Strategic Merchandise Planning & Inventory Management
Lemontree Advisors provides product-based DTC companies with access to top merchandise planning talent. Our expertise extends beyond consultancy. We're your partners in achieving sustained growth and success.
Unlock the Potential of Effective Merchandise Planning
Merchandise planning is a complex, multifaceted process encompassing a range of separate, but interconnected functions including demand planning, assortment planning, and inventory forecasting & buying.
Many small to mid-size retail companies lack this expertise in-house or manage these processes independently through disconnected, siloed functions, leading to sub-optimal decision-making and performance.
Sound familiar? Reach out to see how we can help.
Level Up Your Merchandise Planning with Lemontree Advisors
- Drive topline sales by aligning your product mix with customer demand and seasonal trends
- Improve margin by making informed inventory purchases, maximizing sell-through, and minimizing overstocks; reducing the need for promotions or inventory liquidation
- Optimize cash flow through improved inventory management, cutting down carrying costs associated with unproductive inventory
- Save time and money for you and your staff, allowing you to focus on your core strengths
How Lemontree Advisors Can Help
Performance Audits
Assortment Planning & Management
Performance Audits
Deep dive into the sales and profit contribution of your categories and the products within them. Understand the key drivers of your product mix in order to rationalize your assortment and optimize it for future growth.
Category Planning
Assortment Planning & Management
Performance Audits
Top-down planning to establish sales, gross margin and inventory targets by category and sub-category that align with your corporate financial goals.
Assortment Planning & Management
Assortment Planning & Management
Assortment Planning & Management
Translate your category financial plans into assortment strategies including SKU level targets to inform design and development needs.
Inventory Planning & Forecasting
Inventory Planning & Forecasting
Assortment Planning & Management
Establish order quantities by style / color / size, as well as delivery timing to ensure product is available when you need it to maximize sales and optimize cash flow.
In-Season Management
Inventory Planning & Forecasting
In-Season Management
The retail environment is ever-changing. Let us focus on the details - promotional planning, markdown timing, replenishment, sales and inventory reporting & analysis - so you can focus on what you need to do to grow and run your business.
Lemontree Advisors Approach
Understand. Plan. Implement.
We use a data-driven approach to quickly assess your business and the challenges you are facing. We partner with you to develop solid strategies to optimize your sales and inventory and will be by your side to ensure they are implemented successfully.
Working With Lemontree Advisors
At Lemontree Advisors, we understand that every business is unique and has its own set of needs, challenges and circumstances. That's why we offer flexible and tailored solutions to meet your unique business needs.
Project-Based Support
If you have a specific need or a targeted challenge within your merchandise planning and inventory management, our project-based solutions are the perfect fit. We understand that not every client is looking for a long-term commitment, and this approach allows us to address your immediate requirements efficiently.
Monthly Retainer Model
Designed for clients seeking consistent, ongoing support. Our monthly retainer model offers a steady and predictable engagement, ensuring you have access to our expertise whenever needed.
Fractional Support
For clients who in need of ongoing assistance or embedded support within their team, our fractional support model provides a seamless, integrated solution. This arrangement is ideal for covering temporary gaps in your team or ensuring continuous support for your merchandise planning and inventory management processes.
These are just some of the ways we typically work with clients. We understand that each business is unique, and your needs may require a tailored approach beyond these options. We are flexible and can customize a solution that precisely meets your specific requirements.