— TRACK 01 - RETAILER PARTNERSHIP
Your category captain.
Embedded in your team.
"We don't send reports. We show up, get embedded, and stay until the results are on shelf."
Deep Dive becomes a direct extension of your merchant organization — embedded weekly with your buyers, planners, and IAs. We own category strategy, planogram execution, and performance scorecarding from day one. You get the rigor of a best-in-class insights team without the overhead.
We are the only category partner in the room whose recommendation can't be bought. Our advice follows data and the shopper — never brand budgets. That's why retailers trust us with their categories.
Best-in-class Data Access
Deeper, richer data than most retailers can access on their own — Circana, Nielsen IQ, shopper loyalty, digital shelf analytics — rivaling the insight available to national suppliers.
More Bandwidth for your Team
We handle day-to-day analysis, planogramming, scorecarding, and executional details — so your category managers can think bigger, lead broader, and focus on strategic priorities.
Real-Time DOMO Dashboards
Custom analytics platform with category, market share, and shopper insights dashboards. Every question answered in any meeting, on any device — including your phone.
SVP-Level Connectivity
Direct connectivity into retail leadership. Weekly standing meetings with buyers, planners, and IAs. Embedded in buyer review cycles, line reviews, and seasonal programs.
99% Planogram Accuracy
35,000+ planograms per year — among the highest volume of any category management partner in the industry — delivered on time, every time, with one miss per hundred.
Omnichannel View
Integrated data across in-store, online, and marketplace channels for a complete picture of shopper behavior and category performance — not just what happens at the shelf.
— HOW WE PLUG IN
Not a vendor. An extension of your team.
We integrate directly into your workflow — your data, your tools, your processes. No learning curve. Rapid response at retail speed.
WEEK 1 - 2
Onboard & Embed
1
Deep Dive aligns with your team structure, gains system access, and establishes weekly cadence with buyers and planners.
MONTH 1
Diagnose the Category
2
Full category audit — shopper behavior, competitive gaps, white space, pricing architecture, planogram effectiveness.
MONTH 2-3
Build & Execute
3
Category strategy, assortment recommendations, updated planograms. Full line review preparation and execution support.
ONGOING
Measure & Compound
4
POS scorecarding, market share tracking, continuous improvement. Each cycle sharpens the next.
93%
96%
99%
54+
CLIENT RETENTION OVER 9 YEARS
RETAILER PERFORMANCE RATING — 4.8 / 5.0
PLANOGRAM ACCURACY % ON-TIME DELIVERY
ACTIVE CATEGORY CAPTAINSHIPS
— FLEXIBLE FUNDING
Retailers can fund category management
through vendor-aligned investment structures.
All models operate under strict category-first principles and full data confidentiality. Whichever model fits your structure, the approach never changes.
MODEL 01
Fair Share Model
Investment distributed across the vendor community, aligned to category share.
Vendor A I Large Share
Vendor B
Vendor C
+others
How it works: Each vendor contributes funding proportional to their share of category revenue. Creates a balanced, sustainable investment model. All qualified vendors participate.
Balanced · Scalable · Retailer-aligned
MODEL 02
Exclusive Brand Funding
A single primary brand funds the entire engagement — simple and efficient.
Primary Brand I 100% of Investment
Vendor B I 0%
Vendor C I 0%
How it works: Retailer selects a primary funding partner. That partner funds 100% of the Deep Dive engagement. Streamlined structure with focused collaboration.
Simple · Focused · Efficient
— TRACK 02 - BRAND PARTNERSHIP
Your growth arm at retail.
Built into the strategy.
"We extend your internal capabilities and translate retailer strategy into opportunities you can actually capture at shelf."
For CPG brands, winning at retail means understanding the retailer's strategy — not fighting it. Deep Dive serves as your embedded insights and execution partner, translating category-first data into a roadmap for share growth within the retailer's framework.
We bring the same shopper intelligence, competitive analytics, and retailer connectivity we use as category captain — now aimed at helping your brand find and capture white space before anyone else does.
White Space Identification
Proactive identification of underserved segments, category gaps, and trend-driven growth opportunities — before your competition acts on them.
Retailer Alignment Strategy
We translate what retailers are trying to accomplish — in their own language — into an actionable brand strategy that strengthens your partnership and your position at shelf.
Shopper Insights & Segmentation
Guest profiling by behavior, demographics, trip type, and occasion — so your brand reaches the right shopper with the right product, in the right place.
Line Review Preparation
Retailer-ready category review decks covering assortment, space, pricing, performance, market share, and opportunity gaps — told with the authority of a category insider.
Strict Data Separation
We never share retailer-sensitive data across brand partners. Full confidentiality is the non-negotiable foundation of how we operate on both sides of the table.
QBRs & Consumer Deep Dives
Quarterly business reviews, consumer segmentations, promotional effectiveness analysis, and competitive benchmarking — built around actionable next steps, not data dumps.
— HOW WE OPERATE
Category-first is not a tagline.
It's how every decision gets made.
Across both partnership tracks, these operating principles are non-negotiable — for retailers, brands, and everyone in between.
Retailer Trust is the Foundation
Every recommendation we make follows data and the shopper — never a brand's budget. That's the only way to earn and keep a retailer's trust as a true category captain.
Strict Data Separation
We never share retailer-sensitive data across clients. Ever. The firewall between our retailer and brand work is absolute — no exceptions, no gray areas.
Embedded, Not External
We operate inside your workflow — your meetings, your tools, your cadence. We're not advisors who send decks from the outside. We're in the room when decisions get made.
Win-win is the Only Win
We grow categories, not brand agendas. When the category grows, brands grow, retailers grow, and guests find what they need. That's the only model worth building.
— GET IN TOUCH
Ready to start a conversation?
Schedule a 30-minute discovery call. We'll show you exactly how Deep Dive would approach your category — no fluff, just strategy.
PHONE
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