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Assortment Planning

Assortment Planning Software for Enterprises

o9 Assortment Planning enables retailers to design assortments that reflect how customers actually shop—by location, channel, and need—while remaining tightly aligned to financial targets and inventory constraints.

Urban Outfitters
Visionworks
Deckers Brands
Canadian Tire
T-Mobile
Caterpillar
Crocs
Asian Paints
Sephora
Marks & Spencer
Five Below
The Estee Lauder Companies Inc.
Urban Outfitters
Visionworks
Deckers Brands
Canadian Tire
T-Mobile
Caterpillar
Crocs
Asian Paints
Sephora
Marks & Spencer
Five Below
The Estee Lauder Companies Inc.
Urban Outfitters
Visionworks
Deckers Brands
Canadian Tire
T-Mobile
Caterpillar
Crocs
Asian Paints
Sephora
Marks & Spencer
Five Below
The Estee Lauder Companies Inc.

UNLOCKING BILLIONS IN VALUE FOR CLIENTS IN 30+ INDUSTRIES

Key Differentiators

Why Leaders Choose o9’s Assortment Planning Software

Leading retailers are redefining assortment planning as a data-informed, financially governed capability rather than an art practiced in isolation. Creativity still matters—but it is supported by analytics that reveal where localization creates value and where standardization protects margin.

  • Demand-Driven Store Clustering and Localization

    o9 Assortment Planning enables retailers to localize assortments using demand-driven store clustering rather than static geographic or volume-based groupings. Stores are grouped based on performance patterns, customer demographics, climate, and format attributes, ensuring assortments reflect how customers actually shop while remaining scalable to manage.

  • Financially Governed Assortment Decisions

    Assortment decisions are natively connected to Merchandise Financial Planning and Open-to-Buy constraints. As options are added, removed, or carried forward, their impact on sales, margin, and inventory is reflected immediately. This ensures that assortment localization and choice expansion remain aligned with enterprise profitability targets.

  • Visual, System-Driven Assortment Reviews

    Automate baseline forecasting at scale while reducing the need for constant manual intervention across large product portfolios. Exception-based workflows help planners focus attention where human judgment delivers the greatest value.

  • Lifecycle-Aware and Space-Constrained Planning

    Assortments are planned with full awareness of product lifecycles and physical space constraints. Multi-season logic supports carryover and overlap across seasons, while space-aware validation ensures option counts are feasible for store formats and fixture capacities—reducing late-stage assortment cuts and execution issues.

    [E-Book]

    Rethinking Assortment Planning in Apparel & Footwear: From Static Lineups to Adaptive, AI-Driven Decisions

    Traditional assortment planning models are no longer fit for purpose.
    Uniform distribution strategies, static option counts, and disconnected
    pre-season and in-season workflows cannot keep pace with localized
    demand, shifting trends, and continuous volatility.

Examples of Business Value
Achieved with o9

Apparel & Footwear
  • 5-20%Reduction in excess inventory
  • 20-30%Improvement in planner productivity
  • 25-40%Improvement in full price sell-through

By adopting next-generation solutions like o9 and shifting to a more analytical, AI-powered planning model, retailers can unlock measurable gains across multiple areas of their business.

featured insights

Related Resources
& White Papers

what customers say

Driving Real
Enterprise Value

Hugo Boss

"Firstly, right from the beginning, we felt like o9 is really value-focused. Secondly, o9 is really bringing together all planning capabilities on one platform. Lastly, throughout the entire process, we felt like it’s a real partnership approach from o9."

Ivica Maric

EVP of Business Operations

Pandora

"We’re looking to integrate our full value chain because Pandora’s company ambition is ambitious, and so is o9."

Kristofer Löhmos

SVP of Global Merchandising

Gartner Peer Insights

"o9 is a strategic partner, the ability to configure platform beyond reference model provides the customization beyond industry standards."

SR Director Global Technology - Retail

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Use Cases

Explore in-depth
o9's Merchandise Planning Use Cases

Merchandise Financial Planning (MFP)

Set top-down financial goals by channel, location, and time period, including sales, margin, and inventory investment targets.

Size & Pack Optimization

Plan the right sizes and pack configurations at the most granular level (store, cluster, channel) to match local demand and reduce size-level inefficiencies.

Allocation & Replenishment

Distribute and replenish inventory intelligently across stores and channels based on forecasted demand, inventory levels, and store performance.

RP - Retail Analytics

Commercial & Category Planning

Optimize category decisions and markdowns with predictive analytics to shape demand, recover margin, and align commercial and supply plans.

Retail Store Forecasting

Forecast demand using AI-powered predictive models, incorporating past trends, market signals, seasonality, and promotions.

industries

Tailored to 

every industry

FAQ Assortment Planning

Assortment planning defines which products are offered in which locations and channels, balancing customer relevance, space constraints, and financial targets.