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.
What this pillar covers
The operating layer of the store — where merchant judgment meets shelf execution. Inventory and merchandising intelligence, autonomous and cashier-less checkout, smart shelves and electronic shelf labels, computer vision and RFID, in-store robotics, and staff allocation. Merchandising is moving from quarterly resets toward continuous reoptimization, and the retailers who measure results store by store turn labor, loss prevention and inventory accuracy into an advantage.
Where we look
The kinds of companies and infrastructure CEP focuses on here include:
- Cashier-less and autonomous checkout
- Real-time assortment and pricing intelligence enabled by electronic shelf labels and dynamic pricing engines
- In-store sensor networks and computer vision systems for loss prevention and shelf monitoring
- Frontline labor coordination and associate copilots to optimize task management and training
- RFID and high-accuracy inventory tracking systems across apparel and general merchandise
- In-store robotics
The store is becoming a sensor-enabled operating system for commerce execution, where merchant judgment and shelf reality meet in software.
Our other investment areas.
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.
Read moreSupply Chain and Fulfillment
Moving goods from supplier to shopper — warehouse robotics, last-mile delivery, AI planning and replenishment, store-based fulfillment automation, cold chain, freight and cross-border trade software, and returns and circular logistics.
Read moreRetail 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.
Read moreCulinary 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.
Read moreRetail Health Tech
Technology that runs health at retail: pharmacy automation and digital fulfillment, virtual care, at-home diagnostics and wearables, and the software that routes shoppers to care and back to the pharmacy.
Read more