CPC 6-10 and 8-14 day outlook discussion, issued Oct 15
So what: The outlook points to above normal heights and warmth in the East for late October, so plan for a longer detailing and wash sell through window and delay full winter fluid resets.
41 signals across 8 groups, each with what it meant for a manufacturer preparing a line review.
So what: The outlook points to above normal heights and warmth in the East for late October, so plan for a longer detailing and wash sell through window and delay full winter fluid resets.
So what: The polishes, cleaners and air fresheners producer price index held at 265.4 in September, so cost pass through arguments are hard to defend and flat pricing should anchor your line review.
So what: EPA is proposing to push certain TCE compliance dates to December 31, 2027, so chemical formulators using this solvent get more runway before reformulating, easing near term supply risk on line review commitments.
So what: Warm eastern ridging in the 6 to 10 and 8 to 14 day window delays cold weather pull on winter SKUs, so plan fall detailing and wash promos to hold shelf space a bit longer.
So what: More express wash sites with free vacuums and unlimited memberships siphon routine washing from DIY, so pitch retailers on finishing products like coatings, tire shine and interior care rather than basic soap.
So what: Express wash chains keep consolidating and adding sites, which pulls routine washing away from driveways. Build your line review case around detailing and protection SKUs rather than basic wash volume.
So what: The outlook points to an amplified pattern with troughing into late October, so time winter fill orders for washer fluid, coolant and jump starters before buyer resets lock in.
So what: Frost advisories and freeze warnings clustered in Kentucky, Ohio, Indiana and Pennsylvania pull forward demand for winter washer fluid, antifreeze, diesel additives, blades and jump starters in those DCs.
So what: Freeze and frost alerts across KY, KS, NE and NJ pull winter demand forward, so confirm fill rates on de icing washer fluid, coolant, jump starters and blades before the next review.
So what: The outlook points to mid level ridging over the eastern U.S. in late October, so early cold weather pull on washer fluid and blades may come later there. Hold winter stock and plan shipments accordingly.
So what: Freeze warnings across CO, KS, NE and IA pull winter demand forward, so confirm fill rates on antifreeze, winter washer fluid, jump starters and diesel anti gel before the cold belt resets shelves.
So what: Lubricating oil and grease producer prices rose 1.3 percent in September to 735.9, so build that input move into motor oil cost models and promo depth before quoting shelf price.
So what: Eleven active freeze watches and warnings centered on CO, NE, WY and KS point to early winter pull on antifreeze, washer fluid, jump starters and blades. Confirm store level fill in those states now.
So what: Ridging and above normal heights over the eastern US in late October point to a slower start for cold weather pull, so plan washer fluid and wiper ship dates with that delay in mind.
So what: With more than 2,500 service centers and further expansion planned, more oil change volume moves to the installed channel. Defend DIY shelf space with pack sizes and specs retail buyers cannot get serviced.
So what: Freeze and frost alerts across CA, ID, OR and CO pull forward demand for winter washer fluid, coolant, diesel anti gel, jump starters and blades, so confirm cold weather fill rates and endcap timing in those markets.
So what: Counter education tying transmission fluid and friction modifiers to shudder supports ATF claims on pack, so build line review stories around fluid specification and friction performance.
So what: Freeze alerts across the Northwest and California pull winter SKUs forward, so confirm cold weather washer fluid, antifreeze, jump starters, diesel additive and blade fill rates now.
So what: Basic organic chemicals producer prices climbed 0.6 percent in September, a reminder to refresh additive formulation cost assumptions before locking cost of goods for the next review.
So what: The plastics products producer price index slipped 0.1 percent in September, giving mats, organizers and cup holder programs a stable cost story to support holding price at review.
So what: Lighting equipment and bulbs producer prices edged up 0.1 percent in September, essentially flat, so buyers will expect steady costs on bulb and LED lines this cycle.
So what: Vehicle electrical and electronic equipment producer prices were unchanged in September at 131.5, so price increase requests on chargers, cameras and 12V items will need another justification.
So what: Flood watches and coastal advisories across Virginia, Alaska, Delaware and North Carolina drive wiper blade and bulb replacement plus roadside kit sell through, so protect regional fill rates.
So what: Flood and coastal alerts in TX, OK and FL drive wiper blade and bulb replacement plus roadside kit pickup, so stage regional inventory and have a storm endcap plan ready for buyer conversations.
So what: The other motor vehicle parts PPI held at 141.8 from the prior month, so cost arguments for higher shelf prices on replacement parts lines will be hard to support at line review.
So what: A competitor adding third quarter coverage for 52.3 million vehicles raises the bar on application breadth, so bring updated late model coverage counts to your next replacement parts review.
So what: Flood warnings clustered in Oklahoma, Texas and Kentucky lift near term pull on wiper blades and roadside items, so line up regional fill and promo stock for those stores.
So what: Counter confusion between cartridge and spin on filters drives wrong picks and returns, so push clearer pack callouts and fitment data in your replacement parts line review.
So what: Flood warnings across Kansas, Oklahoma, Texas and Alaska pull demand toward wiper blades, bulbs and roadside kits, so check regional fill rates and offer storm endcap packs at the next review.
So what: Flood and coastal flood alerts clustered in Kansas, Texas, Alaska and Florida drive sudden pull on wiper blades, bulbs and emergency gear, so confirm fill rates into those regional DCs now.
So what: Flood advisories in CA, NC, NJ and PA drive visibility and emergency buying, so keep wiper blade and roadside kit stock weighted to those markets heading into line review.
So what: The batteries PPI eased to 280.1 from 281.2, a small break on a key input for jump starters and powered roadside items that buyers may probe during cost negotiations.
So what: Auto parts, accessories and tire store sales rose to 11,970 million dollars in August from 11,828, a demand backdrop worth citing when pitching assortment expansion.
So what: A proposed per voyage fee on Spanish vessels plus import restrictions on certain Spanish goods could raise landed cost and lengthen lead times, so check ocean routings and comment before pricing is locked for line review.
So what: An 8-K with other events plus exhibits from Costco can carry sales or disclosure news, so check the filing before your next club line review and pricing discussion.
So what: Easing tariffs and steadier household finances point to a friendlier buying climate, so build line review cases around stable pricing while flagging energy cost risk to landed cost.
So what: Canal constraints and high fuel costs are rerouting volume through the Port of Los Angeles. Check West Coast lead times and landed freight assumptions before you quote line review costs.
So what: Walmart plans drone delivery from more than 270 stores, so a slice of demand shifts to small, light, instant need baskets. Flag which of your pack sizes can ship that way.
So what: The 6-10 and 8-14 day outlooks show the height pattern shifting from the prior day, so keep late October seasonal fill flexible until the temperature and precipitation signal settles.
So what: Walmart added a 900,000 square foot automated West Coast fulfillment site, so expect faster ship expectations and plan case pack and inventory placement for online orders accordingly.
So what: Tariffs are cited as adding 2.9 percentage points to consumer goods prices while inflation expectations rise, so come to line reviews with costed price gaps and opening price point options.
Preparing a review in one of these categories?