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I am half-way through a spring speaking tour that will wrap-up in June with a speech in South Africa and Peru. It pains me to see nine out of ten companies are stuck at the critical intersection of cost and inventory turns. In the outside-in supply chain, the signals are from the buy and sell-side markets back to the enterprise.
I was on my way to Peru. Over the course of trip to Atlanta to connect to Peru, we began a discussion. Both Kimberly-Clark and P&G are going backwards on operating margin while making progress on inventory turns. As the company spiraled in the updraft of the market, it built inventory. He introduced himself as Steve.
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