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Live tracker · Trailing 12 months

The DTC Inventory-Days Tracker

How long public direct-to-consumer and CPG brands sit on their stock, and how many days their cash is locked in the working-capital cycle. Inventory days, the cash-conversion cycle, days payable and days sales — ranked per brand on a trailing-twelve-month basis from each company's latest 10-Q. Tap a metric to re-rank the board.

45 public brandsTrailing 12 months (10-Q)Updated November 9, 2026Data checked November 9, 2026FY2024+ filings
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Days of cost-of-goods sitting in inventory (Inventory ÷ COGS × 365, TTM). Lower means leaner working capital and less cash trapped in stock. Cohort median: 105.2 days across 41 companies.

RankCompanyCategoryFiling dateInventory days on hand
🏆VITLVital Farmsfood CPGNov 3, 202632.4 days
🥈SAMBoston Beerbeverage CPGOct 22, 202636.9 days
🥉CHWYChewypet DTCSep 9, 202636.9 days
4HIMSHims & Hers Healthtelehealth DTCNov 9, 202637.9 days
5WRBYWarby Parkereyewear DTCNov 5, 202639.9 days
6FNKOFunkocollectibles DTCNov 5, 202653.3 days
7SFIXStitch Fixapparel DTCSep 24, 202659.0 days
8HAINHain Celestialfood CPGNov 9, 202661.8 days
9CHDChurch & Dwighthousehold CPGOct 30, 202668.5 days
10URBNUrban Outfittersapparel retailSep 9, 202670.2 days
11PRPLPurple Innovationmattress DTCNov 4, 202673.5 days
12MNSTMonster Beveragebeverage CPGNov 6, 202678.3 days
13CELHCelsius Holdingsbeverage CPGNov 5, 202681.8 days
14AEOAmerican Eagleapparel retailSep 10, 202687.3 days
15THSTreeHouse Foodsfood CPGNov 10, 202588.8 days
16CROXCrocsfootwear DTCOct 29, 202690.6 days
17BYNDBeyond Meatfood CPGAug 6, 202691.8 days
18HNSTHonest Copersonal care DTCNov 5, 202691.9 days
19KVUEKenvueconsumer health CPGOct 30, 2026102.3 days
20BRBRBellRing Brandsfood CPGAug 4, 2026104.3 days
21SPBSpectrum Brandshousehold CPGAug 7, 2026105.2 days
22EPCEdgewellpersonal care CPGAug 5, 2026116.4 days
23NWLNewell Brandshousehold CPGOct 30, 2026123.7 days
24LULULululemonapparel DTC+retailSep 3, 2026128.3 days
25ENREnergizerhousehold CPGAug 4, 2026144.5 days
26COTYCotybeauty CPGNov 5, 2026147.5 days
27GOLFAcushnet (Titleist)sporting goods DTCNov 4, 2026153.0 days
28GCOGenescofootwear retailSep 10, 2026154.3 days
29YETIYetioutdoor DTCAug 13, 2026166.0 days
30RVLVRevolveapparel DTCNov 3, 2026170.3 days
31HBIHanesbrandsapparel CPGNov 6, 2025176.5 days
32SKINBeauty Healthbeauty CPGNov 5, 2026178.4 days
33HELEHelen of Troyhousehold CPGOct 8, 2026182.4 days
34LEVILevi Straussapparel DTC+wholesaleOct 7, 2026184.2 days
35FIGSFIGSapparel DTCNov 5, 2026189.4 days
36OLPXOlaplexhaircare CPGMay 11, 2026190.1 days
37ELFe.l.f. Beautybeauty CPGNov 5, 2026191.8 days
38SBHSally Beautybeauty retailAug 3, 2026203.6 days
39BARKBark Inc.pet DTCNov 5, 2026208.7 days
40MOVMovadoaccessoriesAug 26, 2026236.9 days
41BOOTBoot Barnfootwear retailOct 28, 2026239.5 days

Days from paying for inventory to collecting the cash (DIO + DSO − DPO). Lower — even negative — means suppliers and customers fund the cycle, not the brand. Cohort median: 94.8 days across 37 companies.

RankCompanyCategoryFiling dateCash-conversion cycle
🏆HIMSHims & Hers Healthtelehealth DTCNov 9, 2026-139.3 days
🥈COTYCotybeauty CPGNov 5, 2026-23.9 days
🥉KVUEKenvueconsumer health CPGOct 30, 20269.9 days
4SAMBoston Beerbeverage CPGOct 22, 202612.3 days
5WRBYWarby Parkereyewear DTCNov 5, 202615.9 days
6CHDChurch & Dwighthousehold CPGOct 30, 202618.2 days
7PRPLPurple Innovationmattress DTCNov 4, 202628.8 days
8VITLVital Farmsfood CPGNov 3, 202631.0 days
9THSTreeHouse Foodsfood CPGNov 10, 202539.4 days
10URBNUrban Outfittersapparel retailSep 9, 202642.4 days
11HAINHain Celestialfood CPGNov 9, 202651.7 days
12FNKOFunkocollectibles DTCNov 5, 202654.0 days
13CROXCrocsfootwear DTCOct 29, 202662.4 days
14EPCEdgewellpersonal care CPGAug 5, 202673.8 days
15AEOAmerican Eagleapparel retailSep 10, 202675.8 days
16NWLNewell Brandshousehold CPGOct 30, 202685.7 days
17BYNDBeyond Meatfood CPGAug 6, 202691.7 days
18MNSTMonster Beveragebeverage CPGNov 6, 202694.5 days
19BRBRBellRing Brandsfood CPGAug 4, 202694.8 days
20GCOGenescofootwear retailSep 10, 202698.3 days
21YETIYetioutdoor DTCAug 13, 2026102.0 days
22SPBSpectrum Brandshousehold CPGAug 7, 2026103.1 days
23ENREnergizerhousehold CPGAug 4, 2026111.2 days
24CELHCelsius Holdingsbeverage CPGNov 5, 2026115.8 days
25HBIHanesbrandsapparel CPGNov 6, 2025121.6 days
26LEVILevi Straussapparel DTC+wholesaleOct 7, 2026124.3 days
27OLPXOlaplexhaircare CPGMay 11, 2026138.7 days
28RVLVRevolveapparel DTCNov 3, 2026141.7 days
29HELEHelen of Troyhousehold CPGOct 8, 2026142.3 days
30SKINBeauty Healthbeauty CPGNov 5, 2026143.6 days
31GOLFAcushnet (Titleist)sporting goods DTCNov 4, 2026146.1 days
32ELFe.l.f. Beautybeauty CPGNov 5, 2026146.9 days
33BARKBark Inc.pet DTCNov 5, 2026155.7 days
34SBHSally Beautybeauty retailAug 3, 2026160.4 days
35FIGSFIGSapparel DTCNov 5, 2026171.0 days
36BOOTBoot Barnfootwear retailOct 28, 2026194.8 days
37MOVMovadoaccessoriesAug 26, 2026243.9 days

Days a brand takes to pay suppliers (Accounts payable ÷ COGS × 365). Higher means more of the inventory bill is financed by vendors rather than cash. Cohort median: 55.0 days across 42 companies.

RankCompanyCategoryFiling dateDays payable outstanding
🏆COTYCotybeauty CPGNov 5, 2026215.8 days
🥈HIMSHims & Hers Healthtelehealth DTCNov 9, 2026181.3 days
🥉KVUEKenvueconsumer health CPGOct 30, 2026151.3 days
4HELEHelen of Troyhousehold CPGOct 8, 2026105.6 days
5HBIHanesbrandsapparel CPGNov 6, 2025101.9 days
6LEVILevi Straussapparel DTC+wholesaleOct 7, 2026100.6 days
7YETIYetioutdoor DTCAug 13, 202697.0 days
8ELFe.l.f. Beautybeauty CPGNov 5, 202691.3 days
9CHDChurch & Dwighthousehold CPGOct 30, 202687.4 days
10NWLNewell Brandshousehold CPGOct 30, 202686.9 days
11OLPXOlaplexhaircare CPGMay 11, 202683.6 days
12ENREnergizerhousehold CPGAug 4, 202678.1 days
13SPBSpectrum Brandshousehold CPGAug 7, 202675.9 days
14BARKBark Inc.pet DTCNov 5, 202674.1 days
15THSTreeHouse Foodsfood CPGNov 10, 202573.7 days
16GCOGenescofootwear retailSep 10, 202662.0 days
17EPCEdgewellpersonal care CPGAug 5, 202662.0 days
18CROXCrocsfootwear DTCOct 29, 202659.8 days
19MNSTMonster Beveragebeverage CPGNov 6, 202658.4 days
20SKINBeauty Healthbeauty CPGNov 5, 202658.2 days
21GOLFAcushnet (Titleist)sporting goods DTCNov 4, 202655.4 days
22PRPLPurple Innovationmattress DTCNov 4, 202654.5 days
23FNKOFunkocollectibles DTCNov 5, 202650.5 days
24HAINHain Celestialfood CPGNov 9, 202647.3 days
25BOOTBoot Barnfootwear retailOct 28, 202646.5 days
26SBHSally Beautybeauty retailAug 3, 202645.8 days
27SFIXStitch Fixapparel DTCSep 24, 202642.9 days
28MOVMovadoaccessoriesAug 26, 202642.9 days
29CELHCelsius Holdingsbeverage CPGNov 5, 202642.8 days
30SAMBoston Beerbeverage CPGOct 22, 202640.5 days
31RVLVRevolveapparel DTCNov 3, 202637.1 days
32BYNDBeyond Meatfood CPGAug 6, 202636.4 days
33BRBRBellRing Brandsfood CPGAug 4, 202636.4 days
34URBNUrban Outfittersapparel retailSep 9, 202633.6 days
35VITLVital Farmsfood CPGNov 3, 202630.9 days
36ULTAUlta Beautybeauty retailAug 27, 202630.0 days
37HNSTHonest Copersonal care DTCNov 5, 202628.6 days
38AEOAmerican Eagleapparel retailSep 10, 202627.1 days
39LULULululemonapparel DTC+retailSep 3, 202626.0 days
40WRBYWarby Parkereyewear DTCNov 5, 202624.8 days
41FIGSFIGSapparel DTCNov 5, 202621.8 days
42ETSYEtsymarketplace DTCOct 28, 20268.3 days

Days to collect on sales (Receivables ÷ revenue × 365). Mostly small for consumer brands that get paid at checkout; larger for wholesale-heavy mixes. Cohort median: 29.9 days across 42 companies.

RankCompanyCategoryFiling dateDays sales outstanding
🏆WRBYWarby Parkereyewear DTCNov 5, 20260.8 days
🥈ETSYEtsymarketplace DTCOct 28, 20261.1 days
🥉BOOTBoot Barnfootwear retailOct 28, 20261.8 days
4SBHSally Beautybeauty retailAug 3, 20262.6 days
5FIGSFIGSapparel DTCNov 5, 20263.4 days
6PETSPetMed Expresspet DTCAug 13, 20263.7 days
7HIMSHims & Hers Healthtelehealth DTCNov 9, 20264.1 days
8URBNUrban Outfittersapparel retailSep 9, 20265.8 days
9GCOGenescofootwear retailSep 10, 20266.0 days
10CHWYChewypet DTCSep 9, 20266.5 days
11ULTAUlta Beautybeauty retailAug 27, 20268.3 days
12RVLVRevolveapparel DTCNov 3, 20268.5 days
13PRPLPurple Innovationmattress DTCNov 4, 20269.8 days
14AEOAmerican Eagleapparel retailSep 10, 202615.6 days
15SAMBoston Beerbeverage CPGOct 22, 202615.9 days
16EPCEdgewellpersonal care CPGAug 5, 202619.4 days
17BARKBark Inc.pet DTCNov 5, 202621.1 days
18SKINBeauty Healthbeauty CPGNov 5, 202623.4 days
19THSTreeHouse Foodsfood CPGNov 10, 202524.3 days
20BRBRBellRing Brandsfood CPGAug 4, 202626.9 days
21VITLVital Farmsfood CPGNov 3, 202629.5 days
22CRICarter'sapparel CPGOct 30, 202630.3 days
23CROXCrocsfootwear DTCOct 29, 202631.6 days
24OLPXOlaplexhaircare CPGMay 11, 202632.2 days
25YETIYetioutdoor DTCAug 13, 202633.0 days
26BYNDBeyond Meatfood CPGAug 6, 202636.3 days
27CHDChurch & Dwighthousehold CPGOct 30, 202637.1 days
28HAINHain Celestialfood CPGNov 9, 202637.2 days
29LEVILevi Straussapparel DTC+wholesaleOct 7, 202640.7 days
30COTYCotybeauty CPGNov 5, 202644.4 days
31ENREnergizerhousehold CPGAug 4, 202644.8 days
32ELFe.l.f. Beautybeauty CPGNov 5, 202646.4 days
33HBIHanesbrandsapparel CPGNov 6, 202547.0 days
34GOLFAcushnet (Titleist)sporting goods DTCNov 4, 202648.5 days
35NWLNewell Brandshousehold CPGOct 30, 202648.9 days
36MOVMovadoaccessoriesAug 26, 202649.9 days
37FNKOFunkocollectibles DTCNov 5, 202651.2 days
38KVUEKenvueconsumer health CPGOct 30, 202658.9 days
39HELEHelen of Troyhousehold CPGOct 8, 202665.5 days
40SPBSpectrum Brandshousehold CPGAug 7, 202673.8 days
41MNSTMonster Beveragebeverage CPGNov 6, 202674.6 days
42CELHCelsius Holdingsbeverage CPGNov 5, 202676.8 days

Inventory days by category

Median days on hand, categories with 2+ reporters — leanest first.

CategoryMedian DIOn
beverage CPG78 days3
apparel retail79 days2
food CPG89 days5
pet DTC123 days2
household CPG124 days5
apparel DTC170 days3
beauty CPG178 days3
footwear retail197 days2

Cohort median over time

One snapshot so far — the trend builds as the tracker refreshes each earnings wave.

RefreshedMedian DIOn
2026-11-09105 days41

How to read this tracker

Every figure is trailing twelve months. Inventory days on hand (DIO) is the latest reported inventory balance divided by TTM cost of goods, times 365 — the days of COGS sitting on the shelf. The cash-conversion cycle is DIO + DSO − DPO: the gap between paying suppliers and collecting from customers. A negative cycle means the supply chain funds the brand. DPO uses accounts payable over COGS; DSO uses receivables over revenue.

Inventory and payables are balance-sheet snapshots at the filing date, so a brand mid-build ahead of peak season will read high — read the cohort median, not a single point. Brands that don't break out inventory (pure services, marketplaces) don't appear. For the margin and growth picture on the same cohort, see the Quarterly DTC Leaderboard; for where input costs are heading, the DTC Input-Cost Index. Working through your own numbers? See the inventory-management guide for D2C brands and the days-sales-outstanding benchmark by channel, or browse all live indexes.

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