Carrier Terms Intermediate

Safety Stock

Also known as: Buffer Stock, Reserve Inventory, Safety Inventory

Definition

Safety stock is the “just in case” inventory that protects against unexpected demand spikes, supplier delays, or shipping disruptions. Too little risks stockouts; too much ties up capital.

Why Safety Stock Matters

Without Safety Stock With Safety Stock
Stockouts during demand spikes Continuous availability
Lost sales Captured revenue
Customer dissatisfaction Reliable service
Expedited shipping costs Standard replenishment

Factors Affecting Safety Stock Levels

  • Demand variability - How much sales fluctuate
  • Lead time variability - Supplier reliability
  • Service level target - Acceptable stockout risk
  • Product criticality - Impact of stockout
  • Carrying costs - Cost to hold inventory

Basic Safety Stock Formula

Safety Stock = Z × σ × √L

Where:

  • Z = Service level factor (1.65 for 95%)
  • σ = Standard deviation of demand
  • L = Lead time in same units

Safety Stock Strategies

Fixed safety stock: Static buffer quantity Dynamic safety stock: Adjusts based on season, trends ABC approach: Higher safety stock for A items Service level based: Set by acceptable stockout %

Balancing Act

  • Too much → Excess carrying costs, obsolescence risk
  • Too little → Lost sales, expedited shipping, unhappy customers
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