Monthly Inventory Turn Analysis - Specialty Retail

Track and analyze inventory performance across product categories, focusing on turn rates, stock positions, and margin impact to optimize inventory management and working capital efficiency.

Report Objective

Monitor monthly inventory efficiency metrics to identify opportunities for working capital optimization, ensure proper stock levels, and maintain healthy product category performance across our specialty retail operations.

Overall Inventory Turn Performance

Analysis of company-wide inventory turn trends and working capital efficiency

Questions to Consider:

Mar 2024Apr 2024May 2024month4.44.64.85.0inventory_turnsinventory_turnsHow are Monthly Inventory Turns Trending?Monthly inventory turn rates showing efficiency trends
  • What is the month-over-month change in inventory turns?

  • Are there any seasonal patterns in turn rates?

  • How do current turns compare to historical averages?

  • Is inventory investment aligned with sales volume?

  • How efficiently are we using working capital?

  • Are there opportunities to reduce inventory without impacting sales?

Mar 2024Apr 2024May 2024month$0$200,000$400,000$600,000$800,000$1,000,000average_inventory_valueaverage_inventory_valueHow is Working Capital Deployed in Inventory?Monthly average inventory value vs. COGS

Category-Level Performance

Detailed analysis of inventory metrics by product category

Questions to Consider:

Home DecorAccessoriesGiftsSeasonalWellnesscategory0.020.040.060.080.0100.0sum(category_turns)sum(category_turns)How do Turn Rates Vary Across Categories?Category-level inventory turn performance
  • Which categories show the highest and lowest turn rates?

  • Are turn rates appropriate for each category's characteristics?

  • Where are the opportunities for turn rate improvement?

  • Is there a correlation between stock-outs and margins?

  • Which categories require better inventory management?

  • Are high-margin categories experiencing more stock-outs?

3.5%4.0%4.5%sum(stock_out_rate)42.0%44.0%46.0%48.0%sum(gross_margin)Home DecorAccessoriesGiftsSeasonalWellnessHow do Stock-outs Relate to Category Performance?Stock-out rates vs. gross margin by category

Areas for Additional Focus