PERSPECTIVES

From The Co-Founders

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Tips, Tactics & Strategic Insights and Commentary
from The ROI Co-Founders, Pat Johnson and Dick Outcalt
Outcalt & Johnson: Retail Strategists LLC; Retail Turnaround Experts

Now, Set Your #1 Holiday Goal

"Retailers are sitting on a pile of goods. Now the question is, will the U.S. holiday shopper bite?" reported Jennifer Williams in the Wall Street Journal

  • "The risk heading into the crucial holiday shopping season is that inflation-wary shoppers won't spend as much or will buy fewer items because prices are higher," she noted.

Similarly, Michael Brandt of Inovium expects "weakening growth in discretionary retail (electronics, fashion, home furnishings.)"

  • "Consumers may pull back on big-ticket items, delay refresh cycles, or trade down in brands."

Of course, for many retailers, October always brings anxiety about inventory levels for the upcoming holiday season. 

Will we have enough? Will it be the “right” merchandise?

Much of their attention is on meeting sales goals, and often, preserving margin. (And too often, not losing sales...)

But this year, given all of the professional concerns about the economy, the #1 priority for retailers should be the level of the ending inventory on December 31. 

Here’s why: 

  1. The lower the ending inventory, the lower the debt and/or the higher the cash, dollar for dollar.

  2. The November-December selling season is an excellent opportunity to clean out your inventory of slow or non-selling merchandise. Shoppers want deals; give them what they want.

  3. A clean, low inventory at the end of the year is the best preparation there is for a strong first quarter of the new year. 

Mid-October is the perfect time to start that heightened focus on your inventory.



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