Remove 2030 Remove Boston Remove Inventory Remove Metrics
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The Coffee Pot Conversation That Will Not Happen

Supply Chain Shaman

AMR Research was an industry analyst firm in Boston. Companies entered the pandemic with twenty more days of inventory than at the beginning of the great recession. I began analyzing correlations of groups of metrics to market capitalization and found that the most significant correlation was between market capitalization and growth.

Gartner 197
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No Easter Bunny?

Supply Chain Shaman

Dear Supply Chain Leader, Today, sitting in my seat in 11K on a Cathay Pacific flight between Hong Kong and Boston, I want to report that there is no Easter Bunny. Stuck at the intersection of operating margin and inventory turns, only 10% of companies are making progress. Short cycles require buffer inventories and short lead times.