Case Study: Happy Hat

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Happy Hat, a U.S. national chain of frozen yogurt stores with about 500 stores in 40 states is asking for assistance with its business processes. The average number of visitors per store has held constant over the past several years, but revenues per store are down by an average of 10%, and many stores are no longer profitable. The client suspects that a large amount of inventory is being thrown away unused at the end of each day. At the same time, customer polling suggests that the yogurt flavor customers want is often not available, even when the flavor is posted on the menu. People also complain about stores being closed when they visit. Now, the chain is facing increased competition from frozen yogurt sold in 24-hour grocery stores. Happy …show more content…

From a P&L standpoint, a dollar saved in vendor cost is reflected as a dollar increase in profit (and cash on hand) where as a dollar increase in sales is only marginally reflected in profit once you subtract operating cost: Reduce Inventory Cost by $1 • $1 reducing in cost = $1 improvement in profits Increase in Sales by $1 • $1 sales - $0.75 cost of goods sold = $0.25 increase in profit Since the store has 4 years of customer purchases by store, date/time, specific items, and sales prices along with weekly inventory delivery information by store, yogurt mix type, and topping, the first step is to calculate on a store by store basis inventory on hand and inventory turnover in each store. Inventory on hand and inventory turnover are traditional metrics but the company need to focus on managing these metrics in a more dynamic way in order to in order to optimize inventory for each store. Inventory analysis and optimization can use the following metrics: • Daily sales by flavor • Daily inventory by flavor • Weekly sales of store (to trend seasonality of sales) • Weekly analysis of inventory on hand (ordered less

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