Quarterly Merchandising Assortment Analysis

Track and analyze product assortment performance across categories, focusing on sales, margins, inventory efficiency, and SKU productivity to optimize merchandise mix and category management decisions.

Report Objective

Provide a comprehensive quarterly analysis of merchandising assortment performance across all categories, evaluating sales trends, margin contribution, inventory efficiency, and SKU productivity to guide category management and assortment optimization decisions.

Category Performance Overview

Bar chart comparing category performance by revenue and margin contribution

Questions to Consider:

Home GoodsApparelElectronicsGrocerycategory$0$5,000,000$10,000,000sum(sales_revenue)sum(sales_revenue)How are Categories Contributing to Overall Sales?Home Goods and Apparel lead revenue generation with 45% of total sales

  • Which categories show the strongest sales performance?

  • How has category mix shifted compared to previous quarters?

  • Are there seasonal patterns in category performance?

  • Which categories deliver the highest margins?

  • How do margins align with sales volume?

  • Are there opportunities to improve category margins?

Home GoodsApparelElectronicsGrocerycategory0.0%200.0%400.0%600.0%800.0%sum(gross_margin_percentage)sum(gross_margin_percentage)How do Gross Margins Vary Across Categories?Electronics shows highest margin at 65%, while Grocery remains lowest at 15%

Inventory Efficiency Metrics

Line chart tracking inventory turnover rates and out-of-stock percentages by category

Questions to Consider:

Q1 2024Q2 2024Q3 2024Q4 2024quarter150.0155.0160.0sum(turnover_rate) vs. categorysum(turnover_rate)categoryHow Efficient is Inventory Turnover by Category?Grocery leads with 12x turnover while Home Goods shows slowest at 2x

  • Which categories show healthy inventory turnover?

  • Are there seasonal patterns in turnover rates?

  • Which categories need inventory optimization?

  • Which categories face stock-out challenges?

  • How do stock-outs correlate with turnover rates?

  • Are there systematic inventory management issues to address?

Home GoodsApparelElectronicsGrocerycategory0.0%50.0%100.0%150.0%sum(out_of_stock_percentage)sum(out_of_stock_percentage)Where are Stock-Outs Occurring Most Frequently?Electronics experiencing highest stock-out rate at 15%

SKU Productivity Analysis

Scatter plot examining sales per SKU against total SKU count by category

Questions to Consider:

5001,0001,5002,000sum(sku_count)$5,000$10,000sum(sales_per_sku)Home GoodsApparelElectronicsGroceryHow Productive are SKUs Across Categories?Electronics shows highest sales per SKU despite lower SKU count

  • Which categories have the most efficient assortment depth?

  • Are there opportunities for SKU rationalization?

  • How does SKU productivity vary by category size?