Four principles to lead with
Category lead Kristi Simmons, of Wells Enterprises, recently joined VideoMining CEO and Founder, Rajeev Sharma, in a CMA|SIMA Webinar outlining this approach.
As Simmons explained, a behavioral finding isn't an answer on its own — it's a door. The metric tells you something's happening; the questions you ask next tell you what to do about it. Across every category we've worked through, Simmons’ four key principles hold up:
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Know your shopper. Who's actually deciding, and when? Design for the real demographic and daypart and mission— not the average shopper, who doesn't exist.
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Know your channel. The same category can present opposite problems in different channels. Let behavior mold the playbook, rather than taking a cookie-cutter approach.
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Test the levers — don't inherit them. Placement, merchandising, timing: these are decisions you validate behaviorally, not through assumptions you carry forward because they've always been there.
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Keep behavioral KPIs at the center of the table. Look at this not as a one-time study — but a continuous baseline. It's what guides internal strategy, and increasingly, it's the evidence base that changes the conversation with retail partners.
Together, these principles provide a practical framework for applying behavioral shopper insights to category management strategy.
Going Beyond
The same visibility that unlocks category strategy doesn't stop there. The moment you can see what's actually happening in-store, it changes how you think about the functions sitting alongside to category management:
Shopper marketing - get direct visibility into what a display, a promotion, or a retail media placement actually does to the funnel — a real read on ROI, not an assumed one.
Brand innovation - get moment-of-truth insight into how shoppers compare brands at the shelf, whether they stay loyal or actively switch — which doesn't always match what they'd tell you outside the store.
Store optimization - gets a behavioral basis for evolving the physical store to match a shopper who now has more choices than ever, in-store and online.
These applications demonstrate how shopper behavior data can extend beyond category management into shopper marketing, brand strategy, retail media measurement, and store optimization.
Different functions, same underlying question: what actually happened, and what do we do about it.
What’s Next
Behavioral evidence isn't just how you run a category — it's how you lead the conversation with the partners on both sides of the table, internal and external. The tools to answer "what happened" at the shelf, with the same rigor retailers have had online for two decades, finally exist. The question is will use them first, and who will use them right.
We unpacked all of this — including the full Wells Enterprises walkthrough — in a recent session with the Category Management Association.
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