# Investment Areas — Consumer Equity Partners

Source: https://consumerequitypartners.com/pillars/

CEP invests across six interlocking layers of the modern retail stack, from the
customer-facing shopping surface to the data and AI infrastructure beneath it.

## 1. Shopping Experiences

https://consumerequitypartners.com/pillars/shopping-experiences/

Where shoppers find and buy — AI shopping assistants and agentic checkout, social and live commerce, virtual try-on and connected stores, and the commerce platforms, payments and loyalty that tie them together.

## 2. Merchandising and Store Operations

https://consumerequitypartners.com/pillars/merchandising-and-store-operations/

The operating layer of the store — where merchant judgment meets shelf execution: inventory and merchandising intelligence, autonomous checkout, smart shelves, in-store robotics and staff allocation.

## 3. Supply Chain and Fulfillment

https://consumerequitypartners.com/pillars/supply-chain-and-fulfillment/

Moving goods from supplier to shopper — warehouse robotics, last-mile delivery, AI planning and replenishment, store-based micro-fulfillment, cold chain, freight and cross-border trade software, and returns and circular logistics.

## 4. Retail Media and Marketing

https://consumerequitypartners.com/pillars/retail-media-and-marketing/

Retail media built on retailer first-party data — AI-bought and agent-traded advertising, in-store and omni-store media, shoppable video and CTV, creator campaigns, and closed-loop measurement.

## 5. Culinary and Foodservice

https://consumerequitypartners.com/pillars/culinary-and-foodservice/

Technology for restaurant and foodservice operators — ordering and point of sale, kitchen automation and robotics, connected kitchen equipment, back-of-house software, guest-facing AI, and menu and nutrition tools, in restaurants and in grocery and convenience stores.

## 6. Retail Health Tech

https://consumerequitypartners.com/pillars/retail-health-tech/

Technology that runs health at retail: pharmacy automation and digital fulfillment, virtual care, at-home diagnostics and wearables, and the software behind in-store clinics.