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.
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.
| Rank | Company | Category | Filing date | Inventory days on hand |
|---|---|---|---|---|
| 🏆 | VITLVital Farms | food CPG | Nov 3, 2026 | 32.4 days |
| 🥈 | SAMBoston Beer | beverage CPG | Oct 22, 2026 | 36.9 days |
| 🥉 | CHWYChewy | pet DTC | Sep 9, 2026 | 36.9 days |
| 4 | HIMSHims & Hers Health | telehealth DTC | Nov 9, 2026 | 37.9 days |
| 5 | WRBYWarby Parker | eyewear DTC | Nov 5, 2026 | 39.9 days |
| 6 | FNKOFunko | collectibles DTC | Nov 5, 2026 | 53.3 days |
| 7 | SFIXStitch Fix | apparel DTC | Sep 24, 2026 | 59.0 days |
| 8 | HAINHain Celestial | food CPG | Nov 9, 2026 | 61.8 days |
| 9 | CHDChurch & Dwight | household CPG | Oct 30, 2026 | 68.5 days |
| 10 | URBNUrban Outfitters | apparel retail | Sep 9, 2026 | 70.2 days |
| 11 | PRPLPurple Innovation | mattress DTC | Nov 4, 2026 | 73.5 days |
| 12 | MNSTMonster Beverage | beverage CPG | Nov 6, 2026 | 78.3 days |
| 13 | CELHCelsius Holdings | beverage CPG | Nov 5, 2026 | 81.8 days |
| 14 | AEOAmerican Eagle | apparel retail | Sep 10, 2026 | 87.3 days |
| 15 | THSTreeHouse Foods | food CPG | Nov 10, 2025 | 88.8 days |
| 16 | CROXCrocs | footwear DTC | Oct 29, 2026 | 90.6 days |
| 17 | BYNDBeyond Meat | food CPG | Aug 6, 2026 | 91.8 days |
| 18 | HNSTHonest Co | personal care DTC | Nov 5, 2026 | 91.9 days |
| 19 | KVUEKenvue | consumer health CPG | Oct 30, 2026 | 102.3 days |
| 20 | BRBRBellRing Brands | food CPG | Aug 4, 2026 | 104.3 days |
| 21 | SPBSpectrum Brands | household CPG | Aug 7, 2026 | 105.2 days |
| 22 | EPCEdgewell | personal care CPG | Aug 5, 2026 | 116.4 days |
| 23 | NWLNewell Brands | household CPG | Oct 30, 2026 | 123.7 days |
| 24 | LULULululemon | apparel DTC+retail | Sep 3, 2026 | 128.3 days |
| 25 | ENREnergizer | household CPG | Aug 4, 2026 | 144.5 days |
| 26 | COTYCoty | beauty CPG | Nov 5, 2026 | 147.5 days |
| 27 | GOLFAcushnet (Titleist) | sporting goods DTC | Nov 4, 2026 | 153.0 days |
| 28 | GCOGenesco | footwear retail | Sep 10, 2026 | 154.3 days |
| 29 | YETIYeti | outdoor DTC | Aug 13, 2026 | 166.0 days |
| 30 | RVLVRevolve | apparel DTC | Nov 3, 2026 | 170.3 days |
| 31 | HBIHanesbrands | apparel CPG | Nov 6, 2025 | 176.5 days |
| 32 | SKINBeauty Health | beauty CPG | Nov 5, 2026 | 178.4 days |
| 33 | HELEHelen of Troy | household CPG | Oct 8, 2026 | 182.4 days |
| 34 | LEVILevi Strauss | apparel DTC+wholesale | Oct 7, 2026 | 184.2 days |
| 35 | FIGSFIGS | apparel DTC | Nov 5, 2026 | 189.4 days |
| 36 | OLPXOlaplex | haircare CPG | May 11, 2026 | 190.1 days |
| 37 | ELFe.l.f. Beauty | beauty CPG | Nov 5, 2026 | 191.8 days |
| 38 | SBHSally Beauty | beauty retail | Aug 3, 2026 | 203.6 days |
| 39 | BARKBark Inc. | pet DTC | Nov 5, 2026 | 208.7 days |
| 40 | MOVMovado | accessories | Aug 26, 2026 | 236.9 days |
| 41 | BOOTBoot Barn | footwear retail | Oct 28, 2026 | 239.5 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.
| Rank | Company | Category | Filing date | Cash-conversion cycle |
|---|---|---|---|---|
| 🏆 | HIMSHims & Hers Health | telehealth DTC | Nov 9, 2026 | -139.3 days |
| 🥈 | COTYCoty | beauty CPG | Nov 5, 2026 | -23.9 days |
| 🥉 | KVUEKenvue | consumer health CPG | Oct 30, 2026 | 9.9 days |
| 4 | SAMBoston Beer | beverage CPG | Oct 22, 2026 | 12.3 days |
| 5 | WRBYWarby Parker | eyewear DTC | Nov 5, 2026 | 15.9 days |
| 6 | CHDChurch & Dwight | household CPG | Oct 30, 2026 | 18.2 days |
| 7 | PRPLPurple Innovation | mattress DTC | Nov 4, 2026 | 28.8 days |
| 8 | VITLVital Farms | food CPG | Nov 3, 2026 | 31.0 days |
| 9 | THSTreeHouse Foods | food CPG | Nov 10, 2025 | 39.4 days |
| 10 | URBNUrban Outfitters | apparel retail | Sep 9, 2026 | 42.4 days |
| 11 | HAINHain Celestial | food CPG | Nov 9, 2026 | 51.7 days |
| 12 | FNKOFunko | collectibles DTC | Nov 5, 2026 | 54.0 days |
| 13 | CROXCrocs | footwear DTC | Oct 29, 2026 | 62.4 days |
| 14 | EPCEdgewell | personal care CPG | Aug 5, 2026 | 73.8 days |
| 15 | AEOAmerican Eagle | apparel retail | Sep 10, 2026 | 75.8 days |
| 16 | NWLNewell Brands | household CPG | Oct 30, 2026 | 85.7 days |
| 17 | BYNDBeyond Meat | food CPG | Aug 6, 2026 | 91.7 days |
| 18 | MNSTMonster Beverage | beverage CPG | Nov 6, 2026 | 94.5 days |
| 19 | BRBRBellRing Brands | food CPG | Aug 4, 2026 | 94.8 days |
| 20 | GCOGenesco | footwear retail | Sep 10, 2026 | 98.3 days |
| 21 | YETIYeti | outdoor DTC | Aug 13, 2026 | 102.0 days |
| 22 | SPBSpectrum Brands | household CPG | Aug 7, 2026 | 103.1 days |
| 23 | ENREnergizer | household CPG | Aug 4, 2026 | 111.2 days |
| 24 | CELHCelsius Holdings | beverage CPG | Nov 5, 2026 | 115.8 days |
| 25 | HBIHanesbrands | apparel CPG | Nov 6, 2025 | 121.6 days |
| 26 | LEVILevi Strauss | apparel DTC+wholesale | Oct 7, 2026 | 124.3 days |
| 27 | OLPXOlaplex | haircare CPG | May 11, 2026 | 138.7 days |
| 28 | RVLVRevolve | apparel DTC | Nov 3, 2026 | 141.7 days |
| 29 | HELEHelen of Troy | household CPG | Oct 8, 2026 | 142.3 days |
| 30 | SKINBeauty Health | beauty CPG | Nov 5, 2026 | 143.6 days |
| 31 | GOLFAcushnet (Titleist) | sporting goods DTC | Nov 4, 2026 | 146.1 days |
| 32 | ELFe.l.f. Beauty | beauty CPG | Nov 5, 2026 | 146.9 days |
| 33 | BARKBark Inc. | pet DTC | Nov 5, 2026 | 155.7 days |
| 34 | SBHSally Beauty | beauty retail | Aug 3, 2026 | 160.4 days |
| 35 | FIGSFIGS | apparel DTC | Nov 5, 2026 | 171.0 days |
| 36 | BOOTBoot Barn | footwear retail | Oct 28, 2026 | 194.8 days |
| 37 | MOVMovado | accessories | Aug 26, 2026 | 243.9 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.
| Rank | Company | Category | Filing date | Days payable outstanding |
|---|---|---|---|---|
| 🏆 | COTYCoty | beauty CPG | Nov 5, 2026 | 215.8 days |
| 🥈 | HIMSHims & Hers Health | telehealth DTC | Nov 9, 2026 | 181.3 days |
| 🥉 | KVUEKenvue | consumer health CPG | Oct 30, 2026 | 151.3 days |
| 4 | HELEHelen of Troy | household CPG | Oct 8, 2026 | 105.6 days |
| 5 | HBIHanesbrands | apparel CPG | Nov 6, 2025 | 101.9 days |
| 6 | LEVILevi Strauss | apparel DTC+wholesale | Oct 7, 2026 | 100.6 days |
| 7 | YETIYeti | outdoor DTC | Aug 13, 2026 | 97.0 days |
| 8 | ELFe.l.f. Beauty | beauty CPG | Nov 5, 2026 | 91.3 days |
| 9 | CHDChurch & Dwight | household CPG | Oct 30, 2026 | 87.4 days |
| 10 | NWLNewell Brands | household CPG | Oct 30, 2026 | 86.9 days |
| 11 | OLPXOlaplex | haircare CPG | May 11, 2026 | 83.6 days |
| 12 | ENREnergizer | household CPG | Aug 4, 2026 | 78.1 days |
| 13 | SPBSpectrum Brands | household CPG | Aug 7, 2026 | 75.9 days |
| 14 | BARKBark Inc. | pet DTC | Nov 5, 2026 | 74.1 days |
| 15 | THSTreeHouse Foods | food CPG | Nov 10, 2025 | 73.7 days |
| 16 | GCOGenesco | footwear retail | Sep 10, 2026 | 62.0 days |
| 17 | EPCEdgewell | personal care CPG | Aug 5, 2026 | 62.0 days |
| 18 | CROXCrocs | footwear DTC | Oct 29, 2026 | 59.8 days |
| 19 | MNSTMonster Beverage | beverage CPG | Nov 6, 2026 | 58.4 days |
| 20 | SKINBeauty Health | beauty CPG | Nov 5, 2026 | 58.2 days |
| 21 | GOLFAcushnet (Titleist) | sporting goods DTC | Nov 4, 2026 | 55.4 days |
| 22 | PRPLPurple Innovation | mattress DTC | Nov 4, 2026 | 54.5 days |
| 23 | FNKOFunko | collectibles DTC | Nov 5, 2026 | 50.5 days |
| 24 | HAINHain Celestial | food CPG | Nov 9, 2026 | 47.3 days |
| 25 | BOOTBoot Barn | footwear retail | Oct 28, 2026 | 46.5 days |
| 26 | SBHSally Beauty | beauty retail | Aug 3, 2026 | 45.8 days |
| 27 | SFIXStitch Fix | apparel DTC | Sep 24, 2026 | 42.9 days |
| 28 | MOVMovado | accessories | Aug 26, 2026 | 42.9 days |
| 29 | CELHCelsius Holdings | beverage CPG | Nov 5, 2026 | 42.8 days |
| 30 | SAMBoston Beer | beverage CPG | Oct 22, 2026 | 40.5 days |
| 31 | RVLVRevolve | apparel DTC | Nov 3, 2026 | 37.1 days |
| 32 | BYNDBeyond Meat | food CPG | Aug 6, 2026 | 36.4 days |
| 33 | BRBRBellRing Brands | food CPG | Aug 4, 2026 | 36.4 days |
| 34 | URBNUrban Outfitters | apparel retail | Sep 9, 2026 | 33.6 days |
| 35 | VITLVital Farms | food CPG | Nov 3, 2026 | 30.9 days |
| 36 | ULTAUlta Beauty | beauty retail | Aug 27, 2026 | 30.0 days |
| 37 | HNSTHonest Co | personal care DTC | Nov 5, 2026 | 28.6 days |
| 38 | AEOAmerican Eagle | apparel retail | Sep 10, 2026 | 27.1 days |
| 39 | LULULululemon | apparel DTC+retail | Sep 3, 2026 | 26.0 days |
| 40 | WRBYWarby Parker | eyewear DTC | Nov 5, 2026 | 24.8 days |
| 41 | FIGSFIGS | apparel DTC | Nov 5, 2026 | 21.8 days |
| 42 | ETSYEtsy | marketplace DTC | Oct 28, 2026 | 8.3 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.
| Rank | Company | Category | Filing date | Days sales outstanding |
|---|---|---|---|---|
| 🏆 | WRBYWarby Parker | eyewear DTC | Nov 5, 2026 | 0.8 days |
| 🥈 | ETSYEtsy | marketplace DTC | Oct 28, 2026 | 1.1 days |
| 🥉 | BOOTBoot Barn | footwear retail | Oct 28, 2026 | 1.8 days |
| 4 | SBHSally Beauty | beauty retail | Aug 3, 2026 | 2.6 days |
| 5 | FIGSFIGS | apparel DTC | Nov 5, 2026 | 3.4 days |
| 6 | PETSPetMed Express | pet DTC | Aug 13, 2026 | 3.7 days |
| 7 | HIMSHims & Hers Health | telehealth DTC | Nov 9, 2026 | 4.1 days |
| 8 | URBNUrban Outfitters | apparel retail | Sep 9, 2026 | 5.8 days |
| 9 | GCOGenesco | footwear retail | Sep 10, 2026 | 6.0 days |
| 10 | CHWYChewy | pet DTC | Sep 9, 2026 | 6.5 days |
| 11 | ULTAUlta Beauty | beauty retail | Aug 27, 2026 | 8.3 days |
| 12 | RVLVRevolve | apparel DTC | Nov 3, 2026 | 8.5 days |
| 13 | PRPLPurple Innovation | mattress DTC | Nov 4, 2026 | 9.8 days |
| 14 | AEOAmerican Eagle | apparel retail | Sep 10, 2026 | 15.6 days |
| 15 | SAMBoston Beer | beverage CPG | Oct 22, 2026 | 15.9 days |
| 16 | EPCEdgewell | personal care CPG | Aug 5, 2026 | 19.4 days |
| 17 | BARKBark Inc. | pet DTC | Nov 5, 2026 | 21.1 days |
| 18 | SKINBeauty Health | beauty CPG | Nov 5, 2026 | 23.4 days |
| 19 | THSTreeHouse Foods | food CPG | Nov 10, 2025 | 24.3 days |
| 20 | BRBRBellRing Brands | food CPG | Aug 4, 2026 | 26.9 days |
| 21 | VITLVital Farms | food CPG | Nov 3, 2026 | 29.5 days |
| 22 | CRICarter's | apparel CPG | Oct 30, 2026 | 30.3 days |
| 23 | CROXCrocs | footwear DTC | Oct 29, 2026 | 31.6 days |
| 24 | OLPXOlaplex | haircare CPG | May 11, 2026 | 32.2 days |
| 25 | YETIYeti | outdoor DTC | Aug 13, 2026 | 33.0 days |
| 26 | BYNDBeyond Meat | food CPG | Aug 6, 2026 | 36.3 days |
| 27 | CHDChurch & Dwight | household CPG | Oct 30, 2026 | 37.1 days |
| 28 | HAINHain Celestial | food CPG | Nov 9, 2026 | 37.2 days |
| 29 | LEVILevi Strauss | apparel DTC+wholesale | Oct 7, 2026 | 40.7 days |
| 30 | COTYCoty | beauty CPG | Nov 5, 2026 | 44.4 days |
| 31 | ENREnergizer | household CPG | Aug 4, 2026 | 44.8 days |
| 32 | ELFe.l.f. Beauty | beauty CPG | Nov 5, 2026 | 46.4 days |
| 33 | HBIHanesbrands | apparel CPG | Nov 6, 2025 | 47.0 days |
| 34 | GOLFAcushnet (Titleist) | sporting goods DTC | Nov 4, 2026 | 48.5 days |
| 35 | NWLNewell Brands | household CPG | Oct 30, 2026 | 48.9 days |
| 36 | MOVMovado | accessories | Aug 26, 2026 | 49.9 days |
| 37 | FNKOFunko | collectibles DTC | Nov 5, 2026 | 51.2 days |
| 38 | KVUEKenvue | consumer health CPG | Oct 30, 2026 | 58.9 days |
| 39 | HELEHelen of Troy | household CPG | Oct 8, 2026 | 65.5 days |
| 40 | SPBSpectrum Brands | household CPG | Aug 7, 2026 | 73.8 days |
| 41 | MNSTMonster Beverage | beverage CPG | Nov 6, 2026 | 74.6 days |
| 42 | CELHCelsius Holdings | beverage CPG | Nov 5, 2026 | 76.8 days |
Inventory days by category
Median days on hand, categories with 2+ reporters — leanest first.
| Category | Median DIO | n |
|---|---|---|
| beverage CPG | 78 days | 3 |
| apparel retail | 79 days | 2 |
| food CPG | 89 days | 5 |
| pet DTC | 123 days | 2 |
| household CPG | 124 days | 5 |
| apparel DTC | 170 days | 3 |
| beauty CPG | 178 days | 3 |
| footwear retail | 197 days | 2 |
Cohort median over time
One snapshot so far — the trend builds as the tracker refreshes each earnings wave.
| Refreshed | Median DIO | n |
|---|---|---|
| 2026-11-09 | 105 days | 41 |
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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