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Substitution Rewrites Grocery Promotions in Real Time

Written by Admin | Mar 3, 2026 3:57:41 AM

Substitution Rewrites Grocery Promotions
in Real Time

Why This Matters

When a promoted product runs out of stock, someone makes a substitution decision.
A picker grabs a different SKU. A customer accepts an alternative. The promotion continues.

But the commercial logic breaks. The substitute might not be promotional. It might carry a different margin. The supplier might still pay funding for a sale that never happened on the original SKU.

Nobody tracks this. Nobody reports it. And it happens at scale.

The Scale of the Problem

4-6% of online grocery orders involve substitutions
(Woolworths FY23 Annual Report)
https://www.woolworthsgroup.com.au/content/dam/wwg/investors/reports/2023/wowfy23annualreport.pdf

E-commerce now represents 10.4% of Coles supermarket sales (Coles FY23 Results) https://www.colesgroup.com.au/investors/?page=annual-reports

Out-of-stock rates in Australian grocery sit at 5-8% under normal conditions (Australian Retailers Association) https://www.retail.org.au/

Those are baseline numbers. During promotions, the pressure intensifies. More demand. Tighter inventory. Higher out-of-stocks. More substitutions.

But there's no public data showing substitution rates specifically during promotional periods. Retailers don't disclose it.

What Breaks When Substitution Happens

The commercial agreement falls apart

A supplier and retailer agree on promotional terms. SKU A at price X with funding rate Y. The contract is SKU-specific.

When SKU A runs out and SKU B gets substituted:

  • Was SKU B promotional?
  • Does it carry the same margin?
  • Should the supplier pay promotional funding?
  • Was the customer charged correctly?

Nobody knows. The transaction happens. Settlement occurs weeks later in bulk. The details get lost in aggregated reports.

The customer experience degrades

1,247 complaints about promotional pricing failures reached the ACCC in 2022-23 (ACCC Annual Report 2022-23) https://www.accc.gov.au/about-us/publications/annual-reports

These include "promotional pricing not applied," "advertised specials unavailable," and "charged full price despite promotion."

Substitution sits inside these categories but isn't tracked separately. The system categorizes it as a general pricing complaint, not a structural promotional failure.

The metrics lie

Promotional performance reports show volume sold. They don't show:

  • How much volume was the originally promoted SKU
  • How much was delivered via substitution
  • What margin the substituted SKUs carried
  • Whether customers were satisfied with substitutes

Category managers optimize for promotional uplift. But some of that uplift is substitution masking forecast errors and stock-outs.

Why This Isn't Reported

There's no standard requiring it

GS1 Australia sets the data standards for Australian retail. Their EDI transaction sets don't include codes for promotional substitution events. https://www.gs1au.org/

AGSVA runs the audit framework for grocery suppliers and retailers. Their standards don't require substitution reporting linked to promotions. https://www.agsva.com.au/

Retailers track substitutions but don't break them down

Woolworths discloses overall substitution rates (4-6%). They don't disclose:

  • Substitution rates during promotional periods
  • Which promotional SKUs were substituted most
  • Margin impact of promotional substitutions

This is a choice. The transaction data exists. The reporting doesn't.

Suppliers don't have access to the data

The ACCC Food & Grocery Code Review received consistent feedback from suppliers: "lack of transparency in promotional settlement" and "limited access to granular sales data." https://www.accc.gov.au/by-industry/grocery-food-and-retail/food-and-grocery-code-of-conduct/food-and-grocery-code-review

Post-campaign settlement happens in bulk. Aggregated volume. Aggregated funding deductions. No line-item visibility into what was substituted.

Suppliers can't verify. Retailers control the data. Disputes get resolved via negotiation, not evidence.

The Takeaway

Substitution during promotions isn't rare. It's structural.

It happens thousands of times per day across Australian grocery. And it rewrites the commercial outcome of every promotion it touches.

The promoted SKU doesn't get sold. A different SKU does. The customer might not get promotional value. The supplier might pay funding for a sale that didn't happen. The margin might shift.

And none of it gets reported in a way that connects substitution events to promotional outcomes.

The infrastructure to track it doesn't exist. The standards don't require it. The incentives don't reward it.

So promotional performance gets measured by what the system says happened. Not what actually happened.

Sources:

AGSVA: https://www.agsva.com.au/