Retail marketing: definition, trends and key techniques

Retail marketing: definition, trends and best practices

Margot Bonhomme
March 11, 2025 - 7 min read

Retail marketing refers to the strategies used by retailers, brands and points of sale to attract customers to their stores and encourage purchases. It's a discipline encompassing many techniques, and subject to profound upheavals linked to the evolution of digital.

Sidely invites you to take a look at this concept, to learn more about the issues, the trends and, above all, the best practices.

We'll start by browsing the definition and framework of retail marketing. To understand the impact of technologies in this field, we'll look at an emblematic case of digital transformation: that of the Carrefour group.

Finally, for brands that want to initiate a transformation or upgrade, we offer a list of 10 retail marketing best practices, along with a series of key indicators to measure the resulting business performance.

But before we talk marketing, let's start by reminding ourselves what we mean by "retail".

What is retail?

Retail refers to all activities related to the sale of products or services directly to end consumers, in small quantities, generally for personal or domestic use.

The term is used to designate physical sales outlets such as stores or supermarkets, but also e-commerce or marketplaces. The retailer is therefore the final link in the distribution chain, and its customers are the end consumers.

We also use the terms retail or retail distribution. Based on sales in small quantities, retail is the opposite of trade, i.e. wholesale (BtoB or BtoB).

Now that we've set the scene, let's get down to the nitty-gritty of marketing!

Retail marketing: the basics

Retail marketing refers to all the marketing strategies and techniques used by retailers and points of sale to attract customers, maximize their purchases and build loyalty.

This concept encompasses several aspects such as :

  1. The in-store customer experience: creating an attractive, pleasant environment to encourage purchases;
  2. Merchandising management: organizing products in the sales area to optimize their visibility and appeal;
  3. Sales promotions and offers: stimulate demand through discounts, bundles or special events;
  4. Digital marketing: integrating digital tools, such as mobile apps, email campaigns or social networks, to generate in-store or online traffic;‍
  5. Loyalty: develop reward programs or personalized strategies to encourage customers to return.

dshopper marketing

💡Since retail is all about selling to consumers themselves, it's common to use the term shopper marketing to refer to marketing actions aimed at them.

A schematic way of representing these challenges is to use the 4Rs of retail marketing

  • The relationship between the brand and its customers;
  • Customer retention through merchandising, the customer journey and sensorial marketing;
  • Rewards: loyalty cards, promotional cards and ambassador programs;
  • Price reductions: gifts, free services, payment facilities, etc.

🎯 The overall aim of retail marketing is to transform the shopping experience into a pleasant and efficient one, while increasing sales and consumer satisfaction.

Last but not least, the advent of the web and the smartphone have fostered the emergence of web to store, a set of techniques for bringing customers into physical points of sale through digital marketing. As we shall now see, digital has become an indispensable part of any retail marketing strategy.

Digitalization and retail marketing: the Carrefour case study

It would be naive to reduce retail to physical distribution. In fact, ecommerce is taking on a significant role in the lives of the French (around 10% of retail sales in 2024). What's more, store activity is largely correlated with the web marketing of retailers and brands.

Carrefour is setting out its digital retail ambitions, highlighting its "data-centric" and "digital first" approach, i.e. the transformation of traditional retail operations through digital. The tone is set.

Like the French supermarket giant, many retailers are developing omnichannel commerce, in an attempt to bring physical and digital commerce together. Click and collect is an emblematic example of the digitalization of the retail sector.

Customer knowledge is at the heart of these strategies, with the major challenge being to make the most of the data stored by the various web applications, PoS software at points of sale, or loyalty cards, an area in which Carrefour is also showing strong ambitions for 2025, with a new loyalty card operating across its entire network.

Carrefour is the figurehead of retail digitalization, with two other notable achievements to its credit: 

  1. Carrefour Links: a data and retail media platform designed to enable brands and partners to exploit customer data effectively, in order to better target their advertising campaigns and optimize their point-of-sale performance;
  2. Digital transformation: the transfer of the company's internal tools to the cloud, enabling the group to manage its retail marketing more effectively: time-to-market, pricing, assortment construction and business forecasts.

But not everyone is Carrefour, and you may be looking for more traditional techniques to set up - or consolidate - your retail marketing.

Sidely has put together a list of best practices to boost your point-of-sale marketing!

10 best practices in retail marketing

Here are 10 retail marketing best practices to maximize your POS performance and build customer loyalty:

1. Deliver a seamless, omnichannel customer experience

Ensure continuity between online and in-store experiences. Offer functionalities such as click-and-collect, mobile payment or real-time stock consultation.

2. Use customer data

Analyze purchasing behavior to personalize your offers. Use a CRM to collect and segment data, enabling you to propose targeted and adapted promotions.

3. Optimize merchandising

Look after the layout of the sales outlet: group complementary products together, use attractive colors and lighting, and highlight new products or promotions in strategic places. Optimizing the customer journey helps boost the average basket by encouraging impulse purchases. It's also important to build an assortment that's consistent with the outlet's clientele and catchment area.

💡Discover our thematic resources : 

4. Propose relevant offers and promotions

Create promotional campaigns that meet the expectations of your target segments. For example, discounts on seasonal products or promotions linked to local events. 

⚠️ However, avoid the trap of perpetual promotion, which damages brand image and seasonal peaks;

CTA White paper promotion to add

5. Encourage loyalty with appropriate programs

Set up simple, engaging loyalty programs. Offer clear benefits, such as discounts or exclusive access for regular customers.

6. Train your store teams

Your employees are your best ambassadors. Invest in training to improve reception, product knowledge and objection handling. Support and sales techniques must be aligned with the brand's codes.

7. Capitalize on point-of-sale dramatization

Organize animations or demonstrations to capture customers' attention. This makes the shopping experience more memorable and encourages interaction with your products. The shop window deserves special attention and remains an irreplaceable tool for attracting customers.

8. Integrating digital in-store

Install interactive kiosks, QR codes or digital screens to enhance the customer experience. These tools can be used to access additional information or place online orders directly from the store.

9. Create a strong brand identity

Develop a recognizable and differentiating brand image. Emphasize your values, whether eco-responsibility, innovation or quality, to strengthen your customers' emotional attachment.

10. Measure and analyze your results

Track key indicators such as sales per m², conversion rate and average basket. These data enable you to adjust your actions according to the results obtained. 

💡 Measure your brand's point-of-sale performance with Sidely CRM.

Need a little help tracking your sales performance? We've also put together a list of useful KPIs for you!

Distribution performance indicators

Retail marketing KPIs enable us to measure the effectiveness of our actions and adjust strategies to meet sales targets.

Here are the main KPIs used in distribution:

Distribution performance indicators
Indicator Description Formula or Calculation Method Analysis / Usefulness
Sales (CA) Total sales over a given period. Total sales Monitor revenue trends and identify global trends.
Conversion rates Ability to turn visitors into buyers. (Number of purchases / Number of visitors) × 100 Diagnose layout, pricing or customer experience problems.
Average basket Average amount spent per transaction. Sales / Number of transactions Evaluate cross-selling and up-selling strategies.
Purchase frequency Average number of purchases per customer over a given period. Number of purchases per customer / Period Identify regular customers and optimize loyalty actions.
Loyalty rate Percentage of customers making multiple purchases. (Number of loyal customers / Total number of customers) × 100 Measure customer satisfaction and commitment.
Breakage rate Percentage of products unavailable on shelves. (Number of references unavailable / Total number of references) × 100 Reduce lost sales and improve brand image.
Gross margin Profitability of sales. [(Sales - Cost of sales) / Sales] × 100 Check that products sold generate a sufficient margin.
Customer satisfaction rate (NPS) Probability that customers will recommend the outlet. Calculated from responses to a customer survey Identify the strengths and weaknesses of the customer experience.
Digital distribution Proportion of outlets where a product is listed. (Number of stores with the product / Total number of stores) × 100 Evaluate product coverage and adjust distribution strategy.
Sell-out Actual sales of a product to in-store consumers. Volume or value of products purchased Measure the effectiveness of promotions or product popularity.

All that's left for us to do is to wish you good sales thanks to high-flying retail marketing!

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