Availability broke band in New York, and the distribution centre is full
In-stock in New York fell to today, against a Georgia at and an Ohio at that are both inside their own levels. The grocery and beverage categories are the worst, at . The distribution centre is not short: cover there sits at , while cover on the shelf has fallen to .
So what? Empty shelves in fast-moving grocery do not wait for a restock. The shopper takes the substitute or shops elsewhere, and the rest of the basket goes with them. Meanwhile the stock that should have prevented it is sitting in the network, earning nothing and ageing toward a markdown.
88.2 vs 96.4%
eight points under its own level
86.4 vs 96.2%
where an hour costs a sale
0.6 vs 2.4 weeks
half a week of cover
4.2 vs 4.0 weeks
the stock is there
9.1 vs 4.0 weeks
Home and general merchandise, New York
176 vs 214 stores
thirty-eight stores adrift
In-Stock % by region, against each region's own level
One region out of band. The rest are inside theirs.
New York fell to while Georgia sits at and Ohio at . Two regions are inside their own levels and one is not, which is what makes this a routing question rather than a supply one.
Weeks of cover, the shelf against the distribution centre
Four weeks at one end of the chain and half a week at the other.
On the shelf
At the distribution centre
Cover at the distribution centre sits at , and cover on the shelf has fallen to . A shortage empties the centre first, and this one has not touched it.
In-Stock % by category · New York
The fast-moving categories are the worst of it.
The line on each bar is that row’s own expected level. The scale runs from 80 to 100, not from zero.
The four fast-moving grocery categories are at . The number of stores holding their own level has fallen to . At the other end, the overstocked categories carry of cover. The same allocation put too little in one place and too much in another.
86.4 vs 96.2%
the sales not being made
9.1 vs 4.0 weeks
Home and general merchandise, New York
0.6 vs 2.4 weeks
how long before it is empty
The stock exists, in the wrong place
Cover at the distribution centre is while cover on the shelf is .
Why it matters: A shortage takes weeks to fix and needs a supplier. A routing miss is fixed with the next truck.
It is worst where it costs most
In-stock on the four fast-moving grocery categories is , against a region already at .
Why it matters: Slow categories tolerate a gap. These are the ones a shopper substitutes within the hour.
The same miss overstocked somewhere else
The overstocked categories carry of cover, while are holding their own level.
Why it matters: It doubles the cost of one decision, and it says the network has the stock to close the gap without ordering anything.
Which stores in New York are furthest under their own level?
Orders the re-route by where the shelf is emptiest.
Which categories are carrying the overstock?
Names the stock that could move instead of being ordered.
How long has cover on the shelf been under a week?
Separates a bad day from a routing rule that is wrong.
Did the centre's cover hold through the whole period?
Confirms the shortage explanation is out for the full window.
Which other regions are trending toward their lower band?
Uses the same reading before the shelf empties.