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MARKRES Module 6 Retail Audit and Store Checking Study

This document discusses retail audit and store checking studies. Retail audit involves collecting data on stock inventory, purchases, retail selling prices, and transfers from various retail outlets like supermarkets, grocery stores, department stores, and others. The data is then analyzed to understand brand sales trends, seasonality patterns, leading outlet contributors, and brand share trends. Store checking involves visiting target retail outlets, securing permission, conducting visual checks and sales attendant interviews, and collecting data on distribution levels, brand movements, sales volumes, and store pricing. Sample store checking forms are provided. Students are assigned a group project to conduct store checks, analyze the data, and present findings in a PowerPoint presentation.

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80 views14 pages

MARKRES Module 6 Retail Audit and Store Checking Study

This document discusses retail audit and store checking studies. Retail audit involves collecting data on stock inventory, purchases, retail selling prices, and transfers from various retail outlets like supermarkets, grocery stores, department stores, and others. The data is then analyzed to understand brand sales trends, seasonality patterns, leading outlet contributors, and brand share trends. Store checking involves visiting target retail outlets, securing permission, conducting visual checks and sales attendant interviews, and collecting data on distribution levels, brand movements, sales volumes, and store pricing. Sample store checking forms are provided. Students are assigned a group project to conduct store checks, analyze the data, and present findings in a PowerPoint presentation.

Uploaded by

alessandranicolen
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© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Retail Audit and the

Store Checking
Study
MODULE 6
Retail Comes from trade
Audit Study audit practices

Retail outlets
Others
Grocery Department (canteen,
Supermarket Sari-sari store Market stall Bazaar Drugstore
store store bakeries,
etc.)
Retail Audit Data Collection

STOCK INVENTORY PURCHASES MADE RETAIL SELLING INTERSTORE


PRICES TRANSFERS, CREDITS
AND RETURNS
Distributor/Wholesalers’ Purchase
Invoices

Distributor/Wholesaler’s Sales Invoices

Trade Audit
Retailer’ Purchase Invoices

Retailers’ Sales Invoices


Retail Audit Data Analysis and
Utilization
Growing or declining brand sales

Existence of seasonality and the prevalent seasonality pattern

Leading outlet-type contributor to sales

Brand share’s upward or downward trend

Sales shift by brand and pack size


Dealer Pulse
Dealer Pulse
Which are the
product’s target retail
Store outlets?

Checking
Procedure
Where are these
outlets located?
Data Gathering Procedure

1. Study the area for store check.


2. Secure permission from the store owner.
3. Do the visual check.
4. Interview the sales attendant.
5. Complete the data within the store premises.
6. Thank the owner.
Store Checking Data

1 2 3 4 5
Brand’s and the Pack size’s Brand’s Brand’s sales Brand’s store
product distribution level movement volume or sale pricing by pack
category’s standing by value by pack sizes
distribution level pack sizes sizes
Sample Store
Checking Form
Class Standing

• This is a groupwork.

• Please choose a distribution outlet near your place where you


or one of your household member can visit.

• Decide on a product category to be chosen by the group


which is different from all others.

• Prepare the store checking form (except the movement).


Class Standing

• Compare the results of all the members and integrate.

• Analyze based on the store checking data except 3 and 4.

• Prepare the ppt slides as to the following:


• 1st slide – coverslide with your name
• 2nd slide – 6th slide – store checking form from each member
• 7th slide – picture of all the members in the store with the chosen product category
• 8th slide – analysis and graph for store checking data No. 1
• 9th slide – analysis and graph for store checking data No. 2
• 10th slide – analysis and graph for store checking data No. 5
• 11th slide – thank you very much.
Thank you
very much.

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