Queries · q239 · Chief Operating Officer · week 2, night 3
“How much of the November-December delivery slowdown is specifically attributable to Albion Parcel, versus everything else?”
Fictional people at a fictional company, each played by a language-model agent. Who they are and what they are told
The manager, at the start of week 2
Subject: Carrier picture confirms it — now I want to know what we can actually fix
Lena,
This is exactly the clarity I was hoping for — "it's the carriers, not the warehouses" is a much more actionable story than "fulfillment is inconsistent." A few things jumped out, including from what Daniel's and Tomasz's teams posted this week, and I want to chase them down before we draft anything for merchants or carrier partners.
What surprised me: Albion Parcel going from solid to broken in November and staying broken through December is different from Landfall and Lowlands, which sound like long-term weak performers we've just tolerated. One is a relationship we may need to end; the other looks like it could be an acute problem (capacity, a route, a depot) that might actually be fixable if we understood the trigger. I don't want to lump all three into one "bad carriers" conversation when they may need completely different responses.
I also noticed Daniel's team's finding that "where's my order" tickets spike in lockstep with late deliveries each November/December — that's a direct line from the carrier problem to support cost and customer satisfaction, and I'd like to be able to say that explicitly in my own numbers rather than borrowing his.
Questions for this week:
If it's a tight week, prioritize #1 and #2 — I want the carrier narrative airtight before I take it anywhere. Returns/restock cycle time can wait one more week if needed.
Thanks, Priya
The analyst · week 2, night 3, request 2 of 3
I can already answer most of priorities #2-#4 by hand from data I have: (a) the full-year carrier table lets me compute that today's overall transit on-time rate (pct within 3 days) is ~78%, and if the three weak carriers matched the ~88% weighted average of the other 11 carriers, overall on-time would rise to ~88% -- i.e. roughly 45% of our current unreliability sits with these three carriers, the rest is baseline slop even among good carriers. (b) the non-censored PO report fully resolves #3: pct_matured_still_open is ~0% in every quarter including the mature Oct-only slice of Q4 -- there is no real backlog, the 418 "open" POs were purely a right-censoring artifact. The late-delivery rate itself (47-59%) is real and chronic, but it's a persistent promise-miss rate, not a growing queue -- worth flagging as its own issue. (c) the vertical report resolves #4: Beauty and Apparel & Footwear have the highest fulfillment-shortfall rates (4.5-4.7% of orders), but Apparel is actually the fastest and most reliable vertical once an order fully delivers (3.84 avg days, 82.4% within 5) -- so the picking-discrepancy issue looks like a separate, real completeness problem (customers getting short quantities), not a delivery-speed problem. Tonight I want to re-express the carrier "ceiling" story in the exact metric Priya already quotes (order-level pct-within-5-days, not shipment transit), and isolate how much of the Nov-Dec dip is specifically attributable to Albion vs. everything else, plus quantify the Lowlands lane-fix opportunity -- these three numbers should make the carrier narrative airtight and actionable.
The engineer · 1 dry run on the empty schema, then the submission
WITH elig_orders AS ( SELECT o.id AS order_id, o.placed_at FROM orders o WHERE o.status = 'fulfilled' AND o.placed_at >= DATE '2025-01-01' AND o.placed_at < DATE '2026-01-01' ), fulfillment_counts AS ( SELECT f.order_id, COUNT(*) AS n_fulfillments FROM fulfillments f JOIN elig_orders eo ON eo.order_id = f.order_id GROUP BY f.order_id ), single_fulfillment AS ( SELECT f.id AS fulfillment_id, f.order_id FROM fulfillments f JOIN fulfillment_counts fc ON fc.order_id = f.order_id AND fc.n_fulfillments = 1 ), shipment_counts AS ( SELECT s.fulfillment_id, COUNT(*) AS n_shipments FROM shipments s JOIN single_fulfillment sf ON sf.fulfillment_id = s.fulfillment_id GROUP BY s.fulfillment_id ), single_shipment AS ( SELECT s.fulfillment_id, s.carrier, s.delivered_at FROM shipments s JOIN shipment_counts sc ON sc.fulfillment_id = s.fulfillment_id AND sc.n_shipments = 1 ), qualified AS ( SELECT eo.order_id, eo.placed_at, ss.carrier, ss.delivered_at FROM elig_orders eo JOIN single_fulfillment sf ON sf.order_id = eo.order_id JOIN single_shipment ss ON ss.fulfillment_id = sf.fulfillment_id WHERE ss.delivered_at IS NOT NULL ), labeled AS ( SELECT order_id, CASE WHEN placed_at < DATE '2025-11-01' THEN 'baseline' ELSE 'collapse' END AS period, CASE WHEN carrier = 'Albion Parcel' THEN 'Albion Parcel' ELSE 'All other carriers' END AS carrier_group, EXTRACT(EPOCH FROM (delivered_at - placed_at)) / 86400.0 AS delivery_days FROM qualified ), agg AS ( SELECT period, carrier_group, COUNT(*) AS orders_fully_delivered, AVG(delivery_days) AS avg_delivery_days, 100.0 * SUM(CASE WHEN delivery_days <= 5 THEN 1 ELSE 0 END) / COUNT(*) AS pct_within_5_days FROM labeled GROUP BY period, carrier_group ) SELECT carrier_group, period, orders_fully_delivered, ROUND(avg_delivery_days, 2) AS avg_delivery_days, ROUND(pct_within_5_days, 1) AS pct_within_5_days, ROUND(100.0 * orders_fully_delivered / SUM(orders_fully_delivered) OVER (PARTITION BY period), 1) AS share_of_period_orders_pct FROM agg ORDER BY period ASC, carrier_group ASC
“Query compiles and returns the expected columns. Submitting.”
“Submitted. The report computes, for each of the two 2025 periods (baseline Jan–Oct, collapse Nov–Dec), delivery metrics split into 'Albion Parcel' vs 'All other carriers', using orders that are fulfilled with exactly one fulfillment and exactly one shipment with a non-null delivered_at — matching the same single-carrier attribution rule as the prior weak-carriers-vs-rest report.”
As Lena Hartmann saw it, from the small dataset the agents worked on
carrier_group | period | orders_fully_delivered | avg_delivery_days | pct_within_5_days | share_of_period_orders_pct -------------------+----------+------------------------+-------------------+-------------------+--------------------------- Albion Parcel | baseline | 2052 | 3.4 | 92.3 | 13.3 All other carriers | baseline | 13409 | 3.97 | 78.9 | 86.7 Albion Parcel | collapse | 512 | 9.82 | 31.3 | 10.1 All other carriers | collapse | 4560 | 3.85 | 80.0 | 89.9 (4 rows)
The memo and the queries that followed; links found by title, so inferred
Later queries that build on this report:
It builds on:
Changed only where the benchmark needs the same result on every system
WITH elig_orders AS ( SELECT o.id AS order_id, o.placed_at SELECT o.id AS order_id, o.placed_at AS placed_at FROM orders o WHERE o.status = 'fulfilled' AND o.placed_at >= DATE '2025-01-01' AND o.placed_at < DATE '2026-01-01'),fulfillment_counts AS ( SELECT f.order_id, COUNT(*) AS n_fulfillments SELECT f.order_id AS order_id, COUNT(*) AS n_fulfillments FROM fulfillments f JOIN elig_orders eo ON eo.order_id = f.order_id GROUP BY f.order_id),single_fulfillment AS ( SELECT f.id AS fulfillment_id, f.order_id SELECT f.id AS fulfillment_id, f.order_id AS order_id FROM fulfillments f JOIN fulfillment_counts fc ON fc.order_id = f.order_id AND fc.n_fulfillments = 1),shipment_counts AS ( SELECT s.fulfillment_id, COUNT(*) AS n_shipments SELECT s.fulfillment_id AS fulfillment_id, COUNT(*) AS n_shipments FROM shipments s JOIN single_fulfillment sf ON sf.fulfillment_id = s.fulfillment_id GROUP BY s.fulfillment_id),single_shipment AS ( SELECT s.fulfillment_id, s.carrier, s.delivered_at SELECT s.fulfillment_id AS fulfillment_id, s.carrier AS carrier, s.delivered_at AS delivered_at FROM shipments s JOIN shipment_counts sc ON sc.fulfillment_id = s.fulfillment_id AND sc.n_shipments = 1),qualified AS ( SELECT eo.order_id, eo.placed_at, ss.carrier, ss.delivered_at SELECT eo.order_id AS order_id, eo.placed_at AS placed_at, ss.carrier AS carrier, ss.delivered_at AS delivered_at FROM elig_orders eo JOIN single_fulfillment sf ON sf.order_id = eo.order_id JOIN single_shipment ss ON ss.fulfillment_id = sf.fulfillment_id WHERE ss.delivered_at IS NOT NULL),labeled AS ( SELECT order_id, CASE WHEN placed_at < DATE '2025-11-01' THEN 'baseline' ELSE 'collapse' END AS period, CASE WHEN carrier = 'Albion Parcel' THEN 'Albion Parcel' ELSE 'All other carriers' END AS carrier_group, EXTRACT(EPOCH FROM (delivered_at - placed_at)) / 86400.0 AS delivery_days {{seconds_between(placed_at, delivered_at)}} / 86400.0 AS delivery_days FROM qualified),agg AS ( SELECT period, carrier_group, COUNT(*) AS orders_fully_delivered, AVG(delivery_days) AS avg_delivery_days, 100.0 * SUM(CASE WHEN delivery_days <= 5 THEN 1 ELSE 0 END) / COUNT(*) AS pct_within_5_days FROM labeled GROUP BY period, carrier_group)SELECT carrier_group, period, orders_fully_delivered, ROUND(avg_delivery_days, 2) AS avg_delivery_days, ROUND(pct_within_5_days, 1) AS pct_within_5_days, ROUND(100.0 * orders_fully_delivered / SUM(orders_fully_delivered) OVER (PARTITION BY period), 1) AS share_of_period_orders_pct avg_delivery_days AS avg_delivery_days, pct_within_5_days AS pct_within_5_days, 100.0 * orders_fully_delivered / SUM(orders_fully_delivered) OVER (PARTITION BY period) AS share_of_period_orders_pctFROM aggORDER BY period ASC, carrier_group ASCORDER BY period ASC NULLS LAST, carrier_group ASC NULLS LAST
WITH elig_orders AS ( SELECT o.id AS order_id, o.placed_at AS placed_at FROM orders o WHERE o.status = 'fulfilled' AND o.placed_at >= DATE '2025-01-01' AND o.placed_at < DATE '2026-01-01' ), fulfillment_counts AS ( SELECT f.order_id AS order_id, COUNT(*) AS n_fulfillments FROM fulfillments f JOIN elig_orders eo ON eo.order_id = f.order_id GROUP BY f.order_id ), single_fulfillment AS ( SELECT f.id AS fulfillment_id, f.order_id AS order_id FROM fulfillments f JOIN fulfillment_counts fc ON fc.order_id = f.order_id AND fc.n_fulfillments = 1 ), shipment_counts AS ( SELECT s.fulfillment_id AS fulfillment_id, COUNT(*) AS n_shipments FROM shipments s JOIN single_fulfillment sf ON sf.fulfillment_id = s.fulfillment_id GROUP BY s.fulfillment_id ), single_shipment AS ( SELECT s.fulfillment_id AS fulfillment_id, s.carrier AS carrier, s.delivered_at AS delivered_at FROM shipments s JOIN shipment_counts sc ON sc.fulfillment_id = s.fulfillment_id AND sc.n_shipments = 1 ), qualified AS ( SELECT eo.order_id AS order_id, eo.placed_at AS placed_at, ss.carrier AS carrier, ss.delivered_at AS delivered_at FROM elig_orders eo JOIN single_fulfillment sf ON sf.order_id = eo.order_id JOIN single_shipment ss ON ss.fulfillment_id = sf.fulfillment_id WHERE ss.delivered_at IS NOT NULL ), labeled AS ( SELECT order_id, CASE WHEN placed_at < DATE '2025-11-01' THEN 'baseline' ELSE 'collapse' END AS period, CASE WHEN carrier = 'Albion Parcel' THEN 'Albion Parcel' ELSE 'All other carriers' END AS carrier_group, CAST(EXTRACT(EPOCH FROM (delivered_at - placed_at)) AS NUMERIC(18,6)) / 86400.0 AS delivery_days FROM qualified ), agg AS ( SELECT period, carrier_group, COUNT(*) AS orders_fully_delivered, AVG(delivery_days) AS avg_delivery_days, 100.0 * SUM(CASE WHEN delivery_days <= 5 THEN 1 ELSE 0 END) / COUNT(*) AS pct_within_5_days FROM labeled GROUP BY period, carrier_group ) SELECT carrier_group, period, orders_fully_delivered, avg_delivery_days AS avg_delivery_days, pct_within_5_days AS pct_within_5_days, 100.0 * orders_fully_delivered / SUM(orders_fully_delivered) OVER (PARTITION BY period) AS share_of_period_orders_pct FROM agg ORDER BY period ASC NULLS LAST, carrier_group ASC NULLS LAST
WITH elig_orders AS ( SELECT o.id AS order_id, o.placed_at AS placed_at FROM orders o WHERE o.status = 'fulfilled' AND o.placed_at >= DATE '2025-01-01' AND o.placed_at < DATE '2026-01-01' ), fulfillment_counts AS ( SELECT f.order_id AS order_id, COUNT(*) AS n_fulfillments FROM fulfillments f JOIN elig_orders eo ON eo.order_id = f.order_id GROUP BY f.order_id ), single_fulfillment AS ( SELECT f.id AS fulfillment_id, f.order_id AS order_id FROM fulfillments f JOIN fulfillment_counts fc ON fc.order_id = f.order_id AND fc.n_fulfillments = 1 ), shipment_counts AS ( SELECT s.fulfillment_id AS fulfillment_id, COUNT(*) AS n_shipments FROM shipments s JOIN single_fulfillment sf ON sf.fulfillment_id = s.fulfillment_id GROUP BY s.fulfillment_id ), single_shipment AS ( SELECT s.fulfillment_id AS fulfillment_id, s.carrier AS carrier, s.delivered_at AS delivered_at FROM shipments s JOIN shipment_counts sc ON sc.fulfillment_id = s.fulfillment_id AND sc.n_shipments = 1 ), qualified AS ( SELECT eo.order_id AS order_id, eo.placed_at AS placed_at, ss.carrier AS carrier, ss.delivered_at AS delivered_at FROM elig_orders eo JOIN single_fulfillment sf ON sf.order_id = eo.order_id JOIN single_shipment ss ON ss.fulfillment_id = sf.fulfillment_id WHERE ss.delivered_at IS NOT NULL ), labeled AS ( SELECT order_id, CASE WHEN placed_at < DATE '2025-11-01' THEN 'baseline' ELSE 'collapse' END AS period, CASE WHEN carrier = 'Albion Parcel' THEN 'Albion Parcel' ELSE 'All other carriers' END AS carrier_group, CAST(divideDecimal(toDecimal128(dateDiff('microsecond', placed_at, delivered_at), 0), toDecimal128(1000000, 0), 6) AS Nullable(Decimal(18, 6))) / 86400.0 AS delivery_days FROM qualified ), agg AS ( SELECT period, carrier_group, COUNT(*) AS orders_fully_delivered, AVG(delivery_days) AS avg_delivery_days, 100.0 * SUM(CASE WHEN delivery_days <= 5 THEN 1 ELSE 0 END) / COUNT(*) AS pct_within_5_days FROM labeled GROUP BY period, carrier_group ) SELECT carrier_group, period, orders_fully_delivered, avg_delivery_days AS avg_delivery_days, pct_within_5_days AS pct_within_5_days, 100.0 * orders_fully_delivered / SUM(orders_fully_delivered) OVER (PARTITION BY period) AS share_of_period_orders_pct FROM agg ORDER BY period ASC NULLS LAST, carrier_group ASC NULLS LAST
The agents' own records, as the role play wrote them; only the personal data of the person who ran it is redacted
Report request from Lena Hartmann (analyst for the Chief Operating Officer):
Title: Order-level delivery reliability: Albion Parcel vs rest, baseline vs collapse, 2025
Question: How much of the November-December delivery slowdown is specifically attributable to Albion Parcel, versus everything else?
Grain: one row per carrier_group ('Albion Parcel' vs 'All other carriers') and period ('baseline': placed_at Jan-Oct 2025; 'collapse': placed_at Nov-Dec 2025)
Columns:
- carrier_group
- period
- orders_fully_delivered
- avg_delivery_days
- pct_within_5_days
- share_of_period_orders_pct
Details: Same scoping and single-carrier attribution rule as the weak-carriers-vs-rest report (orders placed_at in 2025, status='fulfilled', exactly one fulfillment with exactly one shipment, delivered_at not null). period is based on orders.placed_at (baseline = 2025-01-01 to 2025-10-31; collapse = 2025-11-01 to 2025-12-31). carrier_group = 'Albion Parcel' if shipments.carrier = 'Albion Parcel', else 'All other carriers'. Round avg_delivery_days to 2 decimals, pct columns to 1 decimal. Order by period ascending, then carrier_group ascending. Expect 4 rows.
Check your query with the warehouse's dry_run tool, then hand it in with submit.dry_runWITH elig_orders AS ( SELECT o.id AS order_id, o.placed_at FROM orders o WHERE o.status = 'fulfilled' AND o.placed_at >= DATE '2025-01-01' AND o.placed_at < DATE '2026-01-01' ), fulfillment_counts AS ( SELECT f.order_id, COUNT(*) AS n_fulfillments FROM fulfillments f JOIN elig_orders eo ON eo.order_id = f.order_id GROUP BY f.order_id ), single_fulfillment AS ( SELECT f.id AS fulfillment_id, f.order_id FROM fulfillments f JOIN fulfillment_counts fc ON fc.order_id = f.order_id AND fc.n_fulfillments = 1 ), shipment_counts AS ( SELECT s.fulfillment_id, COUNT(*) AS n_shipments FROM shipments s JOIN single_fulfillment sf ON sf.fulfillment_id = s.fulfillment_id GROUP BY s.fulfillment_id ), single_shipment AS ( SELECT s.fulfillment_id, s.carrier, s.delivered_at FROM shipments s JOIN shipment_counts sc ON sc.fulfillment_id = s.fulfillment_id AND sc.n_shipments = 1 ), qualified AS ( SELECT eo.order_id, eo.placed_at, ss.carrier, ss.delivered_at FROM elig_orders eo JOIN single_fulfillment sf ON sf.order_id = eo.order_id JOIN single_shipment ss ON ss.fulfillment_id = sf.fulfillment_id WHERE ss.delivered_at IS NOT NULL ), labeled AS ( SELECT order_id, CASE WHEN placed_at < DATE '2025-11-01' THEN 'baseline' ELSE 'collapse' END AS period, CASE WHEN carrier = 'Albion Parcel' THEN 'Albion Parcel' ELSE 'All other carriers' END AS carrier_group, EXTRACT(EPOCH FROM (delivered_at - placed_at)) / 86400.0 AS delivery_days FROM qualified ), agg AS ( SELECT period, carrier_group, COUNT(*) AS orders_fully_delivered, AVG(delivery_days) AS avg_delivery_days, 100.0 * SUM(CASE WHEN delivery_days <= 5 THEN 1 ELSE 0 END) / COUNT(*) AS pct_within_5_days FROM labeled GROUP BY period, carrier_group ) SELECT carrier_group, period, orders_fully_delivered, ROUND(avg_delivery_days, 2) AS avg_delivery_days, ROUND(pct_within_5_days, 1) AS pct_within_5_days, ROUND(100.0 * orders_fully_delivered / SUM(orders_fully_delivered) OVER (PARTITION BY period), 1) AS share_of_period_orders_pct FROM agg ORDER BY period ASC, carrier_group ASC
STATUS: COMPILES (dry run on the empty schema, no data read) COLUMNS: carrier_group, period, orders_fully_delivered, avg_delivery_days, pct_within_5_days, share_of_period_orders_pct
submitWITH elig_orders AS ( SELECT o.id AS order_id, o.placed_at FROM orders o WHERE o.status = 'fulfilled' AND o.placed_at >= DATE '2025-01-01' AND o.placed_at < DATE '2026-01-01' ), fulfillment_counts AS ( SELECT f.order_id, COUNT(*) AS n_fulfillments FROM fulfillments f JOIN elig_orders eo ON eo.order_id = f.order_id GROUP BY f.order_id ), single_fulfillment AS ( SELECT f.id AS fulfillment_id, f.order_id FROM fulfillments f JOIN fulfillment_counts fc ON fc.order_id = f.order_id AND fc.n_fulfillments = 1 ), shipment_counts AS ( SELECT s.fulfillment_id, COUNT(*) AS n_shipments FROM shipments s JOIN single_fulfillment sf ON sf.fulfillment_id = s.fulfillment_id GROUP BY s.fulfillment_id ), single_shipment AS ( SELECT s.fulfillment_id, s.carrier, s.delivered_at FROM shipments s JOIN shipment_counts sc ON sc.fulfillment_id = s.fulfillment_id AND sc.n_shipments = 1 ), qualified AS ( SELECT eo.order_id, eo.placed_at, ss.carrier, ss.delivered_at FROM elig_orders eo JOIN single_fulfillment sf ON sf.order_id = eo.order_id JOIN single_shipment ss ON ss.fulfillment_id = sf.fulfillment_id WHERE ss.delivered_at IS NOT NULL ), labeled AS ( SELECT order_id, CASE WHEN placed_at < DATE '2025-11-01' THEN 'baseline' ELSE 'collapse' END AS period, CASE WHEN carrier = 'Albion Parcel' THEN 'Albion Parcel' ELSE 'All other carriers' END AS carrier_group, EXTRACT(EPOCH FROM (delivered_at - placed_at)) / 86400.0 AS delivery_days FROM qualified ), agg AS ( SELECT period, carrier_group, COUNT(*) AS orders_fully_delivered, AVG(delivery_days) AS avg_delivery_days, 100.0 * SUM(CASE WHEN delivery_days <= 5 THEN 1 ELSE 0 END) / COUNT(*) AS pct_within_5_days FROM labeled GROUP BY period, carrier_group ) SELECT carrier_group, period, orders_fully_delivered, ROUND(avg_delivery_days, 2) AS avg_delivery_days, ROUND(pct_within_5_days, 1) AS pct_within_5_days, ROUND(100.0 * orders_fully_delivered / SUM(orders_fully_delivered) OVER (PARTITION BY period), 1) AS share_of_period_orders_pct FROM agg ORDER BY period ASC, carrier_group ASC
Submitted to tonight's batch. Your work on this request is done.