August 2026: OTIF 94.20 % → 90.80 % on 51,004 Lines, DC East at 87.10 % — Inventory Days 61.2 → 68.9 With Slow Movers 11.4 % of Value; Logistics Cost Ratio 4.71 %, Provisional
Assumptions strip
You did not state a period; last full month (August 2026) was assumed against August 2025. Orders and stock are two stars in this model; comparisons between them are built in the sentence, not by a join. The logistics ratio is built on an incomplete invoice feed and is stamped provisional (trust B).
More lines shipped and fewer of them arrived on time and complete: OTIF fell from 94.20 % to 90.80 % on 51,004 lines, and DC East carries 99.31 % of the additional misses, at 87.10 % on 55.00 % of the month's lines against DC West's 95.33 %; whether East's misses were late or short cannot be told while the feed sends one flag. Stock grew 15.75 % against sales growth of 5.80 %, taking inventory days from 61.2 to 68.9, and the growth is in stock that has not sold for six months — 11.4 % of value, up from 8.1 % — while A-class cover fell. Logistics cost reads 4.71 % of sales against 4.38 %, provisional until the carrier invoices complete.
— Run: monthly, the workspace's approved model, data complete through 2026-09-02 (freight through 2026-08-12). Guard Ledger: held 1 — candidate f-04 (margin lost on late lines), reason numeric_provenance: an op declared with a margin operand that no envelope holds; duplicate 1 — candidate f-05 (OTIF restated by carrier) merged into Finding 1 on a fingerprint match (metric otif_lines + period + cell); trust downgrade 1 — Finding 3 stamped B (weakest evidence: freight_invoices envelope incomplete); not_selected 0.