=== Report 1: Carrier performance, full year 2025 (complete) (written by Ines) === Engineer's note: transit_days computed as delivered_at::date - shipped_at::date (whole calendar days); avg/median/pct_within_3_days are based only on the delivered subset per carrier, while shipments_shipped and share_of_total_shipments_pct cover all shipped shipments regardless of delivery status. REPORT: Carrier performance, full year 2025 (complete) QUESTION: What is each carrier's full-year transit reliability and volume share, so I can estimate how much overall unreliability would disappear if the weak carriers matched the good ones? carrier | shipments_shipped | shipments_delivered | avg_transit_days | median_transit_days | pct_within_3_days | share_of_total_shipments_pct ---------------------+-------------------+---------------------+------------------+---------------------+-------------------+----------------------------- Strombogen Kurier | 2972 | 2944 | 2.14 | 2.00 | 93.8 | 13.9 Albion Parcel | 2676 | 2661 | 3.46 | 2.00 | 80.7 | 12.5 Lowlands Express | 2561 | 2524 | 3.56 | 3.00 | 57.9 | 11.9 Liberty Ground | 2343 | 2319 | 2.23 | 2.00 | 90.1 | 10.9 Alpenpaket | 2022 | 2014 | 2.17 | 2.00 | 92.5 | 9.4 Landfall Freight | 1906 | 1878 | 4.89 | 5.00 | 25.7 | 8.9 Trailhead Express | 1879 | 1860 | 2.46 | 2.00 | 83.7 | 8.8 Skerrylane Logistics | 1124 | 1116 | 2.50 | 2.00 | 81.0 | 5.2 Kennet Freight | 909 | 898 | 2.31 | 2.00 | 88.1 | 4.2 Polder Post | 902 | 892 | 2.57 | 2.00 | 79.0 | 4.2 Regent Parcels | 798 | 789 | 2.30 | 2.00 | 88.7 | 3.7 Prairie Line Express | 748 | 741 | 2.54 | 2.00 | 81.5 | 3.5 Liffey Couriers | 323 | 322 | 2.71 | 2.00 | 76.1 | 1.5 Gallia Colis | 284 | 280 | 2.82 | 2.00 | 74.6 | 1.3 (14 rows) === Report 2: Purchase order replenishment performance by quarter, 2025 (mature POs only, non-censored) (written by Felix) === Engineer's note: Aggregated across all tenants/POs platform-wide (no merchant filter requested). As noted in the request, Q4's matured subset only covers POs ordered in October since Nov/Dec POs aren't yet 60 days old as of the 2025-12-31 cutoff - this is expected, not a data gap. REPORT: Purchase order replenishment performance by quarter, 2025 (mature POs only, non-censored) QUESTION: Once we only look at purchase orders old enough to have fully played out, are we genuinely behind on restocking, or was the Q4 backlog just a year-end timing artifact? quarter | pos_ordered_total | pos_matured | pos_matured_received | pct_matured_still_open | avg_actual_lead_days | pct_received_late | avg_days_late --------+-------------------+-------------+----------------------+------------------------+----------------------+-------------------+-------------- 2025-Q1 | 1183 | 1183 | 1183 | 0.0 | 22.4 | 52.9 | 6.1 2025-Q2 | 1209 | 1209 | 1209 | 0.0 | 20.0 | 47.4 | 3.8 2025-Q3 | 1238 | 1238 | 1238 | 0.0 | 20.8 | 54.0 | 4.8 2025-Q4 | 1588 | 464 | 460 | 0.9 | 20.7 | 59.3 | 4.5 (4 rows) === Report 3: Fulfillment shortfall and delivery speed by merchant vertical, 2025 (written by Bea) === Engineer's note: "Fully delivered" requires the order to have at least one linked shipment (via fulfillments) and none of them null delivered_at; orders with status='fulfilled' but no shipment rows at all are excluded from that subset rather than counted as delivered. Tenants with a null industry are excluded since the grain is per-vertical. REPORT: Fulfillment shortfall and delivery speed by merchant vertical, 2025 QUESTION: Do apparel/footwear merchants, where picking discrepancies are concentrated, actually see more orders go unfulfilled or delivered slowly -- or is that purely an inventory/accounting issue with no customer-facing effect? industry | orders_placed_2025 | pct_orders_with_fulfillment_shortfall | orders_fully_delivered | avg_delivery_days | pct_within_5_days --------------------------+--------------------+---------------------------------------+------------------------+-------------------+------------------ Beauty | 1561 | 4.7 | 1451 | 4.55 | 73.8 Apparel & Footwear | 7149 | 4.5 | 6264 | 3.84 | 82.4 Sports & Outdoor | 1014 | 4.2 | 916 | 4.05 | 77.8 Home & Living | 1658 | 4.0 | 1519 | 4.43 | 73.7 Jewelry & Accessories | 50 | 4.0 | 46 | 4.23 | 73.9 Consumer Electronics | 575 | 3.7 | 534 | 4.08 | 76.2 Books & Stationery | 159 | 3.1 | 151 | 4.16 | 80.1 Pet Supplies | 1448 | 3.0 | 1385 | 4.28 | 77.8 Office Supplies (B2B) | 526 | 1.9 | 512 | 3.95 | 77.3 Food & Coffee | 7210 | 1.7 | 6997 | 3.93 | 80.5 Industrial Supplies (B2B) | 773 | 1.6 | 758 | 4.26 | 72.2 (11 rows)