Nadia Laurent

The journal · Evidence behind retail recommendations

The catalogue contains choices the visitor was never shown

I consider why observed interactions depend on prior product exposure, and why an offline recommendation review must not turn unobserved choices into a universal account of preference.

A retailer can record a great deal about the products a visitor sees and still know much less about the products that never appeared. The distinction matters when those records are used to assess recommendations. A prior ranking has already helped select the experience from which the next analysis learns. I want the institution to understand that relationship before an offline result is described as evidence of preference across the whole catalogue. The absence of an interaction is not always an observed rejection of a choice that was offered.

In the fictional 2025 Bravernel Retail review, the evaluation population contained 600000 eligible product–visitor pairs. Of those, 420000 had been shown and 180000 had not. Behaviour was observed for the exposed set on the stated basis. I withheld a claim that the review established preference across the full catalogue and supported EUR 3.4 million in further evaluation. The case contains no invented improvement score, conversion uplift or completed randomised result. It describes a decision about what the existing evidence allowed the retailer to say and what it still needed to examine.

## Keep eligibility apart from exposure

Eligibility describes inclusion in a possible set; exposure describes something that actually occurred within the customer experience being examined. Those are related stages, but they are not interchangeable. A product can be eligible without being displayed, and its lack of a recorded response then has a different meaning from a displayed product receiving no interaction. I wanted the report to preserve that difference rather than treat all eligible pairs as if each had supplied the same kind of behavioural observation.

The count also needed to retain its unit. Six hundred thousand product–visitor pairs did not mean six hundred thousand unique people or products. A visitor can appear in several pairs, and a product can appear with several visitors. The case does not supply the distinct counts, so I do not infer them. The population definition tells the reader what was counted and prevents a large number from becoming a claim about the breadth of customer participation that the account has not established.

Prior ranking made the observation process relevant to interpretation. What visitors were shown was partly selected by the retailer’s previous system and commercial choices. The recorded interactions therefore reflected experience within that selected exposure. I did not regard that as making every observation useless. It meant the evaluation needed an account of how the observations arose and which question they could answer. A technically tidy analysis can still overreach if the public description moves from the examined exposure to an unexamined universe of possible choices.

This concern is separate from saying that every unshown product would have performed well. The missing response provides no such conclusion. It would be equally unsupported to treat the 180000 unshown pairs as latent successes or as clear failures. I wanted the account to leave their behavioural status unresolved while qualified colleagues considered an appropriate assessment. Restraint needs to apply in both directions: the evidence should not be used to dismiss unseen choices or to promise that giving them exposure would necessarily improve the customer experience.

## Give the existing evaluation its proper place

The product team wanted to use the offline review to move forward with a commercial decision. They had assembled evidence from a substantial body of recorded behaviour, and another evaluation could delay a useful change. That was a serious argument. A data leader should not respond to every limitation by demanding an indefinitely more complete world before action becomes possible. I wanted the institution to understand the decision at hand, the evidence already available and the particular claim that exceeded it, rather than reject the work as a whole.

My objection concerned the full-catalogue preference conclusion. The existing review could retain a clearly described place in the evidence account, with its population and exposure basis attached. The next decision then needed to be framed around what that account supported and what risk or uncertainty management proposed to accept. That is more useful than making the review carry a broad statement simply because a narrow statement appears less impressive. A qualified conclusion can still inform action when its boundaries are understood by the people responsible.

The selected response funded further evaluation at EUR 3.4 million. That amount described work to investigate the proposition, not a benefit already earned by a new recommendation system. I wanted the cost and delay visible beside the reason for further assessment. The institution gave up the simplicity of moving immediately with a universal preference claim. It did not receive a completed commercial answer in exchange at the moment of approval. A leadership account should preserve that unfinished state rather than borrow the result the team hoped a later test might produce.

Responsibility also had to remain distributed correctly. Merchandising and experimentation owners would help determine the next supervised assessment, with the relevant technical and customer considerations examined by their teams. The CDO could require clarity about the data and the claim without personally owning every ranking decision or customer outcome. I would expect a real public description to state those contributions accurately. Broad responsibility for data should not turn into retrospective authorship of all the commercial choices made using it.

## Specify the next assessment without inventing its result

The next assessment needed a question precise enough to evaluate. Which proposed customer experience was being compared, for which eligible population and over what period? How would exposure be recorded, and what conclusions would the method permit? Those questions would be answered through the appropriate professional process. This fictional account does not prescribe a method for a live retailer. It explains why the institution needed that process before describing an offline review as if it had already observed every relevant choice.

I would also want the account to distinguish a better evaluation design from a better business outcome. Making exposure more interpretable can strengthen the basis of a conclusion. It does not itself establish that the proposed recommendation change improves conversion, customer satisfaction or any other commercial measure. Those outcomes require observation on the relevant basis. If the later result is mixed or negative, the value of asking the question does not depend on rewriting the earlier decision as a hidden success. The purpose is to improve what the institution can know and responsibly claim.

The unshown pairs are particularly useful for testing the language of the summary. If the description says the visitor did not want those products, I ask where that preference was observed. If it says the new system will reveal demand among them, I ask which evidence supports that prediction. The unresolved set should remain unresolved until the relevant work changes its status. A concise report can retain that boundary without becoming a technical treatise, provided its author resists giving every blank space a commercially convenient interpretation.

All companies, populations, expenses and events here are invented. No actual retailer’s performance or customer records are represented. My argument is that the catalogue and the experienced catalogue are different accounts of the business. An offline result belongs to the observations from which it was produced, with their selection conditions visible. Keep those conditions attached, and a leadership team can decide what to examine next without claiming knowledge of choices the visitor was never given the opportunity to make.