FIRSTVAL

04Retail & Consumer

Every unit priced, placed and proven.

Demand, price, availability and fulfilment as one engine — agents that move margin daily, inside brand, pricing-law and consumer-protection guardrails.

North Star

Gross margin return on inventory investment

The value engine, end to end

Discover → Model → Twin → Agents → Govern → Compound

The same six moves we run everywhere, expressed in the physics of this industry.

01

Discover

Where does margin actually leak?

Margin waterfall by category

02

Model

What drives demand and availability?

Elasticity and availability model

03

Twin

What if we change price, buy or space?

Category and network twin

04

Agents

Who executes daily?

Pricing, replenishment, content agents

05

Govern

Is it fair, legal and on-brand?

Pricing and claims control file

06

Compound

Does GMROII improve?

Outcome contract

Where the value is

Value pools and their drivers

Before a twin is built, we agree where the money sits and what moves it.

Value pool

Price & promotion

Driver

Elasticity, promo depth, markdown timing

Measured as

Margin points per category

Value pool

Availability

Driver

Forecast error, replenishment latency

Measured as

Lost sales recovered

Value pool

Supply cost

Driver

Freight, handling, returns

Measured as

Cost per unit delivered

Value pool

Customer value

Driver

Repeat rate, basket mix

Measured as

Contribution per active customer

Use cases

Where value is already sitting in Retail & Consumer

Each one is a number somebody already owns, a twin that models it, and an agent that moves it inside a defined authority. Filter by function.

7 use cases

Assortment and space optimisation

Decides what each location should carry using local demand, display space, substitution and online behaviour — not a national planogram.

Moves
Sales per square metre
Twin
Merchandising Twin
Capability
Optimisation

Price and markdown optimisation

Sets price and markdown timing on measured elasticity and seasonality, so margin is protected instead of discounted away at the end of the season.

Moves
Gross margin per unit sold
Twin
Pricing Twin
Capability
Elasticity modelling

Out-of-stock and availability risk

Predicts the stockout before it shows on the shelf and triggers the replenishment or substitution that saves the sale.

Moves
Lost sales from availability
Twin
Supply Chain Twin
Capability
Forecasting

Promotion and trade budget allocation

Measures what each promotional channel actually caused at regional and national level, and moves the next dollar to the one that paid.

Moves
Incremental margin per promo dollar
Twin
Marketing Twin
Capability
Causal measurement

Returns and reverse-logistics reduction

Finds the products, sizes and journeys that generate returns and fixes them upstream, where the cost has not yet been incurred.

Moves
Return rate and cost per return
Twin
Process Twin
Capability
Root-cause analytics

Shrink and transaction anomaly detection

Separates operational error from deliberate loss at till, stock and supplier level, and quantifies both.

Moves
Shrink as percent of sales
Twin
Financial Crime Twin
Capability
Anomaly detection

Product content and catalogue enrichment

Generates and standardises product attributes, descriptions and imagery metadata so search and recommendation have something to work with.

Moves
On-site conversion rate
Twin
Merchandising Twin
Capability
Multimodal generation

Outcome twins

Twins, levers, features and the agents that run them

Each twin owns a set of levers. Each feature moves one lever. Each agent executes inside a defined authority.

Category Twin

Simulate range, price and space together instead of in three meetings.

Levers

Price elasticityPromo ROIMarkdown timingRange productivity

Features

  • Price simulation
  • Promo evaluation
  • Assortment optimisation

Multi-agent layer

  • Pricing Agent

    Proposes daily price moves within guardrails.

Availability Twin

Put the right unit in the right node before the customer looks.

Levers

Forecast accuracyOn-shelf availabilitySafety stock

Features

  • Demand forecasting
  • Replenishment
  • Store allocation

Multi-agent layer

  • Replenishment Agent

    Rebalances stock across nodes overnight.

Fulfilment Twin

Choose the cheapest node that still keeps the promise.

Levers

Cost to serveSplit shipmentsReturn rate

Features

  • Order sourcing
  • Returns prediction
  • Carrier selection

Multi-agent layer

  • Sourcing Agent

    Routes each order to the lowest true-cost node.

Customer Twin

Grow contribution per customer, not raw traffic.

Levers

Repeat rateBasket mixDiscount dependency

Features

  • Offer personalisation
  • Churn prediction
  • Content generation

Multi-agent layer

  • Offer Agent

    Selects the cheapest offer that still converts.

Unit economics

ROI calculator — per feature, per unit

Set your volume, switch features on or off, and move each impact to your own evidence. Everything is expressed per order.

Orders per year

8,000,000

Contribution per order

$11

Per-order contribution; swap in per-basket or per-SKU economics as required.

Annual program investment

$3.5m

Category Twin

Unit revenueRevenue per order

2.0% — Elasticity-aware moves instead of blanket discounts.

$9.9m

annual value

Availability Twin

VolumeOrders captured

3.0% — Availability recovered on high-velocity lines.

$2.6m

annual value

Fulfilment Twin

Unit costCost per order

4.0% — Fewer splits, cheaper nodes, same promise.

$16.3m

annual value

Category Twin

LeakageMarkdown leakage

20.0% — Cuts earlier and shallower where the curve says so.

$11.9m

annual value

Fulfilment Twin

LeakageReturns leakage

10.0% — Prevents the orders that were always going to come back.

$6.0m

annual value

Value by feature

Annual value contributed by each active feature at current settings.

Value and ROI vs volume

How engineered value and ROI move as orders per year change. The marker is your current setting.

Cumulative value vs investment

Where the curve crosses the investment line is payback.

Value mix by lever

Which lever the engineered value is actually coming from.

Baseline contribution

$88.0m

Engineered annual value

$46.7m

ROI on program

1235%

Payback

0.9 months

Directional model. In an engagement every number here is replaced by your measured baseline, signed off by finance, and written into the outcome contract before any agent goes live.

Scale

How this compounds from one unit to the enterprise

01

One category

Prove elasticity and margin lift against a holdout.

02

One banner

Roll the same twin across categories with local guardrails.

03

Group

Shared runtime across markets, one margin definition.

Integrations

Domain platforms we connect

Vendor-agnostic by design. Connectors are added per engagement — no platform lock-in.

Commerce

  • Shopify
  • SAP Commerce
  • Salesforce Commerce Cloud
  • commercetools

Merch & supply

  • Blue Yonder
  • RELEX
  • Oracle Retail
  • SAP IBP

Data & CDP

  • Snowflake
  • Databricks
  • Segment
  • Bloomreach

Ops

  • Manhattan
  • NetSuite
  • Zendesk
  • Dynamics 365

Regulations and standards

What we are held to in this industry

Compliance is a design input, not a review gate. Every agent action is logged, attributable and reversible.

GDPR / ePrivacy

Consent-based personalisation and profiling limits.

EU AI Act

Transparency for AI-generated content and recommender behaviour.

Omnibus / price-indication

Prior-price rules on any automated markdown.

Consumer protection law

No dark patterns in agent-generated offers.

PCI DSS

Payment data boundaries in agent tooling.

Standards supported

GS1EDI / EDIFACTISO 27001SOC 2 Type IINIST AI RMFWCAG 2.2

Next industry

Energy & Utilities

Open Energy & Utilities