Case Study

Case Study: How DataPure’s AI Transformed Mystery Shopping for a Beverage Brand

5 min read

In the competitive U.S. beverage market, real-time, accurate retail insights are essential for brands. Traditional mystery shopping is valuable but can be slow, subjective, and labor-intensive. DataPure worked with a mystery shopping company (and their beverage client) to enhance retail audits by using generative AI and image recognition. Our platform delivered superior image analysis, increased speed, and scale across more than 500 U.S. retail stores, supporting the client’s existing mystery shopping operations.

Project Objectives

A beverage company employed the services of a mystery shopping agency for the data collection process. DataPure’s bespoke AI solutions combined with the mystery shoppers’ data collection process ensured maximum efficiency, consistency, and actionable results. The process focused on combining human expertise with advanced technology to deliver reliable and timely data. DataPure worked in collaboration with the field auditors for a faster and smoother nationwide operation to ensure that:

  • Product placement and shelf compliance data aligned with company standards and protocols.

  • Competitor products, promotions, and pricing were tracked to build a comprehensive market view.

  • Faster, real-time insights were delivered so field teams could act quickly based on the ground reality.

  • Audit coverage was scaled cost-effectively without losing data quality or consistency in the process.

Approach

DataPure and the mystery shopping partner structured the program for maximum efficiency, consistency, and actionable results. The process focused on combining human expertise of the data collection agency with the advanced technology of DataPure to deliver reliable and timely data.

  • Store Selection: Data-driven algorithms identified a balanced mix of urban, suburban, and rural retail locations. This ensured the sample matched the brand’s national strategy and customer base.

  • Shopper Deployment: Over 300 field auditors of the mystery shopping partner received assignments and guidance. This data was directly sent to DataPure to streamline the field coordination, while keeping human auditors at the center of the process.

  • Data Collection: Auditors used checklists provided by the beverage client to capture high-quality, time-stamped, and geolocated photos of beverage aisles, coolers, endcaps, and promotional displays. This ensured uniform data standards.

  • AI Analysis: DataPure’s image recognition algorithms identified SKUs, counted product facings, flagged out-of-stock items, and extracted pricing and promotional details. The system also recorded competitor activity for enhanced insights.

  • Quality Assurance: The system flagged unclear or incomplete images. Auditors received immediate requests to retake photos while still in the stores. This reduced errors by up to 40 percent compared to manual methods.

  • Reporting: Within an hour of audit completion, dashboards displayed compliance scores, heatmaps, and exception alerts. Users could filter data by region, retailer, product, and competitor for precise reporting.

Business Impact

The new audit approach transformed data lag and inconsistencies into fast, actionable intelligence. This speed and accuracy helped the client make better decisions and improve in-store performance, while reinforcing the value of existing mystery shopping workflows.

  • Reporting time dropped from an average of 2-4 days to under 3 hours per store. This allowed for proactive field responses by the mystery shoppers.

  • Over 8,200 shelf images were processed with 96 percent SKU recognition accuracy. This ensured reliable data throughout the operation cycle.

  • Out-of-stock incidents decreased significantly after rapid alerts enabled timely store corrections by the client.

  • Shelf compliance improved from 78% at baseline to a peak of 94%.

  • Three previously unknown competitor promotions were identified. This allowed quick strategic adjustments.

  • Audit operation costs reduced by 35 percent, while improving turnaround times, through AI efficiencies and broader store coverage with fewer resources.

Key Learnings

This project showed the benefits of AI and image recognition for retail intelligence. Combining DataPure’s technology and the mystery shopping company’s field expertise produced better and faster results. This was achieved not by replacing traditional methods but by enabling them to operate more effectively.

  • AI based image recognition maintains data accuracy and repeatability even in stores with different layouts and lighting.

  • Generative AI adapts quickly to new products, seasonal promotions, and changing store conditions.

  • Real-time dashboards align stakeholders from sales reps to executives on a single up-to-date source of truth. This improves collaboration and speed to action.

  • Automated quality control cuts the need for follow-up visits. This boosts audit reliability and efficiency.

End-to-End Transformation

The beverage client’s retail audit process changed from slow, costly, and incomplete to fast, scalable, and data-driven. DataPure’s platform gave field teams of the mystery shopping partner real-time insights. Compliance improved and the client responded faster to competitors. Leadership gained the confidence to make informed decisions with a full market view.

Using generative AI, image recognition, and a powerful cloud platform, DataPure supported and strengthened mystery shopping for the beverage company. Our solution, in partnership with the mystery shopping company, delivered timely, accurate, and actionable intelligence that helped the client win the shelf. 

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