Inventory Shrinkage Rate

Excel Formulas › Retail & Inventory

All versions

Shrinkage is inventory lost to theft, damage, and error — the gap between book stock and what’s actually on the shelf. Measured as the lost value over sales (or over book inventory).


Quick formula: shrinkage as a percent of sales:
=(book_inventory - counted_inventory) / sales
Book stock minus the physical count is the loss; divide by sales for the shrink rate.

The example

$5k lost on $250k sales.

AB
1ItemValue
2Inventory loss5000
3Sales250000 → 2.0%

The formula

The formula:

=(B2 - B3) / B4 // loss ÷ sales

How it works

How it works:

  1. Book inventory is what your records say you have; the physical count is what’s really there.
  2. The difference is the shrinkage loss — theft, damage, miscounts, supplier shortfalls.
  3. Divide the loss by sales for the standard shrink rate (industry average is ~1–2%).
  4. Dividing by book inventory instead gives shrinkage as a share of stock value.

Track the trend, not just the number. A single shrink rate is hard to judge; plotting it by period or store reveals problems. A spike at one location or after a process change points straight to the cause — conditional formatting on a store-by-period grid makes outliers jump out.

Try it: interactive demo

Live demo

Inventory loss and sales.

Shrink rate:

Variations

Loss amount

Book vs count:

=book_inventory - counted_inventory

Of book value

Share of stock:

=loss / book_inventory

In units

Unit shrink:

=book_units - counted_units

Pitfalls & errors

Pick the base. Shrink over sales vs over inventory give different rates — state which.

Value vs units. Measure in dollars for finance, units for operations.

Count accuracy. A bad physical count fakes shrinkage — reconcile before alarming.

Practice workbook

📊
Download the free Inventory Shrinkage Rate practice workbook
A shrinkage sheet with the loss-amount, of-book-value, and unit variants, plus 4 challenges with answers. No sign-up required.

Frequently asked questions

How do I calculate inventory shrinkage in Excel?
Subtract the physical count from book inventory for the loss, then divide by sales: =(book_inventory - counted_inventory) / sales.
What's a normal shrinkage rate?
Retail averages around 1–2% of sales, but it varies by category and store. Track the trend rather than judging a single figure.
Should I measure shrink over sales or inventory?
Both are used: over sales is the common retail metric; over book inventory shows the share of stock value lost.

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