Insights
Published analysis.
Original research on tire demand, stocking, and the economics of the counter. Written for people who make inventory and pricing decisions for a living.
Market Thesis
Everyone has car data.
Vehicle counts are a commodity. The conversion from a vehicle to the tires it will buy is not, and no public source publishes it.
Read →Market Thesis
The tire is chosen twice.
56% of buyers decide on a brand before they walk in. 60% of those decisions are overturned at the counter. The gap between the two is where the margin lives.
Read →Stocking Strategy
Ohio and Michigan share only 22 tire sizes.
It takes 33 sizes to cover 80% of one state and 231 to cover the other. Why national stocking models fail at the warehouse level.
Read →Inventory
Coverage is not linear.
33 sizes reach 80% of a market. Reaching 95% takes roughly 140. What the tail actually costs, and when not stocking something is the right answer.
Read →