How shared goals, transparency, and digital enablement build more profitable retailer partnerships

Joint Business Planning (JBP) has historically been a transactional and often adversarial sales planning exercise between retailers and consumer products manufacturers. Today’s economic pressures, margin compression, and decreasing consumer loyalty demand a new approach.

In this on-demand session, Joel Cartwright, Industry Principal at Vistex, explores how JBP is evolving into a collaborative, cross-functional, and technology-enabled discipline focused on shared goals, aligned initiatives, and partnership.

What You’ll Learn

• Why traditional Joint Business Planning models fall short
• The roles and dynamics shaping retailer–CPG manufacturer collaboration
• How to avoid common pitfalls that often limit success
• Why scenario-based promotional planning and clear playbooks and governance helps JBP become a repeatable, measurable engine for profitable growth
• How technology enables visibility into performance and supports continuous improvement