Shareholders’ Debrief Presentation Team Name: © 2012 Capsim Management Simulations, Inc. 1.
C45449 Round:3 Dec.31,2014 - downstream-to-capsim...
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Page 2 Courier/Fasttrack 9/14/2011 10:26:33 AM http://www.capsim.com/cgi-bin/ShowCourier.cfm?round=3&simid=C45449 Round: 3 Dec. 31, 2014 C45449 Andrews Gregory Craven Stephanie Greenbaum SungHee Hong Jeannine Rudolph Corinne Schaffer Baldwin Bevan Bristow Marco Di Prato Carlo Petrillo Justin Slusarski Kevin Ulrich Chester Tim Latouch Mary MacFarland Mai Nguyen Ari Raggi James Tierney Digby Darrell Dorsey Stephanie Martinez Darya Martynenka Eugene Vedensky Shawna Webb Erie Ferris Selected Financial Statistics Andrews Baldwin Chester Digby Erie Ferris ROS -6.2% -1.4% 4.5% -0.6% 3.6% 9.7% Asset Turnover 0.62 0.94 0.90 1.29 1.04 0.99 ROA -3.9% -1.4% 4.0% -0.7% 3.7% 9.7% Leverage (Assets/Equity) 2.6 2.5 1.7 2.6 2.1 2.4 ROE -10.0% -3.3% 6.8% -1.8% 7.7% 22.8% Emergency Loan $0 $0 $0 $0 $0 $0 Sales $87,449,779 $138,970,086 $94,886,386 $193,911,190 $148,691,890 $195,739,569 EBIT $1,062,843 $6,612,124 $11,520,123 $7,418,986 $16,335,734 $42,674,544 Profits ($5,432,392) ($2,014,290) $4,247,276 ($1,070,311) $5,357,228 $19,034,250 Cumulative Profit $10,528,632 $16,503,075 $19,081,686 $14,246,400 $23,179,680 $39,696,418 SG&A / Sales 18.3% 13.0% 10.7% 12.5% 8.4% 16.6% Contrib. Margin % 32.8% 26.4% 31.8% 21.5% 26.8% 45.8% CAPSTONE® COURIER Page 1
Transcript of C45449 Round:3 Dec.31,2014 - downstream-to-capsim...
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Round: 3Dec. 31, 2014
C45449
Andrews Gregory Craven Stephanie Greenbaum SungHee Hong Jeannine Rudolph Corinne Schaffer
Baldwin Bevan Bristow Marco Di Prato Carlo Petrillo Justin Slusarski Kevin Ulrich
Chester Tim Latouch Mary MacFarland Mai Nguyen Ari Raggi James Tierney
Digby Darrell Dorsey Stephanie Martinez Darya Martynenka Eugene Vedensky Shawna Webb
Erie
Ferris
Selected Financial Statistics Andrews Baldwin Chester Digby Erie FerrisROS -6.2% -1.4% 4.5% -0.6% 3.6% 9.7%Asset Turnover 0.62 0.94 0.90 1.29 1.04 0.99ROA -3.9% -1.4% 4.0% -0.7% 3.7% 9.7%Leverage (Assets/Equity) 2.6 2.5 1.7 2.6 2.1 2.4ROE -10.0% -3.3% 6.8% -1.8% 7.7% 22.8%Emergency Loan $0 $0 $0 $0 $0 $0Sales $87,449,779 $138,970,086 $94,886,386 $193,911,190 $148,691,890 $195,739,569EBIT $1,062,843 $6,612,124 $11,520,123 $7,418,986 $16,335,734 $42,674,544Profits ($5,432,392) ($2,014,290) $4,247,276 ($1,070,311) $5,357,228 $19,034,250Cumulative Profit $10,528,632 $16,503,075 $19,081,686 $14,246,400 $23,179,680 $39,696,418SG&A / Sales 18.3% 13.0% 10.7% 12.5% 8.4% 16.6%Contrib. Margin % 32.8% 26.4% 31.8% 21.5% 26.8% 45.8%
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Stocks & Bonds C45449Round: 3
December 31 , 2014
Stock Market SummaryCompany Close Change Shares MarketCap ($M) Book Value EPS Dividend Yield P/EAndrews $26.97 ($18.65) 2,000,000 $54 $27.14 ($2.72) $0.00 0.0% -9.9Baldwin $29.57 ($17.13) 2,000,000 $59 $30.13 ($1.01) $0.00 0.0% -29.4Chester $46.05 $1.98 2,000,000 $92 $31.42 $2.12 $0.00 0.0% 21.7Digby $33.69 ($10.12) 2,000,000 $67 $29.00 ($0.54) $0.00 0.0% -63.1Erie $47.98 $0.74 2,145,217 $103 $32.47 $2.50 $0.00 0.0% 19.2Ferris $80.82 $26.87 2,000,000 $162 $41.72 $9.52 $0.00 0.0% 8.5
Bond Market Summary Company Series# Face Yield Close$ S&P Andrews 12.5S2015 $13,900,000 12.6% 99.21 CC 14.0S2017 $20,850,000 13.8% 101.41 CC 11.1S2024 $23,962,000 12.7% 87.72 CC Baldwin 12.5S2015 $13,900,000 12.6% 99.38 CC 14.0S2017 $20,850,000 13.7% 101.88 CC 11.7S2024 $29,996,000 12.7% 91.92 CC Chester 12.5S2015 $13,900,000 12.4% 101.17 BBB 14.0S2017 $20,850,000 13.1% 106.82 BBB Digby 12.5S2015 $13,900,000 12.6% 99.21 CC 14.0S2017 $20,850,000 13.8% 101.41 CC 11.2S2024 $13,804,000 12.7% 88.25 CC Erie 12.5S2015 $13,900,000 12.5% 100.09 B 14.0S2017 $20,850,000 13.5% 103.82 B 11.2S2023 $4,131,061 12.0% 93.70 B 11.9S2024 $9,159,872 12.2% 97.22 B Ferris 12.5S2015 $13,875,694 12.6% 99.56 CC 14.0S2017 $20,850,000 13.7% 102.36 CC 11.4S2023 $30,000,000 12.4% 91.79 CC 12.5S2024 $20,000,000 12.8% 97.29 CC
Next Year's Prime Rate 8.50%CAPSTONE® COURIER Page 2
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Financial Summary C45449 Round: 3December 31, 2014
Cash Flow Statement Survey Andrews Baldwin Chester Digby Erie FerrisCash flows from operating activities Net Income (Loss) ($5,432) ($2,014) $4,247 ($1,070) $5,357 $19,034Adjustment for non-cash items: Depreciation $10,350 $10,455 $8,497 $9,400 $10,540 $13,440 Extraordinary gains/losses/writeoffs $0 $0 $0 $0 ($2) $0Changes in current assets and liabilities: Accounts payable ($657) ($316) ($258) $6,940 $2,146 $2,696 Inventory ($9,969) $4,542 ($14,737) ($22,653) ($6,437) ($3,824) Accounts receivable $1,973 ($1,140) $1,890 ($4,170) ($1,963) ($5,060)Net cash from operations ($3,736) $11,526 ($361) ($11,553) $9,641 $26,286
Cash flows from investing activities Plant improvements (net) ($41,267) ($26,700) ($4,500) ($27,200) ($28,288) ($45,620)Cash flows from financing activities Dividends paid $0 $0 $0 $0 $0 $0Sales of common stock $0 $0 $0 $0 $809 $0Purchase of common stock $0 $0 $0 $0 $0 $0Cash from long term debt issued $23,962 $29,996 $0 $13,804 $9,160 $20,000Early retirement of long term debt $0 $0 $0 $0 $0 $0Retirement of current debt ($6,950) ($17,950) ($6,950) ($6,950) ($21,156) ($15,000)Cash from current debt borrowing $21,692 $15,000 $2,000 $29,215 $16,347 $20,000Cash from emergency loan $0 $0 $0 $0 $0 $0
Net cash from financing activities $38,704 $27,046 ($4,950) $36,069 $5,161 $25,000 Net change in cash position ($6,299) $11,872 ($9,811) ($2,684) ($13,486) $5,666
Balance Sheet Survey Andrews Baldwin Chester Digby Erie FerrisCash $9,586 $29,953 $15,133 $32,404 $18,722 $28,063Accounts Receivable $7,188 $11,422 $7,799 $15,938 $12,221 $16,088Inventory $19,070 $9,392 $18,226 $23,076 $12,221 $10,456Total Current Assets $35,844 $50,766 $41,157 $71,417 $43,165 $54,607 Plant and equipment $169,717 $162,420 $127,460 $141,000 $158,100 $201,600Accumulated Depreciation ($65,410) ($65,241) ($62,681) ($62,507) ($57,860) ($59,093)Total Fixed Assets $104,307 $97,179 $64,779 $78,493 $100,240 $142,507 Total Assets $140,150 $147,945 $105,936 $149,911 $143,405 $197,113
Accounts Payable $5,465 $7,943 $6,351 $14,142 $9,356 $8,938Current Debt $21,692 $15,000 $2,000 $29,215 $16,347 $20,000Long Term Debt $58,712 $64,746 $34,750 $48,554 $48,041 $84,726Total Liabilities $85,868 $87,689 $43,101 $91,911 $73,744 $113,664 Common Stock $18,360 $18,360 $18,360 $18,360 $23,556 $18,360Retained Earnings $35,922 $41,897 $44,475 $39,640 $46,104 $65,090Total Equity $54,282 $60,256 $62,835 $58,000 $69,661 $83,450 Total Liabilities & Owners' Equity $140,150 $147,945 $105,936 $149,911 $143,405 $197,113
Income Statement Survey Andrews Baldwin Chester Digby Erie FerrisSales $87,450 $138,970 $94,886 $193,911 $148,692 $195,740Variable Costs (Labor, Material, Carry) $58,806 $102,303 $64,720 $152,175 $108,859 $106,177Depreciation $10,350 $10,455 $8,497 $9,400 $10,540 $13,440SGA (R&D, Promo, Sales, Admin) $16,033 $18,100 $10,149 $24,227 $12,461 $32,448Other (Fees, Writeoffs, TQM, Bonuses) $1,198 $1,500 $0 $690 $496 $1,000EBIT $1,063 $6,612 $11,520 $7,419 $16,336 $42,675Interest (Short term, Long term) $9,420 $9,711 $4,853 $9,066 $7,926 $12,793Taxes ($2,925) ($1,085) $2,334 ($576) $2,944 $10,458Profit Sharing $0 $0 $87 $0 $109 $388Net Profit ($5,432) ($2,014) $4,247 ($1,070) $5,357 $19,034
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Production Analysis C45449 Round: 3December 31, 2014
Production Information
NamePrimary
SegmentUnitsSold
UnitInven
tory Revision DateAge
Dec.31 MTBFPfmn
CoordSize
Coord PriceMaterial
CostLaborCost
Contr.Marg.
2ndShift &Over-
time
Automation
NextRound
CapacityNext
RoundPlantUtiliz.
Able Trad 293 737 8/29/2012 4.2 16000 6.5 14.2 $28.00 $9.19 $8.61 15% 0% 5.8 1,800 39%Acre Low 1,597 95 4/7/2012 5.2 13000 3.1 17.0 $20.50 $5.54 $7.38 35% 0% 5.9 1,825 81%Adam High 495 0 11/13/2012 3.4 21500 9.0 11.0 $38.00 $13.35 $8.61 41% 0% 5.8 900 55%Aft Pfmn 446 0 6/26/2014 2.2 25000 10.5 14.5 $33.00 $13.91 $9.84 28% 0% 3.0 600 74%Agape Size 394 200 11/8/2014 2.1 18700 5.3 8.9 $33.00 $12.31 $9.84 30% 0% 3.0 644 99%Ahead 0 0 2/12/2015 0.0 0 0.0 0.0 $0.00 $0.00 $0.00 0% 0% 2.6 441 0%Aim 0 0 4/30/2015 0.0 0 0.0 0.0 $0.00 $0.00 $0.00 0% 0% 2.6 441 0% Baker Trad 1,120 528 4/9/2013 3.1 17500 5.7 14.3 $26.00 $9.23 $7.38 28% 0% 5.0 1,850 49%Bead Low 2,822 0 5/25/2007 7.6 14000 3.0 17.0 $18.00 $5.79 $7.59 24% 97% 6.5 1,450 195%Bid High 228 0 3/20/2012 3.7 23000 8.3 11.7 $33.00 $13.18 $8.61 33% 0% 6.0 900 25%Bold Pfmn 743 0 6/4/2014 2.0 28000 11.4 14.6 $33.00 $15.30 $10.51 22% 25% 3.2 600 124%Buddy Size 693 0 7/24/2014 1.6 19000 5.2 8.6 $34.00 $12.55 $10.38 33% 17% 3.1 600 116%Bush High 99 0 6/29/2014 0.5 25000 10.0 10.0 $35.00 $15.29 $11.41 23% 99% 5.0 500 99%Bass 0 0 3/9/2015 0.0 0 0.0 0.0 $0.00 $0.00 $0.00 0% 0% 6.0 100 0%BAMF 0 0 11/2/2015 0.0 0 0.0 0.0 $0.00 $0.00 $0.00 0% 0% 5.0 100 0% Cake Trad 1,272 471 5/14/2014 1.7 16000 7.4 13.0 $28.50 $10.11 $8.14 33% 0% 4.8 1,800 95%Cedar Low 718 656 1/14/2013 4.8 15000 4.5 16.7 $21.50 $6.95 $7.26 25% 0% 5.2 1,400 85%Cid High 371 0 7/11/2012 3.6 24000 8.7 11.4 $38.00 $13.79 $9.64 38% 0% 3.3 900 41%Coat Pfmn 436 0 4/21/2012 4.1 25000 10.0 15.5 $33.00 $13.38 $9.64 29% 0% 3.3 650 67%Cure Size 446 0 8/18/2014 2.2 19000 5.7 9.4 $33.00 $12.22 $9.64 34% 0% 4.2 650 69% Daze Trad 1,479 798 12/4/2014 1.5 17000 7.0 12.5 $27.00 $10.46 $9.50 22% 28% 5.0 1,800 127%Dell Low 2,086 389 10/15/2014 1.7 15000 3.5 16.9 $18.50 $6.37 $8.92 17% 79% 6.0 1,400 177%Dixie High 1,485 0 12/1/2014 1.2 23000 11.0 9.0 $36.50 $15.57 $11.71 27% 67% 5.0 900 165%Dot Pfmn 978 12 1/15/2015 2.9 25000 10.4 15.3 $32.00 $13.66 $11.71 20% 67% 5.0 600 165%Dune Size 963 46 1/1/2014 2.6 21000 5.0 9.0 $31.00 $12.88 $11.71 19% 67% 4.0 600 165% Eat Trad 1,621 200 1/15/2014 3.1 14500 5.5 14.5 $21.00 $8.15 $5.08 31% 7% 7.5 1,400 106%Ebb Low 2,625 395 1/15/2013 7.6 12000 3.0 17.0 $19.00 $5.19 $7.54 31% 91% 7.5 1,750 189%Echo Trad 1,256 229 8/21/2014 1.4 15000 7.1 12.9 $26.50 $9.72 $8.79 28% 67% 6.0 1,050 165%Egg Trad 1,188 0 5/19/2014 2.0 16000 7.1 12.9 $26.50 $10.02 $12.18 14% 100% 4.0 600 198% Fast Trad 1,136 470 8/14/2013 2.9 14000 5.8 14.2 $28.50 $8.27 $4.00 53% 28% 10.0 1,000 127%Feat Low 1,980 0 4/19/2016 7.6 12000 3.0 17.0 $22.00 $5.19 $1.49 69% 100% 10.0 1,000 198%Fist Trad 1,209 293 9/30/2013 2.5 14000 8.0 12.0 $28.50 $10.22 $4.14 45% 43% 8.0 1,000 142%Foam Pfmn 700 0 11/5/2015 4.0 27000 10.1 15.5 $33.50 $14.04 $11.01 24% 41% 3.0 500 140%Fume Size 798 0 8/11/2014 1.5 19000 5.7 8.1 $33.50 $12.96 $11.40 28% 61% 3.0 500 160%Fester High 900 0 11/2/2014 0.7 20000 11.6 8.4 $38.50 $15.20 $8.42 40% 51% 5.0 600 150%Fool Trad 9 0 2/3/2014 0.9 14000 7.8 12.2 $28.50 $10.04 $4.48 48% 99% 8.0 500 179%Fibb Trad 9 0 2/3/2014 0.9 14000 7.8 12.2 $28.50 $10.04 $4.48 48% 99% 8.0 500 179%
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Traditional Market Segment Analysis C45449 Round: 3December 31, 2014
Traditional StatisticsTotal Industry Unit Demand 9,619Actual Industry Unit Sales 9,619Segment % of Total Industry 29.4%
Next Year's Segment Growth Rate 9.2%
Traditional Customer Buying Criteria Expectations Importance1. Age Ideal Age = 2.0 47%2. Price $18.50 - 28.50 23%3. Ideal Position Pfmn 7.1 Size 12.9 21%4. Reliability MTBF 14000-19000 9%
Perceptual Map for Traditional Segment
Top Products in Traditional Segment
NameMarketShare
Units Soldto Seg
RevisionDate
StockOut
PfmnCoord
SizeCoord
ListPrice MTBF
AgeDec.31
PromoBudget
Cust.Aware-
nessSales
Budget
Cust.Access-
ibility
Dec.Cust.
SurveyDaze 15% 1,459 12/4/2014 7.0 12.5 $27.00 17000 1.50 $1,500 79% $2,250 63% 39Echo 13% 1,252 8/21/2014 7.1 12.9 $26.50 15000 1.38 $1,200 66% $1,056 69% 32Fist 13% 1,209 9/30/2013 8.0 12.0 $28.50 14000 2.45 $1,700 99% $2,000 85% 33Egg 12% 1,175 5/19/2014 YES 7.1 12.9 $26.50 16000 1.96 $1,200 65% $1,056 69% 42Fast 12% 1,136 8/14/2013 5.8 14.2 $28.50 14000 2.87 $1,700 100% $2,000 85% 18Eat 12% 1,118 1/15/2014 5.5 14.5 $21.00 14500 3.09 $1,200 70% $1,056 69% 18Baker 10% 994 4/9/2013 5.7 14.3 $26.00 17500 3.09 $1,400 82% $1,600 52% 15Cake 10% 929 5/14/2014 7.4 13.0 $28.50 16000 1.74 $1,000 62% $1,000 36% 28Able 3% 279 8/29/2012 6.5 14.2 $28.00 16000 4.21 $1,300 71% $1,500 44% 4Bid 0% 27 3/20/2012 YES 8.3 11.7 $33.00 23000 3.74 $1,000 56% $1,000 52% 1Fool 0% 9 2/3/2014 YES 7.8 12.2 $28.50 14000 0.91 $1,700 65% $0 85% 14Fibb 0% 9 2/3/2014 YES 7.8 12.2 $28.50 14000 0.91 $1,700 65% $0 85% 14
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Low End Market Segment Analysis C45449 Round: 3December 31, 2014
Low End StatisticsTotal Industry Unit Demand 12,488Actual Industry Unit Sales 12,488Segment % of Total Industry 38.2%
Next Year's Segment Growth Rate 11.7%
Low End Customer Buying Criteria Expectations Importance1. Price $13.50 - 23.50 53%2. Age Ideal Age = 7.0 24%3. Ideal Position Pfmn 3.2 Size 16.8 16%4. Reliability MTBF 12000-17000 7%
Perceptual Map for Low End Segment
Top Products in Low End Segment
NameMarketShare
Units Soldto Seg
RevisionDate
StockOut
PfmnCoord
SizeCoord
ListPrice MTBF
AgeDec.31
PromoBudget
Cust.Aware-
nessSales
Budget
Cust.Access-
ibility
Dec.Cust.
SurveyBead 23% 2,822 5/25/2007 YES 3.0 17.0 $18.00 14000 7.60 $1,400 80% $1,600 54% 38Ebb 21% 2,625 1/15/2013 3.0 17.0 $19.00 12000 7.60 $1,200 69% $1,056 48% 27Dell 17% 2,086 10/15/2014 3.5 16.9 $18.50 15000 1.68 $1,500 75% $2,400 64% 21Feat 16% 1,980 4/19/2016 YES 3.0 17.0 $22.00 12000 7.60 $1,700 100% $2,500 70% 24Acre 13% 1,597 4/7/2012 3.1 17.0 $20.50 13000 5.16 $1,500 72% $1,500 35% 18Cedar 6% 713 1/14/2013 4.5 16.7 $21.50 15000 4.78 $900 54% $900 26% 9Eat 4% 502 1/15/2014 5.5 14.5 $21.00 14500 3.09 $1,200 70% $1,056 48% 6Baker 1% 126 4/9/2013 5.7 14.3 $26.00 17500 3.09 $1,400 82% $1,600 54% 2Daze 0% 18 12/4/2014 7.0 12.5 $27.00 17000 1.50 $1,500 79% $2,250 64% 0Able 0% 13 8/29/2012 6.5 14.2 $28.00 16000 4.21 $1,300 71% $1,500 35% 0Echo 0% 4 8/21/2014 7.1 12.9 $26.50 15000 1.38 $1,200 66% $1,056 48% 0
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High End Market Segment Analysis C45449 Round: 3December 31, 2014
High End StatisticsTotal Industry Unit Demand 4,007Actual Industry Unit Sales 3,911Segment % of Total Industry 12.3%
Next Year's Segment Growth Rate 16.2%
High End Customer Buying Criteria Expectations Importance1. Ideal Position Pfmn 11.6 Size 8.4 43%2. Age Ideal Age = 0.0 29%3. Reliability MTBF 20000-25000 19%4. Price $28.50 - 38.50 9%
Perceptual Map for High End Segment
Top Products in High End Segment
NameMarketShare
Units Soldto Seg
RevisionDate
StockOut
PfmnCoord
SizeCoord
ListPrice MTBF
AgeDec.31
PromoBudget
Cust.Aware-
nessSales
Budget
Cust.Access-
ibility
Dec.Cust.
SurveyDixie 38% 1,485 12/1/2014 YES 11.0 9.0 $36.50 23000 1.20 $1,500 77% $2,200 56% 38Fester 23% 900 11/2/2014 YES 11.6 8.4 $38.50 20000 0.70 $2,000 62% $2,500 60% 34Adam 13% 495 11/13/2012 YES 9.0 11.0 $38.00 21500 3.41 $1,200 63% $1,000 33% 2Cid 9% 371 7/11/2012 YES 8.7 11.4 $38.00 24000 3.58 $900 53% $800 27% 3Cake 9% 343 5/14/2014 7.4 13.0 $28.50 16000 1.74 $1,000 62% $1,000 27% 0Bid 5% 201 3/20/2012 YES 8.3 11.7 $33.00 23000 3.74 $1,000 56% $1,000 37% 3Bush 3% 99 6/29/2014 YES 10.0 10.0 $35.00 25000 0.50 $500 32% $500 37% 21Egg 0% 12 5/19/2014 YES 7.1 12.9 $26.50 16000 1.96 $1,200 65% $1,056 17% 0Aft 0% 5 6/26/2014 YES 10.5 14.5 $33.00 25000 2.22 $900 45% $900 33% 0
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Performance Market Segment Analysis C45449 Round: 3December 31, 2014
Performance StatisticsTotal Industry Unit Demand 3,293Actual Industry Unit Sales 3,293Segment % of Total Industry 10.1%
Next Year's Segment Growth Rate 19.8%
Performance Customer Buying Criteria Expectations Importance1. Reliability MTBF 22000-27000 43%2. Ideal Position Pfmn 12.4 Size 13.9 29%3. Price $23.50 - 33.50 19%4. Age Ideal Age = 1.0 9%
Perceptual Map for Performance Segment
Top Products in Performance Segment
NameMarketShare
Units Soldto Seg
RevisionDate
StockOut
PfmnCoord
SizeCoord
ListPrice MTBF
AgeDec.31
PromoBudget
Cust.Aware-
nessSales
Budget
Cust.Access-
ibility
Dec.Cust.
SurveyDot 30% 978 1/15/2015 10.4 15.3 $32.00 25000 2.85 $1,200 58% $1,500 31% 12Bold 23% 743 6/4/2014 YES 11.4 14.6 $33.00 28000 1.95 $900 50% $900 23% 26Foam 21% 700 11/5/2015 YES 10.1 15.5 $33.50 27000 4.02 $1,800 92% $0 13% 16Coat 13% 435 4/21/2012 YES 10.0 15.5 $33.00 25000 4.10 $700 39% $700 20% 7Aft 13% 433 6/26/2014 YES 10.5 14.5 $33.00 25000 2.22 $900 45% $900 22% 12Daze 0% 2 12/4/2014 7.0 12.5 $27.00 17000 1.50 $1,500 79% $2,250 31% 0Egg 0% 1 5/19/2014 YES 7.1 12.9 $26.50 16000 1.96 $1,200 65% $1,056 11% 0
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Size Market Segment Analysis C45449 Round: 3December 31, 2014
Size StatisticsTotal Industry Unit Demand 3,284Actual Industry Unit Sales 3,284Segment % of Total Industry 10.1%
Next Year's Segment Growth Rate 18.3%
Size Customer Buying Criteria Expectations Importance1. Ideal Position Pfmn 6.1 Size 7.6 43%2. Age Ideal Age = 1.5 29%3. Reliability MTBF 16000-21000 19%4. Price $23.50 - 33.50 9%
Perceptual Map for Size Segment
Top Products in Size Segment
NameMarketShare
Units Soldto Seg
RevisionDate
StockOut
PfmnCoord
SizeCoord
ListPrice MTBF
AgeDec.31
PromoBudget
Cust.Aware-
nessSales
Budget
Cust.Access-
ibility
Dec.Cust.
SurveyDune 29% 963 1/1/2014 5.0 9.0 $31.00 21000 2.56 $1,300 62% $1,100 29% 15Fume 24% 798 8/11/2014 YES 5.7 8.1 $33.50 19000 1.48 $1,700 90% $2,000 46% 43Buddy 21% 693 7/24/2014 YES 5.2 8.6 $34.00 19000 1.55 $900 50% $900 24% 16Cure 13% 438 8/18/2014 YES 5.7 9.4 $33.00 19000 2.17 $700 39% $700 22% 10Agape 12% 390 11/8/2014 5.3 8.9 $33.00 18700 2.08 $900 45% $900 25% 13
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Market Share Report C45449 Round: 3December 31, 2014
Actual Market Share in Units Trad Low High Pfmn Size TotalIndustry UnitSales 9,619 12,488 3,911 3,293 3,284 32,595% of Market 29.5% 38.3% 12.0% 10.1% 10.1% 100.0% Able 2.9% 0.1% 0.9%Acre 12.8% 4.9%Adam 12.7% 1.5%Aft 0.1% 0.1% 13.2% 1.4%Agape 0.0% 11.9% 1.2%Total 3.0% 12.9% 12.8% 13.2% 11.9% 9.9% Baker 10.3% 1.0% 3.4%Bead 22.6% 8.7%Bid 0.3% 5.1% 0.7%Bold 22.6% 2.3%Buddy 21.1% 2.1%Bush 2.5% 0.3%Total 10.6% 23.6% 7.7% 22.6% 21.1% 17.5% Cake 9.7% 8.8% 3.9%Cedar 0.1% 5.7% 2.2%Cid 9.5% 1.1%Coat 13.2% 1.3%Cure 0.1% 13.3% 1.4%Total 9.8% 5.7% 18.3% 13.2% 13.3% 9.9% Daze 15.2% 0.1% 0.1% 0.0% 4.5%Dell 16.7% 6.4%Dixie 38.0% 4.6%Dot 29.7% 3.0%Dune 29.3% 3.0%Total 15.2% 16.9% 38.0% 29.8% 29.4% 21.4% Eat 11.6% 4.0% 5.0%Ebb 21.0% 8.1%Echo 13.0% 0.0% 3.9%Egg 12.2% 0.3% 0.0% 3.6%Total 36.9% 25.1% 0.3% 0.0% 20.5% Fast 11.8% 3.5%Feat 15.9% 6.1%Fist 12.6% 3.7%Foam 21.3% 2.1%Fume 24.3% 2.5%Fester 23.0% 2.8%Fool 0.1% 0.0%Fibb 0.1% 0.0%Total 24.6% 15.9% 23.0% 21.3% 24.3% 20.7%
Potential Market Share in Units Trad Low High Pfmn Size TotalUnitsDemanded 9,619 12,488 4,007 3,293 3,284 32,691% of Market 29.4% 38.2% 12.3% 10.1% 10.1% 100.0% Able 2.7% 0.1% 0.8%Acre 11.7% 4.5%Adam 4.4% 0.5%Aft 0.1% 12.4% 1.3%Agape 5.4% 0.6%Total 2.8% 11.8% 4.4% 12.4% 5.4% 7.7% Baker 9.6% 0.9% 3.2%Bead 26.7% 10.2%Bid 0.3% 5.1% 0.7%Bold 33.8% 3.4%Buddy 16.9% 1.7%Bush 17.0% 2.1%Total 9.9% 27.6% 22.1% 33.8% 16.9% 21.3% Cake 8.8% 0.1% 2.6%Cedar 0.1% 5.2% 2.0%Cid 5.3% 0.7%Coat 10.5% 1.1%Cure 0.1% 7.5% 0.8%Total 9.0% 5.2% 5.5% 10.5% 7.5% 7.1% Daze 14.0% 0.1% 4.2%Dell 15.2% 5.8%Dixie 28.5% 3.5%Dot 19.3% 1.9%Dune 27.9% 2.8%Total 14.0% 15.3% 28.5% 19.3% 27.9% 18.2% Eat 10.8% 3.7% 4.6%Ebb 19.2% 7.3%Echo 12.0% 3.6%Egg 13.7% 0.1% 4.1%Total 36.6% 22.9% 0.1% 0.0% 19.5% Fast 11.0% 3.2%Feat 17.2% 6.6%Fist 11.5% 3.4%Foam 23.9% 2.4%Fume 42.2% 4.2%Fester 39.5% 4.8%Fool 2.6% 0.8%Fibb 2.6% 0.8%Total 27.6% 17.2% 39.5% 23.9% 42.2% 26.2%
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Perceptual Map C45449 Round: 3December 31, 2014
Perceptual Map for All Segments
AndrewsName Pfmn Size RevisedAble 6.5 14.2 8/29/2012Acre 3.1 17.0 4/7/2012Adam 9.0 11.0 11/13/2012Aft 10.5 14.5 6/26/2014Agape 5.3 8.9 11/8/2014
BaldwinName Pfmn Size RevisedBaker 5.7 14.3 4/9/2013Bead 3.0 17.0 5/25/2007Bid 8.3 11.7 3/20/2012Bold 11.4 14.6 6/4/2014Buddy 5.2 8.6 7/24/2014Bush 10.0 10.0 6/29/2014
ChesterName Pfmn Size RevisedCake 7.4 13.0 5/14/2014Cedar 4.5 16.7 1/14/2013Cid 8.7 11.4 7/11/2012Coat 10.0 15.5 4/21/2012Cure 5.7 9.4 8/18/2014
DigbyName Pfmn Size RevisedDaze 7.0 12.5 12/4/2014Dell 3.5 16.9 10/15/2014Dixie 11.0 9.0 12/1/2014Dot 10.4 15.3 1/15/2015Dune 5.0 9.0 1/1/2014
ErieName Pfmn Size RevisedEat 5.5 14.5 1/15/2014Ebb 3.0 17.0 1/15/2013Echo 7.1 12.9 8/21/2014Egg 7.1 12.9 5/19/2014
FerrisName Pfmn Size RevisedFast 5.8 14.2 8/14/2013Feat 3.0 17.0 4/19/2016Fist 8.0 12.0 9/30/2013Foam 10.1 15.5 11/5/2015Fume 5.7 8.1 8/11/2014Fester 11.6 8.4 11/2/2014Fool 7.8 12.2 2/3/2014Fibb 7.8 12.2 2/3/2014
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HR/TQM Report C45449 Round: 3December 31, 2014
HUMAN RESOURCES SUMMARY Andrews Baldwin Chester Digby Erie FerrisNeeded Complement 620 817 671 1,421 970 680Complement 620 817 683 1,421 970 6801st Shift Complement 620 590 683 909 579 4572nd Shift Complement 0 227 0 512 391 223 Overtime% 0.0% 0.1% 0.0% 0.0% 0.0% 0.0%Turnover Rate 10.0% 8.9% 10.0% 10.0% 9.0% 6.9%New Employees 62 73 176 750 280 223Separated Employees 81 65 0 0 0 0Recruiting Spend $0 $2,000 $0 $0 $2,000 $5,000Training Hours 0 30 0 0 25 80Productivity Index 100.0% 100.0% 100.0% 100.0% 100.4% 108.6% Recruiting Cost $62 $218 $176 $750 $840 $1,337Separation Cost $405 $325 $0 $0 $0 $0Training Cost $0 $490 $0 $0 $485 $1,088Total HR Admin Cost $467 $1,033 $176 $750 $1,324 $2,425 Labor Contract Next YearWages $24.31 $24.31 $24.31 $24.31 $24.31 $24.31Benefits 2,500 2,500 2,500 2,500 2,500 2,500Profit Sharing 2.0% 2.0% 2.0% 2.0% 2.0% 2.0%Annual Raise 5.0% 5.0% 5.0% 5.0% 5.0% 5.0% Starting Negotiation PositionWagesBenefitsProfit SharingAnnual Raise Ceiling Negotiation PositionWagesBenefitsProfit SharingAnnual Raise Adjusted Labor DemandsWagesBenefitsProfit SharingAnnual Raise Strike Days
TQM SUMMARY Andrews Baldwin Chester Digby Erie FerrisProcess Mgt Budgets Last YearCPI Systems $0 $0 $0 $0 $0 $0Vendor/JIT $0 $0 $0 $0 $0 $0Quality Initiative Training $0 $0 $0 $0 $0 $0Channel Support Systems $0 $0 $0 $0 $0 $0Concurrent Engineering $0 $0 $0 $0 $0 $0UNEP Green Programs $0 $0 $0 $0 $0 $0 TQM Budgets Last YearBenchmarking $0 $0 $0 $0 $0 $0Quality Function Deployment Effort $0 $0 $0 $0 $0 $0CCE/6 Sigma Training $0 $0 $0 $0 $0 $0GEMI TQEM Sustainability Initiatives $0 $0 $0 $0 $0 $0Total Expenditures $0 $0 $0 $0 $0 $0 Cumulative ImpactsMaterial Cost Reduction 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%Labor Cost Reduction 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%Reduction R&D Cycle Time 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%Reduction Admin Costs 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%Demand Increase 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
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