For Kim Woods management 600 business planning seminar
Page 1 Front Page Page 2 Stocks & Bonds Page 3 Financial Sum m ary Page 4 Production Analysis
Page 5 Traditional Segm ent Analys is Page 6 Low End Segment Analysis Page 7 High End Segm ent Analysis Page 8 Perform ance Segm ent Analys is Page 9 Size Segm ent Analys is
Page 10 Market Share Page 11 Perceptual Map Page 12 HR/TQM Report Page 13 Ethics Report
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Round: 2 Dec. 31, 2021
C113532
Andrews Baldwin Chester
NORMA CABANAS
Digby Erie Ferris
Selected Financial Statistics
Andrews Baldwin Chester Digby Erie Ferris
ROS 1.2% 11.3% 4.8% 4.9% 4.9% 4.9%
Asset Turnover 0.92 1.22 1.32 0.93 0.93 0.93
ROA 1.1% 13.8% 6.3% 4.6% 4.6% 4.6%
Leverage (Assets/Equity) 2.2 1.7 2.0 1.8 1.8 1.8
ROE 2.4% 24.0% 12.9% 8.4% 8.4% 8.4%
Emergency Loan $13,718,071 $0 $0 $0 $0 $0
Sales $107,402,010 $179,830,970 $214,409,221 $98,884,537 $98,884,537 $98,884,537
EBIT $9,809,237 $38,843,641 $24,994,293 $12,987,607 $12,987,607 $12,987,607
Profits $1,305,723 $20,347,208 $10,237,802 $4,859,773 $4,859,773 $4,859,773
Cumulative Profit $9,790,803 $33,983,055 $17,346,801 $14,143,021 $14,143,021 $14,143,021
SG&A / Sales 16.3% 10.7% 14.6% 8.9% 8.9% 8.9%
Contrib. Margin % 35.1% 38.4% 31.9% 29.7% 29.7% 29.7%
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Stocks & Bonds C113532 Round: 2
December 31 , 2021
Stock Market Summary
Company Close Change Shares MarketCap ($M) Book Value Per
Share EPS Dividend Yield P/E
Andrews $26.17 ($12.58) 2,000,000 $52 $26.77 $0.65 $0.00 0.0% 40.0
Baldwin $74.70 $26.45 2,204,358 $165 $38.44 $9.23 $0.00 0.0% 8.1
Chester $46.68 $10.49 2,505,098 $117 $31.62 $4.09 $0.00 0.0% 11.4
Digby $41.33 $0.98 2,000,000 $83 $28.95 $2.43 $0.00 0.0% 17.0
Erie $41.33 $0.98 2,000,000 $83 $28.95 $2.43 $0.00 0.0% 17.0
Ferris $41.33 $0.98 2,000,000 $83 $28.95 $2.43 $0.00 0.0% 17.0
Bond Market Summary
Company Series# Face Yield Close$ S&P
Andrews 12.5S2023 $13,900,000 12.5% 99.67 CCC 14.0S2025 $20,850,000 13.5% 103.89 CCC 11.5S2031 $2,000,000 12.3% 93.41 CCC
Baldwin 12.5S2023 $13,900,000 12.3% 101.70 BB 14.0S2025 $20,850,000 13.0% 107.67 BB 11.3S2030 $10,000,000 11.4% 98.91 BB 11.6S2031 $3,500,000 11.5% 100.58 BB
Chester 12.5S2023 $13,900,000 12.5% 100.17 B 14.0S2025 $20,850,000 13.4% 104.82 B 11.3S2030 $13,000,000 12.0% 94.23 B 12.3S2031 $16,580,000 12.4% 99.44 B
Digby 12.5S2023 $13,900,000 12.3% 101.36 BB 14.0S2025 $20,850,000 13.1% 107.03 BB
Erie 12.5S2023 $13,900,000 12.3% 101.36 BB 14.0S2025 $20,850,000 13.1% 107.03 BB
Ferris 12.5S2023 $13,900,000 12.3% 101.36 BB 14.0S2025 $20,850,000 13.1% 107.03 BB
Next Year's Prime Rate 8.00%
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Financial Summary C113532 Round: 2Decem ber 31, 2021
Cash Flow Statement Survey Andrews Baldwin Chester Digby Erie Ferris
Cash flows from operating activities
Net Incom e (Loss ) $1,306 $20,347 $10,238 $4,860 $4,860 $4,860
Adjustm ent for non-cash item s:
Depreciation $10,307 $10,867 $10,473 $7,587 $7,587 $7,587
Extraordinary gains/los ses/writeoffs $0 $0 $0 $0 $0 $0
Changes in current as sets and liabilities:
Accounts payable $952 ($1,802) ($338) ($158) ($158) ($158)
Inventory ($5,307) $12,635 $6,285 ($9,178) ($9,178) ($9,178)
Accounts receivable ($667) ($1,324) ($9,954) $292 $292 $292
Net cash from operations $6,591 $40,723 $16,704 $3,403 $3,403 $3,403
Cash flows from investing activities
Plant im provem ents (net) ($25,600) ($18,000) ($30,300) $0 $0 $0
Cash flows from financing activities
Dividends paid $0 $0 $0 $0 $0 $0
Sales of com m on stock $0 $0 $15,109 $0 $0 $0
Purchase of com m on s tock $0 $0 $0 $0 $0 $0
Cash from long term debt issued $2,000 $3,500 $16,580 $0 $0 $0
Early retirem ent of long term debt $0 $0 $0 $0 $0 $0
Retirem ent of current debt $0 $0 $0 $0 $0 $0
Cash from current debt borrowing $0 $0 $0 $0 $0 $0
Cash from emergency loan $13,718 $0 $0 $0 $0 $0
Net cash from financing activities $15,718 $3,500 $31,689 $0 $0 $0
Net change in cash position ($3,291) $26,223 $18,093 $3,403 $3,403 $3,403
Balance Sheet Survey Andrews Baldwin Chester Digby Erie Ferris
Cash $0 $26,323 $27,076 $12,105 $12,105 $12,105
Accounts Receivable $8,828 $14,781 $26,434 $8,127 $8,127 $8,127
Inventory $10,433 $2,340 $8,142 $24,896 $24,896 $24,896
Total Current Ass ets $19,261 $43,443 $61,652 $45,128 $45,128 $45,128
Plant and equipment $154,600 $163,000 $157,100 $113,800 $113,800 $113,800
Accumulated Depreciation ($56,840) ($58,467) ($56,860) ($53,107) ($53,107) ($53,107)
Total Fixed Ass ets $97,760 $104,533 $100,240 $60,693 $60,693 $60,693
Total Assets $117,021 $147,977 $161,892 $105,821 $105,821 $105,821
Accounts Payable $6,058 $8,040 $11,403 $6,225 $6,225 $6,225
Current Debt $20,668 $6,950 $6,950 $6,950 $6,950 $6,950
Total Current Liabilities $26,726 $14,990 $18,353 $13,175 $13,175 $13,175
Long Term Debt $36,750 $48,250 $64,330 $34,750 $34,750 $34,750
Total Liabilities $63,476 $63,240 $82,683 $47,925 $47,925 $47,925
Com m on Stock $18,360 $25,360 $36,468 $18,360 $18,360 $18,360
Retained Earnings $35,184 $59,377 $42,740 $39,537 $39,537 $39,537
Total Equity $53,544 $84,736 $79,209 $57,896 $57,896 $57,896
Total Liabilities & Owners' Equity $117,021 $147,977 $161,892 $105,821 $105,821 $105,821
Income Statement Survey Andrews Baldwin Chester Digby Erie Ferris
Sales $107,402 $179,831 $214,409 $98,885 $98,885 $98,885
Variable Costs (Labor, Material, Carry) $69,655 $110,741 $145,999 $69,548 $69,548 $69,548
Contribution Margin $37,747 $69,090 $68,410 $29,337 $29,337 $29,337
Depreciation $10,307 $10,867 $10,473 $7,587 $7,587 $7,587
SGA (R&D, Prom o, Sales, Admin) $17,531 $19,204 $31,358 $8,762 $8,762 $8,762
Other (Fees, Writeoffs, TQM, Bonuses) $100 $175 $1,584 $0 $0 $0
EBIT $9,809 $38,844 $24,994 $12,988 $12,988 $12,988
Interes t (Short term , Long term ) $7,759 $6,901 $8,922 $5,358 $5,358 $5,358
Taxes $717 $11,180 $5,625 $2,670 $2,670 $2,670
Profit Sharing $27 $415 $209 $99 $99 $99
Net Profit $1,306 $20,347 $10,238 $4,860 $4,860 $4,860
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Production Analysis C113532 Round: 2Decem ber 31, 2021
Production Information
Nam e Prim ary
Segm ent Units Sold
Unit Inven tory Revision Date
Age Dec.31 MTBF
Pfm n Coord
Size Coord Price
Material Cost
Labor Cost
Contr. Marg.
2nd Shift &
Over- tim e
Auto m ation
Next Round
Capacity Next
Round Plant Utiliz.
Able Trad 1,398 0 4/18/2021 2.1 15000 5.7 14.3 $26.60 $9.25 $7.04 38% 0% 7.0 1,800 78%
Acre Low 1,210 778 9/22/2021 2.1 12000 2.8 17.0 $20.43 $5.69 $6.58 36% 34% 8.0 1,400 133%
Adam High 505 0 10/3/2021 1.4 22000 9.8 10.2 $37.05 $15.24 $9.39 34% 0% 3.0 900 56%
Aft Pfmn 309 41 9/9/2021 1.7 23000 10.4 15.5 $32.78 $13.89 $8.22 30% 0% 4.0 600 35%
Agape Size 510 0 9/20/2021 1.7 18000 4.7 9.6 $32.66 $12.44 $9.39 33% 0% 3.0 600 85%
Baker Trad 2,561 0 7/26/2021 1.9 16999 6.4 13.6 $27.99 $10.51 $6.68 38% 40% 8.0 1,800 139%
Bead Low 2,063 211 1/22/2020 6.6 12500 3.0 17.0 $20.99 $5.93 $3.91 46% 30% 8.0 1,400 129%
Bid High 686 0 11/27/2021 1.3 22300 10.1 10.0 $39.49 $15.56 $9.40 38% 0% 4.0 900 72%
Bold Pfmn 596 0 9/30/2021 1.6 23750 11.2 14.0 $33.99 $15.02 $9.40 28% 0% 3.0 600 80%
Buddy Size 515 0 11/21/2021 1.5 19000 5.4 8.3 $33.99 $13.73 $9.40 34% 0% 3.0 600 62%
Cake Trad 2,568 0 9/1/2021 1.8 15000 5.7 14.3 $28.00 $9.25 $9.42 32% 44% 5.0 2,300 143%
Cedar Low 2,530 0 1/15/2021 6.6 13000 3.0 17.0 $20.75 $6.08 $7.05 32% 0% 5.5 1,900 91%
Cid High 958 0 9/19/2021 1.4 23500 9.8 10.2 $38.17 $15.69 $9.72 34% 8% 3.0 968 107%
Coat Pfmn 532 326 9/28/2021 1.7 27000 10.4 15.3 $36.75 $15.14 $10.47 27% 31% 3.0 700 130%
Cure Size 972 0 9/13/2021 1.7 19500 4.7 9.6 $34.80 $12.89 $11.14 32% 64% 3.0 782 162%
Daze Trad 811 867 11/20/2016 5.1 17500 5.5 14.5 $28.00 $9.81 $8.22 25% 0% 4.0 1,800 66%
Dell Low 1,721 82 5/25/2015 6.6 14000 3.0 17.0 $21.00 $6.38 $7.82 31% 30% 5.0 1,400 129%
Dixie High 417 44 4/19/2018 3.7 23000 8.0 12.0 $38.00 $13.83 $9.39 37% 0% 3.0 900 45%
Dot Pfmn 465 64 6/30/2017 4.5 25000 9.4 15.5 $33.00 $13.87 $9.39 27% 0% 3.0 600 73%
Dune Size 268 237 5/25/2017 4.6 19000 4.0 11.0 $33.00 $11.69 $9.39 28% 0% 3.0 600 63%
Eat Trad 811 867 11/20/2016 5.1 17500 5.5 14.5 $28.00 $9.81 $8.22 25% 0% 4.0 1,800 66%
Ebb Low 1,721 82 5/25/2015 6.6 14000 3.0 17.0 $21.00 $6.38 $7.82 31% 30% 5.0 1,400 129%
Echo High 417 44 4/19/2018 3.7 23000 8.0 12.0 $38.00 $13.83 $9.39 37% 0% 3.0 900 45%
Edge Pfmn 465 64 6/30/2017 4.5 25000 9.4 15.5 $33.00 $13.87 $9.39 27% 0% 3.0 600 73%
Egg Size 268 237 5/25/2017 4.6 19000 4.0 11.0 $33.00 $11.69 $9.39 28% 0% 3.0 600 63%
Fast Trad 811 867 11/20/2016 5.1 17500 5.5 14.5 $28.00 $9.81 $8.22 25% 0% 4.0 1,800 66%
Feat Low 1,721 82 5/25/2015 6.6 14000 3.0 17.0 $21.00 $6.38 $7.82 31% 30% 5.0 1,400 129%
Fist High 417 44 4/19/2018 3.7 23000 8.0 12.0 $38.00 $13.83 $9.39 37% 0% 3.0 900 45%
Foam Pfmn 465 64 6/30/2017 4.5 25000 9.4 15.5 $33.00 $13.87 $9.39 27% 0% 3.0 600 73%
Fum e Size 268 237 5/25/2017 4.6 19000 4.0 11.0 $33.00 $11.69 $9.39 28% 0% 3.0 600 63%
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Traditional Market Segment Analysis C113532 Round: 2Decem ber 31, 2021
Traditional Statistics Total Industry Unit Dem and 8,809
Actual Industry Unit Sales 8,809
Segm ent % of Total Industry 30.4%
Next Year's Segm ent Growth Rate 9.2%
Traditional Customer Buying Criteria Expectations Importance
1. Age Ideal Age = 2.0 47%
2. Price $19.00 - 29.00 23%
3. Ideal Position Pfm n 6.4 Size 13.6 21%
4. Reliability MTBF 14000-19000 9%
Perceptual Map for Traditional Segment
Top Products in Traditional Segment
Nam e Market Share
Units Sold to Seg
Revision Date Stock Out
Pfm n Coord
Size Coord
List Price MTBF
Age Dec.31
Promo Budget
Cus t. Aware- ness
Sales Budget
Cust. Access- ibility
Dec. Cust.
Survey
Baker 29% 2,531 7/26/2021 YES 6.4 13.6 $27.99 16999 1.90 $2,000 85% $1,014 50% 41
Cake 29% 2,520 9/1/2021 YES 5.7 14.3 $28.00 15000 1.84 $2,000 85% $3,000 88% 47
Able 16% 1,379 4/18/2021 YES 5.7 14.3 $26.60 15000 2.06 $1,500 60% $1,608 59% 34
Daze 9% 760 11/20/2016 5.5 14.5 $28.00 17500 5.10 $1,000 53% $936 46% 5
Eat 9% 760 11/20/2016 5.5 14.5 $28.00 17500 5.10 $1,000 53% $936 46% 5
Fast 9% 760 11/20/2016 5.5 14.5 $28.00 17500 5.10 $1,000 53% $936 46% 5
Dune 0% 14 5/25/2017 4.0 11.0 $33.00 19000 4.60 $700 28% $663 46% 0
Egg 0% 14 5/25/2017 4.0 11.0 $33.00 19000 4.60 $700 28% $663 46% 0
Fum e 0% 14 5/25/2017 4.0 11.0 $33.00 19000 4.60 $700 28% $663 46% 0
Dot 0% 11 6/30/2017 9.4 15.5 $33.00 25000 4.50 $700 28% $663 46% 0
Edge 0% 11 6/30/2017 9.4 15.5 $33.00 25000 4.50 $700 28% $663 46% 0
Foam 0% 11 6/30/2017 9.4 15.5 $33.00 25000 4.50 $700 28% $663 46% 0
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Low End Market Segment Analysis C113532 Round: 2Decem ber 31, 2021
Low End Statistics Total Industry Unit Dem and 11,180
Actual Industry Unit Sales 11,180
Segm ent % of Total Industry 38.6%
Next Year's Segm ent Growth Rate 11.7%
Low End Customer Buying Criteria Expectations Importance
1. Price $14.00 - 24.00 53%
2. Age Ideal Age = 7.0 24%
3. Ideal Position Pfm n 2.7 Size 17.3 16%
4. Reliability MTBF 12000-17000 7%
Perceptual Map for Low End Segment
Top Products in Low End Segment
Nam e Market Share
Units Sold to Seg
Revision Date Stock Out
Pfm n Coord
Size Coord
List Price MTBF
Age Dec.31
Promo Budget
Cus t. Aware- ness
Sales Budget
Cust. Access- ibility
Dec. Cust.
Survey
Cedar 23% 2,528 1/15/2021 YES 3.0 17.0 $20.75 13000 6.60 $2,000 83% $3,000 76% 34
Bead 18% 2,061 1/22/2020 3.0 17.0 $20.99 12500 6.60 $2,000 83% $930 39% 22
Dell 15% 1,720 5/25/2015 3.0 17.0 $21.00 14000 6.60 $900 48% $858 35% 18
Ebb 15% 1,720 5/25/2015 3.0 17.0 $21.00 14000 6.60 $900 48% $858 35% 18
Feat 15% 1,720 5/25/2015 3.0 17.0 $21.00 14000 6.60 $900 48% $858 35% 18
Acre 11% 1,210 9/22/2021 2.8 17.0 $20.43 12000 2.08 $1,000 50% $1,474 45% 10
Daze 0% 51 11/20/2016 5.5 14.5 $28.00 17500 5.10 $1,000 39% $936 35% 1
Eat 0% 51 11/20/2016 5.5 14.5 $28.00 17500 5.10 $1,000 39% $936 35% 1
Fast 0% 51 11/20/2016 5.5 14.5 $28.00 17500 5.10 $1,000 39% $936 35% 1
Cake 0% 49 9/1/2021 YES 5.7 14.3 $28.00 15000 1.84 $2,000 55% $3,000 76% 0
Able 0% 18 4/18/2021 YES 5.7 14.3 $26.60 15000 2.06 $1,500 39% $1,608 45% 0
Baker 0% 2 7/26/2021 YES 6.4 13.6 $27.99 16999 1.90 $2,000 55% $1,014 39% 0
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High End Market Segment Analysis C113532 Round: 2Decem ber 31, 2021
High End Statistics Total Industry Unit Dem and 3,448
Actual Industry Unit Sales 3,448
Segm ent % of Total Industry 11.9%
Next Year's Segm ent Growth Rate 16.2%
High End Customer Buying Criteria Expectations Importance
1. Ideal Position Pfm n 10.7 Size 9.3 43%
2. Age Ideal Age = 0.0 29%
3. Reliability MTBF 20000-25000 19%
4. Price $29.00 - 39.00 9%
Perceptual Map for High End Segment
Top Products in High End Segment
Nam e Market Share
Units Sold to Seg
Revision Date Stock Out
Pfm n Coord
Size Coord
List Price MTBF
Age Dec.31
Promo Budget
Cus t. Aware- ness
Sales Budget
Cust. Access- ibility
Dec. Cust.
Survey
Cid 28% 958 9/19/2021 YES 9.8 10.2 $38.17 23500 1.38 $2,000 82% $3,000 83% 42
Bid 20% 686 11/27/2021 YES 10.1 10.0 $39.49 22300 1.27 $2,000 82% $845 43% 26
Adam 15% 505 10/3/2021 YES 9.8 10.2 $37.05 22000 1.36 $1,900 62% $1,340 58% 25
Dixie 12% 417 4/19/2018 8.0 12.0 $38.00 23000 3.70 $800 47% $780 41% 3
Echo 12% 417 4/19/2018 8.0 12.0 $38.00 23000 3.70 $800 47% $780 41% 3
Fist 12% 417 4/19/2018 8.0 12.0 $38.00 23000 3.70 $800 47% $780 41% 3
Bold 1% 41 9/30/2021 YES 11.2 14.0 $33.99 23750 1.60 $1,100 35% $718 43% 1
Baker 0% 7 7/26/2021 YES 6.4 13.6 $27.99 16999 1.90 $2,000 55% $1,014 43% 0
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Performance Market Segment Analysis C113532 Round: 2Decem ber 31, 2021
Performance Statistics Total Industry Unit Dem and 2,749
Actual Industry Unit Sales 2,749
Segm ent % of Total Industry 9.5%
Next Year's Segm ent Growth Rate 19.8%
Performance Customer Buying Criteria Expectations Importance
1. Reliability MTBF 22000-27000 43%
2. Ideal Position Pfmn 11.4 Size 14.6 29%
3. Price $24.00 - 34.00 19%
4. Age Ideal Age = 1.0 9%
Perceptual Map for Performance Segment
Top Products in Performance Segment
Nam e Market Share
Units Sold to Seg
Revision Date Stock Out
Pfm n Coord
Size Coord
List Price MTBF
Age Dec.31
Promo Budget
Cus t. Aware- ness
Sales Budget
Cust. Access- ibility
Dec. Cust.
Survey
Bold 20% 554 9/30/2021 YES 11.2 14.0 $33.99 23750 1.60 $1,100 52% $718 35% 15
Coat 19% 532 9/28/2021 10.4 15.3 $36.75 27000 1.68 $2,000 75% $3,000 66% 21
Dot 17% 454 6/30/2017 9.4 15.5 $33.00 25000 4.50 $700 38% $663 33% 10
Edge 17% 454 6/30/2017 9.4 15.5 $33.00 25000 4.50 $700 38% $663 33% 10
Foam 17% 454 6/30/2017 9.4 15.5 $33.00 25000 4.50 $700 38% $663 33% 10
Aft 11% 300 9/9/2021 10.4 15.5 $32.78 23000 1.68 $1,500 54% $1,139 48% 12
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Size Market Segment Analysis C113532 Round: 2Decem ber 31, 2021
Size Statistics Total Industry Unit Dem and 2,776
Actual Industry Unit Sales 2,776
Segm ent % of Total Industry 9.6%
Next Year's Segm ent Growth Rate 18.3%
Size Customer Buying Criteria Expectations Importance
1. Ideal Position Pfm n 5.4 Size 8.6 43%
2. Age Ideal Age = 1.5 29%
3. Reliability MTBF 16000-21000 19%
4. Price $24.00 - 34.00 9%
Perceptual Map for Size Segment
Top Products in Size Segment
Nam e Market Share
Units Sold to Seg
Revision Date Stock Out
Pfm n Coord
Size Coord
List Price MTBF
Age Dec.31
Promo Budget
Cus t. Aware- ness
Sales Budget
Cust. Access- ibility
Dec. Cust.
Survey
Cure 35% 972 9/13/2021 YES 4.7 9.6 $34.80 19500 1.74 $2,000 81% $3,000 79% 33
Buddy 19% 515 11/21/2021 YES 5.4 8.3 $33.99 19000 1.48 $1,100 50% $718 37% 34
Agape 18% 505 9/20/2021 YES 4.7 9.6 $32.66 18000 1.73 $800 40% $1,139 43% 19
Dune 9% 254 5/25/2017 4.0 11.0 $33.00 19000 4.60 $700 36% $663 37% 2
Egg 9% 254 5/25/2017 4.0 11.0 $33.00 19000 4.60 $700 36% $663 37% 2
Fum e 9% 254 5/25/2017 4.0 11.0 $33.00 19000 4.60 $700 36% $663 37% 2
Baker 1% 20 7/26/2021 YES 6.4 13.6 $27.99 16999 1.90 $2,000 55% $1,014 37% 0
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Market Share Report C113532 Round: 2Decem ber 31, 2021
Actual Market Share in Units Trad Low High Pfmn Size Total
Industry Unit Sales
8,809 11,180 3,448 2,749 2,776 28,961
% of Market 30.4% 38.6% 11.9% 9.5% 9.6% 100.0%
Able 15.7% 0.2% 0.0% 4.8% Acre 10.8% 4.2% Adam 14.7% 1.7% Aft 0.1% 10.9% 1.1% Agape 0.1% 18.2% 1.8% Total 15.8% 11.0% 14.7% 10.9% 18.2% 13.6%
Baker 28.7% 0.0% 0.2% 0.7% 8.8% Bead 0.0% 18.4% 7.1% Bid 19.9% 2.4% Bold 1.2% 20.2% 2.1% Buddy 18.6% 1.8% Total 28.8% 18.5% 21.3% 20.2% 19.3% 22.2%
Cake 28.6% 0.4% 8.9% Cedar 0.0% 22.6% 8.7% Cid 27.8% 3.3% Coat 19.4% 1.8% Cure 35.0% 3.4% Total 28.6% 23.1% 27.8% 19.4% 35.0% 26.1%
Daze 8.6% 0.5% 2.8% Dell 0.0% 15.4% 5.9% Dixie 12.1% 1.4% Dot 0.1% 16.5% 1.6% Dune 0.2% 9.2% 0.9% Total 8.9% 15.8% 12.1% 16.5% 9.2% 12.7%
Eat 8.6% 0.5% 2.8% Ebb 0.0% 15.4% 5.9% Echo 12.1% 1.4% Edge 0.1% 16.5% 1.6% Egg 0.2% 9.2% 0.9% Total 8.9% 15.8% 12.1% 16.5% 9.2% 12.7%
Fast 8.6% 0.5% 2.8% Feat 0.0% 15.4% 5.9% Fis t 12.1% 1.4% Foam 0.1% 16.5% 1.6% Fum e 0.2% 9.2% 0.9% Total 8.9% 15.8% 12.1% 16.5% 9.2% 12.7%
Potential Market Share in Units Trad Low High Pfmn Size Total
Units Dem anded
8,809 11,180 3,448 2,749 2,776 28,961
% of Market 30.4% 38.6% 11.9% 9.5% 9.6% 100.0%
Able 26.1% 0.3% 8.1% Acre 10.3% 4.0% Adam 23.9% 2.8% Aft 0.1% 10.5% 1.0% Agape 0.1% 19.2% 1.9% Total 26.2% 10.6% 23.9% 10.5% 19.2% 17.8%
Baker 27.9% 0.2% 0.7% 8.6% Bead 17.3% 6.7% Bid 18.8% 2.2% Bold 0.9% 23.5% 2.3% Buddy 36.0% 3.5% Total 27.9% 17.4% 19.9% 23.5% 36.7% 23.3%
Cake 30.1% 0.5% 9.3% Cedar 26.9% 10.4% Cid 40.4% 4.8% Coat 18.6% 1.8% Cure 30.2% 2.9% Total 30.1% 27.4% 40.4% 18.6% 30.2% 29.2%
Daze 5.1% 0.4% 1.7% Dell 14.5% 5.6% Dixie 5.3% 0.6% Dot 0.1% 15.8% 1.5% Dune 0.1% 4.6% 0.5% Total 5.3% 14.9% 5.3% 15.8% 4.6% 9.9%
Eat 5.1% 0.4% 1.7% Ebb 14.5% 5.6% Echo 5.3% 0.6% Edge 0.1% 15.8% 1.5% Egg 0.1% 4.6% 0.5% Total 5.3% 14.9% 5.3% 15.8% 4.6% 9.9%
Fas t 5.1% 0.4% 1.7% Feat 14.5% 5.6% Fist 5.3% 0.6% Foam 0.1% 15.8% 1.5% Fum e 0.1% 4.6% 0.5% Total 5.3% 14.9% 5.3% 15.8% 4.6% 9.9%
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Perceptual Map C113532 Round: 2Decem ber 31, 2021
Perceptual Map for All Segments
Andrews Name Pfmn Size Revised
Able 5.7 14.3 4/18/2021
Acre 2.8 17.0 9/22/2021
Adam 9.8 10.2 10/3/2021
Aft 10.4 15.5 9/9/2021
Agape 4.7 9.6 9/20/2021
Baldwin Name Pfmn Size Revised
Baker 6.4 13.6 7/26/2021
Bead 3.0 17.0 1/22/2020
Bid 10.1 10.0 11/27/2021
Bold 11.2 14.0 9/30/2021
Buddy 5.4 8.3 11/21/2021
Chester Name Pfmn Size Revised
Cake 5.7 14.3 9/1/2021
Cedar 3.0 17.0 1/15/2021
Cid 9.8 10.2 9/19/2021
Coat 10.4 15.3 9/28/2021
Cure 4.7 9.6 9/13/2021
Digby Name Pfmn Size Revised
Daze 5.5 14.5 11/20/2016
Dell 3.0 17.0 5/25/2015
Dixie 8.0 12.0 4/19/2018
Dot 9.4 15.5 6/30/2017
Dune 4.0 11.0 5/25/2017
Erie Name Pfmn Size Revised
Eat 5.5 14.5 11/20/2016
Ebb 3.0 17.0 5/25/2015
Echo 8.0 12.0 4/19/2018
Edge 9.4 15.5 6/30/2017
Egg 4.0 11.0 5/25/2017
Ferris Name Pfmn Size Revised
Fast 5.5 14.5 11/20/2016
Feat 3.0 17.0 5/25/2015
Fist 8.0 12.0 4/19/2018
Foam 9.4 15.5 6/30/2017
Fume 4.0 11.0 5/25/2017
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HR/TQM Report C113532 Round: 2
December 31, 2021
HUMAN RESOURCES SUMMARY
Andrews Baldwin Chester Digby Erie Ferris
Needed Com plem ent 662 742 1,239 701 701 701
Com plem ent 662 742 1,239 701 701 701
1st Shift Com plem ent 605 621 978 640 640 640
2nd Shift Com plem ent 57 121 261 61 61 61
Overtim e% 0.1% 0.0% 0.0% 0.0% 0.0% 0.0%
Turnover Rate 10.0% 8.5% 8.5% 10.0% 10.0% 10.0%
New Employees 152 63 482 70 70 70
Separated Em ployees 0 311 0 0 0 0
Recruiting Spend $0 $2,500 $1,000 $0 $0 $0
Training Hours 0 40 40 0 0 0
Productivity Index 100.0% 100.0% 100.0% 100.0% 100.0% 100.0%
Recruiting Cost $152 $221 $965 $70 $70 $70
Separation Cost $0 $1,555 $0 $0 $0 $0
Training Cos t $0 $594 $991 $0 $0 $0
Total HR Adm in Cost $152 $2,369 $1,956 $70 $70 $70
Labor Contract Next Year
Wages $23.15 $23.15 $23.15 $23.15 $23.15 $23.15
Benefits 2,500 2,500 2,500 2,500 2,500 2,500
Profit 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 Position
Wages
Benefits
Profit Sharing
Annual Raise
Ceiling Negotiation Position
Wages
Benefits
Profit Sharing
Annual Raise
Adjusted Labor Demands
Wages
Benefits
Profit Sharing
Annual Raise
Strike Days
TQM SUMMARY Andrews Baldwin Chester Digby Erie Ferris
Process Mgt Budgets Last Year CPI System s $0 $0 $0 $0 $0 $0 Vendor/JIT $0 $0 $0 $0 $0 $0 Quality Initiative Training $0 $0 $0 $0 $0 $0 Channel Support System s $0 $0 $0 $0 $0 $0 Concurrent Engineering $0 $0 $0 $0 $0 $0 UNEP Green Programs $0 $0 $0 $0 $0 $0
TQM Budgets Last Year Benchm arking $0 $0 $0 $0 $0 $0 Quality Function Deploym ent Effort $0 $0 $0 $0 $0 $0 CCE/6 Sigma Training $0 $0 $0 $0 $0 $0 GEMI TQEM Sustainability Initiatives $0 $0 $0 $0 $0 $0 Total Expenditures $0 $0 $0 $0 $0 $0
Cumulative Impacts Material Cos t 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 Tim e 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% Reduction Adm in Costs 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% Dem and Increase 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
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Ethics Report C113532 Round: 2
December 31, 2021
ETHICS SUMMARY Other (Fees, Writeoffs, etc.) The actual dollar impact. Example, $120 m eans Other increased by $120. Dem and Factor The % of norm al. 98% m eans dem and fell 2%. Material Cos t Im pact The % of norm al. 104% m eans m atieral cos ts rose 4%. Adm in Cost Im pact The % of norm al. 103% m eans admin costs rose 3%. Productivity Im pact The % of norm al. 104% m eans productivity increas ed by 4%. Awareness Impact The % of norm al. 105% m eans norm al awareness was m ultiplied by 1.05. Acces sibility Im pact The % of norm al. 98% m eans norm al acces siblity was multiplied by 0.98.
Norm al m eans the value that would have been produced if the problem had not been presented.
No Im pact Andrews Baldwin Chester Digby Erie Ferris
Total Other (Fees, Writeoffs, etc.) $0 $0 $0 $0 $0 $0 $0 Dem and Factor 100% 100% 100% 100% 100% 100% 100% Material Cos t Im pact 100% 100% 100% 100% 100% 100% 100% Adm in Cost Im pact 100% 100% 100% 100% 100% 100% 100% Productivity Im pact 100% 100% 100% 100% 100% 100% 100% Awareness Impact 100% 100% 100% 100% 100% 100% 100% Acces sibility Im pact 100% 100% 100% 100% 100% 100% 100%
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