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Merchandise Planning

AI-Driven Merchandise Planning Software for Enterprises

Modular end-to-end planning platform that unifies collaborative forecasting, advanced AI/ML, and cross-functional scenario planning.

Five Below
Visionworks
Marks & Spencer
Caterpillar
Total Wine & More
Citizen Watch America
GrandVision NV
Sephora
Mango
Bass Pro Shops
J. Crew
T-Mobile
Five Below
Visionworks
Marks & Spencer
Caterpillar
Total Wine & More
Citizen Watch America
GrandVision NV
Sephora
Mango
Bass Pro Shops
J. Crew
T-Mobile
Five Below
Visionworks
Marks & Spencer
Caterpillar
Total Wine & More
Citizen Watch America
GrandVision NV
Sephora
Mango
Bass Pro Shops
J. Crew
T-Mobile

UNLOCKING BILLIONS IN VALUE FOR CLIENTS IN 30+ INDUSTRIES

    Future-proof your Merchandise Financial Planning

    Explore next-gen solutions to secure success in the evolving Retail space.

Capabilities

Why Leaders Choose
o9 Merchandise Planning

  • Scenario-Based Financial Decision Making

    Teams can simulate alternative financial strategies - such as pricing changes, markdown adjustments, or growth rebalancing and immediately understand their impact on margin, inventory, and cash. This enables informed trade-offs before committing to action.

  • Enterprise-Ready Financial Views

    Financial plans can be analyzed across multiple hierarchies, including channel, region, department, and class, while maintaining a single financial truth. Executives and planners operate from the same numbers, at the level of detail relevant to their role.

  • Top-Down and Bottom-Up Financial Alignment

    o9 MFP unifies strategic financial targets with bottom-up merchandising plans in a single financial model. Sales, margin, inventory, and receipt plans remain continuously reconciled across channels and categories, eliminating manual adjustments and version conflicts.

  • AI-Enhanced Financial Seeding

    Machine learning algorithms generate baseline financial plans using historical performance enriched with growth drivers, inflation factors, and recent trend analysis. This replaces manual “last year plus growth” methods with statistically grounded starting points.

  • Attribute-Based Financial Planning

    Financial targets can be defined and analyzed by product attributes—such as innovation versus core, price bands, or fabric types—enabling more nuanced financial strategies aligned with merchandising intent.

  • Highly Customizable User-Friendly Platform

    Modular design, intuitive UI, and built-in collaboration tools to support planners across industries.

“We went through a thorough vendor selection and chose o9 because we felt it could deliver against our complex landscape — 1,100 stores, 120 users, across a multi-branded, multi-faceted operation.”

Mark Yates

Programme Director, JD Sports

Examples of Business Value
Achieved with o9

Food & Beverage

  • Maintained accurate, real-time inventory visibility, using data-driven forecasting to predict demand.

    60%Reduction in Stock-Outs

  • By rolling out demand planning, supply network planning, multi-echelon inventory optimisation and reverse logistics capabilities.

    +53%Decrease in Inventory Losses

  • Touchless planning - the ability of systems to generate plans that require minimal human intervention.

    70-90%Touchless Planning Adoption

  • Forecast accuracy improved by more than 11 percentage points to 87%, and service levels have reached 99.5%.

    +11%Forecast Accuracy
featured insights

Related Resources
& White Papers

    [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.

    Future-proof your Merchandise Financial Planning

    Explore next-gen solutions to secure success in the evolving Retail space.

Discover our platform

Live Demo with an o9 Expert

Get a personalized walkthrough with an o9 solution specialist and see how to drive faster, smarter planning decisions across your enterprise.

Discover the platform

Take a Tour

See how the o9 Digital Brain unifies planning, forecasting, and execution through AI-driven intelligence.

what customers say

Driving Real
Enterprise Value

Canyon Bicycles

"We made the conscious decision with o9 to bring a quicker ROI by integrating with our legacy SAP. [...] When the full ERP transformation happens, we’re ahead of the game."

Paul Tips

Product Owner

"The supply chain industry is undergoing a continuous transformation enabled by technology, and o9 Solutions is a critical leader in supply chain digitization."

Francesco Tinto

Chief Digital Officer at Advantage Solutions

Walmart

"The o9 platform unlocked significant processes for us in order to effectively address changes in our volumes and to align those volumes to our labor capabilities at our distribution centers."

Ashley Ward

Senior Manager, Supply Chain Planning

Walmart

"With o9, we had visibility and we were able to save on overtime. So we’re talking about unprecedented volumes and we didn't have to throw unproductive volume or dollars to that. We were able to do it properly."

Deanna DeFillipis

Demand Planning Manager

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

Gartner Peer Insights

"The o9 platform is an all-encompassing solution that seamlessly covers everything from MFP, Assortment Planning, Demand planning to supply planning and material planning."

SR Director Global Technology - Retail

use cases

Explore in-depth o9's
Merchandise Planning Use Cases

RP - Merchandise Financial Planning

Merchandise Financial Planning (MFP)

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

Assortment Planning

Curate the right product mix for each channel or store, using AI/ML-driven insights to balance breadth and depth while aligning with MFP 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.

Retail Store Forecasting

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

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.

industries

Tailored to 

every industry