Module 01 · Portfolio Command · 01B
Brand Briefings
What is the single most material risk for each brand?
Try this
- 1Switch between Aurelia, Haven & Thread and StackHouse tabs
- 2Compare the lead-risk callout on each brief
- Expected: Beauty risk = promo pressure after size normalisation; Apparel = fit-level match precision; Food = aggregator channel premium.
Lead risk · size normalisation & promotion pressure
Aurelia Beauty weekly brief
Aurelia remains cheaper per 100ml in UAE body mist (item SPI 95.2) despite a higher-looking rival ticket — the rival's 250ml pack hides a higher unit price. The material risk this week is Velvet Orchard's −20% temporary promotion, which flips the promotional index to 119.3 while ticket SPI is unchanged.
Size-band pairs
406
approved like-for-like
Recommendation: Monitor; do not change ticket price. Revisit at promo end.
Named competitor ranking · UAE
Rival SPI (own vs rival)
Nimbus Bath Co.
111.4
Velvet Orchard
110.5
Petal Theory
103.7
Amberline
102.7
Saffron & Sage
99.7
Lumière Botanica
95.9
Indexed weekly trend (unitless)