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Consumer & Retail
AI Agents & Automation for Consumer Products & CPG
Rebuild trade promotion, demand sensing, and shopper marketing with AI that touches the P&L.
AI agents across innovation, demand, trade, and shopper for CPG and consumer brands.
Market Context
- $13T
Global CPG market
- $200B+
Annual trade promotion spend in US alone
- <30%
Of trade promotions deliver positive ROI
- 70%
Of new products fail in first 2 years
Industry View
Where AI changes the operating model.
CPG companies are squeezed between retailer power, private-label pressure, and direct-to-consumer disruption. The traditional commercial model is breaking. AI rebuilds the demand-sensing, trade-promotion, and shopper-marketing workflows.
ClearForge deploys production AI inside CPG planning, trade, and innovation workflows where margin lives.
Consumer Products Value Chain
Every function. Every activity. Where AI fits.
The full operating value chain for consumer products — and the specific activities ClearForge automates or runs as AI agents inside each function.20 addressable activities across 5 functions.
AI agent
Predictive model
Copilot
Workflow automation
01
Innovation & Insights
Move from instinct-based innovation to evidence-driven launches.
Consumer-insight agent
AI agentAgent synthesizes social, review, and primary research into insight
Cycle compression weeks to days
Concept-testing automation
AI agentAuto-generate and test concept variations against target audience
Test 10x more concepts at lower cost
Competitive-monitoring agent
AI agentContinuous watch on competitor launches, claims, pricing
Days-fresh competitive intelligence
Innovation-portfolio model
Predictive modelPredict launch success probability and prioritize innovation pipeline
Lift launch hit-rate 15-30%
02
Demand Planning
Forecast demand at the SKU/customer/region level with continuously updated signals.
Demand-sensing model
Predictive modelDaily forecast updates using POS, inventory, promo, and weather data
20-40% forecast error reduction
Promo-uplift forecasting
Predictive modelPredict promo lift, cannibalization, halo by event and SKU
5-15% promo ROI lift
New-product forecasting
Predictive modelUse analog products + channel signals to forecast launches
Reduce launch over/under-forecast 40%
S&OP narrative copilot
CopilotPre-write S&OP narrative with demand drivers and risks
50% reduction in planner prep
03
Revenue Growth Management
Close the trade-spend leakage and lift price/mix.
Trade-promo optimization
Predictive modelRecommend promo plans by retailer/SKU based on past ROI
5-15% trade ROI improvement
Pricing & price-pack architecture
Predictive modelRecommend price changes and pack-size mix by channel
1-3% revenue lift, 2-5% margin lift
Mix-management agent
AI agentIdentify mix-shift opportunities at the customer level
0.5-1.5 pt margin recapture
Customer-deduction analysis
AI agentAuto-classify and dispute deductions; agent drafts dispute letters
20-40% deduction recovery
04
Sales Execution
Drive better in-store and online execution per account.
Field-rep prioritization
AI agentDaily store-call list ranked by opportunity and execution gap
Lift call effectiveness 20-30%
Image-recognition shelf audit
Predictive modelVision model checks planogram compliance and OSA from photos
10x audit coverage at lower cost
Joint-business-plan copilot
CopilotPre-build JBP analytics and recommendations per top customer
50% reduction in prep time per JBP
E-commerce execution agent
AI agentMonitor digital shelf, content quality, and pricing across retailers
Catch issues in hours, not weeks
05
Marketing & Shopper
Personalize at scale and prove marketing ROI.
Creative-generation agent
AI agentGenerate ad and packaging variants by audience and channel
5-10x creative throughput
Media-mix model
Predictive modelOptimize media spend across channels with continuous calibration
10-25% MROI lift
Shopper-marketing personalization
Predictive modelPersonalize offers and content per shopper at retailer scale
15-30% redemption lift
Brand-health monitoring
AI agentContinuous brand health, sentiment, and equity tracking
Same-day visibility into brand erosion
Industry Challenges
Where consumer products operators are losing margin today
Trade-Spend Leakage
Most CPG promo spend produces negative ROI. Manual planning and post-promo evaluation cannot fix the cycle.
<30%Of promotions deliver +ROI
Forecast Volatility
Forecast accuracy gates inventory, service, and waste. Most CPGs run with 30%+ error at the SKU level.
$200B+Annual US trade spend
Innovation Hit-Rate
70% of new products fail in first 2 years. Concept testing is too slow and shallow to catch winners early.
70%Of products fail in 2 years
Retailer Pressure
Retailer concentration squeezes margin. Without granular RGM, mid-cap CPGs cede pricing to bigger competitors.
$13TGlobal market
The Forge Method
How ClearForge ships AI in consumer products.
The Forge Method for CPG starts with the highest-leverage workflow — typically RGM, demand sensing, or trade promotion. Sprint deploys 1-2 production agents integrated to ERP, planning, and trade-management systems. Scale operates the agents and expands across categories and customers.
4 wks
Forge Diagnostic
10 wks
Forge Sprint to production
Ongoing
Forge Scale operating cadence
Get a custom value chain for your business.
Forge Intelligence™ generates a personalized AI value chain from your website — every function, every activity, with the specific automations we'd ship first.