JD.

01 Case Study

Shopping lists.

Turning messy shopping intent into intelligent baskets

Role
Senior Product Designer
Company
Waitrose & Partners
Timeline
6 months
Focus
Intelligent shopping lists / Behavioural UX / AI assisted basket building
Two mobile screens showing the Waitrose shopping list creation and top up flow.
Jacinto De Matos

My role

I led the experience strategy, interaction design, prototyping and validation approach, working across customer behaviour, data logic and basket-building flows.

  • Defined the behavioural problem and customer planning patterns
  • Designed the mobile list creation and basket-building experience
  • Created prototypes to test input methods, editable suggestions and customer control
  • Worked through recommendation logic, confidence states and refinement patterns

02 Why this mattered

Shopping lists sat at the centre of weekly grocery planning.

Shopping lists were one of the strongest behavioural signals linked to larger basket sizes and repeat purchasing, but existing list experiences still relied heavily on manual product searching and repetitive basket building.

2.5×

Customers using lists spent up to 2.5× more than those who did not

65%+

of customers still created physical lists

56%

used hybrid planning behaviour, combining meals and individual items

New online grocery customers often started with incomplete or ambiguous intent

03 The behaviour existed, but the habit was weak

Customers used lists, but most had not built a repeatable habit.

Customers were already using lists, but the data showed that most were not building a repeatable list habit. The opportunity was not simply helping customers add items from lists to trolley. It was helping more customers create, reuse and mature their lists into a faster way to build a shop.

373k+

Saved shopping lists

Existing list behaviour was already present across the customer base.

252k+

Customers

A meaningful number of customers had created at least one saved list.

80%

Had only one list

Most list users had not yet developed a repeatable list habit.

0.5%

Added lists to trolley

Very few saved lists were being converted into basket-building behaviour.

What this told us

The issue was not whether customers understood lists. They already did. The bigger opportunity was to improve list creation, reuse and conversion into trolley-building behaviour, especially for customers who planned their shop before entering the grocery journey.

04 Why list maturity mattered commercially

List maturity was a strategic growth opportunity.

List users showed stronger commercial behaviour, with higher order frequency, higher average order value and higher-value trolleys. That made list creation and reuse a strategic growth opportunity, not just a usability improvement.

72%

Higher order frequency

List users ordered more often than non-list users.

36%

Higher average order value

List users generated stronger average order value.

£417.03 vs £177.52

Net cart revenue

List users showed materially higher trolley value than non-list users.

£22.46 vs £16.42

Average value per shop

A £6.35 uplift per shop showed the value of increasing list usage.

The business objective

The objective was to move more customers from single-list behaviour into repeat list usage, increase list-to-trolley conversion, and support competitor win-back by making Waitrose faster and easier for planned shops.

Increase list maturity

Move more single-list customers towards two or more reusable lists.

Improve list-to-trolley conversion

Turn saved planning behaviour into basket-building behaviour.

Support Ocado win-back

Reduce the friction for customers bringing existing planning habits from competitors.

Grow high-value shopping behaviour

Increase exposure to a behaviour already linked with higher frequency and higher order value.

The opportunity connected a £150m Ocado win-back ambition with a £400m existing-shopper spend opportunity.

05 The problem

Real-world shopping behaviour is messy.

Customers rarely think in exact product titles or SKUs. Instead, they create fragmented reminders throughout the week: handwritten notes, screenshots, meals, family requests, generic reminders and brand references. Traditional grocery experiences forced customers to manually translate this intent into products one item at a time.

Slow basket building

Customers translated messy list items into products one at a time before they could start shopping.

Decision fatigue

Too many possible matches for vague inputs made planning feel harder than it needed to be.

Repetitive searching

The same items and brands were searched again each week instead of reusing existing intent.

Low confidence

Customers hesitated when they could not see, review or correct suggestions before adding to basket.

Friction for new customers

Less purchase history meant more guesswork and more manual work to build a first online basket.

06 From search-and-select to prediction-first

From search-and-select to prediction-first.

Traditional grocery search asks customers to translate intent into individual product decisions. For a weekly shop, that creates repeated effort: search, compare, select, adjust and repeat. A prediction-first model changes the sequence. The customer starts with intent, and the system generates a draft trolley using behavioural signals that can be reviewed and edited.

Search-and-select model

  • Customer starts with a product search
  • Each item requires a separate decision
  • Generic terms create long result lists
  • Customers carry the cognitive effort
  • Basket building is slow and repetitive

Prediction-first model

  • Customer starts with shopping intent
  • System interprets the likely need
  • Behavioural signals guide the recommendation
  • Customer reviews, swaps and adjusts
  • Basket building becomes faster while control remains visible

The goal was not full automation. It was to reduce the effort between intent and trolley while keeping confidence high.

iPad showing the prediction-first shopping list with meals, essentials and a build shop action.

07 Product gap

App and web fragmentation.

The current lists experience was fragmented across app and web. The app did not support saved lists, while web lists were tied to specific products. Multi-search behaved more like a temporary output than something customers could save, reuse or build on.

The opportunity was to move from temporary search outputs and fixed product lists towards reusable, intelligent product groupings across platforms.

App

No saved lists. Multi-search behaved like a temporary output.

Web

Saved product lists, but tied to specific products.

Opportunity

Reusable, intelligent product groupings across app and web.

How could we help customers move from intent to basket faster without removing confidence or control?

08 Design principles

Reduce effort, not control.

These principles shaped how the experience balanced prediction, trust and customer ownership.

Start with intent

Let customers begin with how they naturally plan: typed lists, notes, meal ideas, screenshots or saved lists.

Predict before search

Use behavioural signals to suggest likely products before asking customers to search item by item.

Keep control visible

Suggestions must stay editable, swappable and removable before anything is added to trolley.

Show confidence

Make it clear what the system has recognised, where it is confident and where review is needed.

Learn carefully

Use customer corrections as signals without over-interpreting temporary decisions or one-off changes.

The challenge was not matching products. It was recommending with confidence.

09 Intent-to-product mapping

How vague intent becomes a specific recommendation.

Prediction-first only worked if the system could translate vague customer inputs into specific, reviewable products. The design challenge was deciding what the system should infer, when it should use customer history, and where customers needed control.

  1. 01

    Customer writes

    “milk”, “bread”, “pasta”, “snacks” or uploads a handwritten list.

  2. 02

    System interprets

    Favourites, purchase history, preferences, brand/range, price sensitivity and popular products.

  3. 03

    System recommends

    A likely product, likely quantity and alternatives where confidence is lower.

  4. 04

    Customer reviews

    Swap, remove, adjust quantity and review before adding to trolley.

The output needed to mirror the input closely enough for customers to recognise what had been interpreted, compare it quickly and correct anything that felt wrong.

Two mobile screens showing a customer entering shopping intent and receiving editable basket suggestions.

10 MVP scope and trade-offs

Proving intent-to-trolley without unnecessary complexity.

The MVP needed to prove whether real-world shopping intent could be converted into basket-ready products without adding unnecessary complexity.

Included in MVP

  • Quick add mapped products
  • Scan list auto-convert
  • Meal input ingredient breakdown
  • Editable draft basket

Removed from MVP

  • Voice input

Voice was useful long term, but not essential to prove the core intent-to-basket loop. It also risked making the experience feel like a conversational assistant, which added complexity and raised the wrong expectations.

01 We moved from search-and-select to prediction-first

Instead of making customers search for every item, the system interpreted shopping intent first and generated a draft trolley customers could review, swap and adjust.

02 We prioritised signed-in customers for MVP

Personalisation depended on favourites, previous orders and shopping behaviour, so signed-in customers gave the system stronger signals for product mapping. Newer customers could still be supported after account creation through popular products and lightweight preferences.

Ambiguous list inputs

Physical lists were often vague, making accurate product interpretation difficult.

Unreliable OCR

Confidence varied with handwriting, formatting and image clarity.

Operational complexity

Availability, substitutions and category logic added backend complexity.

Mobile screen showing editable product suggestions with quantity controls and add to trolley action.

11 Feedback loop

Learning from corrections without over-interpreting.

Every customer correction can become a signal, but not every correction means the same thing. The system needed to learn carefully from edits, swaps, removals and quantity changes.

Removes oat milk

Learns: Negative preference signal

Future: Suggest it less often

Swaps branded cereal for own-label

Learns: Price sensitivity

Future: Prioritise value alternatives

Increases pasta quantity

Learns: Household size signal

Future: Adjust future quantities

Keeps recipe ingredients

Learns: Meal interest signal

Future: Suggest similar meals

Unchecks an item

Learns: May already have it at home

Future: Do not treat as dislike

The system should learn from behaviour, but avoid over-interpreting temporary shopping decisions.

12 Validation and iteration

Validation and iteration.

We tested early concepts with customers, then refined around clarity, trust and control.

5

Moderated tests

5

Unmoderated tests

6/7

Ease of Use rating

What testing validated

  • Customers understood the value of turning a list, meal idea or uploaded image into a draft trolley.
  • The review area was important because customers wanted control before anything was added.
  • Uploading an image created strong interest, but expectations needed clearer explanation.

What changed

  • Terminology around lists, meals, saved groups and upload image needed to be clearer.
  • Customers needed to see what the system recognised before product matching happened.
  • The product needed to show confidence and allow easy swapping, rather than feel fully automated.

Testing validated behaviour, trust and interaction patterns, not production-level OCR accuracy or recommendation performance.

What still needed validation

Improve product accuracy

  • Connect to a fuller product catalogue
  • Retest product matching with a larger product set
  • Improve vague input mapping for terms like “milk”, “bread” and “pasta”

Improve clarity and trust

  • Refine terminology around saved lists, meal groups and uploaded images
  • Make upload-image limitations clearer
  • Show what has been recognised before anything is added to trolley

Define smarter rules

  • Use confidence levels to decide when the system predicts, asks or lets customers swap
  • Keep review before add to trolley
  • Validate whether customers reuse saved lists, meal groups and product selections over time

The next stage was not about adding more features. It was about improving accuracy, language and trust so customers felt confident using the experience repeatedly.

The real breakthrough was not automation. It was editable intelligence.

13 Impact and outcomes

Impact and outcomes.

The concept connected an existing high-value behaviour with a faster way to create, reuse and convert lists into trolleys.

Reduced effort from intent to trolley

Customers could move from a note, meal idea, saved list or handwritten shop into editable product suggestions faster.

Shifted the model from search to prediction

The experience reduced reliance on item-by-item search by generating a draft trolley first, then letting customers review and refine.

Improved list maturity

The strategy targeted customers who had only one list, helping them create and reuse multiple shopping missions over time.

Improved list-to-trolley conversion

The opportunity was to turn saved planning behaviour into actual basket-building behaviour, addressing the very low list-to-trolley conversion baseline.

Linked to high-value customer behaviour

List usage was already associated with higher order frequency, higher average order value and stronger trolley value.

Supported competitor win-back

A faster intent-to-trolley experience could help customers bringing established planning habits from Ocado or other grocery competitors.

14 Closing thought

Closing thought.

We were not designing a shopping list. We were designing a system that removed effort from turning intent into a shop, then helped customers reuse that intent again and again.

The value was not just faster basket building. It was turning real-life planning behaviour into a reusable, personalised shopping system.

View prototype
Waitrose shopping lists prototype showing create your list and build shop screens on mobile.