Quantile Capital: How Much Stock Is the Right Amount?

Operations
medium35 min0 submissions
McKinsey
Scenario

Quantile Capital distributes asset management products across UK. One SKU family accounts for a disproportionate share of complaints.

Demand averages 580 units a week with a standard deviation of 238 units. Replenishment lead time is 5 weeks and has itself been slipping. Each unit costs £406 to buy and carries at roughly 23% a year once warehousing, insurance and capital are counted. Gross margin is 25%.

The line currently stocks out about 15% of weeks. Sales say every stockout sends a customer to a competitor. Finance say inventory is already too high.

Supporting data

demand

weekly mean units
580
weekly std dev units
238
coefficient of variation
0.41

supply

lead time weeks
5
lead time reliability
deteriorating

economics

unit cost
406
gross margin pct
25
annual holding cost pct
23

derived hints

mean demand over lead time units
2900
demand std dev over lead time units
532

current performance

service level pct
85
Your task

Advise the operations director. Your answer should provide:

  1. Analysis — the reorder point and safety stock implied by the demand and lead time, and what each service level costs.
  2. Risks — where the assumptions break, especially lead time variability.
  3. Recommendation — a target service level and stock policy, with the cash impact.

State any assumptions you make.

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How you'll be graded

80 points, 60% to pass.

  • recommendation20
  • market analysis15
  • risk assessment20
  • financial analysis25
Hint
Reveal suggested structure

Reorder point = mean demand over lead time + z x std dev over lead time. Trade the holding cost of safety stock against lost margin on stockouts.