SESHOS
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Demand Plan

AOP vs Latest Estimate (3/15/2026) — Jan through Jun 2026

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H1 AOP

7.2M

Annual Plan

H1 Latest Estimate

4.5M

As of 3/15

LE vs AOP

-37.9%

-2.7M cans

YTD Actuals

2.8M

Jan + Feb + Mar (partial)

SKUs Tracked

15

of 15 total

Forecasting Bias & Accuracy

Based on 2 closed months (Jan–Feb 2026). Bias = (Forecast − Actual) / Actual.

Positive bias = over-forecasting. Target: ±5% bias, <15% WMAPE.
LE Bias
-48.3%
Under-forecasting
AOP Bias
-1.9%
Annual plan vs actuals
LE WMAPE
48.3%
Weighted absolute error
AOP WMAPE
1.9%
Annual plan accuracy

Monthly Bias (LE vs Actual)

MonthLE BiasAOP BiasWMAPE
Jan-40.2%-1.5%40.4%
Feb-56.0%-2.4%62.0%

Bias by Strength (LE vs Actual)

4MG-57.6% bias / 60.9% WMAPE
6MG-41.0% bias / 42.7% WMAPE
8MG-55.9% bias / 61.4% WMAPE

Green = ±5% bias. Gold = 5–15%. Red = >15% (escalate to Abhi).

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Key Demand Insights

Q2 LE is -40.2% vs AOP (2291K vs 3831K cans). Shortfall driven by 4MG softness.
MA-8 in Mar: LE +226% vs AOP (117K vs 36K)
Clear-8 in Mar: LE +80% vs AOP (40K vs 22K)
MA-4 in Mar: LE -59% vs AOP (39K vs 94K)
Clear-4 in Mar: LE -50% vs AOP (8K vs 15K)
MT-4 in Mar: LE -49% vs AOP (9K vs 17K)

Monthly Demand — AOP vs LE

Jan-39.3%
Feb-54.9%
Mar-13.5%
Apr+0.7%
May-63.1%
Jun-56.6%
AOP Latest Estimate Actuals
MonthAOPLE (3/15)VarianceActualAct vs LE
Jan1.1M654K-39.3%1.1M+67.2%
Feb1.1M503K-54.9%1.1M+127.1%
Mar(current)1.2M1.0M-13.5%585Kpartial-43.1%
Apr1.2M1.2M+0.7%
May1.3M472K-63.1%
Jun1.3M569K-56.6%
Total7.2M4.5M-37.9%2.8M

Strength Mix — AOP vs LE

4MG
AOP: 914K → LE: 476K
-47.9%
6MG
AOP: 3.8M → LE: 2.0M
-45.8%
8MG
AOP: 2.5M → LE: 1.9M
-22.5%

Data Sources

AOP (Current Plan): Abhi's annual operating plan, locked Q4 2025. Source: Demand Planning Sheet.

Latest Estimate (3/15): Revised forecast incorporating Jan-Feb actuals, Murphy's ramp timing, Sheetz SKU mix shift. Owner: Abhi.

Actuals: Cin7 shipment records (closed months). Mar 2026 partial through 3/15.

Variance threshold: >15% flags for escalation per Sesh ops protocol.

Account Phasing Sheet ↗Cin7 (inventory system)Shopify Admin (orders)