortment optimization; expedited speed-to-shelf & speed-to-sell; seasonal SKUs; shippers & special packs

    P LANS

    by RDD

    5

  • 8/10/2019 Rdd Learning Acad_p5lans Busn Rev Training 121514

    43/50

    Collaborative Partnershi s Business Solutions Leadershi - Breakthrou h ResultsRDD ASSOCIATES Perishables Expertly Merchandised

    roduct - core & opportunistic SKU authorizations; new-item

    sell-in; assortment optimization; expedited speed-to-shelf & speed-to-sell; seasonal SKUs; shippers & special packs

    P LANS

    by RDD

    Act on PLAN(Programs & Tactics)

    Timelines(Checkpoints)

    6.5oz Fat Free AWT

    Enhanced Skim Milk

    1) On She lf By

    October 2) Include

    In Both The Da iry Ad

    And Live Be tter Ad

    Sections

    $.30-$50 Price

    Reduction Over

    National Brand

    Everyday Reta il - $70 -

    $1.00 On Promotion Sept - Nov Jan

    1/2 Price Feature In

    Late October - Kick-

    Off Dis tribu tion &

    Tria l Jul y - Sept - Nov Ja n

    October 2) Include

    Into The Major

    Holiday

    Promotiona l Ads At

    1/2 Price

    Targeted

    Objectives Assignments

    5

  • 8/10/2019 Rdd Learning Acad_p5lans Busn Rev Training 121514

    44/50

    Collaborative Partnershi s Business Solutions Leadershi - Breakthrou h ResultsRDD ASSOCIATES Perishables Expertly Merchandised

    KEY OBSERVATION/ISSUE ASSESSMENT IMPACTS W O T H M L

    Enhance Skim Milk X X

    6.5oz Fat Free AWT X X

    romotion - strategize, target & activate feature,

    seasonal, opportunistic & multi-brand merchandising events;digital offers & targeted solutions; post-promotion analyses

    P LANS

    by RDD

    5

  • 8/10/2019 Rdd Learning Acad_p5lans Busn Rev Training 121514

    45/50

    Collaborative Partnershi s Business Solutions Leadershi - Breakthrou h ResultsRDD ASSOCIATES Perishables Expertly Merchandised

    P LANS

    by RDD

    Action PLAN(Programs & Tactics)

    Timelines(Checkpoints)

    6.5oz Fat Free AWT

    Enhanced Skim Milk

    1) On Sh el f By

    October 2) Inclu de

    In Both The Dairy Ad

    And Live Better Ad

    Sections

    $.30-$50 Price

    Red uction Over

    National Brand

    Everyday Retail - $70 -

    $1.00 On Promotion Sept - Nov Jan

    1/2 Price Fe ature In

    Late October - Kick-

    Off Distribution &

    Tria l July - Sept - Nov Jan

    October 2) Inclu de

    Into The Major

    Holiday

    Promotional Ads At

    1/2 Price

    Targeted

    Objectives Assignments

    romotion - strategize, target & activate feature,

    seasonal, opportunistic & multi-brand merchandising events;digital offers & targeted solutions; post-promotion analyses

    5

  • 8/10/2019 Rdd Learning Acad_p5lans Busn Rev Training 121514

    46/50

    Collaborative Partnershi s Business Solutions Leadershi - Breakthrou h ResultsRDD ASSOCIATES Perishables Expertly Merchandised

    ecap - Topline Business Review Highlights -

    P LANS

    by RDD Business Management Roadmap

    Executive Summary / Recap

    ShopRite is out-performing the market for both the Cottage Cheese and Sour Cream

    categories.

    The Cottage Cheese category is flat at ShopRite. Private Label (#1 brand) is the only

    major brand showing growth.

    Outside of promotions, Cottage Cheese does most of its business from repeat buyers

    (buy more than once a year).

    The category has experienced aggressive promotions with 36 weeks of $1.99 or less

    features on 16 oz brands (from April 2013 to April 2014).

    From April 2013 to April 2014, Friendship ran 8 weeks of $1.99 promotions on 16 oz

    Cottage Cheese. The biggest lifts were during the Fall Jewish Holidays, New Years

    Dieting and Passover.

    5

  • 8/10/2019 Rdd Learning Acad_p5lans Busn Rev Training 121514

    47/50

    Collaborative Partnershi s Business Solutions Leadershi - Breakthrou h ResultsRDD ASSOCIATES Perishables Expertly Merchandised

    ecap ACTION Plan Highlights -

    P LANS

    by RDD Business Management Roadmap

    Executive Summary / Recap

    Confirm 3rd and 4th quarter promotions

    Follow-up on items currently in the Wakefern

    QA process

    Present Protein Milk and Enhanced Skim Milk

    Gain Wakeferns commitment on the 4th

    quarter ESL volume objectives

  • 8/10/2019 Rdd Learning Acad_p5lans Busn Rev Training 121514

    48/50

    Expanding Skills Leveraging Thought Leadership Sharing Best Practices Building PerformanceRDD Associate Learning Academy

    Schedule

    customer/client

    business review for

    March/April 2015

    Presentation &

    activation at

    customer

    By 1/9/15

    By 2/13/15 By 1/16/15 By 4/30/15

    Systematically, work

    thru the business

    review template to

    present in Q1

    Select 1 client and

    target customer to

    apply P5LANS business

    review template

    Moving ahead

    P

    5

    LANS by RDD implementation

  • 8/10/2019 Rdd Learning Acad_p5lans Busn Rev Training 121514

    49/50

    Expanding Skills Leveraging Thought Leadership Sharing Best Practices Building PerformanceRDD Associate Learning Academy

    Any Questions, Comments or Ideas?

    Thank you for your

    participation

    Business Review & Mgmt Roadmap

  • 8/10/2019 Rdd Learning Acad_p5lans Busn Rev Training 121514

    50/50

    [II]

    Business

    Insights

    [III]

    Sales

    History, Perf

    & Practices

    [IV]

    P5LANS

    SWOT &

    Actions

    Consumer & category insights

    Channel & shopper insights

    Retailer & customer-specific shopper insights

    Segmentation (category & shopper)

    Shelf management insights & philosophy

    Category & segment performance (customer vs trading area)

    Client/supplier portfolio & brand performance (customer vs trading area)

    Trends & seasonality

    Assortment & SKU contribution to sales

    Promotional practices & causal impact

    Shelving practices (plan-o-gram)

    P PL NS SWOT analysis

    (planning/product/place/price/promotion/logistics/analytics/shopper)

    P PL NS CTION plans(recommended programs/tactics/assignments/timelines)

    Next steps & follow-ups

    [I]

    Client/

    Supplier

    Overview

    Executive summary

    Client/supplier vision/purpose/mission & portfolio sales history

    Client/supplier contributions to business (break-through research, product-development &

    & merchandising innovations

    Key categories & segments; contribution to sales