[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  RetailStock [@StockRetail](/creator/twitter/StockRetail) on x 18.6K followers Created: 2025-07-24 04:13:28 UTC Perhaps you're unaware of my background. Masters in Supply Chain and an MBA plus worked in Supply Chain Planning at Nike XX years, I'm teaching college classes on this subject matter this fall, and I consult the biggest companies you can think of on this stuff. You're literally talking to an expert in every sense of the word. At Nike, I led discussions at GM tables talking about hundreds of millions of dollars of inventory. So yes, I'm aware of marking down and moving excess inventory. I have some pretty wild stories on that as well. Rather than try to teach an entire class in one post, on Demand Planning, Inventory Management, and Integrated Business Planning...all of which apply here, I'll point you in some directions and perhaps hit this in a video. As for this post, I'm going to give you honest teasers (though your snark begs for snark in return, I'll steer clear), so if you want to learn, I will point some genuine directions here... 1- I have spoken on videos about breadth and depth. The depth part of that is what you want to consider here. 2- Think Econ 101...things like price elasticity and the marginal value of one more sale (eg - consider the opportunity cost of missed sales). 3- #2 is the eternal balancing act in planning. If you've followed me you have heard me say "if you have a plan, it's wrong." Companies ALWAYS have excess product in some skus, and not enough in others. It happens. So the trick is placing the right bets because the risk of excess inventory (and markdowns which you are highlighting) can still be outweighed by the benefit of realizing more sales. But it is indeed a balance. 4- When there's excess supply, cut hard and cut fast unless it holds value. In this case, in some cases, it may do just that (perhaps you've seen superman buckets selling at twice retail value on ebay). There is MUCH much more to say, but focusing on COGS is only one tiny piece of the picture. You need to look at gross margins (COGS is related), Landed margins (consider transportation, tariffs, etc), Gross to Net (discounts, promotions, marketing, and more), Full priced sales, off priced sales, inventory turns, inventory carrying costs, cost of capital, cash flows, foot traffic, brand awareness, and to be honest, I can keep going, but hopefully by now you get that, yes I know what I'm talking about here and... Bottom line... The popcorn buckets make a lot of money and you just need to delete your posts about it. cheers XXXXX engagements  **Related Topics** [$nke](/topic/$nke) [stocks consumer cyclical](/topic/stocks-consumer-cyclical) [Post Link](https://x.com/StockRetail/status/1948235058151932308)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
RetailStock @StockRetail on x 18.6K followers
Created: 2025-07-24 04:13:28 UTC
Perhaps you're unaware of my background. Masters in Supply Chain and an MBA plus worked in Supply Chain Planning at Nike XX years, I'm teaching college classes on this subject matter this fall, and I consult the biggest companies you can think of on this stuff. You're literally talking to an expert in every sense of the word.
At Nike, I led discussions at GM tables talking about hundreds of millions of dollars of inventory. So yes, I'm aware of marking down and moving excess inventory. I have some pretty wild stories on that as well.
Rather than try to teach an entire class in one post, on Demand Planning, Inventory Management, and Integrated Business Planning...all of which apply here, I'll point you in some directions and perhaps hit this in a video.
As for this post, I'm going to give you honest teasers (though your snark begs for snark in return, I'll steer clear), so if you want to learn, I will point some genuine directions here...
1- I have spoken on videos about breadth and depth. The depth part of that is what you want to consider here. 2- Think Econ 101...things like price elasticity and the marginal value of one more sale (eg - consider the opportunity cost of missed sales). 3- #2 is the eternal balancing act in planning. If you've followed me you have heard me say "if you have a plan, it's wrong." Companies ALWAYS have excess product in some skus, and not enough in others. It happens. So the trick is placing the right bets because the risk of excess inventory (and markdowns which you are highlighting) can still be outweighed by the benefit of realizing more sales. But it is indeed a balance. 4- When there's excess supply, cut hard and cut fast unless it holds value. In this case, in some cases, it may do just that (perhaps you've seen superman buckets selling at twice retail value on ebay).
There is MUCH much more to say, but focusing on COGS is only one tiny piece of the picture. You need to look at gross margins (COGS is related), Landed margins (consider transportation, tariffs, etc), Gross to Net (discounts, promotions, marketing, and more), Full priced sales, off priced sales, inventory turns, inventory carrying costs, cost of capital, cash flows, foot traffic, brand awareness, and to be honest, I can keep going, but hopefully by now you get that, yes I know what I'm talking about here and...
Bottom line... The popcorn buckets make a lot of money and you just need to delete your posts about it.
cheers
XXXXX engagements
Related Topics $nke stocks consumer cyclical