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 has moved from quarterly planning cycles to a continuous, real-time loop, and the store itself becomes an advantage in labor, loss prevention and inventory accuracy.
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 now runs as a sensor-enabled operating system for commerce execution — merchant judgment and shelf reality meeting in software, in real time.
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 micro-fulfillment, cold chain, and returns and circular logistics.
Read moreRetail Media and Marketing
The monetization layer on retailer first-party data — AI-bought and agent-traded advertising, in-store and omni-store media, 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, back-of-house software, guest-facing AI, and menu and nutrition tools.
Read moreRetail Health Tech
The technology layer of retail health — pharmacy automation, script fulfillment, diagnostics, and the data infrastructure behind consumer health at retail.
Read more