Retail & E-commerce / Merchandising

Promotional Lift

How much extra you sold because of a promotion, above what you'd have sold anyway.

The fork, why two teams get different numbers

The whole metric turns on the counterfactual. BASELINE lift compares promo-period

sales to a modeled or prior "normal" baseline, easy, but the baseline is an

assumption. TRUE INCREMENTALITY compares a treated group to a HOLDOUT/control that

saw no promo, harder, but it isolates cause. The two diverge because baseline lift

counts sales that would have happened anyway, plus PULL-FORWARD (buyers accelerating

a purchase they'd have made next month) and PANTRY-LOADING (stockpiling at the

discount). A promo can show +45% baseline lift and near-zero true incrementality

once pulled-forward and cannibalized volume is removed.

The trap

Baseline lift double-counts demand that only moved in TIME (pull-forward) or in PRODUCT (customers switching from full-price siblings to the promoted SKU), so it flatters the promo and hides a post-promo demand trough and a margin hole.

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Reference: Trade-promotion / marketing-incrementality measurement convention (reference)