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?
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 readingWhat is the payback period on Hershey’s $250 million supply chain technology investment?
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?
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?
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?
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?
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. […]
Continue readingWhat does a financial statement analysis reveal about TJX Companies’ record fiscal 2026?
The TJX Companies, Inc. (NYSE: TJX) is the leading off-price apparel and home fashions retailer in the United States and around the world. It operates more than 5,200 stores across nine countries under banners such as T.J. Maxx, Marshalls, HomeGoods, Homesense, Sierra, Winners, and TK Maxx. TJX’s fiscal reporting periods consist of 52 or 53 […]
Continue readingWhat costs of quality is Electrolux incurring with its Frigidaire gas range recall?
On March 19, 2026, Electrolux Group recalled about 174,800 Frigidaire gas ranges sold in the United States (plus another 5,300 sold in Canada) because the oven’s bake burner can experience delayed ignition. When ignition is delayed, gas accumulates inside the oven and then produces a sudden flash of flame when it finally lights. The Consumer […]
Continue readingHow should Starbucks decide which of its stores to close?
Starbucks Corporation (NASDAQ: SBUX) announced in late 2025 that it would be closing approximately 400 underperforming U.S. coffeehouse locations as part of a broader “Back to Starbucks” restructuring plan led by CEO Brian Niccol. The $1 billion initiative also eliminated around 900 corporate positions. By early 2026, Starbucks had already closed dozens of stores across […]
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August 3, 2026 