Download the Case Analysis Template.
Read the Krispy Kreme Doughnuts case (pp. 378-384) in" rel="nofollow">in Strategic Management and respond to the questions in" rel="nofollow">in the Case Analysis Template.Download the Fin" rel="nofollow">inancial Ratios Spreadsheet and complete a ratio analysis for the case.
Focus primarily on the issues developed in" rel="nofollow">in Chapter 4 (The Internal Assessment) of your Strategic Management text. However, seek to respond to all questions asked in" rel="nofollow">in the case analysis template, drawin" rel="nofollow">ing from the in" rel="nofollow">information provided for the selected company in" rel="nofollow">in the text (you are not expected to do outside research on the selected company, but rely solely on the in" rel="nofollow">information provided in" rel="nofollow">in the text).
Note that you will be submittin" rel="nofollow">ing two documents: 1) the completed Case Analysis Template and (2) the completed Fin" rel="nofollow">inancial Ratios Template.
When you have completed your assignment, save a copy for yourself and submit a copy to your in" rel="nofollow">instructor usin" rel="nofollow">ing the Dropbox by the end of the workshop
Instructions: Fill in" rel="nofollow">in the cells with $ (yellow highlighted) and the ratios will automatically calculate
Fin" rel="nofollow">inancial Ratios Analysis Current Year Previous Year Previous Year
Liquidity Ratios
Current Ratio: Current Assets/Current Liabilities - - - extent to which a firm can meet short-term obligations - generally one wants an upward trend
Quick Ratios: Current assets min" rel="nofollow">inus in" rel="nofollow">inventory/current liabilities - - - extent to which a firm can meet short-term obligations w/o sellin" rel="nofollow">ing in" rel="nofollow">inventory - generally one wants an upward trend
$ Current Assets
$ Current Liabilities
$ Inventory
Leverage Ratios
Debt-to-Total Assets Ratio: Total Debt/Total Assets - - - % of total funds provided by creditors - generally one wants a downward trend
Debt-to-Equity Ratios: Total Debt/Total Stockholders' Equity - - - % of total funds provided by creditors vs.. by owners - generally one wants a downward trend
Times-Interest-Earned Ratio: Profits before in" rel="nofollow">interest & taxes/Total Interest Charges - - - extent to which earnin" rel="nofollow">ings can declin" rel="nofollow">ine w/o firm bein" rel="nofollow">ing unable to pay in" rel="nofollow">interest - generally one wants and upward trend
$ Total Debt
$ Total Assets
$ Total Stockholders' Equity
$ Profits before Interest and taxes
$ Total Interest Expense
Activity Ratios
Inventory Turnover: Sales/Inventory of Fin" rel="nofollow">inished Goods - - - whether firm holds extensive in" rel="nofollow">inventory and is sellin" rel="nofollow">ing it slower than in" rel="nofollow">industry - generally one wants and upward trend
Fixed Assets Turnover: Sales/Fixed Assets - - - Sales productivity and plan and equipment utilization - generally one want to see an upward trend
Total Assets Turnover: Sales/Total Assets - - - whether firm is generatin" rel="nofollow">ing sufficient vol. of busin" rel="nofollow">iness. for size of asset in" rel="nofollow">investment - generally one wants an upward trend
Average Collection Period: Accounts Receivable/(Total credit sales/365 days) - - - average time it takes for firm to collect on credit sales - generally one wants a downward trend
$ Sales
$ Inventory of Fin" rel="nofollow">inished Goods
$ Fixed Assets
$ Total Assets
$ Accounts Receivable
$ Total Credit Sales (unless otherwise in" rel="nofollow">indicated, same as sales)
Profitability Ratios
Gross Profit Margin" rel="nofollow">in: Sales min" rel="nofollow">inus cost of good sold/Sales - - - total margin" rel="nofollow">in available to cover operatin" rel="nofollow">ing expenses and yield a profit - generally one wants an upward trend
Operatin" rel="nofollow">ing Profit Margin" rel="nofollow">in: Earnin" rel="nofollow">ings before in" rel="nofollow">interest and taxes (EBIT)/Sales - - - profitability w/o concern for taxes and in" rel="nofollow">interest - generally one wants and upward trend
Net Profit Margin" rel="nofollow">in: Net Income/Sales - - - after-tax profits per dollar of sales - generally one wants an upward trend
Return on Total Assets (ROA): Net in" rel="nofollow">income/Total Assets - - - after-tax profits per dollar of assets (ROI) - generally one wants and upward trend
Return on Stockholders' Equity (ROE): Net Income/ Total Stockholders' Equity - - - after-tax profits per dollar of stockholders' in" rel="nofollow">investment in" rel="nofollow">in the firm - generally one wants and upward trend
Sales Revenue (already entered above - no need to re-enter data) - - -
$ Cost of goods sold or cost of sales
$ EBIT (Earnin" rel="nofollow">ings Before Interest and Taxes)
$ Net Income (Earnin" rel="nofollow">ings After Interest and Taxes)
Total Assets (already entered above - no need to re-enter data) - - -
Total Stockholders' Equity (already entered above - no need to re-enter) - - -
$ Other Operatin" rel="nofollow">ing Expenses
Revenue/Expense
Sales Revenue (percentage change) - - - annual percentage growth rate in" rel="nofollow">in sales - generally one wants an upward trend
Cost of Sales (percentage change) - - - annual percentage growth rate in" rel="nofollow">in cost of sales - generally one wants a downward trend
Operatin" rel="nofollow">ing Profit (percentage change) - - - annual percentage growth rate in" rel="nofollow">in operatin" rel="nofollow">ing profit - generally one wants an upward trend
Net Income (percentage change) - - - annual percentage growth rate in" rel="nofollow">in net in" rel="nofollow">income - generally one wants an upward trend