Portfolio Assessment

Portfolio Discovery Assessment

Examples of relevant Portfolio Discovery Assessment questions:

  • Do you want insight into whether your portfolio is suitable for a sizing game (strongest items L / XL packaging and delisted bottom?)
  • Do you want to gain insight into whether you should make your portfolio more retail-specific?

Do a Portfolio Discovery Assessment where facts support the story.

Our investigations always take place in-store. This way we gain insight into solely consumer behaviour instead of opinions. With this form of research, we test the hypotheses by means of actual in-store interviews at relevant supermarkets and, depending on the objective of the research, we test consumer behaviour. Our research experts then analyse the data and on based on this we validate the hypotheses set. A portfolio assessment takes an average of 3-4 weeks, from kick-off of the project to the final presentation where the results are presented.

Portfolio Assessment

Package contents:

  • Onboarding through hypothesis setting session.
  • Plan of action to validate hypotheses.
  • Retail and region selection.
  • Live dashboard of performance and objective.
  • We can help you make sample packs
  • Shopper / consumer is screened based on behaviour and then briefly interviewed.
  • Project management / Logistics.
  • Final presentation with clear conclusions & recommendations.

What are the benefits?

The results of the research provide clear, representative results with sufficient factual substantiation for important commercial decision-making to determine whether the portfolio scenario has potential.

Assessment can be combined with:

  • Portfolio Validation Assessment - business case scenario current versus alternative portfolio
  • Category Discovery Assessment - shopper study
  • Assessment also possible (simultaneously) in other EU countries

We have a lot of experience in solving portfolio vision issues. Want to know more? Click on the case below, or contact us!

Through our in store market assessments, in-store research, insights are obtained to optimize the range, for example. Results from qualitative and quantitative research ensure that hypotheses are confirmed or rejected. In this case, a previously conducted study is highlighted. View case
Meer weten?
 +316 3432 8850

Doutsen Hoekstra
Marketing, HR & Projects Lead I Bamboo Brands