Dickies @ Walmart Dashboard

Wholesale Performance • Strategic Analysis • Action Planning
✅ LIVE DATA LOADED: 2025-12-30 | WM WK 47 (YTD)
Data Sources: --/-- 🪜 ⏳ 📧 ⏳ 📊 ⏳ 📦 ⏳ 🏪 ⏳ 📈 ⏳ Updated: --

🎯 Strategic Overview: The $29M - $40M Wholesale Opportunity

🚨 The Wholesale Opportunity: $29M - $40M in Incremental Shipments (83-114% of Gap)

Bottom Line: Dickies' wholesale shipments to Walmart are down ~$35M from 2019 peak ($114M/year) to ~$79M projected FY26, and declining. The problem? Velocity issues are reducing reorder frequency. The solution: Three strategic priorities — Modular Optimization, Young Men's Expansion, and Seasonal Assortment & Promotions = $29M - $40M in incremental wholesale shipments to Dickies annually.

$14.2M
Modular Optimization
Velocity ($24.8M) + Size Curve ($9.5M)
$9.3M - $18.7M
Young Men's Expansion
500-1,000 stores, new customer
$5.5M - $7.5M
Seasonal & Promotions
Shacket + Black Friday Pallet

= 83-115% of $35M gap recovered with strategic initiatives

⚡ 3 Critical Priorities (Ranked by Wholesale Opportunity)

PRIORITY #1

Modular Optimization

Fix the core business: accelerate velocity through promotional support and optimize size curves to improve GMROII. This unlocks wholesale reorders.

Velocity Recovery
$24.8M
Promo support → faster turns → reorders
Size Curve Optimization
$9.5M
Exit fringe sizes (29,31,42-50)
Total Opportunity
$14.2M
Timeline: Immediate + 6-12 months

Current State: WOS at 21.6 weeks vs 15 target (44% over) • GMROII at 1.7 vs 2.0 target • Sales declining while inventory growing = velocity problem

→ See Tabs: SKU Performance • GMROII & Margin • Action Plan

PRIORITY #2

Young Men's Expansion

Capture NEW customers (18-35, fashion-forward) with dedicated 12ft fixture. This is incremental volume — not cannibalization of existing workwear customer.

Wholesale Opportunity
$9.3M - $18.7M
500-1,000 stores
Retail Opportunity
$19.5M - $38.9M
Annual retail potential
Timeline
Fall 2026
Requires new fixtures

Strategy: Target T1/T2 Urban stores • Partner with Dickies mainline for lifestyle positioning • Leverage Shacket success as proof of fashion demand

→ See Tab: Young Men's Expansion (scenarios, real estate, pitch)

PRIORITY #3

Seasonal Assortment & Promotions

Expand proven seasonal winners and capture market share through strategic promotional events. Beat Wrangler on value, not just price.

🧥 Shacket F26 Expansion
$2.0M
54% ST proves demand → 2,500+ doors
🛒 Black Friday Pallet
$3.5-5.5M
2 items, 2,000+ doors, Nov 2026
Total Opportunity
$5.5-7.5M
Timeline: Fall 2026

Black Friday Program: $10 LS Heavyweight Tee + $15 Sherpa-Lined Hoodie • Beats Wrangler on value (full sherpa vs hood-only) • Conservative unit depth with 5-day sell-through target

→ See Tab: Seasonal Insights & Actions

📊 TOTAL STRATEGIC OPPORTUNITY
$29.1M - $40.3M
Modular ($14.2M) + Young Men's ($9.4M - $18.6M) + Seasonal ($5.5-7.5M)
= 83-115% of the $35M wholesale gap from peak

📊 Current Performance Snapshot

📅 ANALYZING: YTD Performance – Total Walmart POS

📦 Wholesale Shipments YTD
$0
0.0% vs LY
📊 GMROI Performance
0.0
Target: 2.0
📊 Retail POS YTD
$0
0.0% vs LY
📦 On-Hand Retail
$0
0.0 WOS • ST: 0.0%
📦 On-Hand Units
0
Current inventory
📈 Units Δ vs LY (YTD)
0.0%
(0 units YTD)

🏪 Store Tier Performance

Insight: T1 stores outperform chain average by 82% while T4 stores underperform by 26%

🏆 Tier 1 (High Volume)
--
-- stores
📊 Tier 2 (Core)
--
-- stores
📈 Tier 3 (Standard)
--
-- stores
⚠️ Tier 4 (Opportunity)
--
-- stores • $-- gap/store
📊
Dashboard Status
Week 47 Data
Last Updated
Just now
Data Sources
5/5

📅 Weekly Sales Insights

Week 47 Business Recap

📊 TOTAL BUSINESS
$2,489,947
+7.0% vs LY
OH: $41,618,169 (-1.6% vs LY) | ST: 5.6%
📦 MODULAR
$2,064,854
-2.1% vs LY
ST: 4.8%
🧥 SEASONAL
$425,093
+70.5% vs LY
ST: 17.3%
📦 IN-STOCK
95.5%
Target: 95%
Below Target: 2 | Critical: 2
💰 GMROI HEALTH
1.61
Target: 2.0
Net: 41.3% | Turns: 2.2 | Gap: -0.39

📊 Austin's Week 47 Analysis

🎯 The Big Picture

Overall Sales +13.6% to LY on -2.4% OH - WHAT A WEEK!

📦 Modular Deep-Dive

Modular: +6.2% to LY on -4.5% OH, posting a 6.0% ST

  • The 11874 Work Pant continues its streak - Black was top seller generating $254k in sales at 6.2% ST
  • Duck Pant EU1939 posted +17% to LY - all 4 colors in Top 5 volume drivers
  • Hi-Vis Vest generated $215k at 20.4% ST - opportunity for stronger in-stock position
  • Headwear -33% to LY at 16.6% ST, OH -67% to LY - in-stock opportunity

🧥 Seasonal Spotlight

Seasonal: +78.5% to LY on +29.1% OH, posting a 11.9% ST

  • Fall Seasonal is now 81% Shipped, 36% sold through STD
  • Outerwear posting +113% to LY on +48% OH - YTD +23% to LY
  • Shacket posted 13.3% ST LW, 39.6% STD - Black generated $170k at 16.8% ST
  • Per-store performance: Shacket $301/store LW, $1,292/store STD (key WM metric)
  • Mechanic/Ike Jacket 65% shipped, posted 11.1% ST LW, 28% STD - $139/store LW
  • Graphic Tees posting 2.9% ST LW, 20.6% STD - flowing through replenishment

📦 In-Stock & Receipt Performance

📊 In-Stock Performance

Target: 94%+
Modular
--
Seasonal
--
⚠️ Below Target

    📦 Receipt Performance

    Target: 95%+
    Planned -- units
    Ordered -- units
    Filled -- units
    Fill Rate
    --
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    ⚡ Action Items for Next Week

    1. Throttle Modular Reorders: Reduce next PO by 15-20% to let inventory breathe (WOS too high)
    2. Monitor Seasonal Velocity: Hit 10% ST by Week 47 or flag for markdown consideration
    3. Double Down on Hi-Vis Vest: 20.4% ST (2x modular average) - increase allocation to capture demand
    4. Fix Headwear In-Stock: Sales down 33% but OH down 67% - clear stockout issue

    🏆 Top 10 Performers - Week 47

    Rank Style/Color Description Sales ST% OH $ $/Store % vs LY
    1 11874BK Flex 874 Pant $289,530 7.1% $3,798,031 $76 1
    2 EU1939RBD Flex Duck Pant $261,698 5.7% $4,315,365 $69 2
    3 EU1939RBK Flex Duck Pant $240,690 5.4% $4,213,278 $63 4
    4 EU1939RMS Flex Duck Pant $233,839 5.1% $4,365,706 $61 3
    5 EU1939RSL Flex Duck Pant $220,952 5.1% $4,117,112 $58 6
    6 GVE230VY9 Hi Vis Vest $215,556 20.4% $838,647 $55 7
    7 11874DN Flex 874 Pant $172,831 4.8% $3,445,355 $45 5
    8 A87YYBLK Shacket $170,160 16.8% $845,409 $38 14
    9 EB713RNB Denim Bib $161,561 36.5% $281,263 $329 10
    10 11874DS Flex 874 Pant $144,269 4.5% $3,085,273 $38 8

    ⚠️ Bottom 10 Watch List - Week 47

    Sales Share vs Inventory Share gap — Negative gap = SKU holds more inventory than sales justify. Exit/markdown candidates.

    Rank Style/Color Description Sales OH $ Sales % OH % Gap % to LY WOS
    1 11874CH 711 - FLEX 874 WORK PANT - 11874CH $93,680 $3,121,193 4.29% 7.17% -2.88% -15.0% 33.0
    2 11874DS 711 - FLEX 874 WORK PANT - 11874DS $95,684 $3,117,703 4.38% 7.16% -2.78% -16.9% 32.4
    3 EU1939RMS 679 - DUCK PANT - EU1939RMS $188,564 $4,492,704 8.63% 10.31% -1.68% -7.0% 23.7
    4 GP738BK 675 - DBL KNEE PANT - GP738BK $79,386 $2,310,846 3.64% 5.31% -1.67% -23.5% 28.5
    5 GVS360VY9 609 - HIGH VIS - GVS360VY9 $10,715 $939,150 0.49% 2.16% -1.67% -8.4% 84.8
    6 11874DN 711 - FLEX 874 WORK PANT - 11874DN $147,622 $3,459,948 6.76% 7.94% -1.18% -22.1% 23.1
    7 EU1939RSL 679 - DUCK PANT - EU1939RSL $187,640 $4,243,104 8.59% 9.74% -1.15% -6.4% 22.3
    8 GVL360VY9 609 - HIGH VIS - GVL360VY9 $31,706 $981,149 1.45% 2.25% -0.80% -9.4% 30.5
    9 EU1939RBK 679 - DUCK PANT - EU1939RBK $205,628 $4,408,142 9.42% 10.12% -0.70% +3.9% 21.0
    10 GP8111VG 605 - SLIM FIT PANT - GP8111VG $3,906 $266,032 0.18% 0.61% -0.43% -16.1% 64.5
    BOTTOM 10 TOTAL $1,044,530 $27,339,971 47.8% 62.8% -14.9% -

    🚀 Growth Roadmap: Path to Peak

    📈 The Journey: ~$79M$114M Peak (2019)

    Total Opportunity: Gap to Close: ~$35M wholesale to reach 2019 peak

    Strategy: Three-tiered approach balancing quick wins, strategic expansion, and competitive recovery

    🎯 3-Tier Growth Framework

    PHASE 1: FOUNDATION (Months 1-6)

    Focus: Proven, data-backed opportunities with immediate impact

    Style Velocity
    $21.1M
    12 months • Low Risk ⬜
    Young Men's Expansion
    $14.0M
    6-12 months • Medium Risk ⬜⬜

    VERIFIED INITIATIVES: $25.2M

    All opportunities validated with current data • Focus on 181 A+B prime items (90% of sales), rationalize 445 C-tier sizes, optimize inventory velocity

    PHASE 2: ACCELERATION (Months 6-18)

    Focus: Near-term expansion opportunities with quick validation cycles

    Tier 2 Expansion
    $5-8M
    3-6 months • Low Risk ⬜
    Seasonal Optimization
    $10-15M
    Immediate • Low Risk ⬜
    Geographic Penetration
    $4-6M
    6-12 months • Medium Risk ⬜⬜
    🏪 T4 Door Opportunity
    $3.1M
    1,838 stores • $1,682 gap/store

    PHASE 2 TOTAL: $29-44M

    Expand assortment in Tier 2 stores • Increase seasonal depth • Optimize CA/FL/TX • Add top styles to missing Tier 1-2 stores

    PHASE 3: RECOVERY (Months 18-36)

    Focus: Strategic competitive recapture and digital recovery

    Digital Recovery
    $5-10M
    Tricolor back online
    Reclaim from Wrangler
    $8-12M
    Duck Pant, seasonal items
    Differentiate from Brahma
    $7-10M
    Brand equity + innovation

    PHASE 3 TOTAL: $20-32M

    Higher Risk ⬜⬜⬜ • Requires partnership changes • Competitive response uncertain • New O5 leadership demonstrates "different Dickies"

    📊 Cumulative Growth Path

    Current Baseline
    $75.3M
    FY2026 forecast
    After Phase 1 (Month 6)
    $92.7M
    +$25.2M (+32%)
    After Phase 2 (Month 18)
    $109-124M
    +$62.5-77.5M (+296-165%)
    Peak (Month 24-36)
    $119-139M
    +$72.5-92.5M (+155-197%)

    ⚡ Implementation Timeline

    Phase Timeline Key Milestones Incremental Wholesale
    Phase 1: Foundation Months 1-6 • Size reduction rollout (4 phases)
    • Exit FL4192 + FL605 styles
    • Young Men's 750-store launch
    +$14.0M
    Phase 2: Acceleration Months 6-18 • Tier 2 assortment expansion (275-450 stores)
    • Seasonal depth optimization (Fall/Winter/Spring)
    • CA/FL/TX geographic pilots
    • Top styles to all Tier 1-2 stores
    +$29-44M
    Phase 3: Recovery Months 18-36 • Tricolor back on Walmart.com
    • Duck Pant competitive strategy
    • Demonstrate GMROII superiority vs Brahma
    • Full innovation rollout
    +$20-32M
    TOTAL OPPORTUNITY (24-36 Months) +$82.5-109.5M

    🎯 Risk Management Strategy

    LOW RISK (Do First)

    ✅ Seasonal Optimization

    ✅ Tier 2 Expansion

    ✅ Distribution Expansion

    ✅ Size Optimization

    Pilot fast, scale based on results
    MEDIUM RISK (Structured Pilots)

    ⚠️ Young Men's Expansion

    ⚠️ Geographic Penetration

    ⚠️ Style Velocity

    50-100 store pilots, 3-6 month tests
    HIGHER RISK (Strategic Transformation)

    ⚠️⚠️⚠️ Recover Lost Business

    Requires partnership changes, new O5 leadership demonstrates "different Dickies"

    Phased approach, track competitive response

    💡 Success Factors

    • Balance: Mix of quick wins (build credibility) with strategic bets (long-term value)
    • Data-Driven: Pilot, measure, scale based on results - not assumptions
    • Partnership: Make Walmart's job easier (Category Advisor, co-marketing, velocity proof points)
    • Differentiation: Prove Dickies delivers what private label cannot (brand equity, innovation, omnichannel demand)
    • Flexibility: New O5 leadership demonstrates partnership mindset vs. previous inflexibility

    📋 SKU Performance & Strategy

    🚨 The Assortment Bloat Crisis

    Loading...

    A-Items (Heroes)
    --
    --% of sales
    B-Items (Support)
    --
    --% of sales
    C-Items (Review)
    --
    --% of sales

    📊 Performance Detail

    Showing inventory concentration vs sales performance. Retail values shown (divide by ~1.75 for wholesale).

    SKU Description Tier Sales LW Inv $ ST% WOS Action
    Loading SKU data...

    📏 Size Optimization: The $7.8M Opportunity

    🎯 The Size Problem

    68 SKUs (21% of assortment) drive only 12% of sales:

    • XXL+ sizes (44+): 36 SKUs = 6.5% sales → $3,624/SKU (59% below M)
    • XS-S sizes (<32): 32 SKUs = 5.5% sales → $3,472/SKU (60% below M)

    The Solution: Store-tier optimization - reduce XXL+/XS-S in rural Tier 3-4 stores, maintain full range in urban Tier 1-2.

    SKUs to Reduce
    26
    15 XXL+, 11 XS-S
    Sales Risk
    -$3.5M
    From reduced sizes
    Sales Gain
    +$11.3M
    Add 26 M-L SKUs
    Net Impact
    +$7.8M
    224% ROI!

    🗺️ Geographic Rollout Strategy (4 Phases by Risk Level)

    PHASE 1: Test Markets (Lowest Risk)

    311 stores • 88-92% Tier 3-4

    • Missouri: 107 stores (88.4% Tier 3-4) 🏆
    • Alabama: 90 stores (92.2% Tier 3-4)
    • Oklahoma: 114 stores (90.9% Tier 3-4)

    Why: Highest Tier 3-4 concentration = lowest risk. Start here!

    PHASE 2: Scale (High Opportunity)

    451 stores • 80-85% Tier 3-4

    • Ohio: 120 stores (83.9% Tier 3-4)
    • North Carolina: 120 stores
    • Indiana: 86 stores (84.3% Tier 3-4)
    • Michigan: 82 stores (88.2% Tier 3-4)

    Why: Midwest core, proven demand patterns

    PHASE 3: Expand (Standard)

    500+ stores • 70-80% Tier 3-4

    • Texas rural: ~300 stores (75%+ Tier 3-4)
    • Georgia: 154 stores
    • Rest of Southeast & Midwest

    The Big 3: TX + GA + NC = 460 Tier 3-4 stores (17% of total opportunity!)

    PHASE 4: Protect (Premium Markets)

    Limited reduction • <60% Tier 3-4

    • California: 76.4% Tier 1-2 = FULL SIZE RANGE 🏆
    • Florida: 52.3% Tier 1-2 = LIMITED reduction
    • Southwest urban: Maintain diversity

    Why: Premium urban markets, diverse demographics

    🌟 TOP GEOGRAPHIC INSIGHTS

    • The California Anomaly: 76.4% of CA stores are Tier 1-2 (vs 30% chain average). PROTECT full size range - it's a premium market.
    • Midwest = Your Biggest Opportunity: 5 states (MO, OH, IN, MI, IL) = 505 Tier 3-4 stores where you can aggressively reduce XXL+/XS-S.
    • Climate Patterns = Risk Stratification: 652 rural stores in extreme climates (South Warm + Very Cold) = safest reduction candidates.
    • Start Testing in Missouri First: 88% Tier 3-4, minimal risk, 107 stores = perfect test market!

    💰 Financial Impact by Phase

    📦 Assortment Optimization Strategy

    Data-Driven Focus: Pareto Analysis Results

    Analysis Level: 626 Prime Items (SKU + Size combinations) across 325 SKUs in 41 Finelines

    A+B Tier Winners: 181 prime items driving 90% of sales - PROTECT and GROW

    C-Tier Review: 445 prime items (71% of assortment) driving only 10% of sales - RATIONALIZE

    ✅ Protect & Grow (A+B Tier)

    181 Prime Items across core finelines

    A-Tier (Core Performers) 105 items 69.7% of sales
    B-Tier (Growth Potential) 76 items 20.3% of sales
    TOTAL WINNERS 181 items 90.0%

    Strategy: Maintain in-stock, optimize replenishment, prioritize inventory investment on these winners.

    ⚠️ Rationalize (C-Tier)

    445 Prime Items - review for optimization

    Fringe Sizes (XXL+, XS-S) ~200 items Reduce depth
    Low-Velocity Colors ~150 items Consolidate
    Exit Candidates ~95 items Phase out
    TOTAL C-TIER 445 items 10.0%

    Strategy: Reduce orders, let inventory deplete naturally, reallocate capital to winners.

    📊 Optimization Impact

    Prime Items Analyzed
    626
    Across 325 SKUs
    A+B Winners
    181
    90% of $99.8M sales
    Inventory Efficiency
    Target 4 WOS
    Currently 8-12 WOS avg
    Wholesale Opportunity
    $13.2M
    From velocity improvement

    🎯 Style-Level Exit Strategy

    🚨 Exit Candidates: FL4192 + FL605

    Two finelines are underperforming and should be considered for exit:

    FL4192 Exit
    14 SKUs
    $57K markdown investment
    FL605 Exit
    9 SKUs
    $38K markdown investment
    Total Markdown Investment
    $57-95K
    One-time cost to exit
    Inventory Freed
    $382K
    Capital redeployed to winners

    💡 Exit Strategy Options

    Option 1 (Conservative): Exit FL4192 only → $57K markdown, $215K inventory freed

    Option 2 (Recommended): Exit both FL4192 + FL605 → $95K markdown, $382K inventory freed

    ROI: $382K freed capital can be redeployed to A-items with 4-5x faster turns, generating $1.5M+ in incremental wholesale shipments annually.

    Phase States Stores Tier 3-4 % Wholesale Impact
    Phase 1 MO, AL, OK 311 88-92% +$1.2M
    Phase 2 OH, NC, IN, MI 451 80-85% +$2.8M
    Phase 3 TX, GA, Southeast 500+ 70-80% +$3.0M
    Phase 4 CA, FL, Urban Limited <60% +$0.8M
    TOTAL SIZE OPTIMIZATION +$7.8M

    👥 Young Men's Expansion Opportunity

    🎯 The Opportunity: $14.0M in New Wholesale Shipments

    Launch lifestyle/skate category in 750 stores (recommended scenario). This is incremental shelf space = incremental shipments, not cannibalization of existing workwear business.

    💰 Financial Scenarios

    Conservative
    500
    Stores

    Retail Sales: $19.5M

    Wholesale: +$9.3M

    Aggressive
    1000
    Stores

    Retail Sales: $38.9M

    Wholesale: +$18.7M

    🏪 Real Estate Strategy

    Where to Place Young Men's in Store

    Option 1: License Space (RECOMMENDED)

    • 12-ft dedicated wall in Young Men's department
    • Premium visibility, high traffic
    • Requires negotiation with Walmart

    Option 2: Denim Area

    • Adjacent to existing denim assortment
    • Leverages denim credibility
    • May have space constraints

    Option 3: Workwear Front

    • Front of existing Dickies workwear section
    • Easiest to execute
    • May not reach new customers

    💬 Walmart Pitch Talking Points

    1. Incremental Revenue: This is NEW shelf space, not replacing existing workwear. Pure incremental wholesale shipments.

    2. Brand Credibility: Dickies has proven appeal with 18-35 demographic through skate/lifestyle positioning.

    3. Higher Velocity: Young Men's lifestyle products turn faster than traditional workwear.

    4. Test & Learn: Start with 750 stores, expand based on performance.

    ⚡ FY27 Action Plan: Wholesale Growth Initiatives

    F27 Modular Optimization Analysis - COMPLETE

    Analysis delivered Dec 2025: 23 planogram configurations analyzed, exit inventory identified, size optimization recommendations ready for Fall 2026 planning.

    View Full Analysis →
    Exit Positions
    414
    Styles + Fringe Sizes
    Expand Positions
    232
    2nd Facings for Heroes
    Newness Positions
    182
    New Items (Hi-Vis, etc)
    Net Annual Impact
    +$13.5M
    Incremental Wholesale

    🎯 Initiative 1: Full Style Exits

    Exit entire styles from all store modulars → Free positions for newness

    $3.2M
    WM + O5 Liability
    Style Description WM WOS WM OH Retail O5 OH + WIP Status
    FL605 Dickies Slim Fit Pant 37.5 $507,670 $616,816 EXIT ALL
    FL611 Dickies LS Work Shirt 30.3 $632,982 $1,428,457 EXIT ALL
    TOTAL STYLE EXITS $1,140,652 $2,045,273
    💡 Strategy: These styles have 30+ weeks WOS and declining velocity. Exit from ALL modulars, clear O5 pipeline, and reallocate positions to hero SKUs and newness.

    📏 Initiative 2A: Fringe Size Exits

    Exit extended sizes (29-30, 42+) from store modulars → Move to online-only

    $9.2M
    WM OH Retail to Clear
    Style Description Exit Sizes WM WOS WM OH Retail O5 OH + WIP
    FL711 Dickies Flex 874 Work Pant 30, 42-50 -- $3,726,365 $6,094,855
    FL679 Dickies Duck Pant 42, 44 -- $4,345,369 $4,025,744
    FL675 Dickies Dbl Knee Pant 42, 44 -- $628,575 $823,139
    FL674 Dickies Cargo Pant 42, 44 27.9 $538,669 $862,405
    TOTAL SIZE EXITS $9,238,978 $11,806,143

    Global Fringe Sizes to Exit:

    29 30 42 44 46 48 50
    💡 Strategy: Fringe sizes drag down overall velocity and GMROII. Exit from store modulars → available online-only. Freed positions go to core size depth or newness.

    📈 Initiative 2B: Core Size Expansions (2nd Facings)

    Add 2nd facings for highest-velocity core sizes → Capture lost sales from stockouts

    +$2.75M
    Incremental Annual
    Total Expand Positions
    232
    CORE Positions
    40
    RURAL Positions
    33
    URBAN Positions
    30
    SKU Size Trait Config Velocity Stores Action
    11874BK 36X30 CORE 24FT CORE 9.4 140 2nd FACING
    GVL360VY9 M RURAL 20FT RURAL 9.1 99 2nd FACING
    11874BK 34X30 RURAL 16FT RURAL 8.9 177 2nd FACING
    A85XP0BD ONE SZ RURAL 16FT RURAL 8.7 161 2nd FACING
    A85XP0BD ONE SZ CORE 20FT CORE 8.4 412 2nd FACING
    Showing top 5 of 232 expansion items • View all in Mod Config →
    💡 Strategy: High-velocity SKUs with 8+ units/wk deserve 2nd facings to reduce stockouts and capture incremental sales. 25% lift assumption = $2.75M annual.

    📅 Exit Timeline (FY26-FY27)

    Projected inventory runoff dates based on current velocity

    $10.4M
    Total WM OH to Clear
    Total Exits
    6 Styles
    Style Exits
    2
    Size Exits
    4
    Avg WOS to Clear
    75 weeks

    🆕 Initiative 3: Assortment Expansions & New Items

    📦 Modular Newness

    Positions
    172
    Projected Annual
    $10.7M
    Hi-Vis Hooded LS Top (Yellow) $3.1M
    Orange Hi-Vis LS Tee $2.9M
    Orange Hi-Vis SS Tee $2.1M
    874 Performance Twill $1.9M
    Loose Fit Duck Double Knee $0.8M

    🎄 Seasonal & Promotional

    Programs
    3
    Projected Annual
    TBD
    🦃 Fall/Holiday 2026
    Shackets, Flannel Hoodies, Cold Weather
    🏈 Black Friday Pallet Program
    $19.97 promotional pant bundles
    🔨 Spring Work Season 2027
    Construction season push, contractor kits

    👕 Lifestyle / Young Men's

    Department
    12ft Wall
    Projected Annual
    $9.4M - $18.6M
    Expansion into Young Men's department with lifestyle-focused workwear. Target: fashion-forward construction/trades workers and streetwear crossover audience.

    View Young Men's Strategy →

    🤝 Co-Branded Opportunities

    Partners
    2+
    Projected Annual
    TBD
    🍺 Budweiser x Dickies - Q1 2026 launch
    Additional Partners - In discussion

    💰 Total FY27 Wholesale Impact Summary

    Style Exits
    Clear $3.2M
    WM + O5 Liability
    Size Exits
    Clear $21.0M
    WM + O5 Liability
    Size Expansions
    +$2.75M
    Annual Lift
    Modular Newness
    +$10.7M
    Annual
    NET IMPACT
    +$13.5M
    Incremental Annual

    🌸🍂 Seasonal Insights & Actions: Hit 85% Sell-Through

    🎯 Target Sell-Through
    85%
    Before markdown
    ✅ Spring 2025 Result
    97-98%
    SUCCESS - Minimal markdowns
    ⏳ Fall 2025 Status
    36% STD
    On track for 85% target
    📦 Fall Shipping
    81%
    Need 19% ASAP

    🌸 Spring 2025 Seasonal (Shorts) - Final Results

    Total Sales
    774,723
    units (-16.0% vs LY)
    Total Receipts
    1,001,267
    units (-22.9% vs LY)
    Efficiency Gap
    +6.9 pts
    Sales outperformed receipts

    Result: Achieved 97-98% sell-through with minimal markdowns. Sales fell less than receipts (-16% vs -23%), demonstrating better inventory efficiency than LY.

    Fineline Performance Analysis:

    Fineline Doors TY Doors LY Door Comp Sales/Door TY Sales/Door LY Per-Door Comp Avg Price TY Avg Price LY Price Comp
    FL661 Duck Shorts 1,642 1,143 +43.7% 97.1 140.7 -31.0% $19.40 $20.82 -6.8%
    FL680 Ripstop Shorts 1,642 3,543 -53.7% 114.9 85.4 +34.6% $22.39 $17.27 +29.6%
    FL690 Twill Shorts 3,549 3,778 -6.1% 120.2 121.5 -1.1% $18.71 $13.78 +35.8%

    Key Insights:

    • Duck Shorts: Expanded doors +44% but per-door productivity fell -31%. Even with -6.8% price decrease, couldn't stimulate demand. Suggests expansion into weak stores.
    • Ripstop Shorts: Contracted doors -54% but per-door productivity jumped +35%. Raised prices +30% and still sold through. Concentrated in best stores = strong performance.
    • Twill Shorts: Stable doors (-6%), stable per-door (-1%). Raised prices +36% successfully. Already optimized distribution.

    🍂 Fall 2025 Seasonal (Outerwear) - Week 42 STD

    Total Sales
    36,499
    units (+55.7% vs LY) 🔥
    Total Receipts
    34,291
    units (+3.6% vs LY)
    Efficiency Gap
    +52.1 pts
    Exceptional velocity!

    Status: 81% shipped, 36% STD sell-through, tracking to 85% target. Sales up +56% on only +3.6% more receipts = exceptional demand vs. inventory. URGENCY: Remaining 19% must ship ASAP to maximize peak season selling.

    Fineline Performance Analysis:

    Fineline Doors TY STD POS $/Door STD ST% STD Status
    FL472 Shackets 1,234-1,537 $1.82M $1,292 34-45% ⭐ Star Performer
    FL2812 Seasonless Ike 303 (+4% vs LY) $0.13M $439 22-33% On Track
    FL4192 LS Tees 143 $0.07M $504 17-26% Watch

    Key Insights:

    • Shackets: Reintroduced this year (not in LY assortment). Exceptional performance at $1,292/store STD, 40% sell-through. Leading Fall category.
    • Seasonless Ike: Stable distribution (+4% doors vs LY). Solid $439/store productivity, 28% sell-through. On track for 85% target.
    • LS Tees: Limited 143-door test. Early stage, need full season results to assess.

    📊 Spring vs Fall: Velocity Improvement

    🌸 Spring 2025 Efficiency
    +6.9 pts
    Sales outperformed receipts
    🍂 Fall 2025 Efficiency
    +52.1 pts
    7.5x better than Spring! 🔥

    The Improvement: Dickies went from a +6.9 point gap (Spring) to a +52.1 point gap (Fall), showing dramatically improved seasonal execution and demand. This demonstrates better inventory planning, stronger style selection, and improved velocity management.

    🎯 Data-Driven Suggested Spring 2026 Assortment Action

    Based on Spring 2025 door count, per-door productivity, and pricing analysis, here are the recommended door optimizations for Spring 2026:

    📉 REDUCE: Duck Shorts
    1,642 → 1,200
    Exit 440 weakest doors
    📈 EXPAND: Ripstop Shorts
    1,642 → 2,500
    Add 858 high-potential doors
    ➡️ MAINTAIN: Twill Shorts
    3,549 doors
    Already optimized

    Rationale:

    ❌ Duck Shorts - Why Reduce:
    • Expanded doors +44% but per-door productivity fell -31%
    • Even with -6.8% price decrease, units still fell -0.8%
    • Suggests expansion into weak stores that can't drive volume
    • Action: Contract to ~1,200 doors, focus on top-performing stores only
    • Expected Impact: Restore per-door productivity to 130-140 units
    ✅ Ripstop Shorts - Why Expand:
    • Contracted doors -54% but per-door productivity jumped +35%
    • Raised prices +30% and still achieved 97-98% sell-through
    • Concentrated in best stores = proven high productivity
    • Action: Expand to ~2,500 doors (add 858 doors to similar high-potential stores)
    • Expected Impact: +99k units at 115 units/door = +$2.2M incremental sales
    ➡️ Twill Shorts - Why Maintain:
    • Stable doors (-6%), stable per-door productivity (-1%)
    • Successfully raised prices +36% and maintained sell-through
    • Already optimized distribution at 3,549 doors
    • Action: Maintain current 3,500-3,600 door count
    Net Door Change
    +418
    Reallocated to better stores
    Projected Unit Impact
    +56k
    +7% vs Spring 2025
    Projected Sales Impact
    +$1.2M
    From optimization alone

    💡 Bottom Line: Reallocating doors from underperforming Duck Shorts to high-productivity Ripstop Shorts can drive +7% unit growth and +$1.2M incremental sales while improving overall efficiency.

    ✅ Action Items

    • Immediate (Fall 2025): Expedite remaining 19% of Fall shipments to maximize peak October/November selling window
    • Monitor Weekly: Track Fall velocity to ensure 85% sell-through before Spring 2026 sets (markdowns trigger 2 weeks prior)
    • Plan Spring 2026: Implement door optimization recommendations (reduce Duck, expand Ripstop, maintain Twill)
    • Assess Fall 2026: Consider Shacket expansion based on final Fall 2025 results (currently exceptional at $1,292/store STD)
    • Historical Analysis: Obtain older ladder files to compare Shacket performance vs. prior years when it was in assortment

    📊 SKU Table - Size & Performance Analysis

    Searchable SKU data with size distribution, velocity metrics, and optimization recommendations.

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    📐 F27 Modular Configuration Strategy

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    🧮 What-If Calculator

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    📍 Door Expansion Impact

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