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Turning Insight into Impact

At SRG, strategy isn’t theoretical. It’s deeply operational, rooted in consumer realities, and designed to generate tangible results. We help retailers and CPG companies unlock new value by aligning every dimension of their business, from supply chain to shelf—with smart, data-driven strategies that drive growth, efficiency, and resilience.

Strategic Planning

We lead clients through strategic initiatives that are as ambitious as they are grounded. From corporate transformation to competitive repositioning, our work begins with a forensic understanding of your business and industry, and ends with bold, implementable solutions.

  • Long-term corporate strategy & transformation
  • Scenario planning, portfolio rationalization, and competitive mapping
  • Growth and turnaround strategy for retailers, manufacturers, and investors

Business Operations & Organizational Analysis

A strong strategy must be executable. We evaluate the mechanics of your business—operational processes, organizational structure, and internal capabilities to identify friction points and unlock margin, speed, and scale.

  • End-to-end performance audits across departments
  • Staffing and organizational structure design
  • Profitability analysis by category, banner, format, and market
  • Inventory, shrink, and supply chain assessments
  • Readiness planning for high-risk events and disruptions

Consumer & Market Analysis

To shape future-ready strategies, we start with real-world insight. Our market analysis combines quantitative rigor with human nuance to help clients better understand their customers and the white space they’re not yet reaching.

  • Demographic and geo-mapping of consumer opportunity
  • Behavioral and psychographic segmentation
  • Consumption tracking and purchase drivers
  • Distribution and competitive presence benchmarking
  • Custom focus groups and qualitative studies

Promotions & Merchandising Strategy

Your products can’t just be available, they must be irresistible. We help teams elevate merchandising and promotional decisions to win consumer attention and convert it into measurable sales lift.

  • Pricing & promotion effectiveness analysis
  • In-store activation and cross-merchandising strategies
  • Category management & assortment optimization
  • Trade spend diagnostics and ROI improvement

Distribution Strategy

A brilliant strategy fails if the product doesn’t reach the right shelf at the right time. We partner with clients to assess, redesign, and grow their distribution strategy, ensuring velocity and precision across retail, e‑commerce, and DTC.

  • Distribution network & channel analysis
  • Expansion roadmap development
  • Retailer-specific planning and collaboration strategies
  • Market penetration and competitive gap analysis

Retail Theft & Shrink Mitigation

Retail crime and inventory shrinkage are no longer marginal issues, they’re core to financial performance. Our team brings retail-tested methodologies and industry-leading benchmarks to reduce loss, strengthen compliance, and recover millions in at-risk profit.

  • Shrink diagnostics by location, category, and loss type
  • Best practices for theft deterrence and internal controls
  • Predictive modeling and preventative strategies
  • ROI-validated investment plans for security upgrades

Strategic Sourcing

Cost containment and supply flexibility are increasingly critical in a volatile global landscape. We help retailers and CPG brands renegotiate, restructure, and rethink their sourcing to protect margin and ensure continuity.

  • Supplier base and spend optimization
  • Make vs. buy decisions and sourcing consolidation
  • Procurement process improvement and vendor governance
  • Nearshoring and sustainability-aligned sourcing strategy

Marketing, Advertising & Brand Strategy

Your brand and your business model must be aligned. We ensure that marketing and media strategies are grounded in business realities and that every message serves your long-term positioning.

  • Marketing spend effectiveness analysis
  • Cross-channel media and audience strategy
  • ROI-based advertising and brand building
  • Alignment of marketing plans with in-store experience and product launches

Branding Initiatives

Great brands are built with intent. We support new and existing brand platforms with sharp research, clear architecture, and scalable go-to-market strategies that resonate with consumers and differentiate from competitors.

  • Brand positioning and value proposition development
  • Naming, visual identity, and messaging strategy
  • Brand architecture and portfolio optimization
  • Go-to-market planning and retail partner alignment

Solar & Sustainability Strategy

We help retail and CPG leaders turn sustainability into a strategic asset. From energy transitions to ESG-driven brand moves, our solar and environmental expertise delivers measurable impact both reputational and financial.

  • Full-scale solar feasibility and rollout plans
  • Capital investment modeling and funding guidance
  • ESG strategy and sustainability reporting frameworks
  • Store-level and regional carbon reduction roadmaps

HOW WE WORK

Our strategy services combine senior-level insight, hands-on analysis, and tailored implementation planning: