Promotion Planning Agility Checklist

August 27, 2026

Promotion Planning Agility Checklist graphic featuring a shopper at checkout and guidance to turn value-seeking signals into smarter activations.

Shopper priorities and purchase decisions shift throughout the year. The challenge for brands is knowing which changes matter and where there is still an opportunity to respond.

Following our Mid-Year Promotion and Shopper Behavior Trends Webinar, the Promotion Planning Agility Checklist provides a practical framework for turning changing shopper behaviors into smarter second-half promotion decisions.

KNOW WHO'S IN PLAY

At least 34% of shoppers are trading down or prioritizing store brands. Looking at switching, deal seeking and changes in usual purchases can help brands identify shoppers who may still be open to influence.

DELIVER VALUE THAT MATTERS

Price is important, but shoppers also consider quality, relevance and familiarity. Understanding what an audience values can help brands make smarter decisions about offers, messaging and promotional investment.

INFLUENCE THE DECISION EARLIER

61% of shoppers say promotions influence them before they have chosen a brand. Identifying where decisions are still being made can help brands put the right message or incentive in front of shoppers at more useful moments.

GET THE CHECKLIST

Shopper behavior can shift quickly, creating new opportunities to influence purchase decisions.

Download the Promotion Planning Agility Checklist for practical guidance on identifying those opportunities, delivering relevant value and making smarter promotion and activation decisions throughout the second half of the year.