# US 8,543,446 B2 · Methods and apparatus to predict new product performance metrics

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- Number: US 8,543,446 B2
- Document ID: US8543446B2
- Status: Granted
- Kind: B2
- Application number: 13/405,856
- Filed: 2012-02-27
- Published: 2012-11-22
- Granted: 2013-09-24
- Earliest claimed: 2011-02-28
- Assignees: The Nielsen Company (US), LLC
- Applicants: Bruce C. Richardson; Martin Quinn; Jeffrey S. Long
- Inventors: Bruce C. Richardson; Martin Quinn; Jeffrey S. Long
- Web page: https://patentgrep.com/patent/US8543446B2

## CPC

- G06Q 30/0201: Market modelling; Market analysis; Collecting market data
- G06Q: INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR

## Abstract

Methods and apparatus are disclosed to predict new product performance metrics. An example disclosed method includes selecting a product hierarchy tree based on a distribution measure for a new product, identifying a segment location of the product hierarchy tree for the new product, retrieving a relationship matrix associated with the segment location of the product hierarchy tree, the relationship matrix comprising available product performance coefficients and attribute information, identifying a spatial location for the new product in the relationship matrix based on the attribute information, calculating, using a programmed processor, an impact parameter based on the spatial location within the relationship matrix, and calculating the performance metric for the new product based on the impact parameter and a channel sales value.

## Claims

### Claim 1

A method to predict performance metrics of a new product, comprising:
identifying, with a programmed processor, a segment location of a product hierarchy tree based on a projected distribution measure for the new product;
retrieving, with the programmed processor, a relationship matrix associated with the segment location of the product hierarchy tree, the relationship matrix comprising available product performance coefficients and attribute information;
calculating, using the programmed processor, an impact parameter based on a spatial location within the relationship matrix, the spatial location based on the attribute information;
calculating the performance metrics for the new product for first and second assortments of related products on a store shelf, the first and second assortments associated with first and second proportional volume shifting effects, respectively, the performance metric calculated based on the impact parameter and a sum of (a) a ratio of category sales in a target geography and overall category sales in a sales channel associated with the new product, and (b) a ratio of channel sales in the target geography and overall channel sales in the sales channel associated with the new product; and
selecting a candidate product to de-list based on sales effects with the first and second assortment of products on the store shelf.

### Claim 2 (depends on 1)

A method as described in claim 1, further comprising identifying a plurality of product hierarchy trees related to at least one of a market channel or a market category associated with the new product.

### Claim 3 (depends on 1)

A method as described in claim 1, further comprising retrieving a second relationship matrix associated with the projected distribution measure.

### Claim 4 (depends on 3)

A method as described in claim 3, wherein the projected distribution measure includes a geographic indicator of at least one of a category or a channel associated with the new product.

### Claim 5 (depends on 4)

A method as described in claim 4, further comprising identifying products in the relationship matrix that match sibling products in the product hierarchy tree.

### Claim 6 (depends on 5)

A method as described in claim 5, further comprising adding a row and column associated with the new product to the relationship matrix adjacent to the matched sibling products.

### Claim 7 (depends on 6)

A method as described in claim 6, further comprising calculating cell coefficient values for a plurality of cells in the row and column associated with the new product based on the matched sibling products.

### Claim 8 (depends on 1)

A method as described in claim 1, further comprising tailoring the relationship matrix based on geographic attributes associated with a geography of interest.

### Claim 9 (depends on 1)

A method as described in claim 1, further comprising de-listing the candidate related product when overall category sales for a store decrease and sales of the candidate related product decrease.

### Claim 10 (depends on 1)

A method as described in claim 1, further comprising refraining from de-listing the candidate related product when sales of the candidate related product decrease while overall category sales for a store increase.

### Claim 11

An apparatus to predict performance metrics of a new product, comprising:
a tree manager to select a product hierarchy tree based on a distribution measure for a new product, and to identify a segment location of the product hierarchy tree based on the distribution measure for the new product;
a matrix modifier to retrieve a relationship matrix associated with the segment location of the product hierarchy tree, the relationship matrix comprising available product performance coefficients and attribute information, the matrix modifier to identify a spatial location for the new product in the relationship matrix based on the attribute information; and
a proximity weighting engine to calculate an impact parameter based on the spatial location within the relationship matrix, and to calculate the performance metric for the new product for a first and second assortment of related products on a store shelf, the first and second assortments to be associated with first and second proportional volume shifting effects, respectively, the performance metric calculated based on the impact parameter and a sum of (a) a ratio of category sales in a target geography and overall category sales in a sales channel associated with the new product, and (b) a ratio of channel sales in the target geography and overall channel sales in the sales channel associated with the new product; and
a new product manager to select a candidate product to de-list based on a sales effect with the first and second assortment of products on the store shelf; and wherein the tree manager, the matrix modifier, the proximity weighting engine and the new product manager comprising a logic circuit.

### Claim 12 (depends on 11)

An apparatus as described in claim 11, wherein the tree manager is to select the distribution measure based on a channel and a category.

### Claim 13

A tangible machine readable storage device or storage disk comprising machine-accessible instructions, that, when executed, cause a machine to, at least:
identify a segment location of a product hierarchy tree based on a projected distribution measure for the new product;
retrieve a relationship matrix associated with the segment location of the product hierarchy tree, the relationship matrix comprising available product performance coefficients and attribute information;
calculate an impact parameter based on a spatial location within the relationship matrix, the spatial location based on the attribute information;
calculate performance metrics for the new product for a first and second assortment of related products on a store shelf, the first and second assortments associated with first and second proportional volume shifting effects, respectively, the performance metrics calculated based on the impact parameter and a sum of (a) a ratio of category sales in a target geography and overall category sales in a sales channel associated with the new product, and (b) a ratio of channel sales in the target geography and overall channel sales in the sales channel associated with the new product; and
select a candidate product to de-list based on sales effects with the first and second assortment of products on the store shelf.

### Claim 14 (depends on 13)

A tangible storage device or storage disk as described in claim 13, wherein the machine-accessible instructions, when executed, cause the machine to identify the projected distribution measure is indicative of a channel and a category.

### Claim 15 (depends on 13)

A tangible storage device or storage disk as described in claim 13, wherein the machine-accessible instructions, when executed, cause the machine to receive a candidate segment location in response to identifying the segment location of the product hierarchy tree.

### Claim 16 (depends on 15)

A tangible storage device or storage disk as described in claim 15, wherein the machine-accessible instructions, when executed, cause the machine to select the candidate segment location based on a product similarity input from a user.

### Claim 17 (depends on 13)

A tangible storage device or storage disk as described in claim 13, wherein the machine-accessible instructions, when executed, cause the machine to retrieve a second relationship matrix associated with the projected distribution measure.

### Claim 18 (depends on 17)

A tangible storage device or storage disk as described in claim 17, wherein the machine-accessible instructions, when executed, cause the machine to identify at least one of a category or a channel associated with the new product.

### Claim 19 (depends on 18)

A tangible storage device or storage disk as described in claim 18, wherein the machine-accessible instructions, when executed, cause the machine to identify products in the relationship matrix that match sibling products in the product hierarchy tree.

### Claim 20 (depends on 19)

A tangible storage device or storage disk as described in claim 19, wherein the machine-accessible instructions, when executed, cause the machine to add a row and column associated with the new product to the relationship matrix adjacent to the matched sibling products.

### Claim 21 (depends on 20)

A tangible storage device or storage disk as described in claim 20, wherein the machine-accessible instructions, when executed, cause the machine to calculate cell coefficient values for a plurality of cells in the row and column associated with the new product based on the matched sibling products.
