Markets/2026.05.08
The Detection Lag
Why modern replenishment systems miss breakout CPG demand, how left-censored sales data deepens the problem, and what brands need to do to close the detection lag.
Technical methods and market analysis from the team building Treater.
Why retail demand swings, how DCs absorb it with safety stock, and the √n pooling law that explains why one DC needs ~10× less buffer than the stores it serves.
A technical research note on building evaluation systems for LLM-powered workflows in production environments.
A historical analysis of retail execution, from ancient marketplaces to today's tech-enabled field operations.
