Quarterly Category Performance & Inventory Management Review

Track and analyze product category performance across key metrics including sales revenue, inventory efficiency, and margin performance to optimize inventory investment and category mix.

Report Objective

Monitor quarterly performance across product categories to identify opportunities for inventory optimization, margin improvement, and category mix adjustments. Focus on inventory turns, margin performance, and overall category health indicators to support strategic merchandising decisions.

Category Performance Overview

Bar chart comparing category revenue and margin performance

Questions to Consider:

Home DecorAccessoriesWellnessHobbyGiftscategory$0$2,000,000$4,000,000sum(sales_revenue)sum(sales_revenue)How are Categories Performing by Revenue?Home Decor and Accessories lead revenue generation with $750K and $625K respectively
  • Which categories show the strongest revenue growth?

  • How does revenue distribution align with inventory investment?

  • What seasonal patterns affect category performance?

  • How do margin rates vary across categories?

  • Which categories offer opportunities for margin enhancement?

  • What is the relationship between margins and inventory turns?

Home DecorAccessoriesWellnessHobbyGiftscategory0.0%200.0%400.0%600.0%800.0%sum(gross_margin_percent)sum(gross_margin_percent)Which Categories Drive the Highest Margins?Wellness and Gifts categories maintain highest margin rates at 65% and 62%

Inventory Efficiency Metrics

Line chart tracking inventory turns and weeks of supply by category

Questions to Consider:

Home DecorAccessoriesWellnessHobbyGiftscategory0.020.040.060.080.0100.0sum(inventory_turns)sum(inventory_turns)How Efficient is Our Inventory by Category?Accessories and Hobby categories lead with 8.5 and 7.8 turns respectively
  • Which categories show optimal inventory efficiency?

  • How do turns compare to industry benchmarks?

  • What factors drive differences in turn rates?

  • Which categories show concerning supply trends?

  • How do supply levels align with sales patterns?

  • What are the optimal weeks of supply by category?

Feb 2024Mar 2024Apr 2024quarter1011121314sum(weeks_of_supply) vs. categorysum(weeks_of_supply)categoryHow is Inventory Supply Trending?Weeks of supply ranges from 4 to 24 weeks across categories

Inventory Health Indicators

Bar chart showing aged inventory and stockout rates

Questions to Consider:

Home DecorAccessoriesWellnessHobbyGiftscategory0.0%100.0%200.0%300.0%sum(aged_inventory_percent)sum(aged_inventory_percent)Which Categories Have Inventory Aging Concerns?Home Decor shows highest aged inventory at 35% of total stock
  • Which categories require immediate aging mitigation?

  • How does aging correlate with margin performance?

  • What strategies can reduce aged inventory?

  • Which categories show inventory imbalances?

  • How do stockouts impact category performance?

  • What is the optimal balance between supply and availability?

5.0%5.5%6.0%6.5%7.0%sum(stockout_rate)1011121314sum(weeks_of_supply)Home DecorAccessoriesWellnessHobbyGiftsHow are Stock Positions Affecting Sales?Stockout rates vary from 1% to 15% across categories