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Why is Assortment Planning so Difficult for Retailers? A Framework and Research Agenda

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Cited by:

  1. Grzegorz Chodak, 2020. "The problem of shelf-warmers in electronic commerce: a proposed solution," Information Systems and e-Business Management, Springer, vol. 18(2), pages 259-280, June.
  2. Antonio Usai & Daniele Porcheddu & Veronica Scuotto & Jean-Paul Susini, 2020. "Converting Shelf-Based Scarcity into Innovation by Adopting Customer-Focused Innovation Approach," Journal of the Knowledge Economy, Springer;Portland International Center for Management of Engineering and Technology (PICMET), vol. 11(1), pages 70-83, March.
  3. Ma, Rui & Mao, Di & Cao, Dongmei & Luo, Shuai & Gupta, Suraksha & Wang, Yichuan, 2024. "From vineyard to table: Uncovering wine quality for sales management through machine learning," Journal of Business Research, Elsevier, vol. 176(C).
  4. Barbara Kahn & Alexander Chernev & Ulf Böckenholt & Kate Bundorf & Michaela Draganska & Ryan Hamilton & Robert Meyer & Klaus Wertenbroch, 2014. "Consumer and managerial goals in assortment choice and design," Marketing Letters, Springer, vol. 25(3), pages 293-303, September.
  5. Sun, Li & Rajiv, Surendra & Chu, Junhong, 2016. "Beyond the more the merrier: The variety effect and consumer heterogeneity in system markets," International Journal of Research in Marketing, Elsevier, vol. 33(2), pages 261-275.
  6. Çömez-Dolgan, Nagihan & Fescioglu-Unver, Nilgun & Cephe, Ecem & Şen, Alper, 2021. "Capacitated strategic assortment planning under explicit demand substitution," European Journal of Operational Research, Elsevier, vol. 294(3), pages 1120-1138.
  7. Koos, Shelby E. & Shaikh, Nazrul I., 2019. "Dynamics of consumers' dissatisfaction due to stock-outs," International Journal of Production Economics, Elsevier, vol. 208(C), pages 461-471.
  8. Batsakis, Georgios & Theoharakis, Vasilis & Li, Chengguang & Konara, Palitha, 2023. "Internationalization and digitalization: Their differing role on grocer and non-grocer retailer performance," Journal of Retailing, Elsevier, vol. 99(3), pages 400-419.
  9. Stelios Tsafarakis & Charalampos Saridakis & Nikolaos Matsatsinis & George Baltas, 2016. "Private labels and retail assortment planning: a differential evolution approach," Annals of Operations Research, Springer, vol. 247(2), pages 677-692, December.
  10. Julia Freybote & Lihong Qian, 2017. "Corporate real estate, stock market valuation and the reputational effects of eco-certification," Journal of Property Research, Taylor & Francis Journals, vol. 34(3), pages 163-180, July.
  11. Çömez-Dolgan, Nagihan & Moussawi-Haidar, Lama & Jaber, Mohamad Y. & Cephe, Ecem, 2022. "Capacitated assortment planning of a multi-location system under transshipments," International Journal of Production Economics, Elsevier, vol. 251(C).
  12. Akrout Houcine & Kaswengi Joseph, 2019. "Choosing Organic and Healthy Food in Times of Economic Uncertainty: Evidence from Panel Data Analysis in France," Journal of Agricultural & Food Industrial Organization, De Gruyter, vol. 17(1), pages 1-13, May.
  13. Sethuraman, Raj & Gázquez-Abad, Juan Carlos & Martínez-López, Francisco J., 2022. "The effect of retail assortment size on perceptions, choice, and sales: Review and research directions," Journal of Retailing, Elsevier, vol. 98(1), pages 24-45.
  14. Minha Hwang & Bart J. Bronnenberg & Raphael Thomadsen, 2010. "An Empirical Analysis of Assortment Similarities Across U.S. Supermarkets," Marketing Science, INFORMS, vol. 29(5), pages 858-879, 09-10.
  15. Hans Corsten & Michael Hopf & Benedikt Kasper & Clemens Thielen, 2018. "Assortment planning for multiple chain stores," OR Spectrum: Quantitative Approaches in Management, Springer;Gesellschaft für Operations Research e.V., vol. 40(4), pages 875-912, October.
  16. Berry, Leonard L. & Bolton, Ruth N. & Bridges, Cheryl H. & Meyer, Jeffrey & Parasuraman, A. & Seiders, Kathleen, 2010. "Opportunities for Innovation in the Delivery of Interactive Retail Services," Journal of Interactive Marketing, Elsevier, vol. 24(2), pages 155-167.
  17. Benoit, Sabine & Hartmann, Julia & Sichtmann, Christina & Wetzels, Martin, 2022. "The Differential Effects of CSR and CSI on Consumer Willingness to Pay: Implications for Service Providers and Retailers," SMR - Journal of Service Management Research, Nomos Verlagsgesellschaft mbH & Co. KG, vol. 6(2), pages 82-103.
  18. Broekhuizen, T.L.J. & Emrich, O. & Gijsenberg, M.J. & Broekhuis, M. & Donkers, B. & Sloot, L.M., 2021. "Digital platform openness: Drivers, dimensions and outcomes," Journal of Business Research, Elsevier, vol. 122(C), pages 902-914.
  19. Valentina Maria Merlino & Stefano Massaglia & Simone Blanc & Filippo Brun & Danielle Borra, 2022. "Differences between Italian specialty milk in large-scale retailing distribution," Economia agro-alimentare, FrancoAngeli Editore, vol. 24(2), pages 1-28.
  20. Grzegorz, Chodak, 2016. "The Nuisance of Slow Moving Products in Electronic Commerce," MPRA Paper 69817, University Library of Munich, Germany.
  21. Gázquez-Abad, Juan Carlos & Martínez-López, Francisco J. & Sethuraman, Raj, 2021. "What factors moderate the effect of assortment reduction on store switching? Insights and implications for grocery brands," Journal of Business Research, Elsevier, vol. 133(C), pages 98-115.
  22. Trott, Paul & Simms, Chris, 2017. "An examination of product innovation in low- and medium-technology industries: Cases from the UK packaged food sector," Research Policy, Elsevier, vol. 46(3), pages 605-623.
  23. Arhami, Omid & Aslani, Shirin & Talebian, Masoud, 2024. "Dynamic assortment planning and capacity allocation with logit substitution," Journal of Retailing and Consumer Services, Elsevier, vol. 76(C).
  24. Park, Jisoo & Dayarian, Iman & Montreuil, Benoit, 2021. "Showcasing optimization in omnichannel retailing," European Journal of Operational Research, Elsevier, vol. 294(3), pages 895-905.
  25. Terblanche, Nic S., 2018. "Revisiting the supermarket in-store customer shopping experience," Journal of Retailing and Consumer Services, Elsevier, vol. 40(C), pages 48-59.
  26. F R Johnston & E A Shale & S Kapoor & R True & A Sheth, 2011. "Breadth of range and depth of stock: forecasting and inventory management at Euro Car Parts Ltd," Journal of the Operational Research Society, Palgrave Macmillan;The OR Society, vol. 62(3), pages 433-441, March.
  27. Amr Farahat & Joonkyum Lee, 2018. "The Multiproduct Newsvendor Problem with Customer Choice," Operations Research, INFORMS, vol. 66(1), pages 123-136, January.
  28. Bijmolt, Tammo H.A. & Broekhuis, Manda & de Leeuw, Sander & Hirche, Christian & Rooderkerk, Robert P. & Sousa, Rui & Zhu, Stuart X., 2021. "Challenges at the marketing–operations interface in omni-channel retail environments," Journal of Business Research, Elsevier, vol. 122(C), pages 864-874.
  29. Cadeaux, Jack & Dubelaar, Chris, 2012. "Market environment, assortment policy, and performance of small retailers," Australasian marketing journal, Elsevier, vol. 20(4), pages 250-259.
  30. Basso, Frédéric & Bouillé, Julien & Troiville, Julien, 2021. "Are you up for fair-trade products? Vertical dimension as a metaphorical representation of virtuous consumption," Journal of Business Research, Elsevier, vol. 135(C), pages 508-518.
  31. Yonezawa, Koichi & Richards, Timothy J., 2016. "Competitive Package Size Decisions," Journal of Retailing, Elsevier, vol. 92(4), pages 445-469.
  32. Grewal, Dhruv & Levy, Michael, 2009. "Emerging Issues in Retailing Research," Journal of Retailing, Elsevier, vol. 85(4), pages 522-526.
  33. Simeonka Petrova, 2021. "Challenges Facing Retailers’ Assortment Supply In The Omnichannel Age," Business Management, D. A. Tsenov Academy of Economics, Svishtov, Bulgaria, issue 4 Year 20, pages 42-57.
  34. Wan, Xiang & Britto, Rodrigo & Zhou, Zenan, 2020. "In search of the negative relationship between product variety and inventory turnover," International Journal of Production Economics, Elsevier, vol. 222(C).
  35. Lourenço, Carlos J.S. & Gijsbrechts, Els, 2013. "The impact of national brand introductions on hard-discounter image and share-of-wallet," International Journal of Research in Marketing, Elsevier, vol. 30(4), pages 368-382.
  36. Çömez-Dolgan, Nagihan & Dağ, Hilal & Fescioglu-Unver, Nilgun & Şen, Alper, 2023. "Multi-plant manufacturing assortment planning in the presence of transshipments," European Journal of Operational Research, Elsevier, vol. 310(3), pages 1033-1050.
  37. Puccinelli, Nancy M. & Goodstein, Ronald C. & Grewal, Dhruv & Price, Robert & Raghubir, Priya & Stewart, David, 2009. "Customer Experience Management in Retailing: Understanding the Buying Process," Journal of Retailing, Elsevier, vol. 85(1), pages 15-30.
  38. Merlino, Valentina Maria & Mastromonaco, Giulia & Borra, Danielle & Blanc, Simone & Brun, Filippo & Massaglia, Stefano, 2021. "Planning of the cow milk assortment for large retail chains in North Italy: A comparison of two metropolitan cities," Journal of Retailing and Consumer Services, Elsevier, vol. 59(C).
  39. Topaloglu, Omer & Kumar, Piyush & Dass, Mayukh, 2021. "On the Extendibility of Brands with Subordinate versus Basic Category Concepts," Journal of Retailing, Elsevier, vol. 97(3), pages 394-404.
  40. Morimura, Fumikazu & Sakagawa, Yuji, 2018. "Information technology use in retail chains: Impact on the standardisation of pricing and promotion strategies and performance," Journal of Retailing and Consumer Services, Elsevier, vol. 45(C), pages 81-91.
  41. Merlino, Valentina Maria & Massaglia, Stefano & Blanc, Simone & Brun, Filippo & Borra, Danielle, 2022. "Differences between Italian specialty milk in large-scale retailing distribution," Economia agro-alimentare / Food Economy, Italian Society of Agri-food Economics/Società Italiana di Economia Agro-Alimentare (SIEA), vol. 24(2), September.
  42. Qin, Fei & Ma, Meilin, 2022. "Unit Pricing Regulation and Non-Price Responses of Retailers: Evidence from the U.S. Yogurt Market," 2022 Annual Meeting, July 31-August 2, Anaheim, California 322243, Agricultural and Applied Economics Association.
  43. Schau, Hope Jensen & Akaka, Melissa Archpru & Segabinazzi, Rodrigo Costa, 2023. "Localized globalization through structures of common difference and the in-store curation of a glocal retailscape," Journal of Retailing, Elsevier, vol. 99(4), pages 634-653.
  44. Dass, Mayukh & Kumar, Piyush & Acharya, Manaswini, 2024. "An approach to brand planning under high competitor set variation," Journal of Business Research, Elsevier, vol. 182(C).
  45. Hübner, Alexander & Kuhn, Heinrich & Kühn, Sandro, 2016. "An efficient algorithm for capacitated assortment planning with stochastic demand and substitution," European Journal of Operational Research, Elsevier, vol. 250(2), pages 505-520.
  46. Parker, Jeffrey R. & Lehmann, Donald R., 2011. "When Shelf-Based Scarcity Impacts Consumer Preferences," Journal of Retailing, Elsevier, vol. 87(2), pages 142-155.
  47. Sandipan S. Sen & Aliosha Alexandrov & Subhash Jha & William C. McDowell & Emin Babakus, 2023. "Convenient = competitive? How Brick-And-Mortar Retailers can cope with Online Competition," Review of Managerial Science, Springer, vol. 17(5), pages 1615-1643, July.
  48. Müller, Holger & Benjamin Kroll, Eike & Vogt, Bodo, 2010. "“Fact or artifact? Empirical evidence on the robustness of compromise effects in binding and non-binding choice contextsâ€," Journal of Retailing and Consumer Services, Elsevier, vol. 17(5), pages 441-448.
  49. Bahng, Youngjin & Kincade, Doris H., 2014. "Retail buyer segmentation based on the use of assortment decision factors," Journal of Retailing and Consumer Services, Elsevier, vol. 21(4), pages 643-652.
  50. Hekimoğlu, Mustafa & Sevim, Ismail & Aksezer, Çağlar & Durmuş, İpek, 2019. "Assortment optimization with log-linear demand: Application at a Turkish grocery store," Journal of Retailing and Consumer Services, Elsevier, vol. 50(C), pages 199-214.
  51. van Everdingen, Yvonne M. & Sloot, Laurens M. & van Nierop, Erjen & Verhoef, Peter C., 2011. "Towards a Further Understanding of the Antecedents of Retailer New Product Adoption," Journal of Retailing, Elsevier, vol. 87(4), pages 579-597.
  52. Hietanen, Joel & Mattila, Pekka & Schouten, John W. & Sihvonen, Antti & Toyoki, Sammy, 2016. "Reimagining Society Through Retail Practice," Journal of Retailing, Elsevier, vol. 92(4), pages 411-425.
  53. Dekimpe, Marnik G. & Gielens, Katrijn & Raju, Jagmohan & Thomas, Jacquelyn S., 2011. "Strategic Assortment Decisions in Information-Intensive and Turbulent Environments," Journal of Retailing, Elsevier, vol. 87(S1), pages 17-28.
  54. Lauren Chenarides & Edward C. Jaenicke, 2019. "Documenting the Link Between Poor Food Access and Less Healthy Product Assortment Across the U.S," Applied Economic Perspectives and Policy, John Wiley & Sons, vol. 41(3), pages 434-474, September.
  55. Haans, A.J. & Gijsbrechts, E., 2011. "One-deal-fits-all? : On category sales promotion effectiveness in smaller versus larger supermarkets," Other publications TiSEM 2c1a69db-bdfa-4988-a84c-4, Tilburg University, School of Economics and Management.
  56. Tomasz Brzęczek, 2020. "Optimisation of product portfolio sales and their risk subject to product width and diversity," Review of Managerial Science, Springer, vol. 14(5), pages 1009-1027, October.
  57. Hökelekli, Gizem & Lamey, Lien & Verboven, Frank, 2017. "The battle of traditional retailers versus discounters: The role of PL tiers," Journal of Retailing and Consumer Services, Elsevier, vol. 39(C), pages 11-22.
  58. Schlaich, Tim & Hoberg, Kai, 2024. "When is the next order? Nowcasting channel inventories with Point-of-Sales data to predict the timing of retail orders," European Journal of Operational Research, Elsevier, vol. 315(1), pages 35-49.
  59. Bauer, Johannes C. & Kotouc, Alexander J. & Rudolph, Thomas, 2012. "What constitutes a “good assortment†? A scale for measuring consumers' perceptions of an assortment offered in a grocery category," Journal of Retailing and Consumer Services, Elsevier, vol. 19(1), pages 11-26.
  60. Adam, Abdulfatah & Jensen, Jørgen D. & Sommer, Iben & Hansen, Gitte L., 2017. "Does shelf space management intervention have an effect on calorie turnover at supermarkets?," Journal of Retailing and Consumer Services, Elsevier, vol. 34(C), pages 311-318.
  61. Gabriele Pizzi & Gian Luca Marzocchi, 2020. "Consumer-defined assortments: application of card-sorting to category management," Italian Journal of Marketing, Springer, vol. 2020(1), pages 67-84, March.
  62. Kalyanaram, Gurumurthy & Winer, Russell S., 2022. "Behavioral response to price: Data-based insights and future research for retailing," Journal of Retailing, Elsevier, vol. 98(1), pages 46-70.
  63. Patten, Elena & Ozuem, Wilson & Howell, Kerry & Lancaster, Geoff, 2020. "Minding the competition: The drivers for multichannel service quality in fashion retailing," Journal of Retailing and Consumer Services, Elsevier, vol. 53(C).
  64. Liane Nagengast & Christina Heidemann & Thomas Rudolph, 2013. "Der kombinierte Einsatz von Sortimentsreduktion und Regalkategorisierung zur Sortimentsoptimierung–," Schmalenbach Journal of Business Research, Springer, vol. 65(7), pages 666-687, December.
  65. Grewal, Dhruv & Levy, Michael & Kumar, V., 2009. "Customer Experience Management in Retailing: An Organizing Framework," Journal of Retailing, Elsevier, vol. 85(1), pages 1-14.
  66. Sodero, Annibal C. & Namin, Aidin & Gauri, Dinesh K. & Bhaskaran, Sreekumar R., 2021. "The strategic drivers of drop-shipping and retail store sales for seasonal products," Journal of Retailing, Elsevier, vol. 97(4), pages 561-581.
  67. Kusum Ailawadi & Eric Bradlow & Michaela Draganska & Vincent Nijs & Robert Rooderkerk & K. Sudhir & Kenneth Wilbur & Jie Zhang, 2010. "Empirical models of manufacturer-retailer interaction: A review and agenda for future research," Marketing Letters, Springer, vol. 21(3), pages 273-285, September.
  68. Yasin Alan & Mümin Kurtuluş & Chunlin Wang, 2019. "The Role of Store Brand Spillover in a Retailer’s Category Management Strategy," Manufacturing & Service Operations Management, INFORMS, vol. 21(3), pages 620-635, July.
  69. Inge Geyskens & Barbara Deleersnyder & Marnik G. Dekimpe & Didi Lin, 2024. "Do consumers benefit from national-brand listings by hard discounters?," Journal of the Academy of Marketing Science, Springer, vol. 52(1), pages 97-118, January.
  70. Haans, Hans & Gijsbrechts, Els, 2011. "“One-deal-fits-all?” On Category Sales Promotion Effectiveness in Smaller versus Larger Supermarkets," Journal of Retailing, Elsevier, vol. 87(4), pages 427-443.
  71. Hübner, Alexander H. & Kuhn, Heinrich, 2012. "Retail category management: State-of-the-art review of quantitative research and software applications in assortment and shelf space management," Omega, Elsevier, vol. 40(2), pages 199-209, April.
  72. Mou, Shandong & Robb, David J. & DeHoratius, Nicole, 2018. "Retail store operations: Literature review and research directions," European Journal of Operational Research, Elsevier, vol. 265(2), pages 399-422.
  73. Gielens, Katrijn & Gijsbrechts, Els & Dekimpe, Marnik G., 2014. "Gains and losses of exclusivity in grocery retailing," International Journal of Research in Marketing, Elsevier, vol. 31(3), pages 239-252.
  74. González-Benito, Óscar & Martos-Partal, Mercedes, 2012. "Role of Retailer Positioning and Product Category on the Relationship Between Store Brand Consumption and Store Loyalty," Journal of Retailing, Elsevier, vol. 88(2), pages 236-249.
  75. Lee, Ha Kyung & Choo, Ho Jung, 2019. "Birds of a feather flocked together look abundant: The visual gestalt effect of an assortment presentation," Journal of Business Research, Elsevier, vol. 104(C), pages 170-182.
  76. Yu Tian & Sebastian Lautz & Alisdiar O. G. Wallis & Renaud Lambiotte, 2021. "Extracting Complements and Substitutes from Sales Data: A Network Perspective," Papers 2103.02042, arXiv.org, revised Aug 2021.
  77. Hoskins, Jake D., 2020. "The evolving role of hit and niche products in brick-and-mortar retail category assortment planning: A large-scale empirical investigation of U.S. consumer packaged goods," Journal of Retailing and Consumer Services, Elsevier, vol. 57(C).
  78. Verhoef, Peter C. & Lemon, Katherine N. & Parasuraman, A. & Roggeveen, Anne & Tsiros, Michael & Schlesinger, Leonard A., 2009. "Customer Experience Creation: Determinants, Dynamics and Management Strategies," Journal of Retailing, Elsevier, vol. 85(1), pages 31-41.
  79. Gauri, Dinesh K. & Ratchford, Brian & Pancras, Joseph & Talukdar, Debabrata, 2017. "An Empirical Analysis of the Impact of Promotional Discounts on Store Performance," Journal of Retailing, Elsevier, vol. 93(3), pages 283-303.
  80. Brown, James R. & Dant, Rajiv P., 2009. "The Theoretical Domains of Retailing Research: A Retrospective," Journal of Retailing, Elsevier, vol. 85(2), pages 113-128.
  81. Robert P. Rooderkerk & Harald J. van Heerde & Tammo H. A. Bijmolt, 2013. "Optimizing Retail Assortments," Marketing Science, INFORMS, vol. 32(5), pages 699-715, September.
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