Find and Liquidate Dead Stock: Complete Playbook with Excel Calculator

Updated August 2025 13 min read Intermediate
Shopify WooCommerce

TL;DR

  • Dead stock = any product with <2x annual inventory turnover
  • Carrying costs: storage (15-20% of value/year) + opportunity cost + obsolescence risk
  • Break-even liquidation: any price above (COGS + remaining carrying cost)
  • Act fast - every month of delay increases total loss

Prerequisites

  • Sales history by SKU for at least 12 months
  • Current inventory levels and COGS data
  • Warehouse/storage cost information
  • Understanding of your average inventory turnover

The Hidden Cost of "We'll Sell It Eventually"

You have 500 units of a product that hasn't sold in 6 months. COGS was $25/unit. That's $12,500 tied up.

But the real cost is higher:
- Warehouse space: $0.50/unit/month × 6 months = $1,500
- Opportunity cost: $12,500 invested at 10% annual return = $625 lost
- Risk of obsolescence: Fashion/tech loses 20% value every quarter = $2,500 potential loss
- Total hidden cost: $4,625 (37% of COGS)

After 12 months, you'll spend more on carrying costs than you spent on the product.

Dead stock isn't just unsold inventory. It's cash bleeding out slowly.

Let's stop the bleeding.

What Qualifies as Dead Stock?

Not all slow-movers are dead. There's a spectrum:

The Dead Stock Hierarchy

1. Clinically Dead (Liquidate Immediately)
- Zero sales in 180+ days
- Inventory turnover < 0.5x per year
- Seasonal product past its season
- Discontinued, damaged, or expired

2. Critical Condition (Liquidate Within 30 Days)
- <5 sales in 180 days
- Inventory turnover < 1x per year
- Sitting for 12+ months
- Next season's version arriving soon

3. Slow but Salvageable (Monitor / Light Discounting)
- Inventory turnover 1-2x per year
- Steady trickle of sales
- Not time-sensitive
- May improve with marketing

4. Healthy Stock (Keep)
- Inventory turnover 4-8x per year
- Consistent sales velocity
- Reordering regularly

The Inventory Turnover Formula


Inventory Turnover = Cost of Goods Sold / Average Inventory Value

Or simplified per SKU:
Inventory Turnover = Units Sold (12 mo) / Average Units in Stock

Example:
- Units Sold Last Year: 120
- Average Inventory: 100 units
- Turnover: 120 / 100 = 1.2x per year

Anything under 2x is a problem. Under 1x is dead.

Finding and Analyzing Dead Stock in Excel

  1. 3

    Export Your Full Inventory List

    From Shopify: Products > Export. Get SKU, Product Name, Current Stock, Cost per Item, Date Added. This is your starting point.

  2. 3

    Calculate Inventory Turnover Ratio

    In your inventory sheet, add column: =UnitsSoldLastYear / AverageInventory. Sort descending. Products at the bottom (<2.0) are your problem children.

  3. 3

    Calculate Days of Supply

    Days of Supply = (Current Stock / Daily Sales Rate). Formula: =CurrentStock / (UnitsSold365 / 365). Over 180 days = dead stock. Over 365 days = ancient history.

  4. 3

    Calculate True Carrying Cost

    Carrying Cost per Unit per Month = (Storage Rate × Volume) + (COGS × Monthly Interest Rate) + Obsolescence Risk. Typical total: 2-3% of COGS per month.

  5. 3

    Calculate Break-Even Liquidation Price

    Break-Even = COGS + (Accumulated Carrying Costs). Any sale above this recovers your money. Formula: =COGS + (MonthsInStock × MonthlyCost). Anything less is a loss but stops further bleeding.

  6. 3

    Build Your Liquidation Priority Matrix

    Create score: (Units in Stock × COGS × Months Sitting). Sort descending. Highest scores are bleeding the most cash. These get liquidated first.

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The Liquidation Strategy Decision Tree

Not all dead stock should be liquidated the same way. Choose based on value and velocity:

Strategy 1: Deep Discount (50-70% Off)


When to use: High volume, low COGS, need it gone NOW
- Example: 1,000 units of $5 keychains
- Liquidation price: $2-3
- Goal: Clear space, recover something
- Channel: Your own site with banner ads

Strategy 2: Bundling


When to use: Dead stock + bestseller = perceived value
- Example: Slow-selling phone case + popular charging cable
- Bundle price: $29 (separate: $40)
- Goal: Move dead stock while maintaining margin on bestseller
- Channel: Homepage bundle offer

Strategy 3: Liquidation Partners


When to use: Premium brand can't be discounted heavily on your site
- Example: Designer apparel ($150 COGS)
- Liquidation price: $80-100
- Goal: Preserve brand, quick cash
- Channels: TJ Maxx, Gilt, Rue La La

Strategy 4: Donation Write-Off


When to use: Can't sell above break-even, need tax deduction
- Must be legitimate charity (not "mystery box" resellers)
- Get written receipt for tax filing
- Deduct Fair Market Value or COGS (IRS rules vary)

Strategy 5: Return to Supplier (if possible)


When to use: You have return agreements, product is sellable
- Expect 25-50% restocking fee
- Still better than $0
- Negotiate terms before placing large future orders
Don't go straight to 70% off. Start at 30% off for 2 weeks. Bump to 50% for 2 weeks. Final liquidation at 70%. This maximizes recovery - the shoppers who'd pay 50% don't need to see it at 70%.

The Excel Dead Stock Calculator

Build a simple tracker to prevent future dead stock:

Column Structure:


1. SKU
2. Product Name
3. Date First Stocked
4. Current Units
5. COGS per Unit
6. Total Value (Units × COGS)
7. Units Sold L90D (last 90 days)
8. Daily Sales Rate (=Col7/90)
9. Days of Supply (=Col4/Col8)
10. Inventory Turnover
11. Status (formula-driven)
12. Action Required

Auto-Status Formula:


```excel
=IF(J2<0.5,"Dead-Liquidate Now",
IF(J2<1,"Critical-Liquidate 30D",
IF(J2<2,"Slow-Monitor",
"Healthy")))
```

Conditional Formatting:


- Red: Dead (turnover <0.5)
- Orange: Critical (0.5-1.0)
- Yellow: Slow (1.0-2.0)
- Green: Healthy (>2.0)

Update this monthly. Watch for products slipping from green to yellow.

Get automated dead stock alerts before inventory becomes a problem. Identify slow-movers early and take action.

Monitor Inventory Health

Prevent dead stock before it happens

Common Mistakes to Avoid

Learn from these common pitfalls to ensure success

Waiting until inventory is truly dead (0 sales in 12 months) to take action

Solution: Act when turnover drops below 2x. Early 30% discount is better than desperate 70% discount later.

Not tracking accumulated carrying costs in liquidation decisions

Solution: A $50 COGS product that's sat 12 months has cost you $60-65 total. Liquidate at $40 to stop the bleeding.

Buying more inventory before clearing dead stock

Solution: Institute a rule: no new POs until dead stock is under 10% of total inventory value.

Liquidating everything at once and training customers to wait for sales

Solution: Rotate liquidations by category. Don't make your entire catalog 50% off simultaneously.

Not learning from dead stock patterns

Solution: After liquidation, analyze why it became dead stock. Over-buying? Wrong trend? Poor product-market fit? Adjust buying strategy.

How to Verify Your Numbers

Ensure accuracy with these verification steps

You have a list of all SKUs with <2x annual inventory turnover

You know the total dollar value tied up in dead stock

You've calculated break-even liquidation price for each dead SKU

You have a liquidation plan with specific dates and discount levels

You're tracking the success rate of your liquidation strategy

Frequently Asked Questions

What's a healthy inventory turnover rate for e-commerce?
4-6x per year is good. 8-12x is excellent. Under 2x is concerning. But it varies by industry - fashion needs 6-8x, furniture might be fine at 3-4x.
Should I liquidate profitably-selling products with slow turnover?
Not necessarily. If it's profitable and customers want it, keep it. Focus liquidation on unprofitable or no-longer-selling items.
How much dead stock is normal?
Aim for <5% of inventory value in dead stock (<1x turnover). 5-10% needs attention. Over 10% is a serious problem affecting cash flow and profitability.
Can I prevent dead stock entirely?
No, but you can minimize it. Better demand forecasting, smaller initial orders, faster liquidation cycles. Even great retailers have 3-5% dead stock.
Should I advertise liquidation sales or hide them?
Depends on brand. Budget/value brands can advertise clearance heavily. Premium brands should use subtle 'Final Sale' sections or liquidation partners to protect brand perception.

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