Inventory & Availability Guardian · Brief 01
Availability broke band · Northeast grocery
Shelf empty while the warehouse sits full
The one line you configure
Which regions and stores are running in-stock % below target today, and is it a real supply shortage or a store-level restocking miss? Read it across the shelf, the warehouse and how fast it's selling.
In a nutshell
This reads as a restocking miss, not a supply shortage. In-stock % on fast-moving grocery fell to 88% against a 96% target — worst in New York (88%) and Pennsylvania (90%) — while the warehouse held 4.2 weeks of supply and the store shelf ran down to 0.6, and a +2.3-day restocking delay moved in step. Sales velocity held through the drop, so the demand is there and the shelf isn't. About $1.4M in weekly sales is exposed, concentrated in Northeast-metro grocery and beverages.
At a glance
Store clusters by in-stock % vs target
What moved
In-stock % by state · worst two + best
Two Northeast states run shortest — #1 New York at 88%, #2 Pennsylvania at 90%; California holds best at 98%.
In-stock % · store cluster × category
It concentrates in Northeast-metro grocery and beverages — the fast movers; Home and Apparel are fine everywhere.
Connected signals — supply vs restocking
The warehouse stayed full while the shelf emptied and sales velocity held — the discriminators that say restocking miss, not supply.
So what
In-stock % on fast-moving grocery fell to 88% vs a 96% target across the Northeast, but the warehouse sat full at 4.2 weeks and sales velocity held — the demand is there, the shelf isn't. It concentrates in Northeast-metro grocery and beverages; a warehouse-to-store restocking delay (+2.3 days) is the cause. A routing fix worth ~$1.4M this week, caught on the day — sent to the restocking team, not procurement.
The points that matter
What
In-stock % on fast-moving grocery fell to 88% against a 96% target — read with weeks of supply and sales velocity, sliced by region × store × category × product × warehouse.
88%vs 96% targetWhy
The warehouse held 4.2 weeks of supply while the store shelf fell to 0.6 and sales velocity stayed strong — a restocking / routing miss, not a supply shortage.
4.2 vs 0.6warehouse vs shelf (wks)What else
A warehouse-to-store restocking delay of +2.3 days moved in step; and the opposite risk — Home goods in the West overstocked at 9.1 weeks — is building a markdown the other way.
+2.3drestocking delayWhere
Northeast-metro grocery and beverages — the fast movers; Home, Apparel and every other region hold target.
NE metrogrocery & beveragesQuestions it already answers
Is this a supply shortage or a restocking miss?
A restocking miss. The warehouse held 4.2 weeks of supply while the store shelf fell to 0.6 — routing, not procurement, is the fix.
What can the data not tell us here?
Not why the restocking lagged — that lives in the warehouse / logistics system. It pinpoints where (Northeast metro · grocery · fast movers) so the team can act.
Where else should we look?
Watch the warehouse-vs-shelf weeks-of-supply gap by region daily, and rebalance the West's Home-goods overstock before it forces a markdown.