U.S. WEEK 28 POS$976.7K▼ 3.0% vs LYOpen supporting view →
U.S. YTD POS$26.20M▲ 4.7% vs LYOpen supporting view →
DELETE RECOVERY75.7%$50.3K weekly gapOpen supporting view →
CANADA WEEK 28 POS$80.4K▼ 16.1% vs LYOpen supporting view →
WEEK 28 BUSINESS PULSE
U.S. momentum is holding; recovery is not finished
$1.1M$900K$700K
What happened
Week 28 POS softened 3.0%, while YTD remains 4.7% ahead.
Why it matters
The longer trend remains healthier than the single-week result.
Next move
Protect expanded-item in-stock and close the remaining gap.
CANADA SIGNAL
Inventory productivity needs attention
19.9Store WOS
- Retail inventory$1.34M
- In-stock95.2%
- 4-week trend-10.1%
MODULAR RECOVERY
Replacing the 18 true deletes
Lost weekly base$207.0K
Expanded + new$156.7K
Gap$50.3K
Expanded recovery counts only POS attributable to added doors. Genuine new items count at 100%. BHG 16-piece conversions are excluded.
DECISIONS & ACTIONS
What needs attention now
Canada inboundMatch receipts to item-level demand
MichaelDeleted cleanupPresent support package to Walmart
LeadershipRecovery driversProtect expanded and new-item in-stock
ReplenPrice changesValidate item response after 2/9 increase
Finance