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📚Concept #30

Lower of Cost or Market (LCM)

Writing down inventory when values drop—conservatism in action.

Why This Matters

You're a retailer. Last year, you bought 500 smartphones for $400 each—$200,000 in inventory. They were hot sellers.

Then the new model dropped. Suddenly, nobody wants last year's phone. The market price crashed to $250 each.

Question: What's your inventory worth on the balance sheet?

Your gut says $200,000—that's what you paid. But here's the problem: you can't sell them for $200,000 anymore. If you tried, you'd get maybe $125,000.

Accounting Rule:

You can't pretend inventory is worth more than you can sell it for.

This is the Lower of Cost or Market (LCM) rule. It forces companies to write down inventory when market values drop below what they paid. It's one of the most important applications of conservatism in accounting—the principle that says: when in doubt, report the worse number.

The Core Rule

🏷️

1. Cost

What you paid for it

📉

2. Market

What it's currently worth

LCM Logic

If Cost < MarketReport at COST (no action)

If Cost > MarketReport at MARKET (write-down)

You NEVER write UP inventory.
You only write DOWN when market drops below cost.

What Is "Market"?

This is where it gets tricky. "Market" doesn't simply mean "whatever someone will pay."

IFRS & Modern US GAAP

Simplified approach for most companies:

Market = NRV

Estimated Selling Price

- Estimated Costs to Sell

= Net Realizable Value (NRV)

No ceiling/floor gymnastics. Just: What did you pay? What can you sell it for (minus selling costs)? Report the lower one.

Traditional US GAAP

Used by companies on LIFO or Retail method:

CEILING = NRV
Market must fall in here
(Replacement Cost)
FLOOR = NRV - Profit Margin

Ceiling: Prevents overstating market value above what you can sell it for.
Floor: Prevents excessive write-downs that create artificial future profits.

Real-World Examples

Example 1: Tech Retailer (Write-Down)

ElectroMart has 200 tablets.

  • Cost: $300 each
  • Est. Selling Price: $280
  • Selling Costs: $30

1. Calculate NRV:

$280 - $30 = $250 per unit

2. Compare:

Cost ($300) > NRV ($250)

Write-down required: $50/unit

// 200 units × $50 = $10,000 loss

Loss on Inventory Write-Down10,000

Inventory10,000

Example 2: Fashion Retailer (Seasonal Markdown)

TrendyClothes has 100 winter coats left over.

  • Cost: $150 each
  • Est. Selling Price (clearance): $80
  • Selling Costs: $10

1. Calculate NRV:

$80 - $10 = $70 per unit

2. Compare:

Cost ($150) > NRV ($70)

Write-down required: $80/unit

// 100 units × $80 = $8,000 loss

Loss on Inventory Write-Down8,000

Inventory8,000

Example 3: ToolCo (No Write-Down)

ToolCo has 500 hammers.

  • Cost: $12 each
  • Est. Selling Price: $25
  • Selling Costs: $2

1. Calculate NRV:

$25 - $2 = $23 per unit

2. Compare:

Cost ($12) < NRV ($23)

No write-down needed

Inventory stays at original cost.

No journal entry.

Applying LCM: Levels of Detail

Companies can apply LCM at different levels. Item-by-item is the most common because it's the most conservative.

InventoryCostMarketItem-by-Item
Category A - Electronics
Item 1$5,000$4,500$4,500
Item 2$3,000$3,200$3,000
Category B - Appliances
Item 3$8,000$7,000$7,000
Item 4$2,000$2,500$2,000
TOTALS$18,000$17,200$16,500
Why Item-by-Item is lower ($16,500): You cannot offset the loss on Item 1 with the "gain" on Item 2. You evaluate each item separately and pick the lowest number.

Common Triggers

  • 💻

    Tech Obsolescence

    Last year's model

  • 🧥

    Seasonal Goods

    Winter coats in April

  • 🥛

    Expiration/Spoilage

    Food near sell-by date

  • 📉

    Market Price Drops

    Commodity crash

Can You Reverse It?

US GAAP: NO

Once written down, it's permanent. Emphasizes reliability (lock in the loss).

IFRS: YES

But only up to the original cost. Emphasizes relevance (show current value).

Original Cost: $10,000

Written Down: $7,000 (market dropped)

Market Later: $9,000 (recovered)

US GAAP Inventory: $7,000

IFRS Inventory: $9,000

Red Flags: What Write-Downs Signal

When you see large inventory write-downs on a company's financials, ask yourself:

1. Are they recurring?

Signals poor inventory management. The company consistently overstocks or misjudges demand.

2. Are they massive?

A large write-down relative to total inventory means a huge portion of stock is obsolete. Warning sign.

3. Happening in Q4?

Possible earnings management. Management is trying to "clear the decks" before the new year.

4. New Management?

"Big bath" accounting. New CEO takes all losses at once to blame the predecessor and make future years look great.

Key Takeaway

Lower of Cost or Market (LCM) requires companies to report inventory at the lower of what they paid (cost) or what it's currently worth (market/NRV). This is conservatism in action—recognize losses immediately when values drop, but never write up inventory when values rise.

Write-downs reduce both inventory on the balance sheet and income on the income statement. Large or recurring write-downs often signal inventory management problems, obsolescence, or changing market conditions.

Test Your Understanding

See if you've got the basics down. Click each option and check your answer.

Question 1: A company has inventory with a cost of $50,000 and a net realizable value of $45,000. Under LCM, the inventory should be reported at:

Question 2: Under US GAAP, if inventory was written down from $20,000 to $15,000, and the market value later recovers to $18,000, what is the inventory value?

Question 3: Which principle does LCM primarily reflect?

Question 4: A tech company has 1,000 laptops purchased at $800 each. New models launched, and these can now only sell for $600 each with $50 selling costs. What is the write-down amount?

Question 5: A company applies LCM on an item-by-item basis. Item A: Cost $10,000, Market $12,000. Item B: Cost $8,000, Market $6,000. Total inventory value?

Ready to Practice?

You now understand when and how to write down inventory. The Practice Lab challenges you to identify which items need write-downs, calculate NRV, and record the journal entries.

Try the Practice Lab

What's Next?

You've covered inventory valuation—now let's look at Prepaid Expenses, another current asset that transforms into an expense over time.

🧪Try Practice Lab

Up Next

Prepaid Expenses