Retail Matrix - Part II

Previously, I have talked about Retail Metrics and theRatio decreases, and your sales do not decrease, then
importance of Key Performance Indicators (KPI's) inyou will have increased profitability.
running your business. Let's take a closer look at howYou can use this formula to calculate and manage
analyzing your inventory performance on a regularyour stock accordingly, Averaged Units of Inventory
basis can keep your business on track.Available ÷ Units Sold. This will reduce your Stock to
A retailer has five decisions to make on any givenSales Ratio as low as possible, without losing sales.
item in stock:This brings us to, Sell Thru Percentage. This is the
1. Mark up?percentage of stock you had available for sale which
2. Mark down?was actually sold. Sell Thru Percentage is the exact
3. Buy more?inverse of Stock to Sales Ratio (see above).
4. Buy less?Sell Thru Percentage is especially important for
5. Don't do anything?seasonal merchandise, since the goal is to be out of
How does a retailer know what to do and when to dostock of seasonal merchandise by the end of the
it? Well, the answer to that million dollar question lies inseason. Therefore, you can look at your year-to-date
KPI's.sales of seasonal merchandise, and be sure that you
Let's take a look at what I consider to be the fivewere out of stock by the end of the season.
most important retail KPI's that should be easilyThe formula to calculate Sell Thru Percentage is,
generated from your software program.Average Units Sold ÷ Averaged Units of Inventory
The first thing I look at is Days of Supply. Days ofAvailable, which is the exact reverse of Stock to
Supply is a key statistic which tells you how long it willSales Ratio. Since this calculation primarily concerns
take you to sell out of your present stock, assumingseasonal merchandise, plan out the percentages to be
that sales continue at the same rate as recent pastsold out of by month, so that you can ensure being out
sales. For non-seasonal merchandise which sells at aof stock by season end. This will give you better
relatively steady rate, you could use a longer basiscontrol for accurate stock and sales management.
period, such as 30 or 60 days. For seasonalNow we look at everyone's favorite, Gross Margin
merchandise, the rate of sale changes rapidly, and youReturn on Investment, (GMROI). For every dollar
would want to use a shorter period.invested, how many dollars did I get back?
Days of Supply analyzes the last period of sales, andGMROI calculates the return based on the gross
based upon that rate, gives you the amount of daysmargin from sales. For example, if you purchase
of supply left on that style. It is based upon the$2,000 of inventory, and sold it all in the same year for
numbers of days of selling that you tell your system to$6,000, your profit would be $4,000. The return on your
examine.investment of $2,000 was $4,000. The GMROI in this
Using this information, you can reduce your days ofexample is $4,000/$2,000 = 2.
supply to match lead times, without losing sales.GMROI is closely related to Turn as mentioned above.
The next piece of information I look at is Turn. Turn isIf your Turn increases, your average inventory cost will
a measure of how many times your inventory isbe lower (relative to your profit), and thus the greater
replaced in the course of a year.the return on your investment. Your merchandising goal
Example: If you have an average inventory of 100is to increase the GMROI as high as you can, by
jackets in a year and you sell 100 jackets every 4keeping turn high, at high margins.
months, your inventory "turns over" or is totallyWhen trying to figure out GMROI, use this formula:
replaced, 3 times per year. Therefore, your turn is 3.(Sales Margin Dollars ÷ Months Passed) x 12
Turn is often increased by reducing selling price.Averaged Inventory Cost
However, this obviously reduces profit. A balanceAs an additional note, always remember to set
needs to be reached between the proper turn, and theobjectives for the merchandise you are buying. For
proper profit margin.example, when buying a new style of jeans, set a
Turn has a formula, Annual Sales ÷ Averagetarget for how many pairs should be sold by some
Inventory. By knowing this formula, you can betterreasonable time frame like, sell 12 pairs in the first
manage an optimal Turn and increasing your Turn asweek. This is important so when you run your KPI
much as possible, without having to take markdowns,report you will know if the item is performing according
thus increasing your profit.to your expectations. If not, then you can take quick
Moving on to the next one - Stock to Sales Ratio. Thisdecisive actions to sell off that item before you get
is the ratio of the inventory available for sale versusstuck with it and have to mark it down in an
the quantity actually sold. For every unit sold, howunprofitable fashion.
many units were on hand? Stock to Sales Ratio is theUsing these key pieces of information and reporting,
exact inverse of Sell Thru Percentage (see below).you will better manage your inventory, gross
When getting into inventory, Stock to Sales Ratio is aprofitability and have less mark downs in your store.
key statistic for measuring whether or not you areYour point of sale, properly set up and used will help
overstocked. If your Stock to Sales Ratio rises, andgive you all of this information so that you can optimally
there is not an accompanying rise in sales, then youmanage your store. So, here's to more profit and
are adding more stock without increasing sales, whichbetter store management!
will reduce your profitability. If your Stock to Sales