Please help with these Capsim Production numbers.

I believe 6-15 is good how it currently is.

1-5 I am not sure how to get the production schedule numbers, please show your work.

Eat=Traditonal, Ebb=Low End, Echo=High End, Edge=Perfomance, Egg=Size.

Let me know if I need to post more information. And be specific to what information/report is needed.

CAPSTONE. Coach File Undo - Decisions Proformas Reports Help Recalculate Production Round: 4 Year: 2026 | 31, 2022 09:08AM EST Production Schedule o Eat Ebb Echo Edge Egg NA NA NA Total Unit Sales Forecast 851 3,206 586 1,093 962 0 0 0 6,701 694 52 0 0 0 0 0 0 746 Inventory On Hand Production Schedule Production After Adj. O 1 1842 2. 1912 3 455 4 542 5 514 5,265 1,824 1,893 451 537 509 0 0 0 0 5,214 Margins 2nd Shift Production% 0 % 2.3% 36.6% 0.0% 0.0% 0.0% 0 0 0 53.26 52.91 $7.73 $6.14 $7.73 0 0 0 Labor Cost/Unit Material Cost/Unit Total Unit Cost 58.89 55.11 514.25 $14.78 $12.32 0 0 0 0 $12.14 $8.02 $21.98 S21.22 $20.05 0 0 0 Contribution Margin 57.4% 58.9% 42.9% 36.7% 40.1% 0 0 0 Total Physical Plant 1st Shift Capacity 0 Buy/Sell Capacity 1,800 1,400 900 600 600 0 0 0 5,300 6 0 0 7 08 0 0 9 0 10 0 0 Automation Rating O 8.5 9.0 5.0 6.0 OLD 5.0 0.0 0.0 0.0 New Autom. Rating 11 9.0 12 10.0 13 5.5 14 7.0 15 5.5 Investment ($000) $3,600 $ 5,600 $ 1,800 $ 2,400 $ 1,200 $ 0 $0 $0 S 14,600 Workforce Last Year Needed 0 This Year % 0 This Year O 1st Shift 2nd Shift Overtime o Max Invest 111 $ 87,421 Complement 590 408 100 % 408 380 28 -0.1% A/P Lag 30 Production Cancit Drie ve Unit Cart is a group stomers who have similar needs. The segments are named market segments. A market seg requirements and are called: Perceptual map (at end of this year) Size 20 191 181 Low End 17 Performance 16 15 Traditional 14 13 High End 12 Size 11 10 9 8 7 6 2 Performance 10 11 12 13 14 15 16 17 18 19 20 0 2 4 6 8 9 Drift Rates Annual Report Erie C134073 Round: 3 Dec. 31, 2025 2025 Income Statement Eat Ebb Echo NA NA NA (Product Name:) Sales Edge $19,000 Egg $17,050 2025 Common Total Size $130,723 100.0% $39,120 $38,209 $17,345 $0 $0 $0 Variable Costs: Direct Labor Direct Material Inventory Carry Total Variable $6,331 $13,186 $1,183 $20,700 $10,994 $10,776 $70 $21,840 $4,159 $6,618 $0 $10,777 $4,214 $8,657 $0 $12,870 $4,385 $6,486 $0 $10,870 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $30,081 $45,723 $1,253 $77,058 23.0% 35.0% 1.0% 58.9% Contribution Margin $18,420 $16,369 $6,568 $6,129 $6,179 $0 $0 $0 $53,666 41.1% Period Costs: Depreciation SG&A: R&D Promotions Sales Admin Total Period $4,800 $100 $1,600 $2,995 $532 $10,027 $3,920 $80 $1,900 $2,995 $520 $9,415 $1,560 $511 $1,600 $2,995 $236 $6,902 $1,200 $496 $1,500 $2,995 $259 $6,449 $1,040 $515 $2,000 $2,995 $232 $6,782 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $12,520 $1,702 $8,600 $14,975 $1,779 $39,576 9.6% 1.3% 6.6% 11.5% 1.4% 30.3% Net Margin $8,392 $6,954 ($334) ($320) ($603) $0 $0 $0 $14,090 10.8% Definitions: Sales: Unit sales times list price. Direct Labor: Labor costs incurred to produce the product that was sold. Inventory Carry Cost: the cost to carry unsold goods in inventory. Other $1,430 EBIT Depreciation: Calculated on straight-line 15-year depreciation of plant value. R&D Costs: R&D $12,660 $0 department expenditures for each product. Admin: Administration overhead is estimated at 1.5% Short Term Interest $8,462 of sales. Promotions: The promotion budget for each product. Sales: The sales force budget for Long Term Interest Taxes $1,469 each product. Other: Charges not included in other categories such as Fees, Write Offs, and TQM. The fees include money paid to investment bankers and brokerage firms to issue new Profit Sharing $55 Net Profit stocks or bonds plus consulting fees your instructor might assess. Write-offs include the loss you $2,674 might experience when you sell capacity or liquidate inventory as the result of eliminating a Variable Margins production line. If the amount appears as a negative amount, then you actually made money on 1.1% 9.7% 0.0% 6.5% 1.1% 0.0% 2.0% Production Information Unit Primary Units Inven Age Pfmn Size Name Segment Sold tory Revision Date Dec.31 MTBF Coord Coord 2nd Auto Shift & mation Capacity Material Labor Contr. Over- Over- Next Next Plant Cost Cost Marg. time Round Round Utiliz. Price Able Acre Adam Aft Agape Aurora Athens Trad Low High Pfmn Size 1,563 2,518 682 751 945 0 0 462 122 288 19 0 0 0 4/16/2026 1/7/2025 9/19/2025 1/4/2026 11/12/2025 8/21/2026 10/11/2026 3.0 16500 7.6 14100 1.5 24000 2.8 27000 1.3 21000 0.0 0 0.0 0 6.4 3.0 8.0 10.6 6.1 0.0 0.0 13.4 $27.46 $9.16 $5.86 17.0 $19.47 $5.53 $2.63 12.0 $38.46 $12.55 $8.40 14.6 $33.46 $13.81 $7.48 7.6 $33.46 $13.25 $8.16 0.0 $0.00 $0.00 $0.00 0.0 $0.00 $0.00 $0.00 41% 3% 56% 42% % 40% 9% 35% 20% 38% 59% 0% 0% 0% 0% 8.0 10.0 5.0 5.5 5.5 5.0 5.0 1.800 102% 1,800 140% 900 108% 700 119% 700 157% 300 0% 300 0% % Baker Bead Bid Bold Buddy Trad Low High Pfmn Size 1,074 1,645 316 287 593 526 385 169 181 0 11/28/2025 1/7/2025 12/7/2025 12/5/2025 9/1/2025 1.5 16000 7.6 13500 1.3 23000 2.1 26500 1.5 19000 7.5 3.0 9.8 11.2 5.4 12.5 $27.99 $10.37 $7.57 17.0 $19.48 $5.64 $6.59 10.0 $38.50 $14.60 $7.57 14.7 $33.49 $14.71 $7.57 8.6 $33.50 $12.60 $7.57 35% 34% 39% 29% 41% 0% 11% 0% 0% 0% 6.0 9.0 5.0 5.0 5.0 1,800 89% 1,900 107% 900 34% 900 31% 900 54% Cake Cedar Cid Coat Cure Cow Cash Trad Low Trad Pfmn Size High 1,440 2,275 926 281 231 786 0 0 59 513 0 0 0 0 11/25/2024 8/3/2026 5/17/2025 11/29/2024 10/5/2024 2/6/2025 8/17/2026 2.7 14000 7.6 12000 2.7 14500 2.6 27000 3.4 19000 1.3 23500 0.0 0 6.5 3.0 9.0 10.5 4.9 10.7 0.0 13.6 $27.00 $8.63 $5.91 17,0 $19.00 $5.07 $5.15 11.8 $28.00 $10.64 $8.55 15.0 $33.50 $14.04 $9.46 10.0 $33.50 $11.39 $9.46 9.8 $38.20 $14.87 $7.87 0.0 $0.00 $0.00 $0.00 44% 45% 22% 29% 35% 40% 0% 0% 23% 31% 0% 0% 30% 0% 7.0 8.0 7.0 3.0 3.0 5.0 5.0 1,600 52% % 1,884 119% 1,206 127% 50 97% 50 97% 725 126% 650 0% Daze Dell Duck Dot Dune Diana Trad Low High Pfmn Trad 1,046 1,908 733 562 1,106 0 834 463 0 53 424 0 11/17/2025 1/7/2025 8/9/2025 8/5/2025 9/10/2025 11/7/2026 1.6 15000 7.6 12500 1.5 23500 1.7 27000 1.6 16000 0.0 0 6.4 3.0 10.0 11.2 6.0 0.0 13.6 $28.25 $8.93 $6.06 17.0 $19.48 $5.24 $8.30 10.3 $39.00 $14.43 $9.09 14.6 $33.99 $14.60 $9.69 11.8 $29.00 $9.92 $8.99 0.0 $0.00 $0.00 $0.00 42% 0% 27% 43% 40% 0% 28% 0% 30% 100% 0% 0% 7.0 5.0 4.5 4.0 6.0 1.0 1,800 87% 1,400 140% 900 81% 600 85% 900 195% 900 0% Eat Ebb Echo Edge Trad Low High Pfmn Size 1,373 1,959 451 567 509 694 52 0 0 0 2/6/2025 1/29/2025 7/3/2025 6/28/2025 7/5/2025 2.9 14500 7.6 12000 1.5 23000 1.6 27000 1.6 20000 6.8 3.0 10.1 11.5 6.0 13.6 $28.50 $9.13 $4.40 17.0 $19.50 $5.19 $5.55 10.2 $38.50 $14.64 $9.23 14.3 $33.50 $15.13 $7.38 9.3 $33.50 $12.66 $8.62 47% 43% 38% 32% 36% 5% 37% 0% 0 0% 0% 8.5 9.0 5.0 1.800 104% 1,400 135% 900 50% 89% 600 85% 6.0 600 Egg 5.0 Drift Rates Each year, the segments drift the length of the hypotenuse of the triangle formed by customers' desire for smaller and faster products. Table 1 Segment Circle Drift Rates: Every year, customers demand increased performance (Pfmn) and decreased size. Note that the drift rates vary for each segment. Traditional Low End Size Reduce 0.5 UNITS Pfmn +0.7 +0.5 +0.9 +1.0 +0.7 Size -0.7 -0.5 -0.9 -0.7 -1.0 0.7 UNITS SEGMENT DU High End Performance Size PERFORMANCE INCREASED 0.5 U Segment Centers Table 2 Segment Centers at the End of Each Round: As shown in the Perceptual Map Form above, size is on the vertical axis and performance (Pfmn) is on the horizontal axis. Size Round 0 Traditional Pfmn 5.0 5.7 6.4 12.5 1 Low End Pfmn 2.5 3.0 3.5 4.0 4.5 Size Pfmn 3.0 3.7 4.4 2 Size 15.0 14.3 13.6 12.9 12.2 11.5 10.8 10.1 9.4 Size 17.0 16.3 15.6 14.9 14.2 Size 12.0 11.0 10.0 9.0 3 7.1 High End Pfmn 7.5 8.4 9.3 10.2 11.1 12.0 12.9 13.8 14.7 Size 17.5 17.0 16.5 16.0 15.5 15.0 14.5 14.0 13.5 Performance Pfmn 8.0 9.0 10.0 11.0 12.0 13.0 14.0 15.0 16.0 5.1 5.8 4 7.8 11.6 10.7 9.8 8.9 8.0 7.1 6.2 5.3 8.0 5 6 7.0 6.0 8.5 9.2 9.9 10.6 5.0 5.5 6.0 6.5 13.5 12.8 12.1 11.4 6.5 7.2 7.9 8.6 7 5.0 4.0 8 Annual Report Annual Report Erie Round: 3 Dec. 31, 2025 Balance Sheet 2024 $38,682 $10,744 $10,444 2025 Common Size 21.8% 6.0% 5.9% S35,743 $11,194 $5,688 $59,870 33.7% $52,625 $187,800 (569,987) 105.7% -39.4% $159,200 ($57,467) $117,813 66.3% $101,733 DEFINITIONS: Common Size: The common ASSETS size column simply represents each item as a percentage of total assets for that year. Cash: Your end-of-year cash position. Accounts Cash Receivable: Reflects the lag between delivery Accounts Receivable and payment of your products. Inventories: The Inventory current value of your inventory across all products. A zero indicates your company Total Current Assets stocked out. Unmet demand would, of course, fall to your competitors. Plant & Equipment: Plant & Equipment The current value of your plant. Accum Deprec: Accumulated Depreciation The total accumulated depreciation from your plant. Accts Payable: What the company Total Fixed Assets currently owes suppliers for materials and services. Current Debt: The debt the company Total Assets s obligated to pay during the next year of operations. It includes emergency loans used to LIABILITIES & OWNERS' keep your company solvent should you run out EQUITY of cash during the year. Long Term Debt: The company's long term debt is in the form of Accounts Payable ponds, and this represents the total value of Current Debt your bonds. Common Stock: The amount of Long Term Debt capital invested by shareholders in the company. Retained Earnings: The profits that the Total Liabilities company chose to keep instead of paying to shareholders as dividends. Common Stock Retained Earnings $177,684 100.0% $154,358 $6,621 $0 $68,050 3.7% 0.0% 38.3% $7,619) $6,950 $53,750 $74,671 42.0% $68,319 $59,060 $43,953 33.2% 24.7% $44,760 $41.279 Total Equity $103,013 58.0% $86,039 Total Liab. & O. Equity $177,684 100.0% $154,358 Cash Flow Statement 2025 $2,674 $12,520 $0 ($998) ($4,757) $450 2024 $9,156 $10,613 $0 $2,228 ($5,688) ($2,071) $9,889 $14,239 ($28,600) ($25,400) The Cash Flow Statement examines what happened in the Cash Cash Flows from Operating Activities: Account during the year. Cash injections appear as positive numbers and Net Income (Loss) cash withdrawals as negative numbers. The Cash Flow Statement is an Depreciation excellent tool for diagnosing emergency loans. When negative cash Extraordinary gains/losses/writeoffs flows exceed positives, you are forced to seek emergency funding. For Accounts Payable example, if sales are bad and you find yourself carrying an abundance of Inventory excess inventory, the report would show the increase in inventory as a Accounts Receivable huge negative cash flow. Too much unexpected inventory could outstrip your inflows, exhaust your starting cash and force you to beg for money Net cash from operations to keep your company afloat. Cash Flows from Investing Activities: Plant Improvements Cash Flow Summary Cash Flows from Financing Activities: Dividends Paid Erie C134073 Sales of Common Stock Purchase of Common Stock 20,000 Cash from long term debt 10,000 Retirement of long term debt Change in current debt (net) 0 Net cash from financing activities -10,000 Net change in cash position Closing cash position -20,000 -30,000 Operations Finance Chg. Cash $0 $14,300 $0 $14,300 $0 ($6,950) $0 $12,700 $0 $12,700 ($6,950) $6,950 $21,650 $2,939 $38,682 $25,400 $14,239 $35,743 Investment Finance Operations Chg. Cash Annual Report Page 1 Selected Financial Statistics Andrews 1.5% 0.88 1.4% Baldwin -4.8% 0.63 -3.0% Chester 4.1% 0.82 3.3% Digby -3.1% 0.97 -3.0% Erie 2.0% 0.74 1.5% Ferris 2.5% 0.88 2.2% 1.9 2.2 2.1 1.9 1.7 1.7 ROS Asset Turnover ROA Leverage (Assets/Equity) ROE Emergency Loan Sales EBIT Profits Cumulative Profit SG&A / Sales Contrib. Margin % 2.6% $0 $174,890,929 $14,972,037 $2,702,928 $13,330,077 17.3% 43.7% -6.7% $0 $103,747,965 $2,425, 121 ($5,003,297) ($3,552,797) 17.9% 35.8% 7.0% $0 $155,214,420 $21,127,483 $6,351,898 $9,630,720 13.2% 38.3% -5.6% $0 $146,429,678 $370,744 ($4,568,041) $8,856,443 18.1% 33.2% 2.6% $0 $130,723,430 $12,659,822 $2,673,822 $18,559,054 20.7% 41.1% 3.7% $0 $172,367,482 $15,387,972 $4,254,602 $23,361,308 13.4% 34.1% Percent of Sales C134073 $ Market Share C134073 O Profit 0 Other O SGA Depr O Var Costs 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% 19.8 % 11.74% Andrews Baldwin Chester Digby Erie 17.57 % 16.58 % 14.8 % Andrews Chester Digby Erie Ferris U Ferris 19.51 % CAPSTONER COURIER Page 1 U 15% % 10% 5% 0% O Actual Potential Performand 18 19 20 0 10 14 Top Products in Performance Segment Units Market Sold to Name Share Seg Foam 25% 840 Aft 23% 751 Edge 17% 567 Dot 17% 562 Bold 9% 287 Coat 9% 281 Cid 0% 6 CAPSTONE COURIER Revision Stock Date Out 6/29/2025 1/4/2026 6/28/2025 YES 8/5/2025 12/5/2025 11/29/2024 YES 5/17/2025 Pfmn Size Coord Coord 11.6 14.4 10.6 14.6 11.5 14.3 11.2 14.6 11.2 14.7 10.5 15.0 9.0 11.8 List Age Price MTBF Dec 31 $33.50 27000 1.63 $33.46 27000 2.82 $33.50 27000 1.63 $33.99 27000 1.66 $33.49 26500 $ 2.08 $33.50 27000 2.61 $28.00 14500 2.66 Promo Budget $1,500 $1,400 $1,500 $1,800 $1,400 $0 $1,880 Cust. Aware- ness 75% 69% 53% 73% 70% 45% 34% Cust. Sales Access- Budget ibility $1,645 67% $1,743 75% $2,995 68% $1,998 67% 859 47% $0 64% $1,975 64% Dec Cust. Survey 45 33 41 36 28 22 0 Page 8 Top CAPSTONE Size Market Segment Analysis COURIER December 31, 2025 Round: 3 , Accessibility C134073 Size Size Statistics Total Industry Unit Demand Actual Industry Unit Sales Segment % of Total Industry Andrews 3.284 3,284 10.1% Baldwin Accessibility C134073 Size Size Statistics Total Industry Unit Demand Actual Industry Unit Sales Segment % of Total Industry Andrews 3,284 3,284 10.1% Next Year's Segment Growth Rate 18.3% Baldwin Chester Digby 2 Erie Size Customer Buying Criteria Expectations Pfmn 6.1 Size 7.6 Ideal Age = 1.5 MTBF 16000-21000 $23.50 -33.50 1 1. Ideal Position 2. Age 3. Reliability Price Ferris Importance 43% 29% 19% 9% 0% 20% 40% 60% 80% 100% Perceptual Map for Size Segment Perceptual map (at end of this year) Actual vs Potential Market Share 2025 C134073 Size 16 35% % 30% 25% Dune 20% Cure 15% 10% Agape 5% 8 0% O Actual Potential Performand 16 17 18 18 19 20 0 2 8 10 12. 14 Top Products in Size Segment Accessibility C134073 Traditional Traditional Statistics Total Industry Unit Demand Actual Industry Unit Sales Segment % of Total Industry 9,619 9,619 29.4% Andrews Baldwin 9.2% Chester Next Year's Segment Growth Rate Digby Erie Ferris Traditional Customer Buying Criteria Expectations Importance 1. 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 Perceptual map (at end of this year) 0% 20% % 40% % 60% 80% 100% Actual vs Potential Market Share 2025 C134073 Traditional 20% A bold DEL 15% Dune 10% 5% 0% O Actual Potential Performand 12 13 14 15 16 18 19 20 0 2 8 9 10 Top Products in Traditional Segment Accessibility C134073 Low End Low End Statistics Total Industry Unit Demand Actual Industry Unit Sales Segment % of Total Industry 12,488 12,488 38.2% Next Year's Segment Growth Rate 11.7% Andrews Baldwin Chester Digby Erie Ferris Low End Customer Buying Criteria Expectations Importance 1. 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 Perceptual map (at end of this year) 0% 20% 40% 60% 80% 100% Actual vs Potential Market Share 2025 C134073 Low End 20% 18% 16% 14% 12% 10% 8% 6% 4% 2% 0% Lilul Andrews Baldwin O Actual Performand 14 16 18 19 20 Potential 0 Top Products in Low End Segment Dec. Cust. Survey Units Market Sold to Revision Stock Name Share Seg Date Out Agape 29% 945 11/12/2025 YES Fume 25% 818 8/9/2025 Buddy 18% 593 9/1/2025 YES Egg 15% 508 7/5/2025 YES Cure 7% 231 10/5/2024 YES Dune 6% 188 9/10/2025 CAPSTONE COURIER Top Products in Size Segment Cust Pfmn Size List Age Promo Aware- Coord Coord Price MTBF Dec.31 Budget ness 6.1 7.6 $33.46 21000 1.33 $1,800 68% 5.4 8.6 $33.50 18500 1.59 $1,600 72% 5.4 8.6 $33.50 19000 1.48 $1,400 66% 6.0 9.3 $33.50 20000 1.63 $2.000 54% 4.9 10.0 $33.50 19000 3.41 $0 O 47% 6.0 11.8 $29.00 16000 1.60 $2,000 39% Cust. Sales Access Budgetibility $2,241 78% $1,645 69% $909 48% $2,995 $0 65% $2,331 17% 72% Page 9 Top CAPSTONE Market Share Report Round: 3 December 31, 2025 Market Share C134073 Units Sold vs Demand Chart C134073 25% 12,000 10,000 20% 15% 10% Mailbod 8,000 6,000 4,000 5% 0% 2.000 0 Trad Low High Pfmn Size Industry Unit Sales Total Unit Demand Trad Low O High Pfmn Size Potential Market Share in Units Trad Low High Pfmn 9,619 12,488 4,007 3,293 Size Actual Market Share in Units Trad Low High Pfmn Size Total 9,619 12,488 4,007 3,293 3,284 3,284 32.691 29.4% 38.2% 12.3% 10.1% 10.1% 100.0% industry Unit Sales % of Market Total 32,691 3,284 Units Demanded % of Market 29.4% 38.2% 12.3% 10.1% 10.1% 100.0% Top Products in Low End Segment Sold to Pfmn Promo Units Market Name Share Seg Acre 20% 2,518 Cedar 18% 2,275 Feat 17% 2,166 Ebb 16% 1,959 Dell 15% 1,908 Bead 13% 1,645 Daze 0 0% 6 Cake 0% 5 Able 0% 4 CAPSTONE COURIER Revision Stock Date Out 1/7/2025 8/3/2026 1/29/2023 1/29/2025 1/7/2025 1/7/2025 11/17/2025 11/25/2024 YES 4/16/2026 Size Coord Coord 3.0 17.0 3.0 17.0 3.0 17.0 3.0 17.0 3.0 17.0 3.0 17.0 6.4 13.6 6,5 13.6 6.4 13.4 List Age Price MTBF Dec 31 Budget $19.47 14100 7.60 $1,800 $19.00 12000 7.60 $1,860 $19.45 12000 7.60 $1.800 $19.50 12000 7.60 $1,900 $19.48 12500 7.60 $1,800 $19.48 13500 7.60 $1,400 $28.25 15000 1.57 $2,000 $27.00 14000 2.74 $1,900 $27.46 16500 2.96 $1,800 Cust. Aware- ness 78% 83% 81% % 65% 71% 63% 42% 42% 38% Cust. Sales Access Budget ibility $2,988 78% $1,975 76% $2,129 80% $2,995 73% $2,109 70% $1.111 50% $2,109 70% $1,975 76% $2,988 78% Dec. Cust. Survey 40 36 35 31 30 26 0 0 0 Page 6 Top CIER High End Market Segment Analysis Round: 3 December 31, 2025 Accessibility C134073 High End High End Statistics Total Industry Unit Demand Actual Industry Unit Sales Segment % of Total Industry Andrews 4,007 4,007 12.3% Baldwin 16.2% Chester Next Year's Segment Growth Rate Digby Erie Ferris High End Customer Buying Criteria Expectations Importance 1 1. 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 & Perceptual map (at end of this year) 0% 20% 40% 60% % 80% 100% Actual vs Potential Market Share 2025 C134073 High End Top Products in High End Segment Units Market Sold to Name Share Seg Fist 22% 868 Cow 20% 786 Duck 18% 733 Adam 17% 682 Echo 11% 451 Bid 8% 8 316 Cid 4% 170 CAPSTONE COURIER Revision Stock Date Out 8/7/2025 YES 2/6/2025 YES 8/9/2025 YES 9/19/2025 7/3/2025 YES 12/7/2025 5/17/2025 Pfmn Size Coord Coord 10.4 9.6 10.7 9.8 10.0 10.3 8.0 12.0 10.1 10.2 9.8 10.0 9.0 11.8 List Age Price MTBF Dec.31 $38.50 23000 1.44 $38.20 23500 1.33 $39.00 23500 1.51 $38.46 24000 1.45 $38.50 23000 1.52 $38.50 23000 1.30 $28.00 14500 2.66 Promo Budget $1,900 $1,950 $2,000 $2.200 $1,600 $1,500 $1,880 Cust. Aware- ness 81% 47% 86% 81% 81% 77% 54% Cust. Sales Access Budget ibility $1,935 75% $1,975 76% $2,553 74% $2,490 79% $2,995 85% $960 55% $1.975 76% Dec. Cust. Survey 27 25 18 8 21 17 0 Page 7 Top CAPSTONE Performance Market Segment Analysis COURIER Round: 3 December 31, 2025 Accessibility C134073 Performance Performance Statistics Total Industry Unit Demand Actual Industry Unit Sales Segment % of Total Industry Andrews 3,293 3,293 10.1% Baldwin Next Year's Segment Growth Rate 19.8% Chester Digby Erie Ferris Performance Customer Buying Criteria Expectations Importance 1. Reliability MTBF 22000-27000 43% 2. Ideal Position Pimn 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 2 Perceptual map (at end of this year) 0% 20% 40% 60% 80% 100% Actual vs Potential Market Share 2025 C134073 Performance 25% 20% CAPSTONE. Coach File Undo - Decisions Proformas Reports Help Recalculate Production Round: 4 Year: 2026 | 31, 2022 09:08AM EST Production Schedule o Eat Ebb Echo Edge Egg NA NA NA Total Unit Sales Forecast 851 3,206 586 1,093 962 0 0 0 6,701 694 52 0 0 0 0 0 0 746 Inventory On Hand Production Schedule Production After Adj. O 1 1842 2. 1912 3 455 4 542 5 514 5,265 1,824 1,893 451 537 509 0 0 0 0 5,214 Margins 2nd Shift Production% 0 % 2.3% 36.6% 0.0% 0.0% 0.0% 0 0 0 53.26 52.91 $7.73 $6.14 $7.73 0 0 0 Labor Cost/Unit Material Cost/Unit Total Unit Cost 58.89 55.11 514.25 $14.78 $12.32 0 0 0 0 $12.14 $8.02 $21.98 S21.22 $20.05 0 0 0 Contribution Margin 57.4% 58.9% 42.9% 36.7% 40.1% 0 0 0 Total Physical Plant 1st Shift Capacity 0 Buy/Sell Capacity 1,800 1,400 900 600 600 0 0 0 5,300 6 0 0 7 08 0 0 9 0 10 0 0 Automation Rating O 8.5 9.0 5.0 6.0 OLD 5.0 0.0 0.0 0.0 New Autom. Rating 11 9.0 12 10.0 13 5.5 14 7.0 15 5.5 Investment ($000) $3,600 $ 5,600 $ 1,800 $ 2,400 $ 1,200 $ 0 $0 $0 S 14,600 Workforce Last Year Needed 0 This Year % 0 This Year O 1st Shift 2nd Shift Overtime o Max Invest 111 $ 87,421 Complement 590 408 100 % 408 380 28 -0.1% A/P Lag 30 Production Cancit Drie ve Unit Cart is a group stomers who have similar needs. The segments are named market segments. A market seg requirements and are called: Perceptual map (at end of this year) Size 20 191 181 Low End 17 Performance 16 15 Traditional 14 13 High End 12 Size 11 10 9 8 7 6 2 Performance 10 11 12 13 14 15 16 17 18 19 20 0 2 4 6 8 9 Drift Rates Annual Report Erie C134073 Round: 3 Dec. 31, 2025 2025 Income Statement Eat Ebb Echo NA NA NA (Product Name:) Sales Edge $19,000 Egg $17,050 2025 Common Total Size $130,723 100.0% $39,120 $38,209 $17,345 $0 $0 $0 Variable Costs: Direct Labor Direct Material Inventory Carry Total Variable $6,331 $13,186 $1,183 $20,700 $10,994 $10,776 $70 $21,840 $4,159 $6,618 $0 $10,777 $4,214 $8,657 $0 $12,870 $4,385 $6,486 $0 $10,870 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $30,081 $45,723 $1,253 $77,058 23.0% 35.0% 1.0% 58.9% Contribution Margin $18,420 $16,369 $6,568 $6,129 $6,179 $0 $0 $0 $53,666 41.1% Period Costs: Depreciation SG&A: R&D Promotions Sales Admin Total Period $4,800 $100 $1,600 $2,995 $532 $10,027 $3,920 $80 $1,900 $2,995 $520 $9,415 $1,560 $511 $1,600 $2,995 $236 $6,902 $1,200 $496 $1,500 $2,995 $259 $6,449 $1,040 $515 $2,000 $2,995 $232 $6,782 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $12,520 $1,702 $8,600 $14,975 $1,779 $39,576 9.6% 1.3% 6.6% 11.5% 1.4% 30.3% Net Margin $8,392 $6,954 ($334) ($320) ($603) $0 $0 $0 $14,090 10.8% Definitions: Sales: Unit sales times list price. Direct Labor: Labor costs incurred to produce the product that was sold. Inventory Carry Cost: the cost to carry unsold goods in inventory. Other $1,430 EBIT Depreciation: Calculated on straight-line 15-year depreciation of plant value. R&D Costs: R&D $12,660 $0 department expenditures for each product. Admin: Administration overhead is estimated at 1.5% Short Term Interest $8,462 of sales. Promotions: The promotion budget for each product. Sales: The sales force budget for Long Term Interest Taxes $1,469 each product. Other: Charges not included in other categories such as Fees, Write Offs, and TQM. The fees include money paid to investment bankers and brokerage firms to issue new Profit Sharing $55 Net Profit stocks or bonds plus consulting fees your instructor might assess. Write-offs include the loss you $2,674 might experience when you sell capacity or liquidate inventory as the result of eliminating a Variable Margins production line. If the amount appears as a negative amount, then you actually made money on 1.1% 9.7% 0.0% 6.5% 1.1% 0.0% 2.0% Production Information Unit Primary Units Inven Age Pfmn Size Name Segment Sold tory Revision Date Dec.31 MTBF Coord Coord 2nd Auto Shift & mation Capacity Material Labor Contr. Over- Over- Next Next Plant Cost Cost Marg. time Round Round Utiliz. Price Able Acre Adam Aft Agape Aurora Athens Trad Low High Pfmn Size 1,563 2,518 682 751 945 0 0 462 122 288 19 0 0 0 4/16/2026 1/7/2025 9/19/2025 1/4/2026 11/12/2025 8/21/2026 10/11/2026 3.0 16500 7.6 14100 1.5 24000 2.8 27000 1.3 21000 0.0 0 0.0 0 6.4 3.0 8.0 10.6 6.1 0.0 0.0 13.4 $27.46 $9.16 $5.86 17.0 $19.47 $5.53 $2.63 12.0 $38.46 $12.55 $8.40 14.6 $33.46 $13.81 $7.48 7.6 $33.46 $13.25 $8.16 0.0 $0.00 $0.00 $0.00 0.0 $0.00 $0.00 $0.00 41% 3% 56% 42% % 40% 9% 35% 20% 38% 59% 0% 0% 0% 0% 8.0 10.0 5.0 5.5 5.5 5.0 5.0 1.800 102% 1,800 140% 900 108% 700 119% 700 157% 300 0% 300 0% % Baker Bead Bid Bold Buddy Trad Low High Pfmn Size 1,074 1,645 316 287 593 526 385 169 181 0 11/28/2025 1/7/2025 12/7/2025 12/5/2025 9/1/2025 1.5 16000 7.6 13500 1.3 23000 2.1 26500 1.5 19000 7.5 3.0 9.8 11.2 5.4 12.5 $27.99 $10.37 $7.57 17.0 $19.48 $5.64 $6.59 10.0 $38.50 $14.60 $7.57 14.7 $33.49 $14.71 $7.57 8.6 $33.50 $12.60 $7.57 35% 34% 39% 29% 41% 0% 11% 0% 0% 0% 6.0 9.0 5.0 5.0 5.0 1,800 89% 1,900 107% 900 34% 900 31% 900 54% Cake Cedar Cid Coat Cure Cow Cash Trad Low Trad Pfmn Size High 1,440 2,275 926 281 231 786 0 0 59 513 0 0 0 0 11/25/2024 8/3/2026 5/17/2025 11/29/2024 10/5/2024 2/6/2025 8/17/2026 2.7 14000 7.6 12000 2.7 14500 2.6 27000 3.4 19000 1.3 23500 0.0 0 6.5 3.0 9.0 10.5 4.9 10.7 0.0 13.6 $27.00 $8.63 $5.91 17,0 $19.00 $5.07 $5.15 11.8 $28.00 $10.64 $8.55 15.0 $33.50 $14.04 $9.46 10.0 $33.50 $11.39 $9.46 9.8 $38.20 $14.87 $7.87 0.0 $0.00 $0.00 $0.00 44% 45% 22% 29% 35% 40% 0% 0% 23% 31% 0% 0% 30% 0% 7.0 8.0 7.0 3.0 3.0 5.0 5.0 1,600 52% % 1,884 119% 1,206 127% 50 97% 50 97% 725 126% 650 0% Daze Dell Duck Dot Dune Diana Trad Low High Pfmn Trad 1,046 1,908 733 562 1,106 0 834 463 0 53 424 0 11/17/2025 1/7/2025 8/9/2025 8/5/2025 9/10/2025 11/7/2026 1.6 15000 7.6 12500 1.5 23500 1.7 27000 1.6 16000 0.0 0 6.4 3.0 10.0 11.2 6.0 0.0 13.6 $28.25 $8.93 $6.06 17.0 $19.48 $5.24 $8.30 10.3 $39.00 $14.43 $9.09 14.6 $33.99 $14.60 $9.69 11.8 $29.00 $9.92 $8.99 0.0 $0.00 $0.00 $0.00 42% 0% 27% 43% 40% 0% 28% 0% 30% 100% 0% 0% 7.0 5.0 4.5 4.0 6.0 1.0 1,800 87% 1,400 140% 900 81% 600 85% 900 195% 900 0% Eat Ebb Echo Edge Trad Low High Pfmn Size 1,373 1,959 451 567 509 694 52 0 0 0 2/6/2025 1/29/2025 7/3/2025 6/28/2025 7/5/2025 2.9 14500 7.6 12000 1.5 23000 1.6 27000 1.6 20000 6.8 3.0 10.1 11.5 6.0 13.6 $28.50 $9.13 $4.40 17.0 $19.50 $5.19 $5.55 10.2 $38.50 $14.64 $9.23 14.3 $33.50 $15.13 $7.38 9.3 $33.50 $12.66 $8.62 47% 43% 38% 32% 36% 5% 37% 0% 0 0% 0% 8.5 9.0 5.0 1.800 104% 1,400 135% 900 50% 89% 600 85% 6.0 600 Egg 5.0 Drift Rates Each year, the segments drift the length of the hypotenuse of the triangle formed by customers' desire for smaller and faster products. Table 1 Segment Circle Drift Rates: Every year, customers demand increased performance (Pfmn) and decreased size. Note that the drift rates vary for each segment. Traditional Low End Size Reduce 0.5 UNITS Pfmn +0.7 +0.5 +0.9 +1.0 +0.7 Size -0.7 -0.5 -0.9 -0.7 -1.0 0.7 UNITS SEGMENT DU High End Performance Size PERFORMANCE INCREASED 0.5 U Segment Centers Table 2 Segment Centers at the End of Each Round: As shown in the Perceptual Map Form above, size is on the vertical axis and performance (Pfmn) is on the horizontal axis. Size Round 0 Traditional Pfmn 5.0 5.7 6.4 12.5 1 Low End Pfmn 2.5 3.0 3.5 4.0 4.5 Size Pfmn 3.0 3.7 4.4 2 Size 15.0 14.3 13.6 12.9 12.2 11.5 10.8 10.1 9.4 Size 17.0 16.3 15.6 14.9 14.2 Size 12.0 11.0 10.0 9.0 3 7.1 High End Pfmn 7.5 8.4 9.3 10.2 11.1 12.0 12.9 13.8 14.7 Size 17.5 17.0 16.5 16.0 15.5 15.0 14.5 14.0 13.5 Performance Pfmn 8.0 9.0 10.0 11.0 12.0 13.0 14.0 15.0 16.0 5.1 5.8 4 7.8 11.6 10.7 9.8 8.9 8.0 7.1 6.2 5.3 8.0 5 6 7.0 6.0 8.5 9.2 9.9 10.6 5.0 5.5 6.0 6.5 13.5 12.8 12.1 11.4 6.5 7.2 7.9 8.6 7 5.0 4.0 8 Annual Report Annual Report Erie Round: 3 Dec. 31, 2025 Balance Sheet 2024 $38,682 $10,744 $10,444 2025 Common Size 21.8% 6.0% 5.9% S35,743 $11,194 $5,688 $59,870 33.7% $52,625 $187,800 (569,987) 105.7% -39.4% $159,200 ($57,467) $117,813 66.3% $101,733 DEFINITIONS: Common Size: The common ASSETS size column simply represents each item as a percentage of total assets for that year. Cash: Your end-of-year cash position. Accounts Cash Receivable: Reflects the lag between delivery Accounts Receivable and payment of your products. Inventories: The Inventory current value of your inventory across all products. A zero indicates your company Total Current Assets stocked out. Unmet demand would, of course, fall to your competitors. Plant & Equipment: Plant & Equipment The current value of your plant. Accum Deprec: Accumulated Depreciation The total accumulated depreciation from your plant. Accts Payable: What the company Total Fixed Assets currently owes suppliers for materials and services. Current Debt: The debt the company Total Assets s obligated to pay during the next year of operations. It includes emergency loans used to LIABILITIES & OWNERS' keep your company solvent should you run out EQUITY of cash during the year. Long Term Debt: The company's long term debt is in the form of Accounts Payable ponds, and this represents the total value of Current Debt your bonds. Common Stock: The amount of Long Term Debt capital invested by shareholders in the company. Retained Earnings: The profits that the Total Liabilities company chose to keep instead of paying to shareholders as dividends. Common Stock Retained Earnings $177,684 100.0% $154,358 $6,621 $0 $68,050 3.7% 0.0% 38.3% $7,619) $6,950 $53,750 $74,671 42.0% $68,319 $59,060 $43,953 33.2% 24.7% $44,760 $41.279 Total Equity $103,013 58.0% $86,039 Total Liab. & O. Equity $177,684 100.0% $154,358 Cash Flow Statement 2025 $2,674 $12,520 $0 ($998) ($4,757) $450 2024 $9,156 $10,613 $0 $2,228 ($5,688) ($2,071) $9,889 $14,239 ($28,600) ($25,400) The Cash Flow Statement examines what happened in the Cash Cash Flows from Operating Activities: Account during the year. Cash injections appear as positive numbers and Net Income (Loss) cash withdrawals as negative numbers. The Cash Flow Statement is an Depreciation excellent tool for diagnosing emergency loans. When negative cash Extraordinary gains/losses/writeoffs flows exceed positives, you are forced to seek emergency funding. For Accounts Payable example, if sales are bad and you find yourself carrying an abundance of Inventory excess inventory, the report would show the increase in inventory as a Accounts Receivable huge negative cash flow. Too much unexpected inventory could outstrip your inflows, exhaust your starting cash and force you to beg for money Net cash from operations to keep your company afloat. Cash Flows from Investing Activities: Plant Improvements Cash Flow Summary Cash Flows from Financing Activities: Dividends Paid Erie C134073 Sales of Common Stock Purchase of Common Stock 20,000 Cash from long term debt 10,000 Retirement of long term debt Change in current debt (net) 0 Net cash from financing activities -10,000 Net change in cash position Closing cash position -20,000 -30,000 Operations Finance Chg. Cash $0 $14,300 $0 $14,300 $0 ($6,950) $0 $12,700 $0 $12,700 ($6,950) $6,950 $21,650 $2,939 $38,682 $25,400 $14,239 $35,743 Investment Finance Operations Chg. Cash Annual Report Page 1 Selected Financial Statistics Andrews 1.5% 0.88 1.4% Baldwin -4.8% 0.63 -3.0% Chester 4.1% 0.82 3.3% Digby -3.1% 0.97 -3.0% Erie 2.0% 0.74 1.5% Ferris 2.5% 0.88 2.2% 1.9 2.2 2.1 1.9 1.7 1.7 ROS Asset Turnover ROA Leverage (Assets/Equity) ROE Emergency Loan Sales EBIT Profits Cumulative Profit SG&A / Sales Contrib. Margin % 2.6% $0 $174,890,929 $14,972,037 $2,702,928 $13,330,077 17.3% 43.7% -6.7% $0 $103,747,965 $2,425, 121 ($5,003,297) ($3,552,797) 17.9% 35.8% 7.0% $0 $155,214,420 $21,127,483 $6,351,898 $9,630,720 13.2% 38.3% -5.6% $0 $146,429,678 $370,744 ($4,568,041) $8,856,443 18.1% 33.2% 2.6% $0 $130,723,430 $12,659,822 $2,673,822 $18,559,054 20.7% 41.1% 3.7% $0 $172,367,482 $15,387,972 $4,254,602 $23,361,308 13.4% 34.1% Percent of Sales C134073 $ Market Share C134073 O Profit 0 Other O SGA Depr O Var Costs 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% 19.8 % 11.74% Andrews Baldwin Chester Digby Erie 17.57 % 16.58 % 14.8 % Andrews Chester Digby Erie Ferris U Ferris 19.51 % CAPSTONER COURIER Page 1 U 15% % 10% 5% 0% O Actual Potential Performand 18 19 20 0 10 14 Top Products in Performance Segment Units Market Sold to Name Share Seg Foam 25% 840 Aft 23% 751 Edge 17% 567 Dot 17% 562 Bold 9% 287 Coat 9% 281 Cid 0% 6 CAPSTONE COURIER Revision Stock Date Out 6/29/2025 1/4/2026 6/28/2025 YES 8/5/2025 12/5/2025 11/29/2024 YES 5/17/2025 Pfmn Size Coord Coord 11.6 14.4 10.6 14.6 11.5 14.3 11.2 14.6 11.2 14.7 10.5 15.0 9.0 11.8 List Age Price MTBF Dec 31 $33.50 27000 1.63 $33.46 27000 2.82 $33.50 27000 1.63 $33.99 27000 1.66 $33.49 26500 $ 2.08 $33.50 27000 2.61 $28.00 14500 2.66 Promo Budget $1,500 $1,400 $1,500 $1,800 $1,400 $0 $1,880 Cust. Aware- ness 75% 69% 53% 73% 70% 45% 34% Cust. Sales Access- Budget ibility $1,645 67% $1,743 75% $2,995 68% $1,998 67% 859 47% $0 64% $1,975 64% Dec Cust. Survey 45 33 41 36 28 22 0 Page 8 Top CAPSTONE Size Market Segment Analysis COURIER December 31, 2025 Round: 3 , Accessibility C134073 Size Size Statistics Total Industry Unit Demand Actual Industry Unit Sales Segment % of Total Industry Andrews 3.284 3,284 10.1% Baldwin Accessibility C134073 Size Size Statistics Total Industry Unit Demand Actual Industry Unit Sales Segment % of Total Industry Andrews 3,284 3,284 10.1% Next Year's Segment Growth Rate 18.3% Baldwin Chester Digby 2 Erie Size Customer Buying Criteria Expectations Pfmn 6.1 Size 7.6 Ideal Age = 1.5 MTBF 16000-21000 $23.50 -33.50 1 1. Ideal Position 2. Age 3. Reliability Price Ferris Importance 43% 29% 19% 9% 0% 20% 40% 60% 80% 100% Perceptual Map for Size Segment Perceptual map (at end of this year) Actual vs Potential Market Share 2025 C134073 Size 16 35% % 30% 25% Dune 20% Cure 15% 10% Agape 5% 8 0% O Actual Potential Performand 16 17 18 18 19 20 0 2 8 10 12. 14 Top Products in Size Segment Accessibility C134073 Traditional Traditional Statistics Total Industry Unit Demand Actual Industry Unit Sales Segment % of Total Industry 9,619 9,619 29.4% Andrews Baldwin 9.2% Chester Next Year's Segment Growth Rate Digby Erie Ferris Traditional Customer Buying Criteria Expectations Importance 1. 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 Perceptual map (at end of this year) 0% 20% % 40% % 60% 80% 100% Actual vs Potential Market Share 2025 C134073 Traditional 20% A bold DEL 15% Dune 10% 5% 0% O Actual Potential Performand 12 13 14 15 16 18 19 20 0 2 8 9 10 Top Products in Traditional Segment Accessibility C134073 Low End Low End Statistics Total Industry Unit Demand Actual Industry Unit Sales Segment % of Total Industry 12,488 12,488 38.2% Next Year's Segment Growth Rate 11.7% Andrews Baldwin Chester Digby Erie Ferris Low End Customer Buying Criteria Expectations Importance 1. 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 Perceptual map (at end of this year) 0% 20% 40% 60% 80% 100% Actual vs Potential Market Share 2025 C134073 Low End 20% 18% 16% 14% 12% 10% 8% 6% 4% 2% 0% Lilul Andrews Baldwin O Actual Performand 14 16 18 19 20 Potential 0 Top Products in Low End Segment Dec. Cust. Survey Units Market Sold to Revision Stock Name Share Seg Date Out Agape 29% 945 11/12/2025 YES Fume 25% 818 8/9/2025 Buddy 18% 593 9/1/2025 YES Egg 15% 508 7/5/2025 YES Cure 7% 231 10/5/2024 YES Dune 6% 188 9/10/2025 CAPSTONE COURIER Top Products in Size Segment Cust Pfmn Size List Age Promo Aware- Coord Coord Price MTBF Dec.31 Budget ness 6.1 7.6 $33.46 21000 1.33 $1,800 68% 5.4 8.6 $33.50 18500 1.59 $1,600 72% 5.4 8.6 $33.50 19000 1.48 $1,400 66% 6.0 9.3 $33.50 20000 1.63 $2.000 54% 4.9 10.0 $33.50 19000 3.41 $0 O 47% 6.0 11.8 $29.00 16000 1.60 $2,000 39% Cust. Sales Access Budgetibility $2,241 78% $1,645 69% $909 48% $2,995 $0 65% $2,331 17% 72% Page 9 Top CAPSTONE Market Share Report Round: 3 December 31, 2025 Market Share C134073 Units Sold vs Demand Chart C134073 25% 12,000 10,000 20% 15% 10% Mailbod 8,000 6,000 4,000 5% 0% 2.000 0 Trad Low High Pfmn Size Industry Unit Sales Total Unit Demand Trad Low O High Pfmn Size Potential Market Share in Units Trad Low High Pfmn 9,619 12,488 4,007 3,293 Size Actual Market Share in Units Trad Low High Pfmn Size Total 9,619 12,488 4,007 3,293 3,284 3,284 32.691 29.4% 38.2% 12.3% 10.1% 10.1% 100.0% industry Unit Sales % of Market Total 32,691 3,284 Units Demanded % of Market 29.4% 38.2% 12.3% 10.1% 10.1% 100.0% Top Products in Low End Segment Sold to Pfmn Promo Units Market Name Share Seg Acre 20% 2,518 Cedar 18% 2,275 Feat 17% 2,166 Ebb 16% 1,959 Dell 15% 1,908 Bead 13% 1,645 Daze 0 0% 6 Cake 0% 5 Able 0% 4 CAPSTONE COURIER Revision Stock Date Out 1/7/2025 8/3/2026 1/29/2023 1/29/2025 1/7/2025 1/7/2025 11/17/2025 11/25/2024 YES 4/16/2026 Size Coord Coord 3.0 17.0 3.0 17.0 3.0 17.0 3.0 17.0 3.0 17.0 3.0 17.0 6.4 13.6 6,5 13.6 6.4 13.4 List Age Price MTBF Dec 31 Budget $19.47 14100 7.60 $1,800 $19.00 12000 7.60 $1,860 $19.45 12000 7.60 $1.800 $19.50 12000 7.60 $1,900 $19.48 12500 7.60 $1,800 $19.48 13500 7.60 $1,400 $28.25 15000 1.57 $2,000 $27.00 14000 2.74 $1,900 $27.46 16500 2.96 $1,800 Cust. Aware- ness 78% 83% 81% % 65% 71% 63% 42% 42% 38% Cust. Sales Access Budget ibility $2,988 78% $1,975 76% $2,129 80% $2,995 73% $2,109 70% $1.111 50% $2,109 70% $1,975 76% $2,988 78% Dec. Cust. Survey 40 36 35 31 30 26 0 0 0 Page 6 Top CIER High End Market Segment Analysis Round: 3 December 31, 2025 Accessibility C134073 High End High End Statistics Total Industry Unit Demand Actual Industry Unit Sales Segment % of Total Industry Andrews 4,007 4,007 12.3% Baldwin 16.2% Chester Next Year's Segment Growth Rate Digby Erie Ferris High End Customer Buying Criteria Expectations Importance 1 1. 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 & Perceptual map (at end of this year) 0% 20% 40% 60% % 80% 100% Actual vs Potential Market Share 2025 C134073 High End Top Products in High End Segment Units Market Sold to Name Share Seg Fist 22% 868 Cow 20% 786 Duck 18% 733 Adam 17% 682 Echo 11% 451 Bid 8% 8 316 Cid 4% 170 CAPSTONE COURIER Revision Stock Date Out 8/7/2025 YES 2/6/2025 YES 8/9/2025 YES 9/19/2025 7/3/2025 YES 12/7/2025 5/17/2025 Pfmn Size Coord Coord 10.4 9.6 10.7 9.8 10.0 10.3 8.0 12.0 10.1 10.2 9.8 10.0 9.0 11.8 List Age Price MTBF Dec.31 $38.50 23000 1.44 $38.20 23500 1.33 $39.00 23500 1.51 $38.46 24000 1.45 $38.50 23000 1.52 $38.50 23000 1.30 $28.00 14500 2.66 Promo Budget $1,900 $1,950 $2,000 $2.200 $1,600 $1,500 $1,880 Cust. Aware- ness 81% 47% 86% 81% 81% 77% 54% Cust. Sales Access Budget ibility $1,935 75% $1,975 76% $2,553 74% $2,490 79% $2,995 85% $960 55% $1.975 76% Dec. Cust. Survey 27 25 18 8 21 17 0 Page 7 Top CAPSTONE Performance Market Segment Analysis COURIER Round: 3 December 31, 2025 Accessibility C134073 Performance Performance Statistics Total Industry Unit Demand Actual Industry Unit Sales Segment % of Total Industry Andrews 3,293 3,293 10.1% Baldwin Next Year's Segment Growth Rate 19.8% Chester Digby Erie Ferris Performance Customer Buying Criteria Expectations Importance 1. Reliability MTBF 22000-27000 43% 2. Ideal Position Pimn 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 2 Perceptual map (at end of this year) 0% 20% 40% 60% 80% 100% Actual vs Potential Market Share 2025 C134073 Performance 25% 20%