o9 Solutions Named a Leader in the 2026 IDC MarketScape for Worldwide Retail Merchandise Financial Planning Solutions
Download the report excerpt to see what the IDC MarketScape independent assessment reveals about what it takes to plan at retail scale.
UNLOCKING BILLIONS IN VALUE FOR CLIENTS IN 30+ INDUSTRIES
What the IDC MarketScape
Reveals About o9 Solutions
Configuration-driven flexibility is the platform's defining strength
Across engagements, clients consistently cite the platform's configurable building block architecture, rather than a rigid packaged product, as the most valued attribute and a key driver for vendor selection.
This flexibility supports continuous, iterative implementation, allowing new parameters and use cases to be added over time rather than requiring full re-implementation.Strong handling of complex hierarchies and multichannel/multi-entity scale
The platform demonstrates solid capability in managing organizational, item, and calendar hierarchies at granular levels, with automatic aggregation and roll-up to higher planning levels for merchandise financial planning without reported performance degradation.
This extends to supporting complex, multichannel retail operations spanning large store fleets, international operations, wholesale and non-wholesale channels, franchisees, distributors, and online/marketplace fulfillment.Emerging AI/GenAI capabilities deliver measurable business outcomes
The platform's AI-driven recommendation capabilities relative to the broader market are notable. o9 Solutions continues to invest in retraining recommendation engines and rolling out LLM-based features for descriptive insights and improved planner engagement.
Self-serve scenario planning is recognized as a genuine strength, empowering planners to run scenarios independently (although somewhat constrained by rigidity in slicing options, challenges with AI perception, and a lack of adoption).
Configurability, Scale, and AI-Driven Planning
IDC MarketScape has named o9 Solutions a Leader in the 2026 IDC MarketScape for Worldwide Retail Merchandise Financial Planning Solutions. We believe this recognition reflects o9's building-block platform architecture, which lets retailers adapt merchandise financial planning to their own operating models without full re-implementation, and its ability to manage complex item, organizational, and calendar hierarchies at scale across large store fleets, wholesale, international, and marketplace channels.
The IDC MarketScape also highlights how o9's “emerging AI/GenAI capabilities deliver measurable business outcomes: The platform's AI-driven recommendation capabilities relative to the broader market are notable. o9 Solutions continues to invest in retraining recommendation engines and rolling out LLM-based features for descriptive insights and improved planner engagement.” .
Download the IDC MarketScape excerpt to see how o9 was assessed across capabilities and strategy dimensions in this year's report.
