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Playbook

Wilson EOQ vs Just-in-Time: the crossover

By Oliver Wakefield-Smith, Founder, Digital Signet
Direct answer

JIT beats Wilson when the ordering cost S falls toward zero and the supplier is reliable enough that planned shortages stay rare. Wilson collapses to lot-for-lot as S to 0, which is the same as JIT. The crossover is not philosophical; it is arithmetic on S and on carrying-cost percent i[1].

The crossover, in one line of algebra

Wilson Q* = sqrt(2DS/H). As S to 0, Q* to 0 and orders/year to infinity. That is JIT in disguise: each order is a kanban pull. The economic question is whether you can drive S low enough (EDI, supplier portal, vendor-managed inventory) that the holding-cost saving from a small Q outweighs the per-order overhead.

break-even setup cost
S_breakeven = (Q_JIT^2 * H) / (2 * D)
At this S, ordering Q_JIT is no more expensive than the unconstrained Wilson Q*.

When JIT wins, when Wilson wins

The Toyota and Dell context

Toyota’s JIT works because the kanban system drove S toward zero at the assembly line and suppliers were geographically co-located in Aichi prefecture[2]. Dell’s build-to-order JIT in PCs worked because the unit economics of obsolescence (carrying a Pentium chip for 30 days was a write-down event) made any holding catastrophic. Neither case generalises to a $5M D2C brand on Shopify with a Chinese factory and a six-week ocean freight cycle. Wilson with a quantity-discount overlay is usually the right tool there.

The U-curve flatness defence

Even if you suspect JIT is theoretically better, the Wilson U-curve is flat near Q*. A 30 percent error on Q costs about 4 percent on total cost. The cost of mis-implementing JIT (a stockout that shuts the line) is rarely flat. The asymmetry tilts the call toward Wilson plus a safety stock buffer in most mid-market settings.