Find the following:
1. Purchases per month
2. Gross Margin %
3. Turnover
4. Why might the s/s ratio change from year to year?
5. Name 3 reasons the MD% increased TY.
6. Discuss the TO plan. Did TO increase TY? Why?
FALL 2019 AUGUST SEPTEMBER OCTOBER NOVEMBER DECEMBER JANUARY FEBRUARY SEASON TOTAL Last Year $ $300,000.00 $410,000.00 $260,000.00 $426,000.00 $550,000.00 $169,200.00 $2,115,200.00 Plan TY $ $357,040.00 $423,985.00 $301,253.00 $390,513.00 $602,505.00 $156,205.00 $2,231,500.00 LY Dist 14.2% 19.4% 12.3% 20.1% 26.0% 8.0% 100.0% SALES TY Dist 16.0% 19.0% 13.5% 17.5% 27.0% 7.0% 100.0% % incidec TY 5.50% Sinc/dec TY 551.040 $13.985 $41,253 inc | $52,505 inc $12,995 dec $116,300 $35.487 dec 3.6 Last Year 3.9 3.0 4.1 2.5 6.3 STOCKISALES RATIO Plan TY 2.9 40 _3.7 2.6 6.2 $1,170,000.00 Last Year $ $1,230,000.00 $1,066,000.00 $1,533,600.00 $1,375,000.00 $1,083,600.00 $1,100,000.00 $1,222,600.00 BOM STOCK $ Plan TY $ $1,428,160.00 $1,229,557.00 $1,205,012.00 $1,444,898.00 $1,566,513.00 $968,471.00 $1,000,000.00 $1,263,230.00 Last Year $ $169,200.00 $101,500.00 $118,500.00 $135,400.00 $220,000.00 $101,500.00 $846,100.00 Plan TY $ $243,679.00 $139,246.00 $162,453.00 $185,661.00 $301,699.00 $127,642.00 $1,160,380.00 % to Sales TY 68.2% 32.8% 53.90% 47.5% 50.1% 81.7% 52.0% MARKDOWNS $ % by Month TY 21.0% 12.0% 14.0% 16.0% 26.0% 11.0% 100.0% LY % to Sales 56.4% 24.8% 45.6% 31.8% 40.0% 60.0% 40.0% LY % by Month 20.0% 12.0% 14.0% 16.0% 26.0% 12.0% 100% Last Year $ $529,200.00 $418,600.00 $494,500.00 $455,000.00 PURCHASES $ $400,300.00 $2,646,600.00 $349,000.00 Plan TY $ SEASON TOTAL LAST YEAR PLAN ACTUAL Sales $2,115,200.00 $2,231,500.00 Markup % 55.0% 61% Markdown % 40.0% 52% Gross Margin % 37.0% Bonus Points for correctly calculating the MMU/GM% for the season. Average Stock $1,222,600.00 $1,263,230 Turnover 1.73 KEY: TY = This year / plan Your assignment is to fill in all blue cells TY plan information When appropriate, use information in pink cells to calculate needed information for blue cells LY = Last year / actual Last year's history / the results of business LY FALL 2019 AUGUST SEPTEMBER OCTOBER NOVEMBER DECEMBER JANUARY FEBRUARY SEASON TOTAL Last Year $ $300,000.00 $410,000.00 $260,000.00 $426,000.00 $550,000.00 $169,200.00 $2,115,200.00 Plan TY $ $357,040.00 $423,985.00 $301,253.00 $390,513.00 $602,505.00 $156,205.00 $2,231,500.00 LY Dist 14.2% 19.4% 12.3% 20.1% 26.0% 8.0% 100.0% SALES TY Dist 16.0% 19.0% 13.5% 17.5% 27.0% 7.0% 100.0% % incidec TY 5.50% Sinc/dec TY 551.040 $13.985 $41,253 inc | $52,505 inc $12,995 dec $116,300 $35.487 dec 3.6 Last Year 3.9 3.0 4.1 2.5 6.3 STOCKISALES RATIO Plan TY 2.9 40 _3.7 2.6 6.2 $1,170,000.00 Last Year $ $1,230,000.00 $1,066,000.00 $1,533,600.00 $1,375,000.00 $1,083,600.00 $1,100,000.00 $1,222,600.00 BOM STOCK $ Plan TY $ $1,428,160.00 $1,229,557.00 $1,205,012.00 $1,444,898.00 $1,566,513.00 $968,471.00 $1,000,000.00 $1,263,230.00 Last Year $ $169,200.00 $101,500.00 $118,500.00 $135,400.00 $220,000.00 $101,500.00 $846,100.00 Plan TY $ $243,679.00 $139,246.00 $162,453.00 $185,661.00 $301,699.00 $127,642.00 $1,160,380.00 % to Sales TY 68.2% 32.8% 53.90% 47.5% 50.1% 81.7% 52.0% MARKDOWNS $ % by Month TY 21.0% 12.0% 14.0% 16.0% 26.0% 11.0% 100.0% LY % to Sales 56.4% 24.8% 45.6% 31.8% 40.0% 60.0% 40.0% LY % by Month 20.0% 12.0% 14.0% 16.0% 26.0% 12.0% 100% Last Year $ $529,200.00 $418,600.00 $494,500.00 $455,000.00 PURCHASES $ $400,300.00 $2,646,600.00 $349,000.00 Plan TY $ SEASON TOTAL LAST YEAR PLAN ACTUAL Sales $2,115,200.00 $2,231,500.00 Markup % 55.0% 61% Markdown % 40.0% 52% Gross Margin % 37.0% Bonus Points for correctly calculating the MMU/GM% for the season. Average Stock $1,222,600.00 $1,263,230 Turnover 1.73 KEY: TY = This year / plan Your assignment is to fill in all blue cells TY plan information When appropriate, use information in pink cells to calculate needed information for blue cells LY = Last year / actual Last year's history / the results of business LY
