Johnson & Johnson (NYSE: JNJ) announced on April 14, 2026 that its Board of Directors had approved a 3.1% increase in its quarterly cash dividend, raising the per-share amount from $1.30 to $1.34. With this increase, Johnson & Johnson extended its streak of consecutive annual dividend increases to 64 years, a milestone that places it […]
Continue readingHow could sales mix analysis help General Mills optimize its product portfolio?
August 3, 2026 
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Consumer goods companies have spent the past few years trimming their product catalogs. The logic is easy to follow. Fewer SKUs means simpler production runs, cleaner shelves, fewer forecasts to miss, and less working capital tied up in slow movers. Research from Bain & Company complicates that picture in a way worth sitting with. Bain’s […]
Continue readingHow does Sportsman’s Warehouse decide which fishing SKUs to drop?
July 27, 2026 0 Comments
Sportsman’s Warehouse (NASDAQ: SPWH) is making some hard decisions about which products belong on its shelves. On the company’s March 2026 earnings call, President and CEO Paul Stone told analysts that the outdoor gear chain had cut about 40% of the SKUs in its fishing category and removed roughly 30% of its vendors in that […]
Continue readingWhy does Sportsman’s Warehouse “take the markdowns” before the season ends?
July 20, 2026 0 Comments
Sportsman’s Warehouse (NASDAQ: SPWH) is reshaping its inventory management strategy by changing the timing of its seasonal markdowns. On the company’s March 2026 earnings call, CFO Jennifer Fall Jung told analysts that the retailer plans to mark down seasonal merchandise while customer demand is still strong, rather than waiting until the season is nearly over. […]
Continue readingHow should Hershey account for its $250 million supply chain technology investment?
July 13, 2026 0 Comments
The Hershey Company (NYSE: HSY), a well-known confectionery and salty snack maker, is spending significant amounts on technology across its supply chain. At Hershey’s 2026 Investor Day held in late March 2026, Hershey’s chief supply chain officer, Jason Reiman, highlighted a $250 million supply chain and manufacturing initiative originally launched in 2024 that focused on […]
Continue readingWhat is the payback period on Hershey’s $250 million supply chain technology investment?
July 6, 2026 0 Comments
The Hershey Company (NYSE: HSY), a well-known confectionery and salty snack maker, used its 2026 Investor Day in late March 2026 to preview the benefits it expects from ongoing supply chain technology investments. Hershey’s chief supply chain officer, Jason Reiman, told investors that the company expects to increase productivity by $50 million and reduce inventory […]
Continue readingHow Does Pandora’s New Warehouse Management System Support Lean Operations?
June 29, 2026 0 Comments
Pandora A/S (Nasdaq Copenhagen: PNDORA), the Denmark-based jewelry company, is in the middle of a multiyear supply chain overhaul. A central piece of that effort is a new warehouse management system (WMS) from Hardis Supply Chain, which is being rolled out in phases across distribution centers in Thailand, Germany, and the United States. The U.S. […]
Continue readingHow Might Pandora’s Warehouse Management System Upgrade Affect Its Inventory Turnover and Days’ Inventory Outstanding?
June 22, 2026 0 Comments
Pandora A/S (Nasdaq Copenhagen: PNDORA), the Denmark-based company that bills itself as the world’s largest jewelry brand, is rolling out a new warehouse management system (WMS) across its distribution network. The upgraded system, built by Hardis Supply Chain, is being deployed in phases at Pandora’s distribution centers in Thailand, Germany, and the United States. The […]
Continue readingHow does Target’s declining sales trend show up in a horizontal analysis of its income statement?
June 15, 2026 0 Comments
Target Corporation (NYSE: TGT) recently reported another year of declining sales and profits. For fiscal 2025 (the 52 weeks ended January 31, 2026), full-year net sales fell about 1.7 percent to $104.8 billion from $106.6 billion in the prior year, and net earnings dropped from $4.1 billion to $3.7 billion. The company noted that this […]
Continue readingHow does Boeing’s acquisition of Spirit AeroSystems illustrate a make-or-buy decision?
June 8, 2026 0 Comments
On December 8, 2025, The Boeing Company (NYSE: BA) completed its $4.7 billion acquisition of Spirit AeroSystems (NYSE: SPR), reversing a 20-year outsourcing decision that began when Boeing spun off its Wichita, Kansas division in 2005. Including Spirit’s debt that Boeing assumed in the transaction, the total value of the deal was approximately $8.3 billion. […]
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