Internal preparation. Mix index and opportunity come from DiversiTech's own sales records and need no external validation. The ARM market sizing is a ballpark whose scaling assumption is the main thing to validate with Johnstone before the review.
Assortment gap by category
Johnstone's share of category spend against the peer-channel benchmark, all 19 under-penetrated categories, sorted by annual mix gap. The axis is logarithmic, so the dot separation is the ratio — an index of 41 looks the same wide whether the category is large or small. Magnitude is the dollar figure at the end of each row, and the trailing sparkline shows the mix index across CY2022 to TTM with the change printed beside it, so an opening gap reads differently from a structural one.
Opportunity list — peer and national index side by side
100 = same share of category spend as peer wholesalers.
| No rows returned. |