Go to the Strategy Club website and review the Sample Strategic Plan for Colgate-Palmolive (2019) under the student resources section. This sample strategic plan is an example of what your completed strategic case analysis should look like at the end of the course.

Part 1: Financial Ratio Analysis

Perform a Financial Ratio Analysis on your company.

Step 1: Using the resources in Table 4-8 in Chapter 4 of the David text, research and find as many financial ratios as possible for your company. Be sure to record your sources.

Step 2: Open your Strategic-Planning Template. Click on the Ratios tab at the bottom of the template.

Step 3: Use the pertinent data on your company on the Historical Ratios Table in your Strategic-Planning Template.

1	Complete Part II to Construct the Ratios
			Historical Ratios					Projected Ratios
			1/31/2020		1/31/2021			1/0/1900		1/0/1900		1/0/1900
		Current Ratio	1.16		1.47		Current Ratio	#DIV/0!		#DIV/0!		#DIV/0!
		Quick Ratio	0.10		0.71		Quick Ratio	#DIV/0!		#DIV/0!		#DIV/0!
		Total Debt-to-Total-Assets Ratio	0.74		0.50		Debt-to-Total-Assets Ratio	0.18		0.11		0.08
		Total Debt-to-Equity Ratio	2.83		2.31		Debt-to-Equity Ratio	0.23		0.13		0.09
		Times-Interest-Earned Ratio	22		15		Times-Interest-Earned Ratio	196		196		196
		Inventory Turnover	2.81		3.34		Inventory Turnover	#DIV/0!		#DIV/0!		#DIV/0!
		Fixed Assets Turnover	2.35		2.78		Fixed Assets Turnover	2.78		2.78		2.78
		Total Assets Turnover	1.32		0.89		Total Assets Turnover	0.66		0.40		0.29
		Accounts Receivable Turnover	148		161		Accounts Receivable Turnover	NA		NA		NA
		Average Collection Period	2.46		2.27		Average Collection Period	0.00		0.00		0.00
		Gross Profit Margin %	29%		32%		Gross Profit Margin %	100%		100%		100%
		Operating Profit Margin %	4%		8%		Operating Profit Margin %	100%		100%		100%
		ROA %	5%		6%		ROA %	66%		40%		28%
		ROE %	18%		29%		ROE %	80%		45%		31%

Step 4: What is a report of the research information? Discuss the findings regarding strategy creation.

Part 2: Internal Factor Evaluation Matrix

Construct an IFE (Internal Factor Evaluation) Matrix by doing the following:

Step 1: See Chapter 4 of the David text to learn of an IFE Matrix.

Step 2: Open your Strategic-Planning Template. Click on the IFE tab at the bottom of the template.

	IFE Matrix
1	If data is missing here, recheck "Part I"
2	Check to make sure your text is not cut off in the matrix. Double click (or drag) between the Cell Numbers.
3	To transfer into Word or Power Point, highlight the matrix, then paste special as "picture"
	Strengths	Weight	Rating	Weighted Score
1	Holds a significant 30.8% of market share in the Liscenced Sports Apparel Stores industry based on revenues- 30.8% (IBIS, 2022)	?	?	?
2	Owns & operates 20 different brands such as Golf Galaxy, Calia, Field & Stream, and Public Lands	?	?	?
3	Partnership with Nike in DSG mobile app, giving athletes access to exclusive product, experiences and content. (Annual Report, 2021).	?	?	?
4	Strong omni-channel platform & fulfillment capabilities utilizing in-store experience knowledgeable staff to drive sales (Annual Report, 2021).	?	?	?
5	High level of customer satisfaction - scored 38 on NPS and with 73% of customers stating they are loyal customers of the company. (Comparably, 2022).	?	?	?
6	Good returns on capital expenditures - 19.5% in last 12 months for an increase of 3.4% above the average returns. This is a measure on the firms ability to create value for all its stakeholders. (Finbox, 2022).	?	?	?
7	Accomplishment qualifies for inclusion in the Fortune 500 - has over seven hundred locations	?	?	?
8	Workplace diversity	?	?	?
9	The horizontal and/or vertical integration can increase the control over whole value chain	?	?	?
10	Competent and committed human capital can act as a powerful source of competitive advantage	?	?	?
	Weaknesses	Weight	Rating	Weighted Score
1	Lower profit and revenue growth than competitors (IBIS, 2020).	?	?	?
2	Heavily reliant on sales from Nike and Under Armour who account for 32% of net sales. (David et al., 2020).	?	?	?
3	Lower number of storefronts in the Western United States (ScrapeHero, 2022).	?	?	?
4	Fewer fishing & hunting lines compared to competitors (David et al., 2020).	?	?	?
5	Poor financial management and a lack of cash management may be costly.	?	?	?
6	Need more investment in new technologies	?	?	?
7	Investment in R&D lags behind industry leaders.	?	?	?
8	High cost of replacing existing experts	?	?	?
9	High rate of staff turnover at the lowest levels.	?	?	?
10	Poor project management practices	?	?	?
	Total IFE Score	?	?	?

Step 3: Use the pertinent data on your company to complete the IFE Matrix in your Strategic-Planning Template.

Step 4: What are the findings and implications of the data identified in the IFE?

Step 5: The following prompts:

• What strategies would allow the firm to capitalize on its significant strengths?
• What strategies would allow the firm to improve on its significant weaknesses?