Insights
Supply chain thinking,
openly shared.
Case studies, data analysis, and frameworks drawn from 15+ years of running supply chains at Amazon, Walmart, Target, AEO, and Spreetail. No theory — only what actually works at scale.
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FeaturedSupply Chain · Geopolitics
The Hormuz Shock: What a 21-Mile Chokepoint Means for Your Supply Chain
The data shows an 8-week lag between the Hormuz freight shock and your retail P&L. Here's the full chain — and what to do before the bill arrives.
The Strait of Hormuz closed on March 1, 2026 — and the supply chain consequences are just beginning to arrive. Here's what the data shows, what's coming, and what mid-market operators should do right now.
Kamal Grewal·March 26, 2026·Live now
Read the analysis →
S&OP · Planning
The S&OP redesign that took forecast accuracy from 60% to 92%
What was broken, how the process was redesigned, and what the business impact looked like 90 days later — including the cross-functional alignment piece most companies miss.
S&OPComing soon
Benchmarking · Data
Inventory turn benchmarks by sector — where does your business stand?
An analysis of inventory performance across 30 retailers and e-commerce companies from 2020–2024. How do your turns compare to best-in-class — and what's the gap costing you?
BenchmarkingComing soon
Inventory · Recovery
$1B in dead inventory — and how Target turned it into $40M in revenue
The strategy behind the first Target Deal Days event — how slow-moving inventory was curated, positioned, and converted into the highest-traffic moment of the event.
InventoryComing soon
Data Projects
Public dataset analysis.
Interactive analysis built on public supply chain datasets — freight indices, retail trade data, import flows — tied to what's happening in the market right now.
Tariffs · Trade Data
US Tariff Impact on Retail Inventory Levels
Using Census retail trade data and US import data to show how tariff waves have affected inventory turns and levels across categories. Interactive charts, filterable by sector.
→ Coming soon
Nearshoring · Freight
Nearshoring Impact on US Supply Chains — Hype vs. Reality
Mexico/Canada trade data + freight indices. Which categories are actually shifting suppliers, which aren't, and what it means for inventory strategy in 2025+.
→ Coming soon
Benchmarking · SEC Data
Inventory Turn Benchmarks — 30 Retailers, 5 Years
Built from public SEC filings for 30 retailers and e-commerce companies. See how inventory performance has shifted 2020–2024 and where your sector sits relative to best-in-class.
→ Coming soon
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