Quick Overview
- 1#1: Blue Yonder Assortment Planning - AI-driven platform that optimizes product assortments across channels by analyzing demand, profitability, and customer preferences.
- 2#2: Oracle Retail Assortment Planning - Cloud-based solution for retailers to plan optimal product mixes using advanced analytics and merchandising insights.
- 3#3: SAP Assortment Planning - Integrated retail planning tool that enables dynamic assortment optimization based on sales data and market trends.
- 4#4: RELEX Assortment Optimization - End-to-end retail planning software that automates assortment decisions for maximized sales and reduced out-of-stocks.
- 5#5: o9 Solutions Digital Brain - AI-powered planning platform providing scenario-based assortment planning for retail and CPG industries.
- 6#6: SAS Assortment Optimization - Analytics-driven tool for optimizing store-level assortments using predictive modeling and customer segmentation.
- 7#7: ToolsGroup SO99+ - Demand forecasting and replenishment software with built-in assortment planning for complex retail environments.
- 8#8: Anaplan Retail Planning - Connected planning platform that supports collaborative assortment planning and real-time scenario analysis.
- 9#9: Infor Retail Assortment - Cloud retail suite offering assortment management and optimization integrated with ERP and merchandising systems.
- 10#10: Logility Voyager Retail - Supply chain planning solution with assortment optimization features for demand-driven retail strategies.
We selected and ranked these tools based on key factors including technical capabilities (e.g., AI/analytics), user-friendliness, integration with existing systems, and value, ensuring a balanced assessment of both functionality and practical application.
Comparison Table
Assortment planning software is essential for retailers to align inventory with demand and drive profitability, and this table compares top tools including Blue Yonder, Oracle Retail, SAP, RELEX, and o9 Solutions Digital Brain. Readers will gain insights into key features, practical applications, and unique strengths to find the right solution for their business.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Blue Yonder Assortment Planning AI-driven platform that optimizes product assortments across channels by analyzing demand, profitability, and customer preferences. | enterprise | 9.6/10 | 9.8/10 | 8.7/10 | 9.3/10 |
| 2 | Oracle Retail Assortment Planning Cloud-based solution for retailers to plan optimal product mixes using advanced analytics and merchandising insights. | enterprise | 9.1/10 | 9.6/10 | 7.8/10 | 8.4/10 |
| 3 | SAP Assortment Planning Integrated retail planning tool that enables dynamic assortment optimization based on sales data and market trends. | enterprise | 8.7/10 | 9.2/10 | 7.4/10 | 8.1/10 |
| 4 | RELEX Assortment Optimization End-to-end retail planning software that automates assortment decisions for maximized sales and reduced out-of-stocks. | enterprise | 8.6/10 | 9.2/10 | 7.5/10 | 8.0/10 |
| 5 | o9 Solutions Digital Brain AI-powered planning platform providing scenario-based assortment planning for retail and CPG industries. | enterprise | 8.7/10 | 9.4/10 | 7.2/10 | 8.1/10 |
| 6 | SAS Assortment Optimization Analytics-driven tool for optimizing store-level assortments using predictive modeling and customer segmentation. | enterprise | 8.4/10 | 9.1/10 | 6.9/10 | 7.6/10 |
| 7 | ToolsGroup SO99+ Demand forecasting and replenishment software with built-in assortment planning for complex retail environments. | specialized | 8.4/10 | 9.2/10 | 7.8/10 | 8.0/10 |
| 8 | Anaplan Retail Planning Connected planning platform that supports collaborative assortment planning and real-time scenario analysis. | enterprise | 8.4/10 | 9.2/10 | 6.8/10 | 7.6/10 |
| 9 | Infor Retail Assortment Cloud retail suite offering assortment management and optimization integrated with ERP and merchandising systems. | enterprise | 8.2/10 | 8.7/10 | 7.4/10 | 8.0/10 |
| 10 | Logility Voyager Retail Supply chain planning solution with assortment optimization features for demand-driven retail strategies. | enterprise | 7.6/10 | 8.1/10 | 6.9/10 | 7.3/10 |
AI-driven platform that optimizes product assortments across channels by analyzing demand, profitability, and customer preferences.
Cloud-based solution for retailers to plan optimal product mixes using advanced analytics and merchandising insights.
Integrated retail planning tool that enables dynamic assortment optimization based on sales data and market trends.
End-to-end retail planning software that automates assortment decisions for maximized sales and reduced out-of-stocks.
AI-powered planning platform providing scenario-based assortment planning for retail and CPG industries.
Analytics-driven tool for optimizing store-level assortments using predictive modeling and customer segmentation.
Demand forecasting and replenishment software with built-in assortment planning for complex retail environments.
Connected planning platform that supports collaborative assortment planning and real-time scenario analysis.
Cloud retail suite offering assortment management and optimization integrated with ERP and merchandising systems.
Supply chain planning solution with assortment optimization features for demand-driven retail strategies.
Blue Yonder Assortment Planning
enterpriseAI-driven platform that optimizes product assortments across channels by analyzing demand, profitability, and customer preferences.
Cognitive AI engine for hyper-localized assortment optimization balancing sales, margins, and inventory turnover
Blue Yonder Assortment Planning is an enterprise-grade AI-driven solution that optimizes product assortments for retailers across stores, online channels, and wholesale partners. It uses advanced machine learning to analyze demand signals, profitability, space constraints, and consumer preferences for location-specific recommendations. The platform integrates seamlessly with merchandise and space planning tools, enabling dynamic scenario modeling and omnichannel consistency.
Pros
- AI-powered optimization for micro-assortments at store-cluster level with high accuracy
- Deep integration with Blue Yonder's supply chain suite and third-party ERPs
- Real-time demand sensing and scenario simulation for agile decision-making
Cons
- Complex implementation often requiring 6-12 months and dedicated teams
- Enterprise pricing inaccessible for SMBs
- Steep learning curve despite intuitive dashboards
Best For
Large-scale retailers and CPG companies with complex, multi-location operations needing precise, data-driven assortment strategies.
Pricing
Custom enterprise licensing; typically $500K+ annually for mid-to-large deployments, based on users, stores, and modules.
Oracle Retail Assortment Planning
enterpriseCloud-based solution for retailers to plan optimal product mixes using advanced analytics and merchandising insights.
AI-powered Location Intelligence that dynamically optimizes assortments by store cluster, geography, and customer behavior for hyper-local relevance
Oracle Retail Assortment Planning is an enterprise-grade cloud solution designed for retailers to optimize product assortments across physical stores, e-commerce, and omnichannel environments. It uses advanced AI, machine learning, and analytics to forecast demand, analyze historical sales data, and generate tailored assortment recommendations at category, cluster, and individual store levels. The platform supports strategic planning, right-sizing inventory, and maximizing sales potential while minimizing markdowns and stockouts.
Pros
- Powerful AI-driven optimization for precise assortment planning and demand forecasting
- Seamless integration with Oracle Retail suite and other ERP systems
- Scalable for global enterprises with support for complex hierarchies and omnichannel strategies
Cons
- Steep learning curve and complex implementation requiring expert consultants
- High cost prohibitive for small to mid-sized retailers
- Customization can be time-intensive and resource-heavy
Best For
Large-scale retailers and retail chains with complex, multi-channel operations seeking advanced AI-powered assortment optimization.
Pricing
Custom enterprise pricing via quote; typically annual subscriptions starting at $100,000+ based on users, stores, and deployment scale.
SAP Assortment Planning
enterpriseIntegrated retail planning tool that enables dynamic assortment optimization based on sales data and market trends.
AI-powered cluster-based assortment optimization with real-time simulation and what-if scenario analysis
SAP Assortment Planning is an AI-powered solution within the SAP Retail portfolio that enables retailers to optimize product assortments across stores, channels, and customer segments. It uses machine learning algorithms to analyze sales history, market trends, and external data for generating data-driven assortment recommendations that maximize sales, margins, and inventory efficiency. The tool supports cluster-based planning, simulation, and seamless integration with SAP's broader ERP and analytics ecosystem for end-to-end retail operations.
Pros
- Advanced AI/ML-driven assortment optimization and simulation capabilities
- Scalable for enterprise-level retail operations with strong SAP ecosystem integration
- Comprehensive analytics for cluster-based planning and performance forecasting
Cons
- Complex implementation requiring significant IT resources and expertise
- Steep learning curve for non-SAP users
- High costs that may not justify value for smaller retailers
Best For
Large-scale retailers embedded in the SAP ecosystem seeking sophisticated, data-driven assortment planning at enterprise scale.
Pricing
Custom enterprise licensing, typically starting at $50,000+ annually depending on modules, users, and deployment scale; often bundled with SAP S/4HANA Retail.
RELEX Assortment Optimization
enterpriseEnd-to-end retail planning software that automates assortment decisions for maximized sales and reduced out-of-stocks.
AI-driven store clustering for hyper-localized assortments tailored to individual store performance and demographics
RELEX Assortment Optimization is an AI-powered solution designed for retailers to optimize product assortments across stores, channels, and categories. It leverages machine learning to analyze demand forecasts, store clusters, space constraints, and profitability metrics, recommending tailored SKU mixes that maximize sales and margins. Integrated within the RELEX unified retail platform, it supports seamless data flow from forecasting and replenishment for end-to-end planning.
Pros
- Advanced AI/ML for hyper-local and cluster-based optimization
- Seamless integration with RELEX forecasting and replenishment modules
- Proven scalability for large retail chains with real-world results
Cons
- Complex implementation requiring significant IT resources and time
- Enterprise pricing lacks transparency and suits only large operations
- Steep learning curve for non-technical users
Best For
Large multi-store retailers in grocery, pharmacy, or specialty sectors needing integrated AI-driven assortment planning.
Pricing
Custom enterprise pricing, typically starting at $100K+ annually based on store count, modules, and scale.
o9 Solutions Digital Brain
enterpriseAI-powered planning platform providing scenario-based assortment planning for retail and CPG industries.
Graph-powered Digital Twin for real-time assortment simulations and what-if scenario analysis
o9 Solutions' Digital Brain is an enterprise-grade AI-powered platform that excels in assortment planning by using advanced machine learning, graph-based modeling, and real-time simulations to optimize product assortments, SKU rationalization, and localization strategies. It integrates seamlessly with supply chain data sources to provide end-to-end visibility, enabling planners to forecast demand, balance profitability, and adapt to market dynamics dynamically. Ideal for complex retail and CPG environments, it transforms traditional planning into a continuous, decision-grade process supported by prescriptive analytics.
Pros
- Advanced AI/ML-driven optimization for assortment, including predictive SKU performance and scenario simulations
- Integrated platform with full supply chain connectivity and real-time collaboration tools
- Highly scalable for global enterprises handling millions of SKUs
Cons
- Steep learning curve and complex setup requiring significant training and expertise
- High cost with lengthy implementation timelines
- Overkill for small to mid-sized businesses without enterprise-scale needs
Best For
Large retailers and consumer goods companies with complex, multi-channel operations needing AI-powered assortment optimization at scale.
Pricing
Custom enterprise licensing with annual subscriptions typically starting at $500,000+, based on users, modules, and deployment scope.
SAS Assortment Optimization
enterpriseAnalytics-driven tool for optimizing store-level assortments using predictive modeling and customer segmentation.
Advanced mixed-integer programming optimizer that handles hierarchical constraints, cannibalization, and multi-objective goals like sales and margin maximization simultaneously
SAS Assortment Optimization is an enterprise-grade analytics platform from SAS that enables retailers to design optimal product assortments using advanced AI, machine learning, and mathematical optimization. It analyzes vast datasets including customer demand, space constraints, profitability, and cannibalization effects to generate item-store-channel recommendations. The solution integrates seamlessly with the SAS Viya platform for scalable, real-time decision-making across retail networks.
Pros
- Powerful AI and ML-driven optimization for complex scenarios
- Scalable for large enterprises with millions of SKUs
- Deep integration with broader SAS analytics ecosystem
Cons
- Steep learning curve requiring data science expertise
- High implementation and customization costs
- Less intuitive UI compared to modern SaaS tools
Best For
Large retailers and CPG companies with analytics teams needing sophisticated, data-intensive assortment planning at scale.
Pricing
Custom enterprise licensing via SAS Viya, typically $100K+ annually based on users, data volume, and deployment scale.
ToolsGroup SO99+
specializedDemand forecasting and replenishment software with built-in assortment planning for complex retail environments.
Patented probabilistic planning engine that uniquely models demand and supply uncertainty for superior assortment and inventory outcomes.
ToolsGroup SO99+ is a sophisticated supply chain planning platform specializing in probabilistic inventory optimization, demand sensing, and replenishment planning, with strong capabilities in assortment planning for retail and wholesale operations. It leverages AI and machine learning to optimize product assortments by analyzing demand patterns, profitability, and space constraints across stores or channels. The software enables dynamic assortment decisions that balance sales uplift, inventory efficiency, and customer satisfaction in complex, multi-echelon networks.
Pros
- Advanced probabilistic modeling for highly accurate demand forecasting and assortment optimization
- Multi-echelon planning that handles network-wide inventory and assortment decisions seamlessly
- Proven ROI through reduced stockouts and excess inventory in large-scale retail environments
Cons
- Steep learning curve and lengthy implementation for non-technical users
- Premium pricing that may not suit SMBs or simple operations
- Heavy reliance on high-quality, clean data for optimal performance
Best For
Large retailers and distributors with complex, global supply chains requiring precise assortment planning integrated with inventory optimization.
Pricing
Custom enterprise licensing; annual subscriptions typically range from $100K+ based on users, SKUs, and deployment scope.
Anaplan Retail Planning
enterpriseConnected planning platform that supports collaborative assortment planning and real-time scenario analysis.
Hyperblock technology for ultra-fast, multi-dimensional modeling and real-time what-if scenario analysis
Anaplan Retail Planning is a cloud-based connected planning platform that helps retailers optimize product assortments, demand forecasting, and inventory allocation using advanced analytics and AI-driven insights. It enables collaborative planning across merchandising, supply chain, and finance teams by integrating historical sales data, market trends, and customer behavior into dynamic models. The solution supports space planning, assortment optimization, and scenario modeling to maximize sales and reduce stockouts.
Pros
- Highly scalable for enterprise-level retail operations
- Real-time collaboration and scenario planning capabilities
- Deep integration with ERP and BI tools for connected planning
Cons
- Steep learning curve requiring skilled model builders
- Complex initial setup often needing consultants
- High cost for smaller retailers
Best For
Large retail enterprises seeking integrated, enterprise-wide assortment and planning optimization.
Pricing
Custom enterprise subscription pricing, typically $100,000+ annually based on users, modules, and data volume.
Infor Retail Assortment
enterpriseCloud retail suite offering assortment management and optimization integrated with ERP and merchandising systems.
AI-powered Assortment Intelligence that dynamically recommends optimized product mixes using predictive analytics and real-time data
Infor Retail Assortment is an enterprise-grade solution designed for retailers to optimize product assortments across physical stores, e-commerce, and omnichannel environments. It utilizes advanced AI, machine learning, and analytics to analyze sales data, customer behavior, and market trends for generating tailored assortment plans. The software supports cluster-based segmentation, enabling location-specific recommendations while integrating seamlessly with Infor's broader retail management suite.
Pros
- Powerful AI and ML-driven assortment optimization for data-informed decisions
- Robust cluster and hierarchy management for multi-location retail
- Deep integration with Infor ERP, POS, and supply chain modules
Cons
- Complex interface with a steep learning curve for new users
- Custom pricing can be prohibitive for mid-sized retailers
- Limited third-party integrations outside the Infor ecosystem
Best For
Large enterprise retailers with complex, multi-channel operations needing integrated AI-powered assortment planning.
Pricing
Custom enterprise licensing, typically subscription-based starting at $100,000+ annually based on users, locations, and modules.
Logility Voyager Retail
enterpriseSupply chain planning solution with assortment optimization features for demand-driven retail strategies.
AI-driven assortment clustering and optimization that automatically groups products by performance and market dynamics for dynamic mix recommendations
Logility Voyager Retail is an advanced supply chain planning platform designed specifically for retailers, featuring robust assortment planning capabilities to optimize product mixes across stores, channels, and categories. It leverages AI, machine learning, and predictive analytics to analyze sales data, consumer trends, and inventory levels for data-driven assortment decisions. The solution integrates seamlessly with demand forecasting, replenishment, and inventory optimization to enhance overall retail operations.
Pros
- Comprehensive integration with broader supply chain modules like forecasting and replenishment
- AI/ML-powered analytics for accurate assortment clustering and optimization
- Scalable for enterprise-level retailers with multi-channel support
Cons
- Complex interface with a steep learning curve for non-expert users
- High implementation costs and lengthy setup time
- Limited flexibility for highly customized or niche assortment strategies
Best For
Mid-to-large retailers with complex supply chains needing integrated assortment planning alongside demand and inventory management.
Pricing
Enterprise quote-based pricing, typically starting at $100,000+ annually depending on modules, users, and deployment scale.
Conclusion
The top assortment planning tools highlight a spectrum of advanced solutions, with Blue Yonder Assortment Planning emerging as the standout choice—its AI-driven approach effectively optimizes across channels by analyzing demand, profitability, and customer preferences. Oracle Retail Assortment Planning and SAP Assortment Planning follow closely, offering cloud-based flexibility and dynamic scenario capabilities that cater to varied operational needs. Together, they demonstrate how smart planning can transform retail performance.
Take the next step in enhancing your assortment strategy: explore Blue Yonder Assortment Planning to leverage its robust capabilities and drive better business outcomes.
Tools Reviewed
All tools were independently evaluated for this comparison
