Winning Retail

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WINNING RETAIL

A step-by-step guide to success

HELLO!

WELCOME TO THE EXCITING WORLD OF RETAIL!

As you know, Retail gives you two incredible opportunities: to grow your location’s revenue, and to absolutely thrill your guests.

Both of these goals can be achieved by taking a guest-centric approach to your operations.

This guide reveals the tools and resources to unlock your Retail Success. Click on the category number to go directly to a section.

The Guest Journey

Retail Ranger

STEPS TO RETAIL SUCCESS

3 Checks to Drive Retail Sales

Do I have the right products that my guests want? Did in the vendor)

Did I put those products in the right place using the Sodexo (not the vendor) planograms?

Are those products offered at the right price?

GUEST JOURNEY 1

WHY IS THE GUEST JOURNEY IMPORTANT?

Sodexo’s retail guest journey supports our aim to get our guests into the “Loyalty Loop,” where their visit frequency increases and affinity to a Service builds. It prevents them from revisiting the REACH stage where they may find alternatives.

HOW DO I CREATE THE GUEST JOURNEY?

Activate and display the marketing materials for your brands, services and programs, including those shipped to you in promotions kits, digital assets and print-on-demand materials.

HOW CAN I BE SURE

I’VE SET

THE GUEST JOURNEY CORRECTLY?

It’s vital that you place your coolers and merchandisers AFTER the serving areas in your café. Data proves that people are more likely to purchase cold beverages and snacks in this arrangement, and they usually choose to forego that purchase if they have to backtrack to get them. Have everyone on your team walk the café with a guest view. Are the promoted dishes displayed in an appealing manner? Are marketing materials (printed and digital) in place? What you see is what your guests see!

Guest Journey Overview

WHAT IS REPEAT AND WHY IS IT IMPORTANT?

REPEAT is Sodexo’s retail guest journey and supports our aim to get our guests into the “Loyalty Loop,” where their visit frequency increases and affinity to a Service builds.

Learn more about REPEAT

Walk your café with a guest view - what you see is what your guests see!

Successful Activation

WHAT ARE THE TOUCHPOINTS IN THE GUEST JOURNEY?

We engage our guests using both physical and digital methods. Many of these touchpoints, such as Everyday and the brands’ websites and social media, are managed centrally. We’ve called out those components that you will need to activate in your café.

METHODS HOW TO ACTIVATE

• Menus in Everyday

• LCD screens outside of your café

• LTOs on your dining social media pages

• Share posts from Mindful and your other Sodexo brands on your social media pages

• LTOs on your dining website

• Menus and featured products in Everyday

• LCD screens inside your café

• Printed kit materials in your café

• LTO or INFOR barcodes added by name to POS system

• Online and kiosk ordering systems

• Countertop digital displays

• Printed materials in your café

• IDB tags or product labels

• Sampling for guests

• Cashier and self-checkout areas

• LCD screens inside your café

• Printed kit materials in your café

• Promotional napkin inserts downloaded from Retail Ranger

• Load promotional messages on digital screens in seating areas

• Consider deploying Everyday’s loyalty program

• Share posts from Mindful and your other Sodexo brands on your social media pages

• Refer guests to the websites for Mindful and your other Sodexo brands

• Everyday rewards and vendor contests

RETAIL RANGER 2

Retail Ranger Overview

WHAT’S RETAIL RANGER?

Retail Ranger is your go-to space for everything you need to know about successfully activating and growing your retail operations.

HOW DO I FIND IT?

You can access Retail Ranger here and log in with your Sodexo credentials. You’ll see the main dashboard, which will guide you to resources for all of your retail programs.

When using this guide, if you log onto Retail Ranger first, clicking on the links will take you directly to that content.

PLEASE NOTE:

Modern Recipe and Kitchen Works locations will find menu and product assortment information on the brand eManuals.

Retail Ranger is incredibly user-friendly. I can find what I need in a matter of minutes. Ordering Printables through RR is also quick and easy. The site is carefully thought out, so each item has its own tab. This is one website I have been able to learn and navigate without training.

COLD BEVERAGES 3

COLD BEVERAGES OVERVIEW

Grounded in guest insight and data, the Sodexo category development process for packaged goods optimizes ranging and space to maximize sales, profits and guest satisfaction.

19% 63%

Consumer Packaged Goods, also known as CPG, makes up of total retail sales. Within CPG, Cold Beverages is the largest category with of total dollar share!

Cold Beverage Planograms

WHY SHOULD I FOLLOW A PLANOGRAM?

Cold beverage planograms are designed to give your guest variety and balance for all dayparts. Each selected product is a strong seller in our cafés and outside of Sodexo. Planograms ensure the most popular and profitable products are ideally placed in your coolers and are key to increasing revenue. It’s vital that you follow your Segment’s specific planogram, rather than allowing the vendor to place products in your cooler according to their preferences.

WHAT DO I NEED TO DO?

You can review your café’s planograms in one of two ways: Scan the QR code in your cooler for quick access.

or –

Go to the planogram section of Retail Ranger. Follow the decision tree to view the Cold Beverage planograms for your Segment, value tier, partner agreement, and cooler setup.

PLEASE NOTE:

Modern Recipe and Kitchen Works locations will find menu and product assortment information on the brand eManuals.

The cold beverage initiative began in September of 2023. By the end of the fiscal year, Cold Beverage sales grew by in dollars—$22M over the previous year. Likewise, units grew at a rate of 29.7%

21.3%

MAIN VAULTS

Always be placed after the food in your café

Make sure to follow your planograms

Price using shelf strips in the cooler, with clearly marked price points

Make sure to check promotions on Retail Ranger for your cold beverage innovation and place it in the slots in the upper right corner (brown bottles on your planogram); add your cooler clings for the items; make sure to add them to your register and Everyday

SECONDARY COOLERS

Secondary coolers are a great way to add additional facings of high-moving sub-categories – like energy Before agreeing to add the cooler make sure that it will not interrupt any lines at popular stations and is not set to be placed before your food stations

Coolers are available from all beverage manufacturers

IMPULSE COOLERS

Impulse merchandisers put cold beverages in convenient places for guests and can also highlight promotional offers Place the merchandisers at the register or at the end of

Display pricing on or adjacent to the merchandiser

Your Coke or Pepsi Bottler can provide you with coolers

Many guests prefer room temperature water or want to take a

Ambient racks also encourage impulse purchases

Place the ambient rack after the food, and just before the cashier

Display pricing on your ambient beverage rack

Smartwater and Dasani racks are offered at various times throughout the year on our Viva Engage page

LIFEWTR racks are available at Meyers

SNACKING 4

CORE SNACKS

WHY HAVE CORE SNACKS BEEN IDENTIFIED?

Snacks are a continually growing category and a tremendous opportunity to grow sales. Therefore, we must offer the right products at competitive prices. We compared the best-selling items from Nielsen data to Sodexo’s top performers, resulting in a robust list of products. Standout products within each subcategory have been identified, and with our supply partners, the potential for growth has been evaluated. Finally, we infused wellness, to align with evolving consumer demand for healthier indulgence and to position our offerings at the forefront of the snack market.

WHERE DO I BUY THE PRODUCTS?

Snacks can be sourced from Sysco and GFS. The essential snacks list for your Segment includes the Sysco, GFS, and Vistar codes for each product. If you are having trouble locating any of the items on the Market Connection, please reach out to your RAM or the Call Center.

WHAT DO I NEED TO DO?

1. Review the Core Snacks list for your Segment posted on Retail Ranger: Campus Healthcare Government

2. Go to the planogram section of Retail Ranger. Follow the decision tree to view the planograms for your merchandisers, Segment and value tier

3. Make note of what’s new, and what space allotments have changed

4. Sell out any discontinued snacks and replace with the new items

5. Make sure you fill your innovation slots

6. Update your pricing

PLEASE NOTE: Modern Recipe locations will assortment brand eManuals.

NOTE:

Recipe and Kitchen Works will find menu and product assortment information on the eManuals.

$53.3B

The US snack market is B and anticipated to continue to grow.

SNACKING MERCHANDISERS

IMPULSE RACKS

• Place the rack at cashier stations and checkout kiosks

• Price impulse rack items using Printables and place the tag under the lift lens

• Purchasing Information

SNACK STATION RACKS

• Display snacks on the merchandisers according to your planogram

• Snacks should always be placed after the foods and beverage

• Be sure to check out Rap snacks

• Display snack pricing on your rack or stand

• Purchasing Information

37% of meals include a snack, a 29% increase since 2010

FRITO-LAY RACKS

• Display chips and other salty snacks on the merchandisers according to your planogram

• Salty snacks should always be placed after the foods and beverages

• Display snack pricing on your rack or stand

• Ordering Information

CEREAL RACKS

• Choose 4-tier floor or 2-tier counter racks to suit your café space and volume

• Place near the milk cooler

• Purchasing Information

PRICING 5

5 - 8%

Sodexo’s average sales & margin increase using value-based pricing

VALUE-BASED PRICING

HOW DOES SODEXO APPROACH PRICING?

North America’s pricing strategy captures the full value of our brand and quality dining experiences, revenue and margins, and delivers Retail Success.

standardized approach is built on extensive proprietary research, establishing optimal pricing levels consumer insights, geography, consumer demographics, and the competitive landscape.

THE BENEFITS OF VALUE-BASED PRICING

Additional Revenue and Margin

$40,274

OPTIMIZED PRICING

HOW DO I DETERMINE INITIAL PRICING FOR MY LOCATION?

BRANDS E-MANUAL

SITE

• eat>

• Modern Recipe

• Kitchen Works

SODEXO_NET – RETAIL RANGER PRICING PAGE

• Foundations Menu

• Promotions & LTOs

• Created with Love Culinary Concepts

• Hot Beverages

• Cold Beverages

• Snacking

• Simply To Go

Be sure to use the Price Tier Decision Tree on Retail Ranger’s pricing page to determine the correct pricing tier, which is based on your location’s demographics.

Your Segment operations team will help you through the process. If you are an Infor/Dynamify account, contact your Segment OPEX team to determine your planned pricing adjustment due date.

HOW OFTEN SHOULD I REVIEW AND OPTIMIZE MY PRICING?

A comprehensive pricing analysis should be conducted once a year with market review and pricing calibration at 6 months. This provides two opportunities over the course of a year to evaluate pricing and respond to market conditions as needed.

HOW DO I OPTIMIZE MY PRICING?

A Retail Pricing Analyzer Tool has been developed to assist in assessing your current pricing and identify pricing opportunities to drive retail revenue and margin.

CORPORATE SERVICES - Has identified accounts and scheduled them to participate in Pricing Optimization. Please click on the link for support.

HEALTHCARE - Has identified accounts and scheduled them to participate in Pricing Optimization.

CAMPUS – Has a segment specific pricing process they follow to administer pricing within the segment. Please click on the link for support.

• Use the Power App pricing process to determine the best pricing for your location. The app contains any current pricing that has been reported for your operations. Compare your pricing to the recommended levels and adjust accordingly.

WHERE CAN I GET MORE INFO AND SUPPORT?

If you need more information or support to optimize your pricing, reach out to the Pricing Activation Team.

PROMOTIONS 6

Promotions Overview

WHY ARE LIMITED TIME OFFERS IMPORTANT?

We accelerate results with marketing promotions and Limited Time Offers that are proven to drive guest excitement, participation and purchase frequency, resulting in increased sales, profitability and check average.

WHAT ARE THE PROMOTIONAL CATEGORIES?

Development and delivery of promoted dishes are based on three core pillars:

• Comfort & Adventure

• Health & Wellness

• Convenience & Takeaway

Additional programs include:

• Cold Beverage and Snacking

• Calendar-based Inspirations

• Stop Hunger initiatives

• Better Tomorrow initiatives

• Vendor partnerships

LTOs DRIVE PROFITABILITY THROUGH:

• Targeted product utilization

• Consistency

• Driving out cost

• Driving value pricing

PLEASE NOTE: Modern Recipe and Kitchen Works locations will find menu and product assortment information on the brand eManuals.

LTOs DRIVE INCREASED SALES THROUGH:

• Check average

• Increased guest participation

• Increased guest frequency

• New product awareness

Promotions Overview

HOW DO I PROMOTE PRODUCTS IN MY CAFÉ?

PRINTED KITS

Promotions kits, such as banners, posters and more, are shipped to your location for regularly scheduled cycles. Contents will vary by brand and program, with complete activation information available in the kit’s implementation guides and on Retail Ranger or your brand’s eManual.

DIGITAL ASSETS

Your onsite campaign is supported by digital materials on Retail Ranger. LCD screens, counter displays, graphics for your local dining website, and social media images are available for use on your own feeds and pages.

PRINT-ON-DEMAND

Print-on-demand materials – banners, posters, mini-posters, table tents and more are available to further enhance the guest journey. These pieces are available from Meyers Print Management.

Offer all promoted dishes on the scheduled dates, to ensure they sync with what guests are seeing in Everyday and on the brand’s social media.

SUPPORT & INFO 7

WHERE CAN I FIND ADDITIONAL INFORMATION?

Retail Ranger contains many resources, including FAQs, planograms, product distribution lists and detailed merchandiser information.

WHO DO I CONTACT IF I NEED HELP?

Lynn Browning

Lynn.Browning@sodexo.com

Pricing Activation Team

Duane Gebo

Duane.Gebo@sodexo.com

Corporate Services

Joe Esteves

Joe.Esteves@sodexo.com

Allison Pietrucha

Allison.Pietrucha@sodexo.com

Jon Broughton

Jon.Broughton@sodexo.com

Government

Christina Lemin

Christina.Lemin@sodexo.com

Hospitals

Health Care Operational Excellence Support

Seniors

Brian McCabe

Brian.McCabe@sodexo.com

Campus

Rebecca Fitzpatrick

Rebecca.Fitzpatrick@sodexo.com

Coca-Cola

Eric Haecke

Erhaecke@coca-cola.com

Bottler Challenges

PepsiCo

Malik Strait

Malik.Strait@pepsico.com

Bottler Challenges

Nestlé Waters

Scott Hager

Scott.Hager@us.nestle.com

Keurig Dr Pepper

Robert Walsh

Robert.Walsh@kdrp.com

Blue Triton Waters

Kerry Ahlum

Kerry.Ahlum@primobrands.com

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