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IND-RET-001
IND-RET-001
Retail and Distribution
Margin, inventory turns and store productivity determine returns in thin-margin retail and distribution businesses.
Typical business challenges
- Store-level losses hidden in consolidated numbers
- Inventory turns falling with assortment growth
- Rental cost escalation
- Shrinkage
Relevant financial indicators
- Sales per sq ft
- Inventory turns
- Store EBITDA margin
- Rent as % of sales
- Shrinkage %
Common operational bottlenecks
- Replenishment accuracy
- Dead stock in stores
- Staffing not matched to footfall
- Markdown discipline
Example improvement opportunities
- Store portfolio review
- Assortment and markdown optimisation
- Rent renegotiation
- Shrinkage control programme
Examples only. Whether they apply to your business depends on your data.
Applicable supporting schedules
In addition to the Balance Sheet, P&L and Cash Flow Statement| Template | Name | What it shows |
|---|---|---|
| SCH-WC-003 | Inventory by category | Year-end inventory by category. Total should agree to the Balance Sheet. |
| SCH-WC-004 | Inventory ageing | — |
| SCH-RET-001 | Store-wise P&L | — |
| SCH-RET-002 | Sales per square foot | — |
| SCH-RET-003 | Inventory shrinkage | — |
Request a retail and distribution assessment
We will confirm which schedules apply before you upload anything.
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