Your July Numbers
The Numbers Plan · Riverside Market · Canby, OR · Prepared by Dan A., your Apex specialist · Aug 2, 2026
July in one line
Margin is up again — two vendor increases were caught and repriced before they cost you anything. One thing to watch: the cooler.
28.4%▲ 0.6Blended margin
0▼ from 37Items below cost
212Price changes entered
48Invoices checked
1What we did in July
- Caught a 4.2% beverage cost increase across 63 SKUs — repriced same week, margin protected.
- Rebuilt the 2-for energy drink promo — was ringing wrong on singles since spring.
- Flagged a $141 invoice mismatch with your snack distributor — credit received July 22.
- Entered 212 vendor price changes — your price book matches what you actually pay.
2Margin by department
| Department | June | July | Read |
|---|---|---|---|
| Beverages | 31.2% | 32.0% | Good — increase repriced |
| Snacks & candy | 38.5% | 39.1% | Good |
| Tobacco | 14.8% | 14.9% | On target |
| Beer cooler | 24.6% | 23.1% | Watch — see below |
| Grocery | 30.4% | 30.6% | Good |
3Watch list
- Beer cooler margin slipped 1.5 pts. Sales are steady, so this looks like shrink, not pricing. If it repeats in August, we recommend a targeted recount.
- One dairy vendor is drip-raising costs (three small increases in 60 days). We’re repricing as they land, but a supplier conversation may be worth it.
Your three things for August
- Keep an eye on the beer cooler during evening shifts — margin says product is walking.
- Approve the attached retail changes for the dairy lines (30 seconds — reply “yes”).
- Nothing else. The rest is handled.
Sent monthly with the Numbers Plan ($399/mo, month-to-month). Your specialist reads this with you on request — 10 minutes by phone. | SAMPLE report: store and figures are illustrative.
Appendix — Invoices Processed
July 2026 · Riverside Market · Every invoice checked line-by-line against your price book before entry
The value, in one line
48 invoices · 2,142 lines checked · 110 vendor cost changes caught and entered · 1 billing error found — $141 credited back to you.
1By vendor
| Vendor | Invoices | Lines checked | Cost changes entered | Notes |
|---|---|---|---|---|
| Core-Mark — grocery & snacks | 9 | 1,240 | 61 | 1 mismatch found July 12 — $141 credit received |
| Columbia Distributing — beer | 13 | 322 | 18 | Summer price letter applied across 6-pks |
| Pepsi Bottling | 8 | 210 | 9 | Clean month |
| Swire Coca-Cola | 7 | 190 | 12 | 20-oz increase — retails updated same week |
| Franz Bakery | 6 | 84 | 3 | Clean month |
| Darigold — dairy | 5 | 96 | 7 | 3rd small increase in 60 days — on the watch list |
| July total | 48 | 2,142 | 110 |
2What this bought you
- No silent cost creep. All 110 vendor increases hit your price book the week they landed — margins repriced before they cost you anything.
- Vendors billed you correctly — because someone checked. The Core-Mark mismatch would have repeated monthly.
- Zero hours of your time. This stack of paper used to be your evening.
Included in every Numbers Plan month. Vendors and figures are illustrative — SAMPLE report.