HVAC Budget Stability for National Jewelry Retailer
A national jewelry retailer with over 2,400 locations reduced nearly $1 million in annual reactive HVAC repair costs and unplanned store closures by conducting a comprehensive asset audit, implementing a seasonal rooftop and quarterly preventive maintenance program, and shifting to an 80% planned versus 20% reactive maintenance model, resulting in a $26 million multi-year capital roadmap and stable, predictable HVAC budgeting.
Trading Reactive Spend for a Plan:
HVAC Budget Stability
Overview
Climate control is part of the experience in a jewelry store — few shoppers linger over a big purchase in a space that's too hot or too cold. This national jewelry retailer, with 2,400+ locations, spent nearly $1 million a year on reactive HVAC repairs and absorbed unplanned closures. Leadership wanted a predictable budget and a multi-year capital plan for aging equipment.
The Challenge
• Reactive HVAC cost nearly $1M a year • Failures forced unplanned store downtime • No reliable budget view across 2,400+ sites
The Solution
• Location-by-location asset condition audit • Seasonal rooftop plus quarterly PM program • Target shift to 80% planned, 20% reactive
Results & Highlights
$26M+ Capital Roadmap Potential capital spend identified and planned across an eight-year horizon.
1,690 Assets Audited HVAC units inspected and graded across the portfolio — 62 needing immediate repair, 978 worn but functional, 650 new or like-new.
80 / 20 Planned vs. Reactive Target shift from emergency repair spend toward predictable, planned maintenance.
Store climate is now a planned expense, not an emergency.